Position in PII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,267,781
+$3,824,969 QoQ
Shares Held
62,358
+667.5% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 478 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Derivatives in PII
reported options exposure · as of Jun 30, 2026CallValue
$684,400
CallShares
10,000
PutValue
$1,368,800
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $91,728,294 across 8 Recreational Vehicles names. PII ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
2,273,686 | $55,614,358 | |
| 2 | DOO |
BRP Inc.
|
390,163 | $23,807,746 | |
| 3 | PII |
Polaris Inc.
This page
|
62,358 | $4,267,781 | |
| 4 | LCII |
Lci Industries
|
25,778 | $2,729,374 | |
| 5 | MBUU |
Malibu Boats, Inc.
|
89,764 | $2,462,226 | |
| 6 | BC |
Brunswick Corp
|
24,638 | $2,075,505 | |
| 7 | WGO |
Winnebago Industries Inc
|
18,171 | $567,662 | |
| 8 | MCFT |
MasterCraft Boat Holdings, Inc.
|
7,887 | $203,642 |
All Filings in PII
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,400 | 10,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $1,368,800 | 20,000 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $4,267,781 | 62,358 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $545,000 | 10,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $442,812 | 8,125 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,090,000 | 20,000 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $2,567,950 | 40,600 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $242,816 | 3,839 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $828,575 | 13,100 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $761,503 | 13,100 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $2,360,078 | 40,600 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $1,162,874 | 28,607 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $532,515 | 13,100 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $3,276,390 | 80,600 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $4,401,050 | 107,500 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $2,966,020 | 72,448 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $544,502 | 13,300 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $2,679,330 | 46,500 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $1,817,219 | 31,538 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,497,200 | 30,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,723,068 | 20,700 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $2,638,873 | 31,702 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,907,669 | 49,900 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $16,961,475 | 216,594 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $4,808,234 | 61,400 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $3,053,660 | 30,500 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $7,620,433 | 76,113 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $2,272,724 | 22,700 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $3,553,875 | 37,500 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $717,316 | 6,888 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $3,905,250 | 37,500 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $3,112,859 | 25,741 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $399,069 | 3,300 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $3,148,529 | 28,460 | Shares | Defined | 2023-05-15 | |
| 2022-03-31 | $1,968,746 | 18,693 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $296,757 | 2,700 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $3,725,509 | 33,896 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $3,209,372 | 29,200 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $16,104,201 | 134,583 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $3,494,072 | 29,200 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $323,082 | 2,700 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $42,103,010 | 307,411 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $3,999,232 | 29,200 | Call | Defined | 2021-08-16 | |
| 2021-03-31 | $58,763,362 | 440,175 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $4,005,000 | 30,000 | Call | Defined | 2021-05-17 | |
| 2020-12-31 | $7,203,168 | 75,600 | Call | Defined | 2021-02-16 | |
| 2020-12-31 | $3,477,720 | 36,500 | Put | Defined | 2021-02-16 | |
| 2020-12-31 | $50,498,209 | 529,998 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,471,732 | 89,800 | Call | Defined | 2020-11-16 | |
| 2020-09-30 | $39,250,061 | 416,049 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||