LCII — Drew Industries Inc

Ownership history in RICE HALL JAMES & ASSOCIATES, LLC  ·  49 quarters on record

AI Ownership Summary

RICE HALL JAMES & ASSOCIATES, LLC reported Drew Industries Inc (LCII) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.91% in 2023 Q4. The latest visible filing shows LCII at 0.68% 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 RICE HALL JAMES & ASSOCIATES, LLC's position in Drew Industries Inc, 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 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2023 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.

LCII stock page RICE HALL JAMES & ASSOCIATES, LLC fund profile RICE HALL JAMES & ASSOCIATES, LLC full holdings
How RICE HALL JAMES & ASSOCIATES, LLC held LCII — position size vs. price
% of Fund (quarterly)    LCII price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 102,529 +10,181 +11.0% 0.68% $12.4M 2026-02-14 (Est.) $155.66
2025 Q3 REDUCED 92,348 -9,126 -9.0% 0.47% $8.6M 2025-10-16 $85.86
2025 Q2 ADDED 101,474 +1,788 +1.8% 0.50% $9.3M 2025-08-11 $92.50
2025 Q1 REDUCED 99,686 -234 -0.2% 0.51% $8.7M 2025-05-01 $74.79
2024 Q4 REDUCED 99,920 -675 -0.7% 0.57% $10.3M 2025-01-31 $99.19
2024 Q3 REDUCED 100,595 -1,624 -1.6% 0.66% $12.1M 2024-10-28 $109.04
2024 Q2 REDUCED 102,219 -7,519 -6.9% 0.63% $10.6M 2024-08-07 $103.54
2024 Q1 REDUCED 109,738 -15,707 -12.5% 0.77% $13.5M 2024-04-23 $102.23
2023 Q4 REDUCED 125,445 -26,214 -17.3% 0.91% $15.8M 2024-02-09 $104.62
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LCII

As of 2026 Q1 — sorted by position size

Hilltop National Bank 0.03% Central Pacific Bank - Trust Division 0.02% GAMMA Investing LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Byrne Asset Management LLC 3Y 0.0% Retirement Wealth Solutions LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About RICE HALL JAMES & ASSOCIATES, 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 RICE HALL JAMES & ASSOCIATES, LLC reported owning LCII?

RICE HALL JAMES & ASSOCIATES, LLC reported LCII across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LCII position in RICE HALL JAMES & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for LCII was 0.91% in 2023 Q4.

What is the latest reported LCII position on this page?

The most recent filing on this page is 2025 Q4, when RICE HALL JAMES & ASSOCIATES, LLC reported 102,529 shares, equal to 0.68% of portfolio, with an estimated market value of $12.4M.

What does the chart on this LCII ownership page compare?

The chart compares RICE HALL JAMES & ASSOCIATES, 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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