TC
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TwinBeech Capital’s LCI Industries LCII Stock Holding History

TwinBeech 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
2025
Q4 		– Sell
-28,361
Closed -$2.64M – 744
2025
Q3 		$2.64M Buy
+28,361
New +$2.83M 0.1% 200
2025
Q2 		– Sell
-56,600
Closed -$4.95M – 840
2025
Q1 		$4.95M Buy
56,600
+7,614
+16% +$765K 0.09% 250
2024
Q4 		$5.06M Buy
+48,986
New +$5.65M 0.09% 222
2024
Q2 		– Sell
-35,390
Closed -$4.36M – 688
2024
Q1 		$4.36M Buy
+35,390
New +$4.16M 0.09% 232
2022
Q4 		– Sell
-33,122
Closed -$3.36M – 825
2022
Q3 		$3.36M Buy
+33,122
New +$4.03M 0.09% 252
2021
Q2 		– Sell
-3,497
Closed -$463K – 564
2021
Q1 		$463K Buy
+3,497
New +$489K 0.07% 310

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return