Position in PII
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$98,852,339
+$22,082,604 QoQ
Shares Held
1,444,365
+2.5% QoQ
Ownership
2.54%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 476 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $552,690,902 across 12 Recreational Vehicles names. PII ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
1,216,728 | $102,497,166 | |
| 2 | PII |
Polaris Inc.
This page
|
1,444,365 | $98,852,339 | |
| 3 | PATK |
Patrick Industries Inc
|
863,601 | $77,534,097 | |
| 4 | THO |
Thor Industries Inc
|
998,960 | $75,081,833 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
2,995,865 | $73,278,857 | |
| 6 | LCII |
Lci Industries
|
689,629 | $73,017,917 | |
| 7 | WGO |
Winnebago Industries Inc
|
724,502 | $22,633,441 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
524,052 | $14,374,745 |
All Filings in PII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,852,339 | 1,444,365 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $76,769,735 | 1,408,619 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $83,918,518 | 1,326,775 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $78,099,282 | 1,343,528 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $53,318,937 | 1,311,659 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $37,152,271 | 907,481 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $49,794,165 | 864,182 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $72,421,380 | 870,031 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $68,067,834 | 869,210 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $85,901,358 | 857,984 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $78,294,425 | 826,152 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $83,353,031 | 800,394 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $95,356,086 | 788,523 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $84,281,695 | 761,834 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $74,450,130 | 737,130 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $68,485,591 | 716,002 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $70,406,397 | 709,170 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $76,597,656 | 727,285 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $88,465,899 | 804,894 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $117,550,992 | 982,375 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $124,754,535 | 910,883 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $120,075,507 | 899,442 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $70,626,108 | 741,248 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $66,973,852 | 709,920 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $60,576,102 | 654,523 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $30,742,185 | 638,467 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||