§ AUTO COMPONENTS
USD · Auto ComponentsLCII
LCI INDUSTRIES
USDSector · Auto ComponentsBeta · 1.37
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
187 increased/new, 122 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.8 | P/B | 2.16 |
| EPS (TTM) | 7.56 | Dividend | 3.79% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 3.5M | 0.0% | +0% |
| Fidelity Management | 2.0M | 0.0% | +40% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.9M | 0.7% | −4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | n/a | n/a |
| Dimensional Fund Advisors | 1.4M | 0.0% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for LCII as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER37.0% · 236 holders
QUALITY / COMPOUNDER30.2% · 25 holders
PASSIVE / INDEX21.8% · 11 holders
DEALER / BANK19.9% · 38 holders
INCOME / DEFENSIVE4.7% · 25 holders
TACTICAL / MACRO1.2% · 4 holders
SYSTEMATIC / QUANT1.0% · 8 holders
ACTIVIST0.6% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LCII in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LCII yet.