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Southpoint Capital Advisors’s LCI Industries LCII Stock Holding History

Southpoint Capital Advisors’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
2024
Q1 		– Sell
-100,000
Closed -$12.6M – 53
2023
Q4 		$12.6M Buy
+100,000
New +$11.5M 0.27% 44
2020
Q3 		– Sell
-28,218
Closed -$3.25M – 79
2020
Q2 		$3.25M Buy
+28,218
New +$2.6M 0.08% 59
2015
Q1 		– Sell
-74,364
Closed -$3.8M – 39
2014
Q4 		$3.8M Buy
+74,364
New +$3.48M 0.19% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Southpoint Capital Advisors's LCII Position: Q1 2024 in Review

Southpoint Capital Advisors sold out of LCI Industries (LCII) in Q1 2024, closing a stake of 100,000 shares — an estimated $12.6M sold.

Southpoint Capital Advisors first reported a position in LCII in Q4 2014 and held it in 3 quarters. The position peaked at $12.6M in Q4 2023. 289 funds tracked by Wall St. Rank hold LCII as of Q1 2024.

  • Southpoint Capital Advisors reported no remaining LCI Industries position as of Q1 2024 after selling out during the quarter.
  • Southpoint Capital Advisors sold 100,000 LCI Industries shares in Q1 2024, an estimated $12.6M.
  • Southpoint Capital Advisors first reported a position in LCI Industries in Q4 2014 and held it in 3 quarters.
  • Southpoint Capital Advisors's LCI Industries position peaked at $12.6M in Q4 2023.
  • 289 funds tracked by Wall St. Rank held LCI Industries as of Q1 2024.

Based on Southpoint Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.