Position in BC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,927,803
+$409,199 QoQ
Shares Held
53,983
+13.9% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BC Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $8,122,004 across 10 Recreational Vehicles names. BC ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
This page
|
53,983 | $3,927,803 | |
| 2 | PII |
Polaris Inc.
|
42,173 | $2,298,428 | |
| 3 | WGO |
Winnebago Industries Inc
|
33,354 | $1,033,640 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
24,412 | $493,610 | |
| 5 | LCII |
Lci Industries
|
2,053 | $252,477 | |
| 6 | THO |
Thor Industries Inc
|
838 | $66,947 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
1,122 | $23,012 | |
| 8 | PATK |
Patrick Industries Inc
|
135 | $14,994 |
All Filings in BC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,927,803 | 53,983 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,518,604 | 47,395 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,746,260 | 43,426 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,087,298 | 37,786 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $94,829 | 1,761 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $79,362 | 1,227 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $110,893 | 1,323 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $79,173 | 1,088 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $116,306 | 1,205 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $85,430 | 883 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $76,235 | 965 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $82,134 | 948 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $71,094 | 867 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $67,827 | 941 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $63,813 | 975 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $51,715 | 791 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $74,418 | 920 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $10,475 | 104 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $10,360 | 104 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $9,918 | 104 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $7,928 | 104 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $6,126 | 104 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $6,657 | 104 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $3,678 | 104 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||