Stadium Capital Management’s LCI Industries LCII Stock Holding History

Stadium 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 Q1	$5.13M	Sell	41,745 -126,178	-75%	-$17.3M	12.64%	4
2025 Q4	$20.4M	Buy	167,923 +72,000	+75%	+$7.66M	23.6%	2
2025 Q3	$8.94M	Hold	95,923	–	–	9.55%	5
2025 Q2	$8.75M	Sell	95,923 -45,792	-32%	-$3.9M	8.05%	5
2025 Q1	$12.4M	Buy	141,715 +71,646	+102%	+$7.2M	11.35%	5
2024 Q4	$7.24M	Buy	70,069 +50,058	+250%	+$5.77M	6.14%	5
2024 Q3	$2.41M	Buy	+20,011	New	+$2.26M	1.81%	11

Other funds holding LCII

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Stadium Capital Management's LCII Position: Q1 2026 in Review

Stadium Capital Management reduced its LCI Industries (LCII) stake by 75% in Q1 2026, selling an estimated $17.3M and leaving 41,745 shares worth $5.13M. The position accounts for 12.64% of the portfolio, ranked #4.

Stadium Capital Management first reported a position in LCII in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.4M in Q4 2025. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

Stadium Capital Management held 41,745 shares of LCI Industries worth $5.13M as of Q1 2026.
Stadium Capital Management sold 126,178 LCI Industries shares in Q1 2026, an estimated $17.3M.
LCI Industries made up 12.64% of Stadium Capital Management's portfolio in Q1 2026, its #4 holding.
Stadium Capital Management first reported a position in LCI Industries in Q3 2024 and has held it in 7 quarters since.
Stadium Capital Management's LCI Industries position peaked at $20.4M in Q4 2025.
348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Stadium Capital Management's 13F filing for Q1 2026, filed 15 May 2026.