Kayne Anderson Rudnick files 7.9% ownership in LCI Industries (LCII)

Rhea-AI Filing Summary

Kayne Anderson Rudnick Investment Management filed an amendment to report 1,919,385 shares of LCI Industries common stock, representing 7.9% of the class. The filing breaks out voting and dispositive powers: 1,327,476 sole voting, 298,020 shared voting, 1,617,612 sole dispositive, and 298,020 shared dispositive.

The filing is signed by the firm's Chief Compliance Officer and updates the beneficial ownership disclosure as of the date indicated in the amendment.

Insights

Institutional Ownership Analyst

Kayne Anderson Rudnick reports a 7.9% stake in LCI Industries.

This amendment to Schedule 13G/A states the firm beneficially owns 1,919,385 shares, equal to 7.9% of outstanding common stock. The filing itemizes voting and dispositive powers, showing significant sole voting and dispositive authority.

Holder decisions and future amendments could affect public float disclosure; subsequent filings will show changes in position.

Corporate Governance Specialist

Clear split of sole vs shared powers is disclosed.

The filing reports 1,327,476 shares with sole voting power and 298,020 with shared voting power, and analogous dispositive-power figures. Those breakdowns matter for control analyses and vote modeling.

These figures should be used as the authoritative ownership snapshot reported in this amendment.

Key Figures

Beneficial ownership: 1,919,385 shares Percent of class: 7.9% Sole voting power: 1,327,476 shares +3 more

6 metrics

Beneficial ownership 1,919,385 shares reported in Schedule 13G/A

Percent of class 7.9% percent of common stock

Sole voting power 1,327,476 shares sole power to vote or to direct the vote

Shared voting power 298,020 shares shared power to vote or to direct the vote

Sole dispositive power 1,617,612 shares sole power to dispose or direct disposition

Shared dispositive power 298,020 shares shared power to dispose or direct disposition

Key Terms

Beneficially owned, Sole dispositive power, Schedule 13G/A

3 terms

Beneficially owned regulatory

"Amount beneficially owned: 1,919,385"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 1,617,612"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Schedule 13G/A regulatory

"Amendment No. 3 ) LCI Industries Common Stock"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

LCI Industries

(Name of Issuer)

Common Stock

(Title of Class of Securities)

50189K103

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 50189K103

1

Names of Reporting Persons

Kayne Anderson Rudnick Investment Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,327,476.00
6	Shared Voting Power 298,020.00
7	Sole Dispositive Power 1,617,612.00
8	Shared Dispositive Power 298,020.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,919,385.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.9 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: LCI Industries
(b)	Address of issuer's principal executive offices: 3501 COUNTY ROAD 6 EAST, ELKHART, IN, 46514
Item 2.
(a)	Name of person filing: Kayne Anderson Rudnick Investment Management, LLC
(b)	Address or principal business office or, if none, residence: Kayne Anderson Rudnick Investment Management, LLC - 2000 Avenue of the Stars, Suite 1110, Los Angeles, CA 90067, US
(c)	Citizenship: Kayne Anderson Rudnick Investment Management, LLC - CALIFORNIA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 50189K103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,919,385
(b)	Percent of class: 7.9 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,327,476
	(ii) Shared power to vote or to direct the vote: 298,020
	(iii) Sole power to dispose or to direct the disposition of: 1,617,612
	(iv) Shared power to dispose or to direct the disposition of: 298,020
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Kayne Anderson Rudnick Investment Management, LLC

Signature:	/s/Michael Shoemaker
Name/Title:	Chief Compliance Officer
Date:	05/14/2026

FAQ

What stake does Kayne Anderson Rudnick report in LCI Industries (LCII)?

They report beneficial ownership of 1,919,385 shares, or 7.9% of the class. The amendment lists voting and dispositive powers, including 1,327,476 shares with sole voting power and 1,617,612 shares with sole dispositive power.

How are voting rights apportioned in this Schedule 13G/A filing?

The filing shows 1,327,476 shares with sole voting power and 298,020 shares with shared voting power. Those counts are provided alongside dispositive-power figures to clarify the filer’s control over votes and dispositions.

Who signed the amendment reporting Kayne Anderson Rudnick’s ownership?

The amendment is signed by Michael Shoemaker, Chief Compliance Officer. The signature block shows the compliance officer executed the Schedule 13G/A amendment on behalf of the filing entity.

What class of securities and CUSIP are reported in the filing?

The filing covers Common Stock of LCI Industries with CUSIP 50189K103. The issuer address and the filer’s address are included in Item 1 and Item 2 of the amendment.