Position in BC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,153,482
+$20,780,310 QoQ
Shares Held
690,331
+34.4% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 467 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BC Over Time
Shares Held
Position Value (USD)
Derivatives in BC
reported options exposure · as of Dec 31, 2022CallValue
$14,163,720
CallShares
196,500
PutValue
$0
PutShares
0
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, 2026GOLDMAN SACHS GROUP INC holds $354,530,600 across 10 Recreational Vehicles names. BC ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,012,723 | $69,310,761 | |
| 2 | BC |
Brunswick Corp
This page
|
690,331 | $58,153,482 | |
| 3 | DOO |
BRP Inc.
|
817,859 | $49,905,755 | |
| 4 | PATK |
Patrick Industries Inc
|
470,159 | $42,210,873 | |
| 5 | LCII |
Lci Industries
|
343,801 | $36,401,648 | |
| 6 | THO |
Thor Industries Inc
|
398,271 | $29,934,047 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
1,122,571 | $27,458,085 | |
| 8 | WGO |
Winnebago Industries Inc
|
665,173 | $20,780,004 |
All Filings in BC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,153,482 | 690,331 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $37,373,172 | 513,650 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,899,345 | 483,558 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $16,410,336 | 259,493 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,613,760 | 300,756 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,659,186 | 346,503 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $9,227,571 | 142,665 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $18,360,183 | 219,043 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,459,382 | 157,474 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,116,883 | 115,177 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,952,017 | 133,871 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $10,850,808 | 137,352 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $8,711,218 | 100,545 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $8,226,076 | 100,318 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $14,163,720 | 196,500 | Call | Defined | 2024-05-14 | |
| 2022-12-31 | $17,629,685 | 244,585 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $18,753,256 | 286,528 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $19,876,630 | 304,017 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $24,415,674 | 301,838 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $71,302,636 | 707,859 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $69,525,949 | 729,778 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $86,485,002 | 868,149 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $104,468,106 | 1,095,398 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $73,701,893 | 966,709 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $56,899,401 | 965,870 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $38,255,703 | 597,652 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $16,064,239 | 454,177 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||