Kayne Anderson Rudnick Investment Management’s LCI Industries LCII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203M Buy
2,221,443
+12,183
+0.6% +$1.11M 0.48% 67
2025
Q1
$193M Sell
2,209,260
-25,894
-1% -$2.26M 0.47% 67
2024
Q4
$231M Sell
2,235,154
-179,743
-7% -$18.6M 0.53% 63
2024
Q3
$291M Buy
2,414,897
+45,299
+2% +$5.46M 0.64% 54
2024
Q2
$245M Buy
2,369,598
+5,049
+0.2% +$522K 0.6% 56
2024
Q1
$291M Buy
2,364,549
+41,032
+2% +$5.05M 0.67% 54
2023
Q4
$292M Sell
2,323,517
-65,703
-3% -$8.26M 0.73% 52
2023
Q3
$281M Sell
2,389,220
-12,120
-0.5% -$1.42M 0.8% 45
2023
Q2
$303M Sell
2,401,340
-3,304
-0.1% -$417K 0.85% 42
2023
Q1
$264M Buy
2,404,644
+206,194
+9% +$22.7M 0.78% 47
2022
Q4
$203M Sell
2,198,450
-170,489
-7% -$15.8M 0.63% 54
2022
Q3
$240M Buy
2,368,939
+251,778
+12% +$25.5M 0.8% 45
2022
Q2
$237M Buy
2,117,161
+765,835
+57% +$85.7M 0.75% 55
2022
Q1
$140M Buy
1,351,326
+69,556
+5% +$7.22M 0.37% 84
2021
Q4
$200M Buy
1,281,770
+1,224,836
+2,151% +$191M 0.46% 74
2021
Q3
$7.67M Buy
+56,934
New +$7.67M 0.02% 247