Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

LCI INDUSTRIES

CIK 0000763744LCII· quarter ending 2026-06-30

Shares outstanding

24,311,507

as of 2026-07-31 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

432,360,000

selection includes debt or preferreds — no % of shares outstanding

Holders

+5 vs 2026-03-31 · 14 new, 9 exited

Value

$485.1M

shares +7.4% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	LCII · NYSE	24,311,507	25,747,370	105.9%	359	50189K103

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	50189K103	COM	359	25,747,370	24,311,507	105.9%	$2.7B	6 call / 6 put	13DG	holders →
	501812AD3	NOTE 3.000% 3/0not common	39	24,000,000 $408.4M principal	—	—	$485.1M	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (39 of 39 · 501812AD3)

change vs 2026-03-31

#	Filer	Shares / principal	% of class	Value	Change
1	STEELHEAD PARTNERS LLC	70,500,000	—	$79.1M	+1,500,000 (+2.2%)
2	TENOR CAPITAL MANAGEMENT Co., L.P.	46,869,000	—	$53.1M	+3,000,000 (+6.8%)
3	FMR LLC	39,214,000	—	$43.8M	+8,812,000 (+29.0%)
4	Jain Global LLC	27,000,000	—	$30.3M	+11,000,000 (+68.8%)
5	Mirabaud Asset Management (France) SAS	22,570,000	—	$24.7M	NEW
6	BlackRock, Inc.	19,715,000	—	$22.0M	-17,750,000 (-47.4%)
7	MILLENNIUM MANAGEMENT LLC	17,400,000	—	$19.5M	+17,000,000 (+4250.0%)
8	Thrivent Financial for Lutherans	16,295,000	—	$18.4M	-325,000 (-2.0%)
9	Kohlberg Kravis Roberts & Co. L.P.	15,587,000	—	$17.5M	+9,767,000 (+167.8%)
10	Point72 Asset Management, L.P.	13,400,000	—	$15.1M	-15,000,000 (-52.8%)
11	TPG GP A, LLC	12,500,000	—	$14.0M	-8,500,000 (-40.5%)
12	STATE STREET CORP	12,019,000	—	$13.6M	+5,900,000 (+96.4%)
13	JPMORGAN CHASE & CO	11,755,000	—	$12.5M	-8,196,000 (-41.1%)
14	ABSOLUTE INVESTMENT ADVISERS, LLC	11,500,000	—	$12.9M	+4,975,000 (+76.2%)
15	AMERIPRISE FINANCIAL INC	11,000,000	—	$12.5M	-3,200,000 (-22.5%)
16	WELLS FARGO & COMPANY/MN	9,950,000	—	$10.9M	+3,297,000 (+49.6%)
17	BNP PARIBAS FINANCIAL MARKETS	8,150,000	—	$9.1M	NEW
18	SHENKMAN CAPITAL MANAGEMENT INC	7,307,000	—	$8.4M	+3,915,000 (+115.4%)
19	Wellesley Asset Management	7,200,000	—	$8.0M	-1,000,000 (-12.2%)
20	OAKTREE CAPITAL MANAGEMENT LP	5,650,000	—	$6.3M	NEW
21	Weiss Asset Management LP	5,585,000	—	$6.3M	NEW
22	Warberg Asset Management LLC	5,500,000	—	$6.2M	-1,000,000 (-15.4%)
23	Nykredit A/S	5,000,000	—	$5.7M	NEW
24	KIM, LLC	5,000,000	—	$5.6M	-5,000,000 (-50.0%)
25	LAZARD ASSET MANAGEMENT LLC	4,850,000	—	$54K	NEW
26	Invesco Ltd.	4,500,000	—	$5.0M	NEW
27	MORGAN STANLEY	4,063,000	—	$4.5M	NEW
28	ZAZOVE ASSOCIATES LLC	3,000,000	—	$3.4M	NEW
29	Alberta Investment Management Corp	2,500,000	—	$2.8M	—
30	TORONTO DOMINION BANK	1,602,000	—	$1.8M	-868,000 (-35.1%)
31	ROYAL BANK OF CANADA	1,426,000	—	$1.3M	-574,000 (-28.7%)
32	Aequim Alternative Investments LP	1,200,000	—	$1.3M	NEW
33	Balyasny Asset Management L.P.	1,000,000	—	$1.1M	-9,000,000 (-90.0%)
34	Man Group plc	750,000	—	$839K	—
35	Zurcher Kantonalbank (Zurich Cantonalbank)	400,000	—	$449K	NEW
36	Virtus Fixed Income Advisers, LLC	301,000	—	$336K	NEW
37	VIRTUS ADVISERS, LLC	69,000	—	$77K	—
38	SG Americas Securities, LLC	30,000	—	$3.3M	NEW
39	K2 PRINCIPAL FUND, L.P.	3,000	—	$3.4M	NEW

Exited since 2026-03-31 (9 filers; largest 9 shown)

Opti Capital Management, LP	−19,650,000
SUSQUEHANNA ADVISORS GROUP, INC.	−5,000,000
LORD, ABBETT & CO. LLC	−4,620,000
Jefferies Financial Group Inc.	−2,303,000
Ares Systematic Credit Ltd	−1,700,000
JANE STREET GROUP, LLC	−900,000
Calamos Advisors LLC	−66,000
LOOMIS SAYLES & CO L P	−27,181
Boussard & Gavaudan Investment Management LLP	−15,750

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Kayne Anderson Rudnick Investment Management, LLC	SCHEDULE 13G/A	2026-08-13	2026-06-30	1,741,252	6%
Abigail P. Johnson	SCHEDULE 13G/A	2026-08-06	2026-06-30	1,530,937.35	6.2%
FMR LLC	SCHEDULE 13G/A	2026-08-06	2026-06-30	1,530,937.35	6.2%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	1,228,705	5.05%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	1,491,080	6.14%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-30	2025-03-31	3,741,985	14.8%
Dimensional Fund Advisors LP	SCHEDULE 13G	2025-04-15	2025-03-31	1,326,349	5.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.