Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
LCII —
LCI INDS
CUSIP: 50189K103 · Held by 3 superinvestors · Combined value: $14,509,231
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $10,847,190 | 89,395 | REDUCE | -337,851 |
| 2 | Jim Simons | 0.0% | $3,178,744 | 26,197 | REDUCE | -56,403 |
| 3 | Ray Dalio | 0.0% | $483,297 | 3,983 | NEW BUY | +3,983 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +3,983 | New |
| Jim Simons | REDUCE | -56,403 | -68.3% |
| Ken Griffin | REDUCE | -337,851 | -79.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +279,915 | +190.0% |
| Jim Simons | REDUCE | -6,700 | -7.5% |
Who Owns LCII? Superinvestor Holdings
LCI INDS is held by 3 tracked superinvestors, with a combined position value of $15 million . The largest positions are held by Ken Griffin (0.0% of portfolio), Jim Simons (0.0% of portfolio), Ray Dalio (0.0% of portfolio).
In the most recent quarter, 1 superinvestor added or initiated positions while 2 reduced or exited.