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Polymer Capital Management’s LSI Industries LYTS Stock Holding History

Polymer Capital Management’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,761
Closed -$372K – 909
2025
Q3 		$372K Buy
15,761
+4,183
+36% +$85K 0.04% 508
2025
Q2 		$197K Buy
+11,578
New +$186K 0.02% 542

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polymer Capital Management's LYTS Position: Q4 2025 in Review

Polymer Capital Management sold out of LSI Industries (LYTS) in Q4 2025, closing a stake of 15,761 shares — an estimated $372K sold.

Polymer Capital Management first reported a position in LYTS in Q2 2025 and held it in 2 quarters. The position peaked at $372K in Q3 2025. 156 funds tracked by Wall St. Rank hold LYTS as of Q4 2025.

  • Polymer Capital Management reported no remaining LSI Industries position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management sold 15,761 LSI Industries shares in Q4 2025, an estimated $372K.
  • Polymer Capital Management first reported a position in LSI Industries in Q2 2025 and held it in 2 quarters.
  • Polymer Capital Management's LSI Industries position peaked at $372K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held LSI Industries as of Q4 2025.

Based on Polymer Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.