LCII β€” DREW INDS INC COM

Ownership history in FRONTIER CAPITAL MANAGEMENT CO LLC  Β·  35 quarters on record

AI Ownership Summary

FRONTIER CAPITAL MANAGEMENT CO LLC reported DREW INDS INC COM (LCII) in 35 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.77% in 2025 Q4. The latest visible filing shows LCII at 0.77% 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 FRONTIER CAPITAL MANAGEMENT CO LLC's position in DREW INDS INC COM, 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
2025 Q4

LCII was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How FRONTIER CAPITAL MANAGEMENT CO LLC held LCII β€” position size vs. price
% of Fund (quarterly)    LCII price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 595,842 -43,603 -6.8% 0.77% $72.3M 2026-02-14 (Est.) $155.66
2025 Q3 ADDED 639,445 +134,684 +26.7% 0.53% $59.6M 2025-11-14 $104.88
2025 Q2 ADDED 504,761 +161,472 +47.0% 0.43% $46.0M 2025-08-14 $101.49
2025 Q1 ADDED 343,289 +51,261 +17.6% 0.33% $30.0M 2025-05-15 $85.19
2024 Q4 ADDED 292,028 +15,408 +5.6% 0.29% $30.2M 2025-02-14 $104.62
2024 Q3 REDUCED 276,620 -22,531 -7.5% 0.31% $33.3M 2024-11-14 $107.09
2024 Q2 REDUCED 299,151 -5,166 -1.7% 0.31% $30.9M 2024-08-14 $103.30
2024 Q1 REDUCED 304,317 -2,405 -0.8% 0.35% $37.4M 2024-05-15 $104.50
2023 Q4 REDUCED 306,722 -92,938 -23.3% 0.39% $38.6M 2024-02-14 $111.27
26 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LCII

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.03% Byrne Asset Management LLC 3Y 0.0%

FAQ About FRONTIER CAPITAL MANAGEMENT CO LLC and LCII

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

How long has FRONTIER CAPITAL MANAGEMENT CO LLC reported owning LCII?

FRONTIER CAPITAL MANAGEMENT CO LLC reported LCII across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LCII position in FRONTIER CAPITAL MANAGEMENT CO LLC's portfolio?

The largest reported portfolio weight for LCII was 0.77% in 2025 Q4.

What is the latest reported LCII position on this page?

The most recent filing on this page is 2025 Q4, when FRONTIER CAPITAL MANAGEMENT CO LLC reported 595,842 shares, equal to 0.77% of portfolio, with an estimated market value of $72.3M.

What does the chart on this LCII ownership page compare?

The chart compares FRONTIER CAPITAL MANAGEMENT CO LLC'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.

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