Mid-cap

Overview Lithia Motors, Inc. (LAD) is a U.S.-based automotive retailer. In practical terms, it sells new and used vehicles through a large network of dealerships, and it also earns money from related services such as vehicle financing, insurance products, maintenance, and parts. This “vehicle + services” model matters because

Overview Steven Madden, Ltd. designs, sources, markets, and sells fashion-focused footwear, accessories, and apparel under the Steve Madden brand and other owned and licensed brands. The company uses a mix of wholesale distribution (selling to department stores, specialty retailers, and online partners) and direct-to-consumer channels (its own stores and e-commerce)

Overview LCI Industries (LCII) manufactures and supplies components used mainly in recreational vehicles (RVs), along with adjacent end-markets such as marine, manufactured housing, and other specialty transportation. In simple terms, it sells many of the “parts and systems” that go into an RV (for example, chassis-related components, doors and windows,

Overview Allison Transmission Holdings Inc designs and manufactures propulsion solutions, best known for automatic transmissions used in medium- and heavy-duty commercial vehicles. In simple terms, it sells the systems that help buses, trucks, and other work vehicles move efficiently and reliably. The company also supports a large installed base through