First Eagle Investment's LYTS Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 340,824 shares of LSI Industries Inc. (LYTS) worth $9.06 M, representing 0.02% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in LYTS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2024, adding 112,956 shares. Largest reduction occurred in Q2 2021, reducing 2.26 M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's LSI Industries (LYTS) Holding Value Over Time
Track share changes against reported price movement
Quarterly LSI Industries (LYTS) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +55,402 | Add 19.41% | 340,824 | $26.58 |
| Q1 2026 | +2,000 | Add 0.71% | 285,422 | $18.60 |
| Q4 2025 | -7,000 | Reduce 2.41% | 283,422 | $18.32 |
| Q3 2025 | -19,500 | Reduce 6.29% | 290,422 | $23.61 |
| Q2 2025 | -22,000 | Reduce 6.63% | 309,922 | $17.01 |
| Q1 2025 | -72,000 | Reduce 17.83% | 331,922 | $17.00 |
| Q4 2024 | -42,500 | Reduce 9.52% | 403,922 | $19.42 |
| Q3 2024 | -300 | Reduce 0.07% | 446,422 | $16.15 |
| Q2 2024 | +50,624 | Add 12.78% | 446,722 | $14.47 |
| Q1 2024 | +112,956 | Add 39.89% | 396,098 | $15.12 |
| Q4 2023 | +59,542 | Add 26.63% | 283,142 | $14.08 |
| Q3 2023 | +38,763 | Add 20.97% | 223,600 | $15.88 |
| Q2 2023 | +74,026 | Add 66.80% | 184,837 | $12.56 |
| Q1 2023 | -61,649 | Reduce 35.75% | 110,811 | $13.93 |
| Q4 2022 | -32,800 | Reduce 15.98% | 172,460 | $12.24 |
| Q3 2022 | +13,216 | Add 6.88% | 205,260 | $7.69 |
| Q2 2022 | +29,442 | Add 18.11% | 192,044 | $6.17 |
| Q1 2022 | +73,764 | Add 83.03% | 162,602 | $6.00 |
| Q4 2021 | +63,094 | Add 245.08% | 88,838 | $6.86 |
| Q3 2021 | +21,636 | Add 526.68% | 25,744 | $7.77 |
| Q2 2021 | +4,108 | New Buy | 4,108 | $8.03 |
| Q1 1970 | +2.26 M | Add 0.00% | 2.26 M | $4.00 |
First Eagle Investment's LSI Industries Investment FAQs
First Eagle Investment first purchased LSI Industries Inc. (LYTS) in Q1 1970, acquiring 2,264,616 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held LSI Industries Inc. (LYTS) for 226 quarters since Q1 1970.
First Eagle Investment's largest addition to LSI Industries Inc. (LYTS) was in Q1 1970, adding 2,264,616 shares worth $9.06 M.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 340,824 shares of LSI Industries Inc. (LYTS), valued at approximately $9.06 M.
As of the Q2 2026 filing, LSI Industries Inc. (LYTS) represents approximately 0.02% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in LSI Industries Inc. (LYTS) was 2,264,616 shares, as reported at the end of Q1 1970.