Atria Investments, Inc LCII — LCI INDS

Ownership history in Atria Investments, Inc  ·  13 quarters on record

AI Ownership Summary

Atria Investments, Inc reported LCI INDS (LCII) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows LCII at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LCII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in LCI INDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LCII was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LCII stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held LCII — position size vs. price
% of Fund (quarterly)    LCII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 8,400 +341 +4.2% 0.01% $703K 2026-10-15 $84.02
2026 Q2 REDUCED 16.2% -18.3% ✅ 8,059 -1,557 -16.2% 0.01% $853K 2026-07-28 $106.50
2026 Q1 REDUCED — — — 9,616 -490 -4.8% 0.01% $1.2M 2026-05-05 $109.68
2025 Q4 REDUCED 13.3% +2.3% ❌ 10,106 -1,551 -13.3% 0.01% $1.2M 2026-02-05 $148.15
2025 Q3 REDUCED — — — 11,657 -545 -4.5% 0.01% $1.1M 2025-11-06 $103.71
2025 Q2 REDUCED — — — 12,202 -141 -1.1% 0.01% $1.1M 2025-08-04 $91.12
2025 Q1 ADDED — — — 12,343 +1,584 +14.7% 0.01% $1.1M 2025-05-06 $78.67
2024 Q4 REDUCED 5.8% -14.4% ✅ 10,759 -659 -5.8% 0.01% $1.1M 2025-02-06 $93.87
2024 Q3 ADDED — — — 11,418 +1,490 +15.0% 0.02% $1.4M 2024-11-01 $103.35
2024 Q2 ADDED — — — 9,928 +7,384 +290.3% 0.01% $1.0M 2024-08-13 $103.49
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LCII

As of 2026 Q3 — sorted by position size

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.13% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.03% Central Pacific Bank - Trust Division 0.02% Hilltop National Bank 0.02% Hennion & Walsh Asset Management, Inc. 3Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Byrne Asset Management LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Atria Investments, Inc and LCII

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning LCII?

Atria Investments, Inc reported LCII across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported LCII position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for LCII was 0.02% in 2024 Q3.

What is the latest reported LCII position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 8,400 shares, equal to 0.01% of portfolio, with an estimated market value of $703K.

What does the chart on this LCII ownership page compare?

The chart compares Atria Investments, Inc's quarterly LCII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their LCII position?

Based on 13F filing dates vs. subsequent LCII price moves, Atria Investments, Inc correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on LCII relative to SPY over the holding period was +66.1%.

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