Position in MCFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$135,709
+$14,989 QoQ
Shares Held
5,256
-10.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCFT Over Time
Shares Held
Position Value (USD)
Derivatives in MCFT
reported options exposure · as of Jun 30, 2024CallValue
$1,457,536
CallShares
77,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026BARCLAYS PLC holds $33,031,700 across 10 Recreational Vehicles names. MCFT ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
|
81,189 | $8,596,289 | |
| 2 | THO |
Thor Industries Inc
|
99,580 | $7,484,432 | |
| 3 | HOG |
Harley-Davidson, Inc.
|
184,939 | $4,523,607 | |
| 4 | BC |
Brunswick Corp
|
48,585 | $4,092,799 | |
| 5 | PII |
Polaris Inc.
|
46,850 | $3,206,413 | |
| 6 | PATK |
Patrick Industries Inc
|
21,349 | $1,916,711 | |
| 7 | DOO |
BRP Inc.
|
23,631 | $1,441,961 | |
| 8 | WGO |
Winnebago Industries Inc
|
32,346 | $1,010,488 |
All Filings in MCFT
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,709 | 5,256 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $120,720 | 5,886 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $467,549 | 24,725 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $492,634 | 22,956 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $508,255 | 27,355 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $517,202 | 30,035 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $685,299 | 35,936 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $606,665 | 33,315 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $868,630 | 46,008 | Shares | Sole | 2026-03-23 | |
| 2024-06-30 | $1,457,536 | 77,200 | Call | Sole | 2026-03-23 | |
| 2024-03-31 | $915,592 | 38,600 | Call | Sole | 2026-03-24 | |
| 2024-03-31 | $965,332 | 40,697 | Shares | Sole | 2026-03-24 | |
| 2024-03-31 | $915,592 | 38,600 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $891,155 | 39,362 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $347,164 | 15,624 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $540,236 | 17,626 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $567,123 | 18,637 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $347,925 | 13,449 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $14,250 | 756 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $19,302 | 917 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $73,411 | 2,983 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $646,547 | 22,822 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $445,997 | 17,783 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $339,351 | 12,908 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $447,137 | 16,816 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $357,224 | 14,381 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $299,166 | 17,105 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $636,403 | 33,407 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $213,853 | 29,295 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||