TIMUCUAN ASSET MANAGEMENT INC/FL

Holdings History for LCI INDUSTRIES - COMMON STOCK (LCII)

Symbol: LCII on NYSE
Investment type: Equity / COMMON STOCK

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.14%	0%	$4,285,486	35,318	0		$121.34	Q4 2025
30 Sep 2025	0.1%	0%	$3,289,872	35,318	0		$93.15	Q3 2025
30 Jun 2025	0.09%	+0.07%	$3,220,648	35,318	+24,500	+226%	$91.19	Q2 2025
31 Mar 2025	0.03%	0%	$945,818	10,818	0		$87.43	Q1 2025
31 Dec 2024	0.03%	0%	$1,118,473	10,818	0		$103.39	Q4 2024
30 Sep 2024	0.04%	0%	$1,304,002	10,818	0		$120.54	Q3 2024
30 Jun 2024	0.04%	0%	$1,118,365	10,818	0		$103.38	Q2 2024
31 Mar 2024	0.04%	0%	$1,331,263	10,818	0		$123.06	Q1 2024
31 Dec 2023	0.05%	0%	$1,359,931	10,818	0		$125.71	Q4 2023
30 Sep 2023	0.05%	0%	$1,270,250	10,818	0		$117.42	Q3 2023
30 Jun 2023	0.05%	0%	$1,366,962	10,818	0		$126.36	Q2 2023
31 Mar 2023	0.05%	0%	$1,188,574	10,818	0		$109.87	Q1 2023
31 Dec 2022	0.04%	0%	$1,000,124	10,818	0		$92.45	Q4 2022
30 Sep 2022	0.05%	0%	$1,098,000	10,818	0		$101.50	Q3 2022
30 Jun 2022	0.06%	+0.02%	$1,210,000	10,818	+4,267	+65%	$111.85	Q2 2022
31 Mar 2022	0.03%	0%	$680,000	6,551	0		$103.80	Q1 2022
31 Dec 2021	0.04%	0%	$1,021,000	6,551	0		$155.85	Q4 2021
30 Sep 2021	0.03%	0%	$882,000	6,551	0		$134.64	Q3 2021
30 Jun 2021	0.03%	+0.01%	$861,000	6,551	+1,522	+30%	$131.43	Q2 2021
31 Mar 2021	0.03%	0%	$665,000	5,029	0		$132.23	Q1 2021
31 Dec 2020	0.03%	0%	$652,000	5,029	0		$129.65	Q4 2020
30 Sep 2020	0.03%	0%	$535,000	5,029	0		$106.38	Q3 2020
30 Jun 2020	0.04%	+0.01%	$578,000	5,029	+1,651	+49%	$114.93	Q2 2020
31 Mar 2020	0.02%	0%	$226,000	3,378	0		$66.90	Q1 2020
31 Dec 2019	0.02%	0%	$362,000	3,378	0		$107.16	Q4 2019
30 Sep 2019	0.02%	0%	$310,000	3,378	0		$91.77	Q3 2019
30 Jun 2019	0.02%	+0.02%	$304,000	3,378	+3,378	NEW	$89.99	Q2 2019

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.