Position in DOO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$45,512,382
+$26,008,311 QoQ
Shares Held
633,789
+129.9% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.8196560685023.ToString("F0")%
Shared 0.ToString("F0")%
None 0.18034393149770667.ToString("F0")%
Common Shares in DOO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $421,572,813 across 13 Recreational Vehicles names. DOO ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,735,549 | $94,587,418 | |
| 2 | LCII |
Lci Industries
|
524,203 | $64,466,479 | |
| 3 | BC |
Brunswick Corp
|
769,656 | $56,000,163 | |
| 4 | THO |
Thor Industries Inc
|
680,452 | $54,361,306 | |
| 5 | DOO |
BRP Inc.
This page
|
633,789 | $45,512,382 | |
| 6 | PATK |
Patrick Industries Inc
|
395,971 | $43,980,495 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
1,890,534 | $38,226,593 | |
| 8 | WGO |
Winnebago Industries Inc
|
514,366 | $15,940,200 |
All Filings in DOO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,512,382 | 633,789 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,504,071 | 275,637 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $10,616,985 | 174,679 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $12,878,718 | 265,705 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,099,428 | 62,095 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,946,946 | 57,931 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $7,250,718 | 121,779 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,650,067 | 135,094 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $21,549,095 | 321,149 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $42,158,663 | 588,069 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $47,643,414 | 628,044 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $26,515,244 | 313,419 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,148,513 | 334,380 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,089,071 | 145,240 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,740,920 | 125,746 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,155,275 | 51,297 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $29,363,099 | 359,006 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $25,679,380 | 292,776 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,032,103 | 431,939 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,899,197 | 547,463 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $33,854,381 | 389,489 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,789,907 | 299,938 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,207,416 | 98,588 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,897,328 | 138,500 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,623,989 | 831,238 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||