Form 13-F position report

LCI INDS COM (DE)

Reported by Neuberger Berman Group LLC

Company profile Manager portfolio Source filing
LCII CUSIP 50189K103 Manager CIK 0001465109
Latest reported change

Reported 1,287,643 shares, down 62,420 (4.6%) from the prior quarter.

Reported value -35.8%; share count -4.6% vs. the prior quarter.

Reduced
% of reported 13F value 0.11% This manager · Q1 2022
Shares 1,287,643 Quarter-end amount reported
Reported value $133,676,000 Fair value at quarter end
Consecutive quarters held 21 Through Q1 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 2,626 -494 (-15.8%) < 0.01% $278,041 2026-08-13
Q1 2026 New 3,120 +3,120 (0.0%) < 0.01% $383,697 2026-05-14
Q1 2025 Reduced 0 -2,019 (-100.0%) 0 $0 2025-05-13
Q4 2024 Added 2,019 +12 (0.6%) < 0.01% $208,744 2025-02-13
Q3 2024 Reduced 2,007 -377,964 (-99.5%) < 0.01% $241,924 2024-11-14
Q2 2024 Reduced 379,971 -8,288 (-2.1%) 0.03% $39,281,402 2024-08-13
Q1 2024 Reduced 388,259 -440,535 (-53.2%) 0.04% $47,779,101 2024-05-13
Q4 2023 Reduced 828,794 -235,653 (-22.1%) 0.09% $104,187,694 2024-02-09
Q3 2023 Reduced 1,064,447 -3,879 (-0.4%) 0.11% $124,987,367 2023-11-14
Q2 2023 Reduced 1,068,326 -89,186 (-7.7%) 0.12% $134,993,673 2023-08-11
Q1 2023 Reduced 1,157,512 -74,098 (-6.0%) 0.12% $127,175,844 2023-05-12
Q4 2022 Reduced 1,231,610 -15,260 (-1.2%) 0.11% $113,862,344 2023-02-13
Q3 2022 Reduced 1,246,870 -8,240 (-0.7%) 0.13% $126,507,000 2022-11-15
Q2 2022 Reduced 1,255,110 -32,533 (-2.5%) 0.14% $140,422,000 2022-08-15
Q1 2022 Reduced 1,287,643 -62,420 (-4.6%) 0.11% $133,676,000 2022-05-13
Q4 2021 Reduced 1,350,063 -44,433 (-3.2%) 0.16% $208,213,000 2022-02-11
Q3 2021 Reduced 1,394,496 -18,911 (-1.3%) 0.16% $186,162,000 2021-11-12
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Institutional context

Who else reported the position

323 managers reported LCI INDS COM (DE) for Q1 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 4,154,680 +3,420 0.01% $431,298,000 21 qtrs
VANGUARD GROUP INC Added 2,709,979 +14,504 < 0.01% $281,324,000 21 qtrs
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Added 1,351,326 +69,556 0.37% $140,281,000 3 qtrs
Neuberger Berman Group LLC This report Reduced 1,287,643 -62,420 0.11% $133,676,000 21 qtrs
JPMorgan Chase & Co Reduced 1,049,125 -124,639 0.01% $108,910,000 21 qtrs
STATE STREET CORPORATION Added 825,655 +31,511 < 0.01% $85,711,000 22 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 725,541 -98,441 < 0.01% $75,318,000 21 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 645,948 -5,411 0.02% $67,060,000 21 qtrs
Jarislowsky Fraser Ltd Reduced 612,960 -4,575 0.34% $63,631,000 8 qtrs
PRINCIPAL FINANCIAL GROUP INC Reduced 606,967 -11,152 0.04% $63,009,000 21 qtrs
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Filing details and methodology As reported
Report period
March 31, 2022
Filed
May 13, 2022
Filing type
13F-HR
Position type
Common

Voting authority reported

Sole
1,274,630
Shared
0
None
13,013

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.