Position in MCFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$393,237
-$224,482 QoQ
Shares Held
15,230
-49.4% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 150 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCFT Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026SEI INVESTMENTS CO holds $52,811,220 across 9 Recreational Vehicles names. MCFT ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
214,328 | $18,054,990 | |
| 2 | PATK |
Patrick Industries Inc
|
100,255 | $9,000,893 | |
| 3 | HOG |
Harley-Davidson, Inc.
|
278,716 | $6,817,392 | |
| 4 | PII |
Polaris Inc.
|
82,999 | $5,680,451 | |
| 5 | LCII |
Lci Industries
|
41,224 | $4,364,796 | |
| 6 | THO |
Thor Industries Inc
|
52,893 | $3,975,437 | |
| 7 | WGO |
Winnebago Industries Inc
|
124,190 | $3,879,694 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
23,490 | $644,330 |
All Filings in MCFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,237 | 15,230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $617,719 | 30,118 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $290,419 | 15,358 | Shares | Sole | 2026-02-13 | |
| 2023-09-30 | $277,260 | 12,478 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,210,858 | 39,506 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,202,166 | 39,506 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $312,172 | 12,067 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $446,707 | 23,698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $401,549 | 19,076 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $476,744 | 19,372 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $580,283 | 20,483 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $513,713 | 20,483 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $557,505 | 21,206 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $574,689 | 21,613 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $547,175 | 22,028 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||