RCM
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Radnor Capital Management’s LCI Industries LCII Stock Holding History

Radnor Capital 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 		$682K Hold
6,440
– – 0.1% 200
2026
Q1 		$792K Sell
6,440
-50
-0.8% -$6.84K 0.12% 184
2025
Q4 		$787K Hold
6,490
– – 0.12% 178
2025
Q3 		$605K Sell
6,490
-1,360
-17% -$136K 0.09% 210
2025
Q2 		$716K Sell
7,850
-2,800
-26% -$239K 0.11% 190
2025
Q1 		$931K Sell
10,650
-225
-2% -$22.6K 0.16% 160
2024
Q4 		$1.12M Sell
10,875
-400
-4% -$46.1K 0.19% 134
2024
Q3 		$1.36M Buy
11,275
+400
+4% +$45.2K 0.2% 126
2024
Q2 		$1.12M Sell
10,875
-615
-5% -$66.4K 0.34% 66
2024
Q1 		$1.41M Sell
11,490
-290
-2% -$34.1K 0.24% 107
2023
Q4 		$1.48M Sell
11,780
-430
-4% -$49.5K 0.28% 97
2023
Q3 		$1.43M Buy
12,210
+3,280
+37% +$411K 0.29% 92
2023
Q2 		$1.13M Buy
+8,930
New +$1.02M 0.48% 46

Other funds holding LCII

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Radnor Capital Management's LCII Position: Q2 2026 in Review

Radnor Capital Management held its LCI Industries (LCII) position steady in Q2 2026 at 6,440 shares worth $682K. The position accounts for 0.1% of the portfolio, ranked #200.

Radnor Capital Management first reported a position in LCII in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.48M in Q4 2023. 35 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Radnor Capital Management held 6,440 shares of LCI Industries worth $682K as of Q2 2026.
  • Radnor Capital Management left its LCI Industries share count unchanged in Q2 2026.
  • LCI Industries made up 0.1% of Radnor Capital Management's portfolio in Q2 2026, its #200 holding.
  • Radnor Capital Management first reported a position in LCI Industries in Q2 2023 and has held it in 13 quarters since.
  • Radnor Capital Management's LCI Industries position peaked at $1.48M in Q4 2023.
  • 35 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.