{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-26-117756","form_type":"8-K","ticker":"LCII","cik":"0000763744","company_name":"LCI INDUSTRIES","filed_at":"2026-11-10T12:32:27+00:00","discovered_at":"2026-11-10T12:35:01.252204+00:00","generated_at":"2026-11-10T12:35:14.560355+00:00","sec_items":["8.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LCI board rejects Monomoy's revised $104.50/share bid as not superior; reaffirms Patrick merger ahead of Nov 18 vote","bullets":["Monomoy Capital Partners' revised unsolicited, non-binding proposal of $104.50 per share in cash, received late on Nov 6, 2026, was unanimously deemed not a superior proposal by LCI's board.","Board says $104.50 is only ~4% above LCI's June 29 close and ~7% over its 10-day VWAP as of Nov 6; LCI traded above $104.50 intraday on Nov 5.","Updated standalone DCF implies a midpoint above $150 per share (range $142-$165); Monomoy's bid values LCI at ~7.2x NTM EBITDA vs a 7.8x-8.5x three-year average.","LCI reiterates support for the Patrick Industries (PATK) merger, citing ~$150M of net run-rate cost synergies within three years and a closing on track for the first half of 2027.","ISS and Glass Lewis recommend voting FOR the Patrick deal at the special meeting on Nov 18, 2026; Monomoy's second proposal was just a 3.5% bump to its initial offer."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-117756","json":"https://secwatch.observer/filing/0001213900-26-117756.json","markdown":"https://secwatch.observer/filing/0001213900-26-117756.md","text":"https://secwatch.observer/filing/0001213900-26-117756.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/763744/000121390026117756/0001213900-26-117756-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/763744/000121390026117756/ea0311613-8k425_lciindus.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-11-10T12:35:14.560355+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}