Position in MCFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,266,727
+$1,528,726 QoQ
Shares Held
165,249
+23.8% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in MCFT Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026NORTHERN TRUST CORP holds $261,142,351 across 10 Recreational Vehicles names. MCFT ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
632,151 | $53,252,397 | |
| 2 | PII |
Polaris Inc.
|
713,983 | $48,864,994 | |
| 3 | PATK |
Patrick Industries Inc
|
417,459 | $37,479,466 | |
| 4 | THO |
Thor Industries Inc
|
484,329 | $36,402,165 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
1,366,085 | $33,414,435 | |
| 6 | LCII |
Lci Industries
|
301,940 | $31,969,403 | |
| 7 | WGO |
Winnebago Industries Inc
|
332,521 | $10,387,954 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
185,569 | $5,090,155 |
All Filings in MCFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,266,727 | 165,249 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,738,001 | 133,496 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,422,520 | 128,108 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,002,359 | 139,905 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,680,906 | 144,290 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,235,274 | 129,807 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,544,355 | 133,422 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,415,209 | 132,631 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,968,482 | 157,229 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,487,787 | 147,040 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,505,440 | 154,834 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,510,025 | 157,967 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,971,184 | 162,192 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,639,113 | 152,452 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,901,298 | 150,804 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,887,329 | 153,174 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,231,847 | 153,532 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,042,118 | 164,247 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,069,284 | 178,937 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $4,608,874 | 183,767 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,828,446 | 183,661 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,117,030 | 192,442 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $5,089,789 | 204,903 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,696,965 | 211,376 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,303,983 | 225,931 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $1,621,862 | 222,173 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||