TAM
Timucuan Asset Management’s LCI Industries LCII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
35,318
+24,500
| +226% | +$2.23M | 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% | +$477K | 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% | +$200K | 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% | +$190K | 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 | +$304K | 0.02% | 27 |
|