What Makes LSI Industries (LYTS) a Resilient Business Model?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Small Cap Strategy”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Royce & Associates Chuck Royce | 1,518,349 | $28,241,291 | +25% | 0.28% |
| 2. | AltraVue Capital Touk Sinantha | 1,453,863 | $27,041,852 | +1% | 2.33% |
| 3. | Renaissance Technologies Jim Simons | 787,952 | $14,655,907 | -3% | 0.02% |
| 4. | Juniper Investment Company Alexis Michas And John Bartholdson | 770,749 | $14,335,931 | +126% | 4.57% |
| 5. | Ophir Asset Management Steven Ng And Andrew Mitchell | 739,384 | $13,752,542 | 1.6% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $3.67 | 2,720 | $9,968.80 | 2,720 | 2019-06-11 | Filing | |
| $3.27 | 10,000 | $32,700.00 | 35,880 | 2019-02-20 | Filing | |
| $4.49 | 788 | $3,538.12 | 1,788 | 2018-11-12 | Filing | |
| $4.43 | 1,500 | $6,645.00 | 54,619 | 2018-11-08 | Filing | |
| $4.51 | 3,326 | $15,000.26 | 53,119 | 2018-10-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.66 | 29,891 | $677,330.06 | 421,313 | 2025-09-11 | Filing | |
| $22.75 | 220,109 | $5,007,479.75 | 421,313 | 2025-09-10 | Filing | |
| $22.75 | 39,067 | $888,774.25 | 421,313 | 2025-09-10 | Filing | |
| $22.86 | 210,933 | $4,821,928.38 | 421,313 | 2025-09-09 | Filing | |
| $23.29 | 21,701 | $505,416.29 | 173,288 | 2025-09-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,503,148 | $46,558,566 | 1.07% | |
| 2. | 2,121,551 | $39,460,848 | 0% | |
| 3. | 1,464,122 | $27,232,078 | 0.01% | |
| 4. | 1,462,389 | $27,200,435 | 0% | |
| 5. | 1,302,808 | $24,232,229 | 0% |