LCI Industries
DE ˙ DB ˙ US50189K1034
90,50 € ↓ -0,50 (-0,55%)
2026-06-04
DEL PRIS
SecurityDE:0DI / LCI Industries
InstitutionSei Investments Co
Latest Disclosed Ownership54,528 shares
Latest Disclosed Value $ 6,616,737
Sei Investments Co reports 47.49% increase in ownership of 0DI / LCI Industries

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 54,528 shares of LCI Industries (DE:0DI) valued at $5,670,912 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 36,971 shares of LCI Industries. This represents a change in shares of 47.49% during the quarter. The current value of the position is $4,934,784 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)
2026-02-13 2025-12-31 13F LCI INDS COM 50189K103 54,528 17,557 47.49 6,617 92.16 0.0065
2025-11-13 2025-09-30 13F LCI INDS COM 50189K103 36,971 -2,381 -6.05 3,444 -4.04 0.0037
2025-08-14 2025-06-30 13F LCI INDS COM 50189K103 39,352 -3,727 -8.65 3,588 -4.73 0.0042
2025-05-14 2025-03-31 13F/A-1 LCI INDS COM 50189K103 43,079 21,010 95.20 3,766 65.10 0.0048
2025-05-13 2025-03-31 13F LCI INDS COM 50189K103 22,045 -24 2,275 0.0025
2025-02-11 2024-12-31 13F LCI INDS COM 50189K103 22,069 -2,206 -9.09 2,282 -22.04 0.0029
2024-11-12 2024-09-30 13F LCI INDS COM 50189K103 24,275 -8,826 -26.66 2,926 -14.47 0.0038
2024-08-13 2024-06-30 13F LCI INDS COM 50189K103 33,101 233 0.71 3,422 -15.41 0.0048
2024-05-07 2024-03-31 13F LCI INDS COM 50189K103 32,868 6,703 25.62 4,045 22.96 0.0059
2024-02-14 2023-12-31 13F LCI INDS COM 50189K103 26,165 -320 -1.21 3,289 5.79 0.0053
2023-11-14 2023-09-30 13F LCI INDS COM 50189K103 26,485 -436 -1.62 3,110 -8.59 0.0056
2023-08-11 2023-06-30 13F LCI INDS COM 50189K103 26,921 -1,799 -6.26 3,402 7.80 0.0059
2023-05-12 2023-03-31 13F LCI INDS COM 50189K103 28,720 12,037 72.15 3,156 104.60 0.0059
2023-02-10 2022-12-31 13F LCI INDS COM 50189K103 16,683 -12,501 -42.84 1,542 -47.92 0.0034
2022-11-14 2022-09-30 13F LCI INDS COM 50189K103 29,184 -4,005 -12.07 2,961 -20.25 0.0066
2022-08-15 2022-06-30 13F LCI INDS COM 50189K103 33,189 20,847 168.91 3,713 189.63 0.0080
2022-05-13 2022-03-31 13F LCI INDS COM 50189K103 12,342 -5,098 -29.23 1,282 -52.85 0.0026
2022-02-14 2021-12-31 13F LCI INDS COM 50189K103 17,440 13,308 322.07 2,719 386.40 0.0051
2021-11-12 2021-09-30 13F LCI INDS COM 50189K103 4,132 78 1.92 559 4.68 0.0012
2021-08-06 2021-06-30 13F LCI INDS COM 50189K103 4,054 -548 -11.91 534 -12.32 0.0012
2021-05-12 2021-03-31 13F LCI INDS COM 50189K103 4,602 -3,968 -46.30 609 -45.28 0.0015
2021-02-08 2020-12-31 13F LCI INDS COM 50189K103 8,570 179 2.13 1,113 24.92 0.0029
2020-12-04 2020-09-30 13F/A-1 LCI INDS COM 50189K103 8,391 2,340 38.67 891 28.20 0.0026
2020-11-06 2020-09-30 13F LCI INDS COM 50189K103 8,391 2,340 891 2,145.3299
2020-08-17 2020-06-30 13F/A-1 LCI INDS COM 50189K103 6,051 1,230 25.51 695 115.17 0.0022
2020-08-11 2020-06-30 13F LCI INDS COM 50189K103 4,808 -13 515 1,396.9649
2020-05-14 2020-03-31 13F LCI INDS COM 50189K103 4,821 -22 -0.45 323 -37.64 0.0012
2020-02-06 2019-12-31 13F LCI INDS COM 50189K103 4,843 484 11.10 518 29.50 0.0015
2019-11-12 2019-09-30 13F LCI INDS COM 50189K103 4,359 852 24.29 400 26.18 0.0010
2019-08-14 2019-06-30 13F LCI INDS COM 50189K103 3,507 302 9.42 317 27.82 0.0010
2019-05-15 2019-03-31 13F LCI INDS COM 50189K103 3,205 -11,949 -78.85 248 -75.97 0.0008
2019-02-13 2018-12-31 13F LCI INDS COM 50189K103 15,154 13,897 1,105.57 1,032 892.31 0.0037
2018-11-08 2018-09-30 13F LCI INDS COM 50189K103 1,257 -32 -2.48 104 -10.34 0.0004
2018-08-03 2018-06-30 13F LCI INDS COM 50189K103 1,289 -9,178 -87.69 116 -89.36 0.0004
2018-05-11 2018-03-31 13F LCI INDS COM 50189K103 10,467 8,555 447.44 1,090 337.75 0.0042
2018-02-08 2017-12-31 13F LCI INDS COM 50189K103 1,912 1,095 134.03 249 162.11 0.0009
2017-11-06 2017-09-30 13F LCI INDS COM 50189K103 817 -11,166 -93.18 95 -92.26 0.0003
2017-07-31 2017-06-30 13F LCI INDS COM 50189K103 11,983 11,543 2,623.41 1,228 2,690.91 0.0049
2017-05-05 2017-03-31 13F LCI INDS COM 50189K103 440 440 44 0.0002
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.