Position in PII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,424,148
+$20,131,265 QoQ
Shares Held
668,333
+159.5% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 97.755609853172.ToString("F0")%
Shared 0.ToString("F0")%
None 2.2443901468280036.ToString("F0")%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Derivatives in PII
reported options exposure · as of Dec 31, 2021CallValue
$6,176,942
CallShares
56,200
PutValue
$6,627,573
PutShares
60,300
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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $199,825,249 across 8 Recreational Vehicles names. PII ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
3,042,450 | $61,518,339 | |
| 2 | DOO |
BRP Inc.
|
781,831 | $56,143,284 | |
| 3 | PII |
Polaris Inc.
This page
|
668,333 | $36,424,148 | |
| 4 | BC |
Brunswick Corp
|
435,369 | $31,677,448 | |
| 5 | THO |
Thor Industries Inc
|
79,372 | $6,341,029 | |
| 6 | WGO |
Winnebago Industries Inc
|
190,319 | $5,897,985 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
39,967 | $1,035,944 | |
| 8 | LCII |
Lci Industries
|
6,400 | $787,072 |
All Filings in PII
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,424,148 | 668,333 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,292,883 | 257,595 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,613,931 | 526,646 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,439,492 | 748,819 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,993,908 | 463,945 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,144,270 | 37,214 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $1,584,545 | 13,103 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,162,569 | 164,174 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $6,176,942 | 56,200 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $6,627,573 | 60,300 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $7,383,022 | 61,700 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $7,299,260 | 61,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $766,976 | 5,600 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $7,895,744 | 57,650 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $821,760 | 6,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $45,907,312 | 343,875 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $46,374,967 | 486,723 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $1,029,024 | 10,800 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $1,314,864 | 13,800 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $1,566,044 | 16,600 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $1,443,402 | 15,300 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $34,633,629 | 367,115 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $370,200 | 4,000 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $1,228,693 | 13,276 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $394,830 | 8,200 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $8,221,660 | 170,751 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $375,570 | 7,800 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||