$LCII is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.22%, with an average of 0.05% of portfolio. Largest holder: Barnett & Company, Inc. at 0.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
LCI INDS COM
13F holders
342
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 342 · Source: 13F-HR01
TB Capital Gestao de Recursos Ltda.
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02
Keating Investment Counselors Inc.
—
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03
Godsey & Gibb, Inc.
—
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04
Bahl & Gaynor Inc.
—
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05
State Farm Mutual Automobile Insurance Co.
—
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06
State Street
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07
Axa S.a.
—
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08
Massachusetts Institute of Technology
—
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09
Investors Asset Management of Georgia Inc.
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10
Strs Ohio
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
6 holders · Q1 202601
Barnett & Company, Inc.
0.22% NEW
α +12.6pts
02
Costello Asset Management, INC
0.07% held
α +14.3pts
03
Voloridge Investment Management, LLC
0.02% held
α +15.5pts
04
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
06
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $LCII in the recent window.
Congress trades · last 90 days
1 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $LCII lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $LCII — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 23:36 UTC.