Position in MCFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,106,825
+$3,265,141 QoQ
Shares Held
391,434
+17.3% QoQ
Ownership
2.40%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 150 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in MCFT Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026STATE STREET CORP holds $867,357,075 across 10 Recreational Vehicles names. MCFT ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
2,692,541 | $184,277,506 | |
| 2 | BC |
Brunswick Corp
|
2,126,703 | $179,153,460 | |
| 3 | THO |
Thor Industries Inc
|
1,689,768 | $127,002,962 | |
| 4 | PATK |
Patrick Industries Inc
|
1,285,188 | $115,384,178 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
4,236,174 | $103,616,816 | |
| 6 | LCII |
Lci Industries
|
949,136 | $100,494,519 | |
| 7 | WGO |
Winnebago Industries Inc
|
1,111,638 | $34,727,571 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
458,813 | $12,585,240 |
All Filings in MCFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,106,825 | 391,434 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $6,841,684 | 333,578 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,658,740 | 352,128 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,569,199 | 352,712 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,465,375 | 347,975 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,031,924 | 350,286 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,880,875 | 360,822 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,381,621 | 350,446 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,744,521 | 357,231 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,778,250 | 370,078 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,131,518 | 359,166 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,798,353 | 350,961 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,976,960 | 358,139 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,495,611 | 344,910 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,544,395 | 330,282 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $6,297,709 | 334,096 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $7,153,316 | 339,825 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,494,362 | 345,159 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,506,244 | 335,554 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,213,900 | 327,508 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,935,129 | 339,868 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,376,222 | 315,014 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $8,086,140 | 325,529 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,004,631 | 343,318 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $6,825,595 | 358,299 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,657,930 | 364,100 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||