LCI Industries (NYSE:LCII) Q1 2026 Earnings Call Transcript
Operator: Hello, everyone, and thank you for joining us today for the LCI Industries First Quarter 2026 Earnings Call. My name is Sami, and I'll be coordinating your call today.
Lci Industries (LCII)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 70,500,000 | $79,136,250 | +3% | 5.64% | |
| 2. | Royce & Associates Chuck Royce | 648,826 | $68,697,697 | +7% | 0.55% |
| 3. | 27,000,000 | $30,310,647 | +69% | 0.12% | |
| 4. | 17,400,000 | $19,523,844 | +4250% | 0.01% | |
| 5. | Balyasny Asset Management Dmitry Balyasny | 182,042 | $19,274,607 | -20% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $105.52 | 10,000 | $1,055,200.00 | 314,192 | 2022-03-31 | Filing | |
| $107.79 | 3,250 | $350,317.50 | 20,182 | 2022-03-31 | Filing | |
| $108.00 | 9,265 | $1,000,620.00 | 298,992 | 2022-03-31 | Filing | |
| $112.00 | 5,000 | $560,000.00 | 17,667 | 2022-03-08 | Filing | |
| $63.86 | 10,000 | $638,600.00 | 23,378 | 2020-03-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $147.81 | 20,000 | $2,956,200.00 | 10,092 | 2026-02-20 | Filing | |
| $144.66 | 10,000 | $1,446,600.00 | 19,420 | 2026-02-23 | Filing | |
| $147.65 | 10,000 | $1,476,500.00 | 29,420 | 2026-02-20 | Filing | |
| $142.76 | 10,000 | $1,427,600.00 | 334,973 | 2026-02-24 | Filing | |
| $145.03 | 30,000 | $4,350,900.00 | 344,973 | 2026-02-23 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,700,879 | $391,849,097 | 0.01% | |
| 2. | 1,741,056 | $184,343,064 | 0.57% | |
| 3. | 1,499,046 | $158,707,186 | 0.03% | |
| 4. | 1,489,246 | $157,681,366 | 0.01% | |
| 5. | 1,194,677 | $126,492,433 | 0.01% |
News See All
LCI Industries (NYSE:LCII) Q4 2025 Earnings Call Transcript
Operator: Hello, everyone, and thank you for joining us today for the LCI Industries Fourth Quarter 2025 Earnings Call. My name is Lucy, and I will be coordinating your call today.
LCI Industries (NYSE:LCII) Q3 2025 Earnings Call Transcript
Operator: Hello, everyone, and thank you for joining us today for the LCI Industries Third Quarter Earnings Call. My name is Lucy, and I'll be coordinating your call today.
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LCI Industries (NYSE:LCII) Q2 2025 Earnings Call Transcript
Operator: Hello, everyone, and thank you for joining the LCI Industries Second Quarter 2025 Conference Call. My name is Lucy, and I will be coordinating your call today.
LCI Industries (LCII): A Bull Case Theory
We came across a bullish thesis on LCI Industries on Valueinvestorsclub.com’s Substack by vincent975. In this article, we will summarize the bulls’ thesis on LCII.
LCI Industries (NYSE:LCII) Q1 2025 Earnings Call Transcript
Operator: Hello, everyone, and thank you for joining the LCI Industries First Quarter 2025 Conference Call. My name is Lucy, and I will be coordinating your call today. [Operator Instructions].
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LCI Industries (NYSE:LCII) Q4 2024 Earnings Call Transcript
Operator: Hello, and welcome, everyone, to the LCI Industries Fourth Quarter and Full Year 2024 Conference Call. My name is Becky, and I'll be your operator today.
LCI Industries (NYSE:LCII) Q3 2024 Earnings Call Transcript
Operator: Good morning or good afternoon, and welcome to the LCI Third Quarter Earnings Call. My name is Adam, and I'll be your operator for today. [Operator Instructions].
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