Position in PII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$175,629,286
+$57,069,007 QoQ
Shares Held
2,566,179
+18.0% QoQ
Ownership
4.51%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#4
of 478 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026AQR CAPITAL MANAGEMENT LLC holds $438,009,598 across 9 Recreational Vehicles names. PII ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
2,163,477 | $182,251,298 | |
| 2 | PII |
Polaris Inc.
This page
|
2,566,179 | $175,629,286 | |
| 3 | HOG |
Harley-Davidson, Inc.
|
2,615,019 | $63,963,362 | |
| 4 | THO |
Thor Industries Inc
|
77,368 | $5,814,977 | |
| 5 | WGO |
Winnebago Industries Inc
|
140,805 | $4,398,747 | |
| 6 | LCII |
Lci Industries
|
27,060 | $2,865,110 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
41,010 | $1,124,903 | |
| 8 | PATK |
Patrick Industries Inc
|
11,029 | $990,182 |
All Filings in PII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,629,286 | 2,566,179 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $118,560,279 | 2,175,418 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $139,119,005 | 2,199,510 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $132,600,398 | 2,281,101 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $71,251,358 | 1,752,801 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $10,793,583 | 263,644 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $12,000,285 | 208,266 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $31,778,367 | 381,768 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,752,108 | 290,539 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,976,933 | 259,458 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $30,887,911 | 325,925 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $44,167,648 | 424,118 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $20,357,476 | 168,341 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $14,913,698 | 134,807 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,602,372 | 85,172 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,562,163 | 68,606 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,123,369 | 162,403 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $16,002,110 | 151,938 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,941,598 | 163,239 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,665,273 | 222,842 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,283,059 | 279,520 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $36,070,632 | 270,192 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $24,840,734 | 260,713 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $45,786,409 | 485,334 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $47,930,441 | 517,887 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $21,503,356 | 446,591 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||