PICTON MAHONEY ASSET MANAGEMENT

Position in DOO — BRP Inc.

CIK 1539041 Toronto, A6

Position in DOO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$18,003,889

-$18,821,571 QoQ

Shares Held

295,049

-42.5% QoQ

Ownership

0.402%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#27

of 141 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $22,704,146 across 4 Recreational Vehicles names. DOO ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOO	BRP Inc. This page	295,049	$18,003,889
2	LCII	Lci Industries	22,021	$2,331,583
3	HOG	Harley-Davidson, Inc.	49,121	$1,201,499
4	PII	Polaris Inc.	17,054	$1,167,175

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,003,889	295,049	-42.5%	Shares	Sole	2026-08-13
2026-03-31	$36,825,460	512,818	-26.7%	Shares	Sole	2026-05-13
2025-12-31	$49,536,033	700,057	+116.6%	Shares	Sole	2026-02-11
2025-09-30	$19,640,874	323,147	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.