Stadium Capital Buys 72,000 Shares of LCI Industries Valued at $7.66 Million

On February 17, 2026, Stadium Capital Management disclosed purchasing 72,000 shares of LCI Industries (NYSE:LCII) for an estimated $7.66 million, based on quarterly average pricing. This buy increased their total holdings in LCI to 167,923 shares, with a value of approximately $20.38 million, making up 23.6% of their 13F assets under management (AUM). LCI Industries reported $4.1 billion in annual revenue, net income of $188.25 million, and a dividend yield of 4%. Additionally, LCI's stock rose 32% over the past year, outperforming the S&P 500's 15% growth.