Timucuan Asset Management’s LCI Industries LCII Stock Holding History

Timucuan Asset 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	–	Sell	-35,318	Closed	-$4.29M	–	29
2025 Q4	$4.29M	Hold	35,318	–	–	0.14%	22
2025 Q3	$3.29M	Hold	35,318	–	–	0.1%	25
2025 Q2	$3.22M	Buy	35,318 +24,500	+226%	+$2.09M	0.09%	24
2025 Q1	$946K	Hold	10,818	–	–	0.03%	28
2024 Q4	$1.12M	Hold	10,818	–	–	0.03%	24
2024 Q3	$1.3M	Hold	10,818	–	–	0.04%	24
2024 Q2	$1.12M	Hold	10,818	–	–	0.04%	23
2024 Q1	$1.33M	Hold	10,818	–	–	0.04%	22
2023 Q4	$1.36M	Hold	10,818	–	–	0.05%	24
2023 Q3	$1.27M	Hold	10,818	–	–	0.05%	24
2023 Q2	$1.37M	Hold	10,818	–	–	0.05%	24
2023 Q1	$1.19M	Hold	10,818	–	–	0.05%	27
2022 Q4	$1M	Hold	10,818	–	–	0.04%	30
2022 Q3	$1.1M	Hold	10,818	–	–	0.05%	29
2022 Q2	$1.21M	Buy	10,818 +4,267	+65%	+$466K	0.06%	29
2022 Q1	$680K	Hold	6,551	–	–	0.03%	28
2021 Q4	$1.02M	Hold	6,551	–	–	0.04%	28
2021 Q3	$882K	Hold	6,551	–	–	0.03%	28
2021 Q2	$861K	Buy	6,551 +1,522	+30%	+$214K	0.03%	30
2021 Q1	$665K	Hold	5,029	–	–	0.03%	27
2020 Q4	$652K	Hold	5,029	–	–	0.03%	26
2020 Q3	$535K	Hold	5,029	–	–	0.03%	27
2020 Q2	$578K	Buy	5,029 +1,651	+49%	+$152K	0.04%	26
2020 Q1	$226K	Hold	3,378	–	–	0.02%	28
2019 Q4	$362K	Hold	3,378	–	–	0.02%	28
2019 Q3	$310K	Hold	3,378	–	–	0.02%	27
2019 Q2	$304K	Buy	+3,378	New	+$298K	0.02%	27

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

Timucuan Asset Management's LCII Position: Q1 2026 in Review

Timucuan Asset Management sold out of LCI Industries (LCII) in Q1 2026, closing a stake of 35,318 shares — an estimated $4.29M sold.

Timucuan Asset Management first reported a position in LCII in Q2 2019 and held it in 27 quarters. The position peaked at $4.29M in Q4 2025. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

Timucuan Asset Management reported no remaining LCI Industries position as of Q1 2026 after selling out during the quarter.
Timucuan Asset Management sold 35,318 LCI Industries shares in Q1 2026, an estimated $4.29M.
Timucuan Asset Management first reported a position in LCI Industries in Q2 2019 and held it in 27 quarters.
Timucuan Asset Management's LCI Industries position peaked at $4.29M in Q4 2025.
348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Timucuan Asset Management's 13F filing for Q1 2026, filed 14 May 2026.