LCI INDUSTRIES
LCI INDUSTRIES (LCII) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• LCI Industries makes components for recreational vehicles and is steadily widening that base, with the company stating it is ⟦"continuing to expand in adjacent industries and aftermarket channels"⟧ like transportation, marine, and housing. • The diversification is working in the numbers: in the most recent quarter RV OEM sales fell 4% while adjacent-industry OEM rose 17% and aftermarket grew 7%, so the parts least tied to the RV cycle are carrying growth. • The stock trades at a low multiple o
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334 institutional managers reported holding LCII in 13F filings for the quarter ended 2026-03-31. 55 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 2.0M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (4.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LCII has cut its share count 4.1% over the past five years, spending $129.70M on repurchases. It pays a dividend, and has for 11 years running, raised 9 years straight; the current rate is $4.60 a share annually. Cash returned over the past three years: $304.62M in dividends and $129.70M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at LCII over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LCII's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -7.1% | -7.2% |
| 2023-11-08 | -2.9% | +11.5% |
| 2024-02-24 | -0.9% | -11.9% |
| 2024-05-09 | +8.4% | -6.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LCII's latest 8-K filings: 2026-06-30 (items 1.01, 7.01, 9.01); 2026-06-23 (items 5.02); 2026-06-05 (items 5.02, 7.01, 9.01); 2026-05-12 (items 5.07, 9.01); 2026-05-12 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.