TwinBeech Capital’s LCI Industries LCII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-56,600
Closed -$4.95M 840
2025
Q1
$4.95M Buy
56,600
+7,614
+16% +$666K 0.09% 250
2024
Q4
$5.06M Buy
+48,986
New +$5.06M 0.09% 222
2024
Q2
Sell
-35,390
Closed -$4.36M 688
2024
Q1
$4.36M Buy
+35,390
New +$4.36M 0.09% 232
2022
Q4
Sell
-33,122
Closed -$3.36M 825
2022
Q3
$3.36M Buy
+33,122
New +$3.36M 0.09% 252
2021
Q2
Sell
-3,497
Closed -$463K 564
2021
Q1
$463K Buy
+3,497
New +$463K 0.07% 310