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LCI INDUSTRIES

LCII 1.125 05-15-26

Holders

1

Combined Value

$9.1M

Combined Shares

9,138,000

Investor Activity

$0.74$0.93$1.11$1.30Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26221 121212
BUYSELLImplied priceClick a quarter to see who traded

Held By

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Howard Marks - Oaktree Capital$9.1M0.14%~$0.97Sold Q1 2026Q1 2026

Recent Activity

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Steve Cohen - Point72SOLD OUT−$7.4M~$0.99
Q1 2026Howard Marks - Oaktree CapitalSELL−$785K~$1.00
Q4 2025Howard Marks - Oaktree CapitalBUY+$3.5M~$0.99
Q3 2025Steve Cohen - Point72NEW BUY+$7.3M~$0.98
Q3 2025Howard Marks - Oaktree CapitalBUY+$6.0M~$0.96
Q2 2025Howard Marks - Oaktree CapitalNEW BUY+$155K~$0.97
Q1 2025Israel Englander - Millennium ManagementSOLD OUT−$28M~$0.98
Q1 2025Ken Fisher - Fisher InvestmentsSOLD OUT−$18K~$0.98
Q4 2024Steve Cohen - Point72SOLD OUT−$25M~$1.02
Q4 2024Ken Fisher - Fisher InvestmentsNEW BUY+$18K~$0.98
Q3 2024Israel Englander - Millennium ManagementBUY+$23M~$1.02
Q3 2024Steve Cohen - Point72BUY+$15M~$1.02
Q2 2024Steve Cohen - Point72NEW BUY+$9.4M~$0.94
Q2 2024Israel Englander - Millennium ManagementNEW BUY+$4.7M~$0.94

Ownership History

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202619,138,000−47.6%$9.1M$1.00
Q4 2025217,427,000+25.3%$17M$0.99
Q3 2025213,906,000+8537.3%$13M$0.97
Q2 20251161,000−99.4%$155K$0.97
Q4 2024228,618,000−46.6%$28M$0.98
Q3 2024253,624,000+257.5%$54M$1.02
Q2 2024215,000,000$14M$0.94