Position in BC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,721,562
+$5,985,877 QoQ
Shares Held
281,595
+15.5% QoQ
Ownership
0.435%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 467 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BC Over Time
Shares Held
Position Value (USD)
Derivatives in BC
reported options exposure · as of Jun 30, 2023CallValue
$1,620,168
CallShares
18,700
PutValue
$1,299,600
PutShares
15,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026UBS Group AG holds $209,872,667 across 12 Recreational Vehicles names. BC ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
707,010 | $48,387,764 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
1,946,037 | $47,600,064 | |
| 3 | THO |
Thor Industries Inc
|
615,276 | $46,244,142 | |
| 4 | BC |
Brunswick Corp
This page
|
281,595 | $23,721,562 | |
| 5 | PATK |
Patrick Industries Inc
|
191,157 | $17,162,073 | |
| 6 | LCII |
Lci Industries
|
137,544 | $14,563,157 | |
| 7 | WGO |
Winnebago Industries Inc
|
259,602 | $8,109,965 | |
| 8 | MCFT |
MasterCraft Boat Holdings, Inc.
|
65,495 | $1,691,080 |
All Filings in BC
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,721,562 | 281,595 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,735,685 | 243,756 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $37,420,151 | 504,043 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $21,476,176 | 339,598 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,439,078 | 170,874 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,584,012 | 159,406 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,230,933 | 142,717 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,089,350 | 36,857 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,970,324 | 40,818 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,260,101 | 44,137 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,018,243 | 72,540 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,551,847 | 95,593 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,620,168 | 18,700 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $5,122,329 | 59,122 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $1,299,600 | 15,000 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $9,424,506 | 114,933 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $2,410,800 | 29,400 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $1,640,000 | 20,000 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $9,831,565 | 136,398 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $1,081,200 | 15,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $3,586,397 | 54,796 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $4,031,720 | 61,600 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $2,794,733 | 42,746 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $936,463 | 11,577 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,148,558 | 61,040 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,361,364 | 45,779 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,364,237 | 53,847 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,269,328 | 23,795 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $627,607 | 8,232 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $7,624,000 | 100,000 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $7,624,000 | 100,000 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $1,427,388 | 24,230 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $483,786 | 7,558 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $496,311 | 14,032 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||