Ticker · CUSIP 50189K103
Holders (tracked)
11
Combined shares
509,346
Combined value
$61.81M
Last close
$123.43
Quarter
2025Q4
Price · 1Y$123.43+49.32 (+66.55%)H $155.66 · L $73.81 · Avg Vol 343K
Tracked holders · last 8 quarters
Flat over the last 8 quarters.
Price is +1.7% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
19 events
- T. Rowe Price trimmed2026-02-17−5,201 shares · 2025Q4Position
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−345,051 shares · 2025Q4Position
- D.E. Shaw & Co. trimmed2026-02-17−80,529 shares · 2025Q4Position
- AQR Capital Management trimmed2026-02-17−13,545 shares · 2025Q4Position
- Two Sigma Investments exited2026-02-17−52,125 shares · 2025Q4Position
- Izzy Englander (Millennium Mgmt) added2026-02-17+35,797 shares · 2025Q4Position
- Steve Cohen (Point72) trimmed2026-02-17−23,455 shares · 2025Q4Position
- +3,983 shares · 2025Q4Position
- Renaissance Technologies trimmed2026-02-12−56,403 shares · 2025Q4Position
- Mario Gabelli (GAMCO) trimmed2026-02-05−1,183 shares · 2025Q4Position
- Steve Cohen (Point72) trimmed2025-11-14−55,722 shares · 2025Q3Position
- Two Sigma Investments opened position2025-11-14+52,125 shares · 2025Q3Position
- D.E. Shaw & Co. trimmed2025-11-14−1,858 shares · 2025Q3Position
- AQR Capital Management trimmed2025-11-14−17,336 shares · 2025Q3Position
- Izzy Englander (Millennium Mgmt) added2025-11-14+24,631 shares · 2025Q3Position
- T. Rowe Price added2025-11-14+1,693 shares · 2025Q3Position
- Renaissance Technologies trimmed2025-11-13−6,700 shares · 2025Q3Position
- Mario Gabelli (GAMCO) trimmed2025-11-12−1,480 shares · 2025Q3Position
- Norges Bank (Norway SWF) added2025-11-12+5,543 shares · 2024Q3Position
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of LCII…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| Steve Cohen (Point72) | 2018Q2 | $88.27 | +39.8% | $1.0M |
| D.E. Shaw & Co. | 2017Q1 | $89.67 | +37.6% | $23.8M |
| AQR Capital Management | 2017Q1 | $91.05 | +35.6% | $4.7M |
| Mario Gabelli (GAMCO) | 2025Q2 | $91.19 | +35.4% | $936K |
| Renaissance Technologies | 2018Q2 | $94.78 | +30.2% | $3.2M |
| T. Rowe Price | 2017Q1 | $99.95 | +23.5% | $5.7M |
| Izzy Englander (Millennium Mgmt) | 2017Q1 | $102.50 | +20.4% | $11.9M |
| Ken Griffin (Citadel Advisors) | 2017Q1 | $118.16 | +4.5% | $3.3M |
| Ken Griffin (Citadel Advisors) | 2017Q1 | $118.16 | +4.5% | $3.3M |
| Ken Griffin (Citadel Advisors) | 2017Q1 | $118.16 | +4.5% | $3.3M |
| Ray Dalio (Bridgewater Associates) | 2025Q4 | $121.34 | +1.7% | $492K |
Who moved on this name in 2025Q4
Position changes reported for the latest quarter, grouped by direction.
New positions1
- Ray Dalio (Bridgewater Associates)+3,983$483K
Added to1
- Izzy Englander (Millennium Mgmt)+35,797$4.3M
Trimmed7
- Ken Griffin (Citadel Advisors)−345,051$41.9M
- D.E. Shaw & Co.−80,529$9.8M
- Renaissance Technologies−56,403$6.8M
- Steve Cohen (Point72)−23,455$2.8M
- AQR Capital Management−13,545$1.6M
- Mario Gabelli (GAMCO)−1,183$144K
- T. Rowe Price−5,201$631
Exited1
- Two Sigma Investments−52,125$4.9M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 11 | $22.06B |
| 2022Q2 | 12 | $22.52B |
| 2022Q3 | 11 | $488.5M |
| 2022Q4 | 11 | $421.6M |
| 2023Q1 | 10 | $486.6M |
| 2023Q2 | 8 | $542.6M |
| 2023Q3 | 8 | $499.9M |
| 2023Q4 | 10 | $574.0M |
| 2024Q1 | 9 | $544.9M |
| 2024Q2 | 9 | $445.4M |
| 2024Q3 | 6 | $48.3M |
| 2024Q4 | 7 | $50.4M |
| 2025Q1 | 10 | $111.0M |
| 2025Q2 | 10 | $69.7M |
| 2025Q3 | 11 | $96.9M |
| 2025Q4 | 11 | $61.8M |
Who owns LCII
11 super-investors · 2025Q4
Tracked stake
509.3K
shares
Combined value
$62M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New1Added1Trim9
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | D.E. Shaw & Co. | 193.2K | $23M |
| 2 | Izzy Englander Millennium Mgmt | 96.7K | $12M |
| 3 | Ken Griffin Citadel Advisors | 46.3K | $6M |
| 4 | T. Rowe Price | 45.9K | $6M |
| 5 | AQR Capital Management | 38.1K | $5M |
| 6 | Ken Griffin Citadel Advisors | 26.9K | $3M |
| 7 | Renaissance Technologies | 26.2K | $3M |
| 8 | Ken Griffin Citadel Advisors | 16.2K | $2M |
| 9 | Steve Cohen Point72 | 8.4K | $1M |
| 10 | Mario Gabelli GAMCO | 7.6K | $920K |
| 11 | Ray Dalio Bridgewater Associates | 4.0K | $483K |
Recent moves
20 transactions
- −23,455 · 2025Q4
- +35,797 · 2025Q4
- −52,125 · 2025Q4
- −13,545 · 2025Q4
- −345,051 · 2025Q4
- TRIMD.E. Shaw & Co.−80,529 · 2025Q4
- TRIMT. Rowe Price−5,201 · 2025Q4
- +3,983 · 2025Q4
- −56,403 · 2025Q4
- −1,183 · 2025Q4
- −55,722 · 2025Q3
- −17,336 · 2025Q3
- +24,631 · 2025Q3
- +52,125 · 2025Q3
- TRIMD.E. Shaw & Co.−1,858 · 2025Q3
- +1,693 · 2025Q3
- −6,700 · 2025Q3
- −1,480 · 2025Q3
- +5,543 · 2024Q3
- −13,391 · 2025Q2
Embed this chart
Paste this iframe anywhere to embed the live LCII chart.
<iframe src="https://openstocks.me/embed/stocks/LCII" width="100%" height="480" frameborder="0" loading="lazy" title="LCII chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Explore related topics
- LCII insider tradingEvery Form 4 filing by LCII officers, directors, and 10%+ holders.
- LCII analyst target pricesWall Street consensus target, analyst-by-analyst breakdown, and revision history.
- Most popular hedge-fund stocksSee where this ticker ranks against the broader smart-money consensus.
- All insider tradingCross-ticker view of where corporate insiders are buying on the open market.
- Congress stock tradesReal-time PTR disclosures filed under the STOCK Act.
- Smart-money signalsComposite signals where institutional, insider and Congress flows converge.