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LSI Industries Inc.

LYTS Technology
$19.93 +$0.25 (1.27%)
Market Cap: $721.04 M
Gurus Holding
5
Popularity Rank
#2051
% of Shares Held
8.33%
Net Activity (Q2 2026)
+$4.77 M

Guru Ownership Trend

Guru Analysis for LSI Industries Inc. (LYTS)

LSI Industries Inc. (LYTS), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $60.06 M.

Top institutional holders include Chuck Royce and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $4.77 M net inflow during the quarter.

Recent activity highlights Diamond Hill Capital who increased their stake by 25.5%. Conversely, Cliff Asness reduced exposure by 43.5%.

Recent Activity Breakdown (Q2 2026)

+$11.01 M
Total Buy Value
New Buys 0
Additions 3
-$6.24 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for LSI Industries Inc. (LYTS)

Major holders include Chuck Royce ($48.82 M), Renaissance Technologies (RenTech) ($16.06 M), First Eagle Investment ($9.06 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.01 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.77 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited LYTS. The total reported sell value was $6.24 M.

Yes, 0 managers opened new positions in LYTS, and 3 increased their existing holdings. The total reported buy value was $11.01 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.39% Add 21.0% 1,836,591 $48.82 M Q2 2026
0.02% Reduce -23.3% 604,122 $16.06 M Q2 2026
0.02% Add 19.4% 340,824 $9.06 M Q2 2026
0.04% Add 25.5% 200,317 $5.32 M Q2 2026
0.00% Reduce -43.5% 31,454 $836,047 Q2 2026
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