Edgestream Partners, L.P.

Position in PII — Polaris Inc.

CIK 1535061 Princeton, NJ

Position in PII

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,209,858

+$3,219,507 QoQ

Shares Held

76,123

+141.9% QoQ

Ownership

0.134%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#76

of 478 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Edgestream Partners, L.P. holds $6,037,074 across 3 Recreational Vehicles names. PII ranks #1 (86.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	76,123	$5,209,858
2	BC	Brunswick Corp	7,318	$616,468
3	THO	Thor Industries Inc	2,804	$210,748

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,209,858	76,123	+141.9%	Shares	Sole	2026-08-11
2025-12-31	$1,990,351	31,468	+57.1%	Shares	Sole	2026-02-13
2024-12-31	$1,154,243	20,032	-34.2%	Shares	Sole	2025-02-07
2024-06-30	$2,385,009	30,456	+214.0%	Shares	Sole	2024-08-09
2024-03-31	$971,164	9,700	-78.1%	Shares	Sole	2024-05-10
2023-12-31	$4,188,075	44,192	+194.0%	Shares	Sole	2024-02-14
2023-09-30	$1,565,536	15,033	+207.9%	Shares	Sole	2023-11-15
2023-03-31	$540,206	4,883	-60.3%	Shares	Sole	2023-05-15
2022-12-31	$1,241,896	12,296	+253.6%	Shares	Sole	2023-02-13
2021-12-31	$382,157	3,477	-89.6%	Shares	Sole	2022-02-15
2021-09-30	$4,002,866	33,452	+295.6%	Shares	Sole	2021-11-15
2021-06-30	$1,158,133	8,456	-73.6%	Shares	Sole	2021-08-10
2021-03-31	$4,274,403	32,018	-67.4%	Shares	Sole	2021-05-06
2020-12-31	$9,361,926	98,257	+49.2%	Shares	Sole	2021-02-11
2020-09-30	$6,210,873	65,835	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.