13FPulse
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LY

LYTS LSI INDUSTRIES INC

2026Q2 · CUSIP 50216C108 · Sector: Industrials

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
170
Institutions that reported holding it to the SEC
Net decrease in holders
16
Last quarter 186 → now 170
How unusual is that
Bottom 20%
Stronger than only 9% of US stocks
What the filings say, in one paragraph

170 funds held LYTS at the end of 2026Q2, down 16 from the quarter before. Buying is stronger than only 8.5% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $610M(YoY +11.4%), the P/E is 26.5x, return on equity is 6.8%. LYTS has had 5 buying rushes in its history, and the price moved +30.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=74 2013Q4: holders=78 2014Q1: holders=76 2014Q2: holders=78 2014Q3: holders=69 2014Q4: holders=71 2015Q1: holders=77 2015Q2: holders=95 2015Q3: holders=97 2015Q4: holders=101 2016Q1: holders=96 2016Q2: holders=95 2016Q3: holders=93 2016Q4: holders=88 2017Q1: holders=88 2017Q2: holders=90 2017Q3: holders=89 2017Q4: holders=89 2018Q1: holders=89 2018Q2: holders=85 2018Q3: holders=82 2018Q4: holders=79 2019Q1: holders=78 2019Q2: holders=73 2019Q3: holders=69 2019Q4: holders=83 2020Q1: holders=73 2020Q2: holders=86 2020Q3: holders=83 2020Q4: holders=81 2021Q1: holders=92 2021Q2: holders=92 2021Q3: holders=83 2021Q4: holders=81 2022Q1: holders=82 2022Q2: holders=71 2022Q3: holders=81 2022Q4: holders=98 2023Q1: holders=116 2023Q2: holders=122 2023Q3: holders=127 2023Q4: holders=129 2024Q1: holders=122 2024Q2: holders=136 2024Q3: holders=137 2024Q4: holders=151 2025Q1: holders=156 2025Q2: holders=158 2025Q3: holders=168 2025Q4: holders=154 2026Q1: holders=186 2026Q2: holders=170 -32 -16 +0 +16 +32 62129196 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% +8.8% —
2024Q2 Top 20% +7.8% +37.6%
2023Q1 Top 10% -4.8% +20.1%
2022Q3 Top 20% +16.6% +40.0%
2015Q2 Top 20% -8.5% +25.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
98
Change in large funds
-2
Total value they hold
$869M
Funds buying for the first time
26
Funds that sold out entirely
42
Price change that quarter
-15.3%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
26.5
EPS (TTM)
$0.75
EPS YoY
+4.2%
Revenue (TTM)
$0.6B
Revenue YoY
+11.4%
Net margin
3.9%
ROE
6.8%
Debt ratio
55.9%
FCF (TTM)
$38M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.22 2022-12-31: EPS 0.22 2023-03-21: EPS 0.16 2023-03-31: EPS 0.16 2023-06-30: EPS 0.28 2023-09-30: EPS 0.27 2023-12-31: EPS 0.20 2024-03-31: EPS 0.18 2024-06-30: EPS 0.19 2024-09-30: EPS 0.22 2024-12-31: EPS 0.18 2025-03-31: EPS 0.13 2025-06-30: EPS 0.26 2025-09-30: EPS 0.23 2025-12-31: EPS 0.20 2026-03-31: EPS 0.06 0M 79M 157M $M 0.00 0.15 0.31 20162017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 22 13 23 33 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-9M7M23M 20162017201820192020202120222023202420252026
Latest quarter $6M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.