Victory Capital Management Inc reports 18.84% increase in ownership of 0DI / LCI Industries

LCI Industries

DE ˙ DB ˙ US50189K1034

90,50 € ↓ -0,50 (-0,55%)

2026-06-04
DEL PRIS

Security	DE:0DI / LCI Industries
Institution	Victory Capital Management Inc
Latest Disclosed Ownership	126,092 shares
Latest Disclosed Value	$ 15,506,794

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 126,092 shares of LCI Industries (DE:0DI) valued at $13,239,660 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 106,100 shares of LCI Industries. This represents a change in shares of 18.84% during the quarter. The current value of the position is $11,411,326 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	LCI INDS	COM	50189K103	126,092	19,992	18.84	15,507	20.44	0.0074
2026-02-13	2025-12-31	13F	LCI INDS	COM	50189K103	106,100	-292	-0.27	12,874	29.91	0.0073
2025-11-12	2025-09-30	13F	LCI INDS	COM	50189K103	106,392	-553,946	-83.89	9,910	-83.54	0.0058
2025-08-13	2025-06-30	13F	LCI INDS	COM	50189K103	660,338	-35,170	-5.06	60,216	-0.97	0.0388
2025-05-02	2025-03-31	13F	LCI INDS	COM	50189K103	695,508	59,233	9.31	60,808	-7.56	0.0622
2025-02-06	2024-12-31	13F	LCI INDS	COM	50189K103	636,275	15,057	2.42	65,784	-12.15	0.0647
2024-11-05	2024-09-30	13F	LCI INDS	COM	50189K103	621,218	14,969	2.47	74,882	19.48	0.0721
2024-08-05	2024-06-30	13F	LCI INDS	COM	50189K103	606,249	-14,712	-2.37	62,674	-17.98	0.0628
2024-05-03	2024-03-31	13F	LCI INDS	COM	50189K103	620,961	34,537	5.89	76,415	3.66	0.0746
2024-02-05	2023-12-31	13F	LCI INDS	COM	50189K103	586,424	15,212	2.66	73,719	9.91	0.0775
2023-11-06	2023-09-30	13F	LCI INDS	COM	50189K103	571,212	-11,399	-1.96	67,072	-8.89	0.0771
2023-07-27	2023-06-30	13F	LCI INDS	COM	50189K103	582,611	-268	-0.05	73,619	14.96	0.0810
2023-05-02	2023-03-31	13F	LCI INDS	COM	50189K103	582,879	8,108	1.41	64,041	20.52	0.0719
2023-04-25	2022-12-31	13F/A-3	LCI INDS	COM	50189K103	574,771	114,145	24.78	53,138	13.70	0.0611
2023-03-10	2022-12-31	13F/A-2	LCI INDS	COM	50189K103	574,771	114,145		53,138		0.0580
2023-02-10	2022-12-31	13F/A-1	LCI INDS	COM	50189K103	574,771	114,145		53,138		0.0367
2023-02-09	2022-12-31	13F	LCI INDS	COM	50189K103	569,135	108,509		54,213		0.0368
2022-11-02	2022-09-30	13F	LCI INDS	COM	50189K103	460,626	-52,107	-10.16	46,735	-18.53	0.0545
2022-08-01	2022-06-30	13F	LCI INDS	COM	50189K103	512,733	-14,465	-2.74	57,364	4.88	0.0654
2022-05-04	2022-03-31	13F	LCI INDS	COM	50189K103	527,198	-142,584	-21.29	54,694	-47.61	0.0547
2022-02-07	2021-12-31	13F	LCI INDS	COM	50189K103	669,782	11,845	1.80	104,399	17.86	0.0960
2021-11-02	2021-09-30	13F	LCI INDS	COM	50189K103	657,937	23,646	3.73	88,578	6.26	0.0867
2021-08-03	2021-06-30	13F	LCI INDS	COM	50189K103	634,291	248,229	64.30	83,359	63.23	0.0800
2021-05-04	2021-03-31	13F	LCI INDS	COM	50189K103	386,062	192,402	99.35	51,068	103.34	0.0523
2021-02-01	2020-12-31	13F	LCI INDS	COM	50189K103	193,660	188,737	3,833.78	25,114	4,701.91	0.0280
2020-11-09	2020-09-30	13F	LCI Industries	COM	50189K103	4,923	-11,842	-70.64	523	-72.87	0.0007
2020-08-07	2020-06-30	13F	LCI INDS	COM	50189K103	16,765	-2,165	-11.44	1,928	52.41	0.0026
2020-05-12	2020-03-31	13F/A-1	LCI INDS	COM	50189K103	18,930	-48,263	-71.83	1,265	-82.43	0.0021
2020-05-04	2020-03-31	13F	LCI INDS	COM	50189K103	18,930	-48,263		1,265		1,384.4140
2020-02-06	2019-12-31	13F/A-1	LCI INDS	COM	50189K103	67,193	50,485	302.16	7,198	368.93	0.0087
2020-02-04	2019-12-31	13F	LCI INDS	COM	50189K103	99,264	82,556		10,718		12,847.5663
2019-11-12	2019-09-30	13F	LCI INDS	COM	50189K103	16,708	6,551	64.50	1,535	67.94	0.0020
2019-08-15	2019-06-30	13F	LCI INDS	COM	50189K103	10,157	-798	-7.28	914	8.55	0.0018
2019-05-03	2019-03-31	13F	LCI INDS	CS	50189K103	10,955	2,117	23.95	842	42.71	0.0019
2019-05-02	2018-12-31	13F/A-1	LCI INDS	COM	50189K103	8,838	737	9.10	590	-12.07	0.0015
2019-02-05	2018-12-31	13F	LCI INDS	COM	50189K103	8,838	737		590
2018-11-01	2018-09-30	13F	LCI INDS	COM	50189K103	8,101	-38	-0.47	671	-8.58	0.0014
2018-08-02	2018-06-30	13F	LCI INDS	COM	50189K103	8,139	-275,901	-97.13	734	-97.52	0.0016
2018-05-04	2018-03-31	13F	LCI INDS	COM	50189K103	284,040	-107,100	-27.38	29,582	-41.82	0.0645
2018-02-01	2017-12-31	13F	LCI INDS	COM	50189K103	391,140	9,025	2.36	50,849	14.87	0.1070
2017-10-27	2017-09-30	13F	LCI INDS	COM	50189K103	382,115	-15,037	-3.79	44,268	8.85	0.0995
2017-08-07	2017-06-30	13F	LCI INDS	COM	50189K103	397,152	93,465	30.78	40,668	34.18	0.0952
2017-05-10	2017-03-31	13F	LCI INDS	COM	50189K103	303,687	303,687		30,308		0.0721

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.