Guru Ownership Trend
Guru Analysis for LCI Industries (LCII)
LCI Industries (LCII), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $74.03 M.
Top institutional holders include Chuck Royce and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.06 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 86.3%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 23.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for LCI Industries (LCII)
Major holders include Chuck Royce ($74.99 M), Cliff Asness ($5.13 M), Renaissance Technologies (RenTech) ($2.47 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 679,022 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.06 M, with 2 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited LCII. The total reported sell value was $10.92 M.
Yes, 0 managers opened new positions in LCII, and 2 increased their existing holdings. The total reported buy value was $867,988.14.