Position in PII
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,063,309
+$2,603,868 QoQ
Shares Held
129,602
+83.8% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Derivatives in PII
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$218,000
PutShares
4,000
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, 2026LPL Financial LLC holds $17,386,411 across 8 Recreational Vehicles names. PII ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
129,602 | $7,063,309 | |
| 2 | THO |
Thor Industries Inc
|
33,666 | $2,689,576 | |
| 3 | LCII |
Lci Industries
|
20,637 | $2,537,938 | |
| 4 | PATK |
Patrick Industries Inc
|
21,048 | $2,337,801 | |
| 5 | BC |
Brunswick Corp
|
19,304 | $1,404,559 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
37,658 | $761,444 | |
| 7 | WGO |
Winnebago Industries Inc
|
9,716 | $301,098 | |
| 8 | DOO |
BRP Inc.
|
4,048 | $290,686 |
All Filings in PII
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,063,309 | 129,602 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $218,000 | 4,000 | Put | Sole | 2026-05-06 | |
| 2025-12-31 | $4,459,441 | 70,505 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $316,250 | 5,000 | Put | Sole | 2026-02-11 | |
| 2025-09-30 | $232,520 | 4,000 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $4,379,049 | 75,332 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,997,409 | 73,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,103,988 | 51,392 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,001,363 | 69,444 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,011,010 | 72,213 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,066,578 | 64,699 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,721,456 | 67,134 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,773,306 | 71,471 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,495,420 | 62,372 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,538,080 | 54,065 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,741,918 | 51,902 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,212,913 | 51,613 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,884,367 | 51,065 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,246,451 | 52,845 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,350,571 | 50,803 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,420,651 | 49,319 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,086,745 | 50,867 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,491,630 | 47,398 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,529,303 | 41,418 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,818,917 | 40,081 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,641,425 | 27,999 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,578,443 | 27,860 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,142,455 | 23,727 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||