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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Royce & Associates Chuck Royce | 653,056 | $79,241,815 | -3% | 0.8% |
| 2. | D E Shaw D. E. Shaw | 193,158 | $23,437,792 | -30% | 0.01% |
| 3. | Stadium Capital Management Alexander Medina Seaver | 167,923 | $20,375,777 | +76% | 23.6% |
| 4. | Driehaus Capital Richard Driehaus | 119,071 | $14,448,075 | +4% | 0.1% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 107,515 | $13,045,870 | 0.02% |
| 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. | 3,539,300 | $429,458,691 | 0.01% | |
| 2. | 2,669,796 | $323,953,046 | 0% | |
| 3. | 1,995,768 | $242,166,567 | 0.65% | |
| 4. | 1,452,054 | $176,192,271 | 0.01% | |
| 5. | 1,391,159 | $168,806,009 | 0.04% |