LCI Industries
DE ˙ DB ˙ US50189K1034
90,50 € ↓ -0,50 (-0,55%)
2026-06-04
DEL PRIS
SecurityDE:0DI / LCI Industries
InstitutionComerica Bank
Latest Disclosed Ownership78,008 shares
Latest Disclosed Value $ 9,465,427
Comerica Bank reports 15.83% increase in ownership of 0DI / LCI Industries

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 78,008 shares of LCI Industries (DE:0DI) valued at $8,112,832 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 67,347 shares of LCI Industries. This represents a change in shares of 15.83% during the quarter. The current value of the position is $7,059,724 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F LCI INDS COM 50189K103 78,008 10,661 15.83 9,465 50.88 0.0378
2025-11-14 2025-09-30 13F LCI INDS COM 50189K103 67,347 7,785 13.07 6,273 15.50 0.0236
2025-08-14 2025-06-30 13F LCI INDS COM 50189K103 59,562 9,356 18.64 5,431 23.74 0.0211
2025-05-14 2025-03-31 13F LCI INDS COM 50189K103 50,206 14,700 41.40 4,390 19.56 0.0184
2025-02-14 2024-12-31 13F/A-1 LCI INDS COM 50189K103 35,506 2,952 9.07 3,671 -6.45 0.0148
2025-02-14 2024-12-31 13F LCI INDS COM 50189K103 35,506 2,952 3,671 0.0123
2024-11-14 2024-09-30 13F LCI INDS COM 50189K103 32,554 1,731 5.62 3,924 23.16 0.0155
2024-08-15 2024-06-30 13F LCI INDUSTRIES COMMON 50189K103 30,823 -961 -3.02 3,187 -18.54 0.0133
2024-05-16 2024-03-31 13F LCI INDUSTRIES COMMON 50189K103 31,784 6,174 24.11 3,911 21.50 0.0169
2024-02-14 2023-12-31 13F LCI INDUSTRIES COMMON 50189K103 25,610 -1,081 -4.05 3,219 2.71 0.0148
2023-11-21 2023-09-30 13F LCI INDS COMMON 50189K103 26,691 26,691 3,134 0.0163
2023-08-22 2023-06-30 13F LCI INDUSTRIES COM 50189K103 0 -22,066 -100.00 0 -100.00
2023-01-26 2022-12-31 13F LCI INDUSTRIES COM 50189K103 22,066 -1,268 -5.43 2 -99.92 0.0190
2022-10-28 2022-09-30 13F LCI INDUSTRIES COM 50189K103 23,334 -2,118 -8.32 2,355 -26.48 0.0199
2022-08-02 2022-06-30 13F LCI INDUSTRIES COM 50189K103 25,452 155 0.61 3,203 18.85 0.0263
2022-04-27 2022-03-31 13F LCI INDUSTRIES COM 50189K103 25,297 -375 -1.46 2,695 -13.48 0.0196
2022-02-18 2021-12-31 13F LCI INDUSTRIES COM 50189K103 25,672 -841 -3.17 3,115 -16.04 0.0229
2021-11-22 2021-09-30 13F LCI INDUSTRIES COM 50189K103 26,513 -693 -2.55 3,710 -1.57 0.0223
2021-08-26 2021-06-30 13F LCI INDUSTRIES COM 50189K103 27,206 1,726 6.77 3,769 0.64 0.0225
2021-04-28 2021-03-31 13F LCI INDUSTRIES COM 50189K103 25,480 -1,045 -3.94 3,745 0.27 0.0223
2021-01-28 2020-12-31 13F LCI INDUSTRIES COM 50189K103 26,525 164 0.62 3,735 26.10 0.0237
2020-10-30 2020-09-30 13F LCI INDUSTRIES COM 50189K103 26,361 -1,407 -5.07 2,962 -13.21 0.0215
2020-07-31 2020-06-30 13F LCI INDUSTRIES COM 50189K103 27,768 3,242 13.22 3,413 73.60 0.0263
2020-05-01 2020-03-31 13F LCI INDUSTRIES COM 50189K103 24,526 769 3.24 1,966 -24.99 0.0180
2020-02-07 2019-12-31 13F LCI INDUSTRIES COM 50189K103 23,757 97 0.41 2,621 13.46 0.0199
2019-10-31 2019-09-30 13F LCI INDUSTRIES COM 50189K103 23,660 -84 -0.35 2,310 7.49 0.0183
2019-08-02 2019-06-30 13F LCI INDUSTRIES COM 50189K103 23,744 -1,005 -4.06 2,149 0.00 0.0172
2019-05-02 2019-03-31 13F LCI INDUSTRIES COM 50189K103 24,749 138 0.56 2,149 7.18 0.0174
2019-02-06 2018-12-31 13F LCI INDUSTRIES COM 50189K103 24,611 144 0.59 2,005 8.73 0.0170
2018-11-01 2018-09-30 13F LCI INDUSTRIES COM 50189K103 24,467 -3,468 -12.41 1,844 -30.73 0.0149
2018-08-01 2018-06-30 13F LCI INDUSTRIES COM 50189K103 27,935 -602 -2.11 2,662 -0.37 0.0186
2018-05-01 2018-03-31 13F LCI INDUSTRIES COM 50189K103 28,537 -8,474 -22.90 2,672 -43.72 0.0191
2018-02-02 2017-12-31 13F LCI INDUSTRIES COM 50189K103 37,011 -6,555 -15.05 4,748 -10.19 0.0316
2017-11-06 2017-09-30 13F LCI INDUSTRIES COM 50189K103 43,566 43,566 5,287 0.0383
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.