Capital World Investors

Position in PII — Polaris Inc.

CIK 1422849 LOS ANGELES, CA

Back to PII Full portfolio

Position in PII

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$212,422,633

-$197,191,830 QoQ

Shares Held

3,897,663

-39.8% QoQ

Ownership

6.85%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PII Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

Capital World Investors holds $556,039,547 across 5 Recreational Vehicles names. PII ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	3,897,663	$212,422,633
2	DOO	BRP Inc.	2,245,332	$161,237,290
3	PATK	Patrick Industries Inc	1,284,401	$142,658,419
4	WGO	Winnebago Industries Inc	850,825	$26,367,066
5	MBUU	Malibu Boats, Inc.	515,206	$13,354,139

All Filings in PII

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$212,422,633	3,897,663	-39.8%	Shares	Defined	2026-05-13
2025-12-31	$409,614,463	6,476,118	-3.6%	Shares	Defined	2026-02-11
2025-09-30	$390,405,090	6,716,069	-0.8%	Shares	Defined	2025-11-13
2025-06-30	$275,234,280	6,770,831	+0.8%	Shares	Defined	2025-08-13
2025-03-31	$274,976,867	6,716,582	+9.1%	Shares	Defined	2025-05-12
2024-12-31	$354,725,141	6,156,285	+6.7%	Shares	Defined	2025-02-13
2024-09-30	$480,147,881	5,768,235	-13.8%	Shares	Defined	2024-11-13
2024-06-30	$523,791,627	6,688,694	-1.0%	Shares	Defined	2024-08-13
2024-03-31	$676,763,442	6,759,523	+0.0%	Shares	Defined	2024-05-14
2023-12-31	$640,447,225	6,757,911	+2.4%	Shares	Defined	2024-02-13
2023-09-30	$687,010,851	6,596,993	+6.7%	Shares	Defined	2023-11-13
2023-06-30	$747,703,176	6,182,942	+0.0%	Shares	Defined	2023-08-11
2023-03-31	$683,921,519	6,182,062	+0.0%	Shares	Defined	2023-05-15
2022-12-31	$624,248,377	6,180,677	+1.7%	Shares	Defined	2023-02-14
2022-09-30	$581,543,104	6,079,907	+1.7%	Shares	Defined	2022-11-14
2022-06-30	$593,731,431	5,980,373	+61.7%	Shares	Defined	2022-08-15
2022-03-31	$389,533,708	3,698,573	+33.2%	Shares	Defined	2022-05-19
2021-12-31	$305,162,037	2,776,472	+147.6%	Shares	Defined	2022-02-14
2021-09-30	$134,169,253	1,121,254	+131.2%	Shares	Defined	2021-11-15
2021-06-30	$66,425,600	485,000	0.0%	Shares	Defined	2021-08-16
2021-03-31	$64,747,500	485,000	0.0%	Shares	Defined	2021-05-14
2020-12-31	$46,210,800	485,000	0.0%	Shares	Defined	2021-02-12
2020-09-30	$45,754,900	485,000	-17.9%	Shares	Defined	2020-11-13
2020-06-30	$54,697,050	591,000	—	Shares	Defined	2020-08-14
No filing history on record for this holder in this stock.