LCI Industries
DE ˙ DB ˙ US50189K1034
95,00 € ↓ -1,50 (-1,55%)
2026-05-29
DEL PRIS
SecurityDE:0DI / LCI Industries
InstitutionMorgan Stanley
Latest Disclosed Ownership524,203 shares
Latest Disclosed Value $ 64,466,606
Morgan Stanley reports 3.85% increase in ownership of 0DI / LCI Industries

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 524,203 shares of LCI Industries (DE:0DI) valued at $55,041,315 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 504,765 shares of LCI Industries. This represents a change in shares of 3.85% during the quarter. The current value of the position is $49,799,285 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)
2026-05-15 2026-03-31 13F LCI INDS COM 50189K103 524,203 19,438 3.85 64,467 5.25 0.0039
2026-05-27 2025-12-31 13F/A-1 LCI INDS COM 50189K103 504,765 49,512 10.88 61,248 44.43 0.0037
2026-02-13 2025-12-31 13F LCI INDS COM 50189K103 504,765 49,512 61,248 0.0037
2026-05-27 2025-09-30 13F/A-1 LCI INDS COM 50189K103 455,253 17,726 4.05 42,407 6.29 0.0026
2025-11-14 2025-09-30 13F LCI INDS COM 50189K103 455,253 17,726 42,407 0.0026
2025-08-15 2025-06-30 13F LCI INDS COM 50189K103 437,527 46,440 11.87 39,898 16.69 0.0026
2025-05-15 2025-03-31 13F LCI INDS COM 50189K103 391,087 7,197 1.87 34,193 -13.85 0.0024
2025-05-15 2024-12-31 13F/A-1 LCI INDS COM 50189K103 383,890 -4,300 -1.11 39,691 -15.18 0.0028
2025-02-14 2024-12-31 13F LCI INDS COM 50189K103 383,890 -4,300 39,691 0.0028
2025-05-14 2024-09-30 13F/A-2 LCI INDS COM 50189K103 388,190 55,161 16.56 46,793 35.91 0.0034
2025-02-14 2024-09-30 13F/A-1 LCI INDS COM 50189K103 388,190 55,161 46,793 0.0034
2024-11-14 2024-09-30 13F LCI INDS COM 50189K103 388,190 55,161 46,793 0.0034
2025-05-14 2024-06-30 13F/A-2 LCI INDS COM 50189K103 333,029 112,395 50.94 34,429 26.80 0.0027
2024-10-17 2024-06-30 13F/A-1 LCI INDS COM 50189K103 333,029 112,395 34,429 0.0027
2024-08-14 2024-06-30 13F LCI INDS COM 50189K103 333,029 112,395 34,429 0.0027
2024-10-17 2024-03-31 13F/A-2 LCI INDS COM 50189K103 220,634 -15,223 -6.45 27,151 -8.43 0.0022
2024-08-16 2024-03-31 13F/A-1 LCI INDS COM 50189K103 220,634 -15,223 27,151 0.0003
2024-05-15 2024-03-31 13F LCI INDS COM 50189K103 220,634 -15,223 27,151 0.0022
2024-08-16 2023-12-31 13F/A-1 LCI INDS COM 50189K103 235,857 35,327 17.62 29,650 25.92 0.0026
2024-02-13 2023-12-31 13F LCI INDS COM 50189K103 235,857 35,327 29,650 0.0026
2023-11-15 2023-09-30 13F LCI INDS COM 50189K103 200,530 -12,803 -6.00 23,546 -12.65 0.0024
2023-08-14 2023-06-30 13F LCI INDS COM 50189K103 213,333 37,074 21.03 26,957 39.20 0.0027
2023-05-15 2023-03-31 13F LCI INDS COM 50189K103 176,259 -75,604 -30.02 19,366 -16.83 0.0021
2023-02-14 2022-12-31 13F LCI INDS COM 50189K103 251,863 38,051 17.80 23,285 7.33 0.0026
2022-11-14 2022-09-30 13F LCI INDS COM 50189K103 213,812 -112,199 -34.42 21,694 -40.52 0.0030
2022-10-27 2022-06-30 13F/A-1 LCI INDS COM 50189K103 326,011 193,432 145.90 36,474 165.00 0.0047
2022-08-15 2022-06-30 13F LCI INDS COM 50189K103 326,011 193,432 36,474 0.0047
2022-10-27 2022-03-31 13F/A-1 LCI INDS COM 50189K103 132,579 15,213 12.96 13,764 -24.76 0.0019
2022-05-13 2022-03-31 13F LCI INDS COM 50189K103 132,579 15,213 13,764 0.0019
2022-02-14 2021-12-31 13F LCI INDS COM 50189K103 117,366 10,522 9.85 18,294 27.18 0.0023
2021-11-15 2021-09-30 13F LCI INDS COM 50189K103 106,844 -9,201 -7.93 14,384 -5.68 0.0019
2021-08-23 2021-06-30 13F/A-1 LCI INDS COM 50189K103 116,045 -10,127 -8.03 15,251 -8.63 0.0020
2021-08-16 2021-06-30 13F LCI INDS COM 50189K103 116,045 -10,127 15,251 0.0004
2021-05-17 2021-03-31 13F LCI INDS COM 50189K103 126,172 -196,250 -60.87 16,691 -60.08 0.0025
2021-02-16 2020-12-31 13F LCI INDS COM 50189K103 322,422 252,460 360.85 41,811 462.20 0.0065
2020-11-13 2020-09-30 13F LCI INDS COM 50189K103 69,962 -8,981 -11.38 7,437 -18.06 0.0014
2020-08-14 2020-06-30 13F LCI INDS COM 50189K103 78,943 -5,957 -7.02 9,076 59.96 0.0020
2020-05-26 2020-03-31 13F/A-1 LCI INDS COM 50189K103 84,900 -53,220 -38.53 5,674 -61.65 0.0015
2020-05-15 2020-03-31 13F LCI INDS COM 50189K103 84,900 -53,220 5,674 435.8815
2020-02-14 2019-12-31 13F LCI INDS COM 50189K103 138,120 30,817 28.72 14,796 50.14 0.0034
2019-11-14 2019-09-30 13F LCI INDS COM 50189K103 107,303 -24,955 -18.87 9,855 -17.21 0.0026
2019-08-14 2019-06-30 13F LCI INDS COM 50189K103 132,258 96,017 264.94 11,903 327.70 0.0032
2019-05-15 2019-03-31 13F LCI INDS COM 50189K103 36,241 -31,685 -46.65 2,783 -38.66 0.0008
2019-02-14 2018-12-31 13F LCI INDS COM 50189K103 67,926 -6,695 -8.97 4,537 -26.57 0.0014
2019-04-23 2018-09-30 13F/A-2 LCI INDS COM 50189K103 74,621 -109,594 -59.49 6,179 -62.79 0.0015
2018-11-20 2018-09-30 13F/A-1 LCI INDS COM 50189K103 74,621 0 6,179 0.0015
2018-11-14 2018-09-30 13F LCI INDS COM 50189K103 74,621 -109,594 6,179
2019-04-23 2018-06-30 13F/A-1 LCI INDS COM 50189K103 184,215 106,205 136.14 16,606 104.38 0.0045
2018-08-14 2018-06-30 13F LCI INDS COM 50189K103 184,215 106,205 16,606
2019-04-23 2018-03-31 13F/A-1 LCI INDS COM 50189K103 78,010 9,323 13.57 8,125 -9.00 0.0023
2018-05-14 2018-03-31 13F LCI INDS COM 50189K103 78,010 9,323 8,125
2019-04-23 2017-12-31 13F/A-1 LCI INDS COM 50189K103 68,687 19,180 38.74 8,929 55.67 0.0024
2018-02-14 2017-12-31 13F LCI INDS COM 50189K103 68,687 19,180 8,929
2017-11-14 2017-09-30 13F LCI INDS COM 50189K103 49,507 6,166 14.23 5,736 29.25 0.0017
2017-08-11 2017-06-30 13F LCI INDS COM 50189K103 43,341 -42,224 -49.35 4,438 -48.03 0.0013
2017-05-22 2017-03-31 13F/A-1 LCI INDS COM 50189K103 85,565 85,565 8,539 0.0026
2017-05-12 2017-03-31 13F LCI INDS COM 50189K103 85,565 8,539
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.