InvestorLens

LCII — LCI INDS

Consumer Discretionary

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying LCII?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
40
Macro Tailwind
Macro conditions are mixed for this sector
53
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their LCII position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 53/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Ray Dalio)
  • +6 tracked investors reported holding LCII at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About LCI INDS (LCII)

LCI INDS (LCII) appears in the most recent 13F filings of 6 tracked institutional investors. LCI INDS is classified in the Consumer Discretionary sector. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $56M. Across recent filings, tracked investors recorded 6 new positions, 5 increased, 3 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in LCII

61
/100
Institutional Accumulation
Added / Increased11
Reduced3
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track LCII

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

LCII Ownership Composition

How LCI INDS is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
79% of tracked value
Institutions
6
tracked investors
Total Reported
$47.1M
combined 13F value
Types3
  • Multi-Strategy / Quant79.3%
  • Value & Distressed13.4%
  • Macro7.3%
Multi-Strategy / Quant(3)
79.3%
Value & Distressed(1)
13.4%
Macro(2)
7.3%

Tracked investors currently reporting LCII

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    17.4M
    Value
    $19.5M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    25.9K
    Value
    $2.7M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    13.4M
    Value
    $15.1M
    % Portfolio
    0.02%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    5.7M
    Value
    $6.3M
    % Portfolio
    0.09%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    20.5K
    Value
    $2.2M
    % Portfolio
    0.00%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    12K
    Value
    $1.3M
    % Portfolio
    0.01%

Previously held LCII

These investors reported LCII in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
George SorosSoros Fund Management70.7K$6.2MMar 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold LCII?
6 tracked institutional investors disclosed a position in LCII (LCI INDS) in their most recent 13F filing.
Who is the largest institutional holder of LCII?
Izzy Englander, Millennium Management, holds the largest disclosed position in LCII, valued at $56M.
Did institutional ownership of LCII increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 5 increased, 3 reduced, and 4 fully exited LCII.
What sector is LCII in?
LCI INDS is classified in the Consumer Discretionary GICS sector.
Where does this LCII ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.