Gotham Asset Management, LLC

Position in PII — Polaris Inc.

CIK 1510387 NEW YORK, NY

Position in PII

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$44,521,588

+$6,054,071 QoQ

Shares Held

650,520

-7.8% QoQ

Ownership

1.14%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#21

of 479 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Gotham Asset Management, LLC holds $122,839,897 across 7 Recreational Vehicles names. PII ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	650,520	$44,521,588
2	HOG	Harley-Davidson, Inc.	1,334,328	$32,637,662
3	BC	Brunswick Corp	386,225	$32,535,594
4	THO	Thor Industries Inc	122,588	$9,213,714
5	DOO	BRP Inc.	52,578	$3,208,309
6	PATK	Patrick Industries Inc	4,992	$448,181
7	WGO	Winnebago Industries Inc	8,798	$274,849

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,521,588	650,520	-7.8%	Shares	Sole	2026-08-14
2026-03-31	$38,467,517	705,826	-0.0%	Shares	Sole	2026-05-15
2025-12-31	$44,665,442	706,173	-6.3%	Shares	Sole	2026-02-17
2025-09-30	$43,818,626	753,804	-2.7%	Shares	Sole	2025-11-14
2025-06-30	$31,508,587	775,119	+229.9%	Shares	Sole	2025-08-14
2025-03-31	$9,618,238	234,935	+900.6%	Shares	Sole	2025-05-15
2024-12-31	$1,352,917	23,480	-65.5%	Shares	Sole	2025-02-14
2024-09-30	$5,659,654	67,992	-37.1%	Shares	Sole	2024-11-14
2024-06-30	$8,460,377	108,037	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$10,921,189	109,081	+642.2%	Shares	Sole	2024-05-15
2023-12-31	$1,392,834	14,697	-80.6%	Shares	Sole	2024-02-14
2023-09-30	$7,875,587	75,625	+61.2%	Shares	Sole	2023-11-14
2023-06-30	$5,674,640	46,925	+3.5%	Shares	Sole	2023-08-14
2023-03-31	$5,015,742	45,338	+315.9%	Shares	Sole	2023-05-15
2022-12-31	$1,100,900	10,900	+30.6%	Shares	Sole	2023-02-14
2022-09-30	$798,007	8,343	+27.6%	Shares	Sole	2022-11-14
2022-06-30	$649,092	6,538	-26.0%	Shares	Sole	2022-08-15
2022-03-31	$931,134	8,841	+169.2%	Shares	Sole	2022-05-16
2021-12-31	$360,944	3,284	-3.2%	Shares	Sole	2022-02-14
2021-09-30	$405,767	3,391	-76.8%	Shares	Sole	2021-11-15
2021-06-30	$1,998,794	14,594	+47.5%	Shares	Sole	2021-08-16
2021-03-31	$1,320,582	9,892	-73.4%	Shares	Sole	2021-05-17
2020-12-31	$3,539,937	37,153	-37.8%	Shares	Sole	2021-02-16
2020-09-30	$5,631,154	59,690	-13.6%	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.