Campbell & CO Investment Adviser LLC

Position in PII — Polaris Inc.

CIK 1353570 BALTIMORE, MD

Position in PII

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,021,459

+$821,670 QoQ

Shares Held

37,091

+95.5% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Campbell & CO Investment Adviser LLC holds $16,358,781 across 7 Recreational Vehicles names. PII ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LCII	Lci Industries	42,492	$5,225,666
2	PATK	Patrick Industries Inc	40,970	$4,550,537
3	THO	Thor Industries Inc	35,539	$2,839,210
4	PII	Polaris Inc. This page	37,091	$2,021,459
5	MCFT	MasterCraft Boat Holdings, Inc.	37,394	$766,950
6	DOO	BRP Inc.	10,013	$719,033
7	HOG	Harley-Davidson, Inc.	11,668	$235,926

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,021,459	37,091	+95.5%	Shares	Sole	2026-05-15
2025-12-31	$1,199,789	18,969	+114.6%	Shares	Sole	2026-02-12
2023-12-31	$837,766	8,840	+139.0%	Shares	Sole	2024-02-13
2023-09-30	$385,109	3,698	+27.1%	Shares	Sole	2023-11-08
2023-06-30	$351,906	2,910	-61.1%	Shares	Sole	2023-08-11
2023-03-31	$828,176	7,486	+78.3%	Shares	Sole	2023-05-11
2022-12-31	$423,998	4,198	-23.2%	Shares	Sole	2023-02-14
2022-09-30	$522,631	5,464	+24.1%	Shares	Sole	2022-11-14
2022-06-30	$437,229	4,404	+46.8%	Shares	Sole	2022-08-09
2020-12-31	$285,840	3,000	-41.2%	Shares	Sole	2021-02-09
2020-09-30	$481,134	5,100	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.