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. | AltraVue Capital Touk Sinantha | 1,391,553 | $36,987,479 | -5% | 2.67% |
| 2. | Owls Nest Partners Philip Timon | 728,895 | $19,374,029 | 6.29% | |
| 3. | Renaissance Technologies Jim Simons | 604,122 | $16,057,563 | -24% | 0.02% |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 340,824 | $9,059,102 | +20% | 0.02% |
| 5. | Diamond Hill Capital Ric Dillon | 200,317 | $5,324,426 | +26% | 0.04% |
| 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 |
|---|---|---|---|---|---|---|
| $24.09 | 10,369 | $249,789.21 | 103,686 | 2026-06-01 | Filing | |
| $24.09 | 10,369 | $249,789.21 | 103,686 | 2026-06-01 | Filing | |
| $24.29 | 22,586 | $548,613.94 | 173,288 | 2026-05-28 | Filing | |
| $24.29 | 75,606 | $1,836,469.74 | 173,288 | 2026-05-28 | Filing | |
| $24.29 | 38,386 | $932,395.94 | 173,288 | 2026-05-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,986,196 | $105,953,094 | 0% | |
| 2. | 2,713,253 | $72,118,265 | 0% | |
| 3. | 1,556,802 | $41,379,797 | 0% | |
| 4. | 1,366,433 | $36,319,953 | 0.01% | |
| 5. | 908,007 | $24,139,847 | 0% |