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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $93.63 M.
Top institutional holders include Chuck Royce and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.82 M net outflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Steven Cohen reduced exposure by 73.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for LCI Industries (LCII)
Major holders include Chuck Royce ($79.24 M), Cliff Asness ($4.62 M), Renaissance Technologies (RenTech) ($3.18 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 761,323 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.82 M, with 2 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited LCII. The total reported sell value was $16.22 M.
Yes, 2 managers opened new positions in LCII, and 0 increased their existing holdings. The total reported buy value was $3.4 M.