Ticker · CUSIP 50189K103
Holders (tracked)
11
Combined shares
509,346
Combined value
$56.24M
Last close
$119.39
Quarter
2025Q4
Tracked holders · last 8 quarters
Flat over the last 8 quarters.
Price is +8.1% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
19 events
- T. Rowe Price trimmed2026-02-17−5,201 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−345,051 shares · 2025Q413F
- D.E. Shaw & Co. trimmed2026-02-17−80,529 shares · 2025Q413F
- AQR Capital Management trimmed2026-02-17−13,545 shares · 2025Q413F
- Two Sigma Investments exited2026-02-17−52,125 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) added2026-02-17+35,797 shares · 2025Q413F
- Steve Cohen (Point72) trimmed2026-02-17−23,455 shares · 2025Q413F
- +3,983 shares · 2025Q413F
- Renaissance Technologies trimmed2026-02-12−56,403 shares · 2025Q413F
- Mario Gabelli (GAMCO) trimmed2026-02-05−1,183 shares · 2025Q413F
- Steve Cohen (Point72) trimmed2025-11-14−55,722 shares · 2025Q313F
- Two Sigma Investments opened position2025-11-14+52,125 shares · 2025Q313F
- D.E. Shaw & Co. trimmed2025-11-14−1,858 shares · 2025Q313F
- AQR Capital Management trimmed2025-11-14−17,336 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) added2025-11-14+24,631 shares · 2025Q313F
- T. Rowe Price added2025-11-14+1,693 shares · 2025Q313F
- Renaissance Technologies trimmed2025-11-13−6,700 shares · 2025Q313F
- Mario Gabelli (GAMCO) trimmed2025-11-12−1,480 shares · 2025Q313F
- Norges Bank (Norway SWF) added2025-11-12+5,543 shares · 2024Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of LCII…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2017Q1 | $84.88 | +40.6% | $5.5M |
| Steve Cohen (Point72) | 2018Q2 | $88.27 | +35.3% | $1.0M |
| D.E. Shaw & Co. | 2017Q1 | $89.67 | +33.1% | $23.1M |
| AQR Capital Management | 2017Q1 | $91.05 | +31.1% | $4.6M |
| Mario Gabelli (GAMCO) | 2025Q2 | $91.19 | +30.9% | $905K |
| Renaissance Technologies | 2018Q2 | $94.78 | +26.0% | $3.1M |
| Izzy Englander (Millennium Mgmt) | 2017Q1 | $102.50 | +16.5% | $11.5M |
| Ken Griffin (Citadel Advisors) | 2017Q1 | $118.16 | +1.0% | $3.2M |
| Ken Griffin (Citadel Advisors) | 2017Q1 | $118.16 | +1.0% | $3.2M |
| Ken Griffin (Citadel Advisors) | 2017Q1 | $118.16 | +1.0% | $3.2M |
| Ray Dalio (Bridgewater Associates) | 2025Q4 | $121.34 | -1.6% | $476K |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions1
- Ray Dalio (Bridgewater Associates)+3,983$483K
Added to1
- Izzy Englander (Millennium Mgmt)+35,797$4.3M
Trimmed7
- Ken Griffin (Citadel Advisors)−345,051$41.9M
- D.E. Shaw & Co.−80,529$9.8M
- Renaissance Technologies−56,403$6.8M
- Steve Cohen (Point72)−23,455$2.8M
- AQR Capital Management−13,545$1.6M
- Mario Gabelli (GAMCO)−1,183$144K
- T. Rowe Price−5,201$631
Exited1
- Two Sigma Investments−52,125$4.9M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 11 | $22.06B |
| 2022Q2 | 12 | $22.52B |
| 2022Q3 | 11 | $21.2M |
| 2022Q4 | 11 | $407.4M |
| 2023Q1 | 10 | $473.5M |
| 2023Q2 | 8 | $528.8M |
| 2023Q3 | 8 | $487.1M |
| 2023Q4 | 10 | $561.3M |
| 2024Q1 | 9 | $533.3M |
| 2024Q2 | 9 | $440.9M |
| 2024Q3 | 6 | $42.9M |
| 2024Q4 | 7 | $45.6M |
| 2025Q1 | 10 | $106.8M |
| 2025Q2 | 10 | $65.2M |
| 2025Q3 | 11 | $92.1M |
| 2025Q4 | 11 | $56.2M |
Who owns LCII
11 super-investors · 2025Q4
Tracked stake
509.3K
shares
Combined value
$56M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New1Added1Trim9
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | D.E. Shaw & Co. | 193.2K | $23M |
| 2 | Izzy Englander Millennium Mgmt | 96.7K | $12M |
| 3 | Ken Griffin Citadel Advisors | 46.3K | $6M |
| 4 | AQR Capital Management | 38.1K | $5M |
| 5 | Ken Griffin Citadel Advisors | 26.9K | $3M |
| 6 | Renaissance Technologies | 26.2K | $3M |
| 7 | Ken Griffin Citadel Advisors | 16.2K | $2M |
| 8 | Steve Cohen Point72 | 8.4K | $1M |
| 9 | Mario Gabelli GAMCO | 7.6K | $920K |
| 10 | Ray Dalio Bridgewater Associates | 4.0K | $483K |
| 11 | T. Rowe Price | 45.9K | $6K |
Recent moves
20 transactions
- −23,455 · 2025Q4
- +35,797 · 2025Q4
- −52,125 · 2025Q4
- −13,545 · 2025Q4
- −345,051 · 2025Q4
- TRIMD.E. Shaw & Co.−80,529 · 2025Q4
- TRIMT. Rowe Price−5,201 · 2025Q4
- +3,983 · 2025Q4
- −56,403 · 2025Q4
- −1,183 · 2025Q4
- −55,722 · 2025Q3
- −17,336 · 2025Q3
- +24,631 · 2025Q3
- +52,125 · 2025Q3
- TRIMD.E. Shaw & Co.−1,858 · 2025Q3
- +1,693 · 2025Q3
- −6,700 · 2025Q3
- −1,480 · 2025Q3
- +5,543 · 2024Q3
- −13,391 · 2025Q2
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