Position in LVWR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,826
-$8,972 QoQ
Shares Held
6,096
-36.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 60 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LVWR Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $408,281,079 across 14 Recreational Vehicles names. LVWR ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,019,846 | $69,798,254 | |
| 2 | BC |
Brunswick Corp
|
786,009 | $66,213,392 | |
| 3 | THO |
Thor Industries Inc
|
845,259 | $63,529,663 | |
| 4 | LCII |
Lci Industries
|
545,300 | $57,736,360 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
1,836,693 | $44,925,505 | |
| 6 | DOO |
BRP Inc.
|
716,556 | $43,724,244 | |
| 7 | PATK |
Patrick Industries Inc
|
367,939 | $33,033,560 | |
| 8 | WGO |
Winnebago Industries Inc
|
727,215 | $22,718,193 |
All Filings in LVWR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,826 | 6,096 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,798 | 9,518 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $204,833 | 46,343 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $154,649 | 32,558 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $392,856 | 85,404 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $54,546 | 27,273 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $179,532 | 37,325 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $280,172 | 45,930 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $130,463 | 17,032 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $169,403 | 23,431 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $373,635 | 33,036 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $36,247 | 5,231 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $102,250 | 8,658 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,721 | 577 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,222 | 1,077 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,128 | 575 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||