Position in BC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$26,339
+$2,805 QoQ
Shares Held
362
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BC Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026Root Financial Partners, LLC holds $102,547 across 8 Recreational Vehicles names. BC ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
This page
|
362 | $26,339 | |
| 2 | THO |
Thor Industries Inc
|
228 | $18,214 | |
| 3 | PATK |
Patrick Industries Inc
|
162 | $17,993 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
745 | $15,063 | |
| 5 | LCII |
Lci Industries
|
118 | $14,511 | |
| 6 | PII |
Polaris Inc.
|
176 | $9,592 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
30 | $777 | |
| 8 | MPX |
Marine Products Group, LLC
|
8 | $58 |
All Filings in BC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,339 | 362 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $23,534 | 317 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,304 | 242 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||