Which hedge funds own LCII? LCI INDS, Q2 2026 13F holders
38 tracked hedge funds disclosed a position in LCII (LCI INDS) in their Q2 2026 13F filings, worth $161.3m in total. The largest holder by portfolio weight is Sovereign's Capital Management, LLC at 2.5% of its book. 17 opened a new position this quarter: Alpine Associates Management Inc., Kintayl Capital LP, ExodusPoint Capital Management, LP, AQR Arbitrage LLC. 11 exited: Stadium Capital Management LLC, SG Capital Management LLC, MQS Management LLC.
- 38
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 17
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $65.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $19.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $161m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Stadium Capital Management LLC | 12.6% | $5.1m |
| SG Capital Management LLC | 0.4% | $4.5m |
| MQS Management LLC | 0.2% | $323k |
| Lombard Odier Asset Management (USA) Corp | 0.2% | $300k |
| AlphaGrep UK Ltd | 0.10% | $337k |
| Mirabella Financial Services LLP | 0.03% | $292k |
| Voloridge Investment Management, LLC | 0.02% | $5.5m |
| Centiva Capital, LP | 0.02% | $401k |
| Renaissance Technologies LLC | 0.0% | $2.5m |
| Wolverine Asset Management LLC | 0.0% | $62.4k |
| Millennium Management LLC | 0.0% | $289k |
Ownership over time
Who discovered LCII first? Beta
| Stadium Capital Management LLC high conviction | Q4 2025 | +2.7 pts |
| Port Capital LLC | Q3 2020 | +0.7 pts |
| Value Holdings Management Co. LLC | Q4 2018 | +0.6 pts |
| Intrinsic Edge Capital Management LLC | Q1 2020 | +0.2 pts |
| Park Presidio Capital LLC | Q4 2020 | 0.0 pts |
| SG Capital Management LLC | Q4 2017 | −0.6 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.