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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
Q2 		– Sell
-41,745
Closed -$5.13M – 5
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Stadium Capital Management sold out of LCI Industries (LCII) in Q2 2026, closing a stake of 41,745 shares — an estimated $5.13M sold.

Stadium Capital Management first reported a position in LCII in Q3 2024 and held it in 7 quarters. The position peaked at $20.4M in Q4 2025. 358 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Stadium Capital Management reported no remaining LCI Industries position as of Q2 2026 after selling out during the quarter.
  • Stadium Capital Management sold 41,745 LCI Industries shares in Q2 2026, an estimated $5.13M.
  • Stadium Capital Management first reported a position in LCI Industries in Q3 2024 and held it in 7 quarters.
  • Stadium Capital Management's LCI Industries position peaked at $20.4M in Q4 2025.
  • 358 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Stadium Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.