Position in DOO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,022,984
-$8,120,300 QoQ
Shares Held
787,004
+0.7% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#12
of 141 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $196,172,993 across 9 Recreational Vehicles names. DOO ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOO |
BRP Inc.
This page
|
787,004 | $48,022,984 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
1,858,544 | $45,459,986 | |
| 3 | PII |
Polaris Inc.
|
646,151 | $44,222,574 | |
| 4 | THO |
Thor Industries Inc
|
355,172 | $26,694,727 | |
| 5 | BC |
Brunswick Corp
|
284,893 | $23,999,386 | |
| 6 | WGO |
Winnebago Industries Inc
|
172,003 | $5,373,373 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
52,275 | $1,433,903 | |
| 8 | LCII |
Lci Industries
|
6,000 | $635,280 |
All Filings in DOO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,022,984 | 787,004 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $56,143,284 | 781,831 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,673,626 | 320,430 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,929,695 | 245,635 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,647,953 | 199,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $339,046 | 10,028 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $4,114,119 | 64,253 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,309,614 | 94,033 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $7,347,041 | 96,850 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,077,835 | 213,686 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,262,930 | 16,150 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $1,065,676 | 12,150 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,845,878 | 408,350 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,117,034 | 448,150 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $38,414,294 | 441,950 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $26,863,757 | 407,150 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,254,827 | 137,350 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,284,544 | 53,653 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,074,682 | 187,595 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||