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.
| 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 | 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 | 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 65,338 | $6,918,011 | 0.04% | |
| 2. | 4,278 | $452,955 | 0.01% | |
| 3. | 1,514 | $160,302 | 0.02% | |
| 4. | 958 | $101,433 | 0.02% | |
| 5. | 794 | $84,069 | 0% |