Position in MCFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,393,341
+$4,160,221 QoQ
Shares Held
596,179
+8.9% QoQ
Ownership
3.66%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
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)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $354,530,600 across 10 Recreational Vehicles names. MCFT ranks #9 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,012,723 | $69,310,761 | |
| 2 | BC |
Brunswick Corp
|
690,331 | $58,153,482 | |
| 3 | DOO |
BRP Inc.
|
817,859 | $49,905,755 | |
| 4 | PATK |
Patrick Industries Inc
|
470,159 | $42,210,873 | |
| 5 | LCII |
Lci Industries
|
343,801 | $36,401,648 | |
| 6 | THO |
Thor Industries Inc
|
398,271 | $29,934,047 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
1,122,571 | $27,458,085 | |
| 8 | WGO |
Winnebago Industries Inc
|
665,173 | $20,780,004 |
All Filings in MCFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,393,341 | 596,179 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $11,233,120 | 547,690 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,535,896 | 504,278 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $11,280,190 | 525,638 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,336,868 | 71,952 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $935,441 | 54,323 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $1,372,124 | 71,952 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,239,827 | 68,085 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,196,727 | 63,386 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,340,711 | 182,998 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,028,855 | 177,953 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $4,977,102 | 223,992 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $3,112,138 | 101,538 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $1,843,783 | 60,591 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $2,105,661 | 81,394 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $1,543,720 | 81,895 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $1,750,285 | 83,149 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $886,451 | 36,020 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $564,248 | 19,917 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $428,592 | 17,089 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $1,277,562 | 48,595 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,917,028 | 109,704 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,722,057 | 69,326 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,647,120 | 94,175 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,204,198 | 115,706 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $948,210 | 129,892 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||