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. | 69,000,000 | $83,249,949 | 5.98% | ||
| 2. | Royce & Associates Chuck Royce | 609,769 | $74,989,392 | -7% | 0.74% |
| 3. | 28,400,000 | $34,361,379 | 0.04% | ||
| 4. | Balyasny Asset Management Dmitry Balyasny | 226,540 | $27,859,889 | +111% | 0.04% |
| 5. | 19,650,000 | $23,802,045 | 1.71% |
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. | 3,545,655 | $436,044,612 | 0.01% | |
| 2. | 2,034,711 | $250,228,701 | 0.01% | |
| 3. | 1,919,273 | $236,032,280 | 0.69% | |
| 4. | 1,479,123 | $181,902,547 | 0% | |
| 5. | 1,412,102 | $173,656,069 | 0.04% |
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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