Position in PII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,467,517
-$6,197,925 QoQ
Shares Held
705,826
-0.0% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026Gotham Asset Management, LLC holds $109,557,661 across 7 Recreational Vehicles names. PII ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
705,826 | $38,467,517 | |
| 2 | BC |
Brunswick Corp
|
406,760 | $29,595,857 | |
| 3 | HOG |
Harley-Davidson, Inc.
|
1,180,407 | $23,867,829 | |
| 4 | THO |
Thor Industries Inc
|
172,361 | $13,769,920 | |
| 5 | DOO |
BRP Inc.
|
31,325 | $2,249,448 | |
| 6 | PATK |
Patrick Industries Inc
|
7,880 | $875,231 | |
| 7 | WGO |
Winnebago Industries Inc
|
23,616 | $731,859 |
All Filings in PII
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,467,517 | 705,826 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,665,442 | 706,173 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,818,626 | 753,804 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,508,587 | 775,119 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,618,238 | 234,935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,352,917 | 23,480 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,659,654 | 67,992 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,460,377 | 108,037 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,921,189 | 109,081 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,392,834 | 14,697 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,875,587 | 75,625 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,674,640 | 46,925 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,015,742 | 45,338 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,100,900 | 10,900 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $798,007 | 8,343 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $649,092 | 6,538 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $931,134 | 8,841 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $360,944 | 3,284 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $405,767 | 3,391 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,998,794 | 14,594 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,320,582 | 9,892 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,539,937 | 37,153 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,631,154 | 59,690 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $3,327,935 | 69,116 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||