Position in PII
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,298,428
-$319,742 QoQ
Shares Held
42,173
+1.9% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5.3565077182083325.ToString("F0")%
Shared 0.ToString("F0")%
None 94.64349228179167.ToString("F0")%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $8,124,344 across 10 Recreational Vehicles names. PII ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
53,983 | $3,927,803 | |
| 2 | PII |
Polaris Inc.
This page
|
42,173 | $2,298,428 | |
| 3 | WGO |
Winnebago Industries Inc
|
33,354 | $1,033,640 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
24,412 | $493,610 | |
| 5 | LCII |
Lci Industries
|
2,053 | $252,477 | |
| 6 | THO |
Thor Industries Inc
|
838 | $66,947 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
1,122 | $23,012 | |
| 8 | PATK |
Patrick Industries Inc
|
135 | $14,994 |
All Filings in PII
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,298,428 | 42,173 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,618,170 | 41,394 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,435,181 | 41,892 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,668,519 | 41,046 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $538,524 | 13,154 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $254,277 | 4,413 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $282,766 | 3,397 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $158,656 | 2,026 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $214,457 | 2,142 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $221,098 | 2,333 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $116,011 | 1,114 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $136,529 | 1,129 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $103,992 | 940 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $104,636 | 1,036 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $80,632 | 843 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $79,622 | 802 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $72,986 | 693 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $71,551 | 651 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $98,885 | 722 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $96,387 | 722 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $68,792 | 722 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $68,113 | 722 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $66,821 | 722 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $34,764 | 722 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||