Chuck Royce's LCII Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 653,056 shares of LCI Industries (LCII) worth $79.24 M, representing 0.80% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in LCII, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 430,869 shares. Largest reduction occurred in Q1 2024, reducing 167,321 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's LCI Industries (LCII) Holding Value Over Time
Track share changes against reported price movement
Quarterly LCI Industries (LCII) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +420,780 | New Buy | 420,780 | $99.80 |
| Q2 2017 | -34,392 | Reduce 8.17% | 386,388 | $102.40 |
| Q3 2017 | -50,063 | Reduce 12.96% | 336,325 | $115.85 |
| Q4 2017 | -74,025 | Reduce 22.01% | 262,300 | $130.00 |
| Q1 2018 | -13,038 | Reduce 4.97% | 249,262 | $104.15 |
| Q2 2018 | +38,100 | Add 15.29% | 287,362 | $90.15 |
| Q3 2018 | +86,167 | Add 29.99% | 373,529 | $82.80 |
| Q4 2018 | +430,869 | Add 115.35% | 804,398 | $66.80 |
| Q1 2019 | -108,071 | Reduce 13.44% | 696,327 | $76.82 |
| Q2 2019 | -15,247 | Reduce 2.19% | 681,080 | $90.00 |
| Q3 2019 | +14,175 | Add 2.08% | 695,255 | $91.85 |
| Q4 2019 | -63,614 | Reduce 9.15% | 631,641 | $107.13 |
| Q1 2020 | +69,083 | Add 10.94% | 700,724 | $66.83 |
| Q2 2020 | -37,270 | Reduce 5.32% | 663,454 | $114.98 |
| Q3 2020 | -44,758 | Reduce 6.75% | 618,696 | $106.29 |
| Q4 2020 | -22,521 | Reduce 3.64% | 596,175 | $129.68 |
| Q1 2021 | -27,032 | Reduce 4.53% | 569,143 | $132.28 |
| Q2 2021 | -109,784 | Reduce 19.29% | 459,359 | $131.42 |
| Q3 2021 | +2,035 | Add 0.44% | 461,394 | $134.63 |
| Q4 2021 | -71,978 | Reduce 15.60% | 389,416 | $155.87 |
| Q1 2022 | -43,041 | Reduce 11.05% | 346,375 | $103.81 |
| Q2 2022 | +34,070 | Add 9.84% | 380,445 | $111.88 |
| Q3 2022 | -86,447 | Reduce 22.72% | 293,998 | $101.46 |
| Q4 2022 | +109,734 | Add 37.32% | 403,732 | $92.45 |
| Q1 2023 | +84,768 | Add 21.00% | 488,500 | $109.87 |
| Q2 2023 | +10,183 | Add 2.08% | 498,683 | $126.36 |
| Q3 2023 | +4,250 | Add 0.85% | 502,933 | $117.42 |
| Q4 2023 | -39,449 | Reduce 7.84% | 463,484 | $125.71 |
| Q1 2024 | -167,321 | Reduce 36.10% | 296,163 | $123.06 |
| Q2 2024 | +9,192 | Add 3.10% | 305,355 | $103.38 |
| Q3 2024 | +68,682 | Add 22.49% | 374,037 | $120.54 |
| Q4 2024 | +172,586 | Add 46.14% | 546,623 | $103.39 |
| Q1 2025 | +34,967 | Add 6.40% | 581,590 | $87.43 |
| Q2 2025 | +37,009 | Add 6.36% | 618,599 | $91.19 |
| Q3 2025 | +53,405 | Add 8.63% | 672,004 | $93.15 |
| Q4 2025 | -18,948 | Reduce 2.82% | 653,056 | $121.34 |
Chuck Royce's LCI Industries Investment FAQs
Chuck Royce first purchased LCI Industries (LCII) in Q1 2017, acquiring 420,780 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held LCI Industries (LCII) for 36 quarters since Q1 2017.
Chuck Royce's largest addition to LCI Industries (LCII) was in Q4 2018, adding 804,398 shares worth $53.73 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 653,056 shares of LCI Industries (LCII), valued at approximately $79.24 M.
As of the Q4 2025 filing, LCI Industries (LCII) represents approximately 0.80% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in LCI Industries (LCII) was 804,398 shares, as reported at the end of Q4 2018.