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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $81.57 M.
Top institutional holders include Chuck Royce and Louis Moore Bacon.
Institutional sentiment is currently Bullish. This is evidenced by a $9.17 M net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Cliff Asness reduced exposure by 35.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for LCI Industries (LCII)
Major holders include Chuck Royce ($68.7 M), Louis Moore Bacon ($5.29 M), Cliff Asness ($2.87 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 768,835 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $9.17 M, with 6 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited LCII. The total reported sell value was $4.03 M.
Yes, 4 managers opened new positions in LCII, and 2 increased their existing holdings. The total reported buy value was $13.19 M.
