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Petrus Trust Company’s LCI Industries LCII Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-5,710
Closed -$521K – 367
2025
Q2 		$521K Sell
5,710
-3,521
-38% -$300K 0.05% 104
2025
Q1 		$807K Buy
+9,231
New +$927K 0.08% 65
2024
Q3 		– Sell
-6,907
Closed -$714K – 659
2024
Q2 		$714K Buy
+6,907
New +$746K 0.07% 94
2023
Q1 		– Sell
-3,540
Closed -$327K – 630
2022
Q4 		$327K Buy
+3,540
New +$348K 0.04% 224
2017
Q2 		– Sell
-2,464
Closed -$246K – 199
2017
Q1 		$246K Buy
+2,464
New +$265K 0.06% 131

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Petrus Trust Company's LCII Position: Q3 2025 in Review

Petrus Trust Company sold out of LCI Industries (LCII) in Q3 2025, closing a stake of 5,710 shares — an estimated $521K sold.

Petrus Trust Company first reported a position in LCII in Q1 2017 and held it in 5 quarters. The position peaked at $807K in Q1 2025. 321 funds tracked by Wall St. Rank hold LCII as of Q3 2025.

  • Petrus Trust Company reported no remaining LCI Industries position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 5,710 LCI Industries shares in Q3 2025, an estimated $521K.
  • Petrus Trust Company first reported a position in LCI Industries in Q1 2017 and held it in 5 quarters.
  • Petrus Trust Company's LCI Industries position peaked at $807K in Q1 2025.
  • 321 funds tracked by Wall St. Rank held LCI Industries as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.