Southpoint Capital Advisors’s LCI Industries LCII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-100,000
Closed -$12.6M 53
2023
Q4
$12.6M Buy
+100,000
New +$12.6M 0.27% 44
2020
Q3
Sell
-28,218
Closed -$3.25M 79
2020
Q2
$3.25M Buy
+28,218
New +$3.25M 0.08% 59
2015
Q1
Sell
-74,364
Closed -$3.8M 39
2014
Q4
$3.8M Buy
+74,364
New +$3.8M 0.19% 35