MQS Management’s LCI Industries LCII Stock Holding History

MQS Management’s Portfolio LCII Stock Details LCII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$323K	Buy	+2,623	New	+$359K	0.22%	194
2025 Q4	–	Sell	-6,237	Closed	-$581K	–	543
2025 Q3	$581K	Buy	6,237 +2,023	+48%	+$202K	0.34%	85
2025 Q2	$384K	Sell	4,214 -3,243	-43%	-$277K	0.21%	199
2025 Q1	$652K	Buy	+7,457	New	+$749K	0.37%	60
2023 Q1	–	Sell	-2,921	Closed	-$270K	–	500
2022 Q4	$270K	Sell	2,921 -275	-9%	-$27K	0.18%	236
2022 Q3	$324K	Buy	+3,196	New	+$389K	0.21%	204
2022 Q2	–	Sell	-3,080	Closed	-$320K	–	493
2022 Q1	$320K	Buy	+3,080	New	+$386K	0.26%	179

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MQS Management's LCII Position: Q1 2026 in Review

MQS Management opened a new position in LCI Industries (LCII) in Q1 2026: 2,623 shares worth $323K. The stake represents 0.22% of the portfolio and ranks #194 among its holdings. This is a return to the name: MQS Management previously reported a position in LCII as recently as Q3 2025.

MQS Management first reported a position in LCII in Q1 2022 and has held it in 7 quarters since. The position peaked at $652K in Q1 2025. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

MQS Management held 2,623 shares of LCI Industries worth $323K as of Q1 2026.
LCI Industries was a new MQS Management position in Q1 2026.
LCI Industries made up 0.22% of MQS Management's portfolio in Q1 2026, its #194 holding.
MQS Management first reported a position in LCI Industries in Q1 2022 and has held it in 7 quarters since.
MQS Management's LCI Industries position peaked at $652K in Q1 2025.
348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.