Position in MCFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$212,110
+$63,907 QoQ
Shares Held
8,215
+13.7% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MCFT Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026JPMORGAN CHASE & CO holds $160,800,400 across 10 Recreational Vehicles names. MCFT ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PATK |
Patrick Industries Inc
|
584,285 | $52,457,102 | |
| 2 | BC |
Brunswick Corp
|
275,646 | $23,220,413 | |
| 3 | LCII |
Lci Industries
|
182,322 | $19,304,248 | |
| 4 | THO |
Thor Industries Inc
|
224,597 | $16,880,707 | |
| 5 | DOO |
BRP Inc.
|
219,283 | $13,380,647 | |
| 6 | PII |
Polaris Inc.
|
158,375 | $10,839,181 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
434,131 | $10,618,841 | |
| 8 | WGO |
Winnebago Industries Inc
|
337,203 | $10,534,220 |
All Filings in MCFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,110 | 8,215 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $148,203 | 7,226 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $125,712 | 6,648 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,423,475 | 112,930 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $155,197 | 8,353 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $150,226 | 8,724 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $149,450 | 7,837 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $132,805 | 7,293 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $135,331 | 7,168 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,279,479 | 53,941 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,211,737 | 53,522 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $534,812 | 24,069 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,067,109 | 34,816 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $982,218 | 32,278 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $578,270 | 22,353 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $189,725 | 10,065 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $206,163 | 9,794 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $278,731 | 11,326 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $409,566 | 14,457 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,601,522 | 103,729 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $601,120 | 22,865 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,410,226 | 53,036 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,216,215 | 48,962 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $120,820 | 6,908 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $208,500 | 10,945 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $418,113 | 57,276 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||