Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  LCI Industries (LCII)
← All LCII superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 0.01 $84.33–108.98 · VW $98.93i SEC
2025   Q2 18,399 0.01 Add 19.55% <0.01 $76.58–102.72 · VW $91.43i $1,677,805 SEC
2025   Q1 15,390 0.01 Reduce 29.23% <0.01 $72.31–112.00 · VW $87.13i $1,345,548 SEC
2024   Q4 21,747 0.02 Add 38.24% <0.01 $97.25–129.38 · VW $110.47i $2,248,422 SEC
2024   Q3 15,731 0.02 Reduce 24.50% <0.01 $100.01–124.40 · VW $111.90i $1,896,215 SEC
2024   Q2 20,835 0.03 Add 11.64% <0.01 $96.19–120.07 · VW $110.98i $2,153,922 SEC
2024   Q1 18,663 0.03 Add 405.77% 0.03 $102.39–126.95 · VW $111.11i $2,296,669 SEC
2023   Q4 3,690 <0.01 Reduce 6.13% <0.01 $105.98–131.36 · VW $116.21i $463,870 SEC
2023   Q3 3,931 <0.01 Add 17.62% <0.01 $104.93–137.07 · VW $116.83i $461,578 SEC
2023   Q2 3,342 <0.01 Reduce 50.95% <0.01 $105.08–137.02 · VW $126.12i $422,295 SEC
2023   Q1 6,814 0.02 Add 127.66% 0.01 $100.25–121.95 · VW $111.72i $748,654 SEC
2022   Q4 2,993 <0.01 Buy <0.01 $89.28–112.45 · VW $104.65i $276,703 SEC
2020   Q1 0 0.00 Sell 100.00% 0.02 $55.29–116.51 · VW $86.17i SEC
2019   Q4 8,192 0.02 Add 6.24% <0.01 $97.01–113.34 · VW $106.11i $878,000 SEC
2019   Q3 7,711 0.01 Buy 0.01 $80.41–102.19 · VW $93.24i $708,000 SEC
Price snapshot:
Current price$102.04
52-week low$81.87
52-week high$156.56