VarCov Co’s LSI Industries LYTS Stock Holding History

VarCov Co’s Portfolio LYTS Stock Details LYTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$479K	Sell	18,014 -5,419	-23%	-$125K	0.18%	195
2026 Q1	$436K	Buy	+23,433	New	+$484K	0.16%	236

Other funds holding LYTS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VarCov Co's LYTS Position: Q2 2026 in Review

VarCov Co reduced its LSI Industries (LYTS) stake by 23% in Q2 2026, selling an estimated $125K and leaving 18,014 shares worth $479K. The position accounts for 0.18% of the portfolio, ranked #195.

VarCov Co first reported a position in LYTS in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

VarCov Co held 18,014 shares of LSI Industries worth $479K as of Q2 2026.
VarCov Co sold 5,419 LSI Industries shares in Q2 2026, an estimated $125K.
LSI Industries made up 0.18% of VarCov Co's portfolio in Q2 2026, its #195 holding.
VarCov Co first reported a position in LSI Industries in Q1 2026 and has held it in 2 quarters since.
173 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.