Position in PII
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$48,393,874
-$9,582,341 QoQ
Shares Held
887,961
-3.1% QoQ
Ownership
1.56%
of shares outstanding
% of Portfolio
3.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026RWWM, Inc. holds $53,545,124 across 2 Recreational Vehicles names. PII ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
887,961 | $48,393,874 | |
| 2 | WGO |
Winnebago Industries Inc
|
166,223 | $5,151,250 |
All Filings in PII
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,393,874 | 887,961 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $57,976,215 | 916,620 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,107,148 | 1,085,621 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $97,620,040 | 2,401,477 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $98,053,306 | 2,395,049 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $51,264,398 | 889,698 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,513,938 | 186,376 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,335,716 | 272,452 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,331,984 | 93,208 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,561,427 | 90,339 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||