Position in PII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,594,229
+$21,340,072 QoQ
Shares Held
708,151
+159.6% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
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 Dec 31, 2025CallValue
$1,290,300
CallShares
20,400
PutValue
$4,724,775
PutShares
74,700
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, 2026MILLENNIUM MANAGEMENT LLC holds $118,925,488 across 7 Recreational Vehicles names. PII ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
708,151 | $38,594,229 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
1,310,624 | $26,500,817 | |
| 3 | DOO |
BRP Inc.
|
288,057 | $20,685,373 | |
| 4 | BC |
Brunswick Corp
|
254,038 | $18,483,804 | |
| 5 | THO |
Thor Industries Inc
|
126,564 | $10,111,197 | |
| 6 | PATK |
Patrick Industries Inc
|
38,366 | $4,261,311 | |
| 7 | LCII |
Lci Industries
|
2,348 | $288,757 |
All Filings in PII
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,594,229 | 708,151 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,290,300 | 20,400 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $17,254,157 | 272,793 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $4,724,775 | 74,700 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $4,144,669 | 71,300 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $854,511 | 14,700 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $8,873,486 | 152,649 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,361,481 | 156,494 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,755,353 | 604,674 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,892,211 | 136,970 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $407,876 | 4,900 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $16,252,859 | 195,253 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $477,691 | 6,100 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $40,123,381 | 512,366 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,089,974 | 230,623 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,302,818 | 256,440 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,020,754 | 182,646 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,682,348 | 22,181 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,834,695 | 206,406 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $66,805,440 | 661,440 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,020,552 | 42,034 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,911,675 | 69,618 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $347,240 | 3,297 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,331,546 | 66,705 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $1,161,450 | 8,700 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $15,626,575 | 117,053 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $1,161,450 | 8,700 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $3,331,655 | 34,967 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,358,909 | 109,804 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,150,581 | 12,432 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,612,570 | 54,259 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||