Picton Mahoney Asset Management
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Picton Mahoney Asset Management’s LCI Industries LCII Stock Holding History

Picton Mahoney Asset 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
Q2 		$2.33M Buy
+22,021
New +$2.42M 0.02% 527
2026
Q1 		– Sell
-4,563
Closed -$554K – 1344
2025
Q4 		$554K Buy
+4,563
New +$485K ﹤0.01% 673
2017
Q1 		– Sell
-3,900
Closed -$421K – 212
2016
Q4 		$421K Sell
3,900
-1,400
-26% -$139K 0.03% 161
2016
Q3 		$519K Buy
5,300
+3,900
+279% +$371K 0.03% 192
2016
Q2 		$119K Hold
1,400
– – 0.01% 227
2016
Q1 		$90K Sell
1,400
-200
-13% -$11.8K 0.01% 263
2015
Q4 		$97K Hold
1,600
– – 0.01% 246
2015
Q3 		$87K Hold
1,600
– – 0.01% 244
2015
Q2 		$93K Hold
1,600
– – ﹤0.01% 250
2015
Q1 		$98K Buy
1,600
+200
+14% +$11K ﹤0.01% 228
2014
Q4 		$71K Hold
1,400
– – ﹤0.01% 229
2014
Q3 		$59K Sell
1,400
-29,900
-96% -$1.35M ﹤0.01% 254
2014
Q2 		$1.56M Buy
+31,300
New +$1.56M 0.09% 137

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Picton Mahoney Asset Management's LCII Position: Q2 2026 in Review

Picton Mahoney Asset Management opened a new position in LCI Industries (LCII) in Q2 2026: 22,021 shares worth $2.33M. The stake represents 0.02% of the portfolio and ranks #527 among its holdings. This is a return to the name: Picton Mahoney Asset Management previously reported a position in LCII as recently as Q4 2025.

Picton Mahoney Asset Management first reported a position in LCII in Q2 2014 and has held it in 13 quarters since. 359 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Picton Mahoney Asset Management held 22,021 shares of LCI Industries worth $2.33M as of Q2 2026.
  • LCI Industries was a new Picton Mahoney Asset Management position in Q2 2026.
  • LCI Industries made up 0.02% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #527 holding.
  • Picton Mahoney Asset Management first reported a position in LCI Industries in Q2 2014 and has held it in 13 quarters since.
  • 359 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.