Allianz Asset Management GmbH

Position in PII — Polaris Inc.

CIK 1535323 MUNICH, 2M

Position in PII

as of Jun 30, 2026 · filed Sep 2, 2026 Compact

Position Value

$26,438,371

+$20,789,501 QoQ

Shares Held

386,300

+272.7% QoQ

Ownership

0.679%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#32

of 479 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Consumer Cyclical · as of Jun 30, 2026

Allianz Asset Management GmbH holds $106,710,748 across 6 Recreational Vehicles names. PII ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BC	Brunswick Corp	742,896	$62,581,559
2	PII	Polaris Inc. This page	386,300	$26,438,371
3	WGO	Winnebago Industries Inc	216,004	$6,747,964
4	THO	Thor Industries Inc	65,796	$4,945,227
5	DOO	BRP Inc.	60,855	$3,713,372
6	LCII	Lci Industries	21,574	$2,284,255

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,438,371	386,300	+272.7%	Shares	Defined	2026-09-02
2026-03-31	$5,648,870	103,649	+54.5%	Shares	Defined	2026-05-11
2025-12-31	$4,244,517	67,107	+16.7%	Shares	Defined	2026-02-11
2025-09-30	$3,343,172	57,512	-71.2%	Shares	Defined	2025-11-04
2025-06-30	$8,111,422	199,543	+8.6%	Shares	Defined	2025-07-28
2025-03-31	$7,520,227	183,689	+236.6%	Shares	Defined	2025-05-05
2024-12-31	$3,144,726	54,577	+445.3%	Shares	Defined	2025-02-03
2023-09-30	$1,042,337	10,009	+399.7%	Shares	Defined	2023-11-13
2023-06-30	$242,222	2,003	-6.9%	Shares	Defined	2023-08-14
2020-12-31	$205,042	2,152	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.