Spitfire Capital’s LCI Industries LCII Stock Holding History

Spitfire Capital’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
2017 Q1	–	Sell	-6,853	Closed	-$738K	–	21
2016 Q4	$738K	Sell	6,853 -7,622	-53%	-$758K	0.33%	21
2016 Q3	$1.42M	Sell	14,475 -31,100	-68%	-$2.96M	0.63%	23
2016 Q2	$3.87M	Sell	45,575 -80,244	-64%	-$5.78M	1.8%	21
2016 Q1	$8.11M	Buy	125,819 +8,700	+7%	+$511K	3.74%	15
2015 Q4	$7.13M	Buy	117,119 +9,010	+8%	+$535K	3.29%	19
2015 Q3	$5.9M	Sell	108,109 -800	-0.7%	-$45.1K	2.54%	19
2015 Q2	$6.32M	Hold	108,909	–	–	2.43%	19
2015 Q1	$6.7M	Sell	108,909 -11,969	-10%	-$659K	2.8%	18
2014 Q4	$6.17M	Sell	120,878 -900	-0.7%	-$42.1K	2.86%	19
2014 Q3	$5.14M	Buy	121,778 +38,650	+46%	+$1.75M	2.59%	19
2014 Q2	$4.16M	Hold	83,128	–	–	2.11%	18
2014 Q1	$4.51M	Hold	83,128	–	–	2.62%	17
2013 Q4	$4.26M	Buy	+83,128	New	+$4.23M	2.87%	16

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Spitfire Capital's LCII Position: Q1 2017 in Review

Spitfire Capital sold out of LCI Industries (LCII) in Q1 2017, closing a stake of 6,853 shares — an estimated $738K sold.

Spitfire Capital first reported a position in LCII in Q4 2013 and held it in 13 quarters. The position peaked at $8.11M in Q1 2016. 248 funds tracked by Wall St. Rank hold LCII as of Q1 2017.

Spitfire Capital reported no remaining LCI Industries position as of Q1 2017 after selling out during the quarter.
Spitfire Capital sold 6,853 LCI Industries shares in Q1 2017, an estimated $738K.
Spitfire Capital first reported a position in LCI Industries in Q4 2013 and held it in 13 quarters.
Spitfire Capital's LCI Industries position peaked at $8.11M in Q1 2016.
248 funds tracked by Wall St. Rank held LCI Industries as of Q1 2017.

Based on Spitfire Capital's 13F filing for Q1 2017, filed 15 May 2017.