Position in MCFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,357,818
+$461,758 QoQ
Shares Held
52,588
+20.4% QoQ
Ownership
0.323%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in MCFT Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $408,238,653 across 12 Recreational Vehicles names. MCFT ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,019,846 | $69,798,254 | |
| 2 | BC |
Brunswick Corp
|
786,009 | $66,213,392 | |
| 3 | THO |
Thor Industries Inc
|
845,259 | $63,529,663 | |
| 4 | LCII |
Lci Industries
|
545,300 | $57,736,360 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
1,836,693 | $44,925,505 | |
| 6 | DOO |
BRP Inc.
|
716,556 | $43,724,244 | |
| 7 | PATK |
Patrick Industries Inc
|
367,939 | $33,033,560 | |
| 8 | WGO |
Winnebago Industries Inc
|
727,215 | $22,718,193 |
All Filings in MCFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,357,818 | 52,588 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $896,060 | 43,689 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,294,310 | 68,446 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $822,344 | 38,320 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,027,732 | 55,314 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,957,447 | 171,745 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,795,896 | 94,174 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,417,557 | 132,760 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,991,741 | 105,495 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $6,836,929 | 288,235 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $7,876,793 | 347,915 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,336,308 | 240,158 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $9,766,253 | 318,638 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,373,035 | 340,882 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,202,076 | 85,121 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $783,837 | 41,583 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,119,330 | 53,175 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $818,526 | 33,260 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $810,661 | 28,615 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,946,194 | 117,472 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,407,384 | 167,645 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,909,363 | 184,632 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,118,323 | 286,567 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $360,923 | 20,636 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $833,036 | 43,729 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $70,101 | 9,603 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||