Skip to main content
Equibles

Creative Planning

Position in PII — Polaris Inc.

CIK 1540235 OVERLAND PARK, KS
Back to PII Full portfolio

Position in PII

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,702,967
+$2,191,907 QoQ
Shares Held
127,162
+6.4% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in PII Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $20,558,868 across 10 Recreational Vehicles names. PII ranks #1 (42.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PII
Polaris Inc.
This page 		127,162 $8,702,967
2 BC
Brunswick Corp
 53,988 $4,547,948
3 THO
Thor Industries Inc
 29,734 $2,234,807
4 LCII
Lci Industries
 11,008 $1,165,526
5 WGO
Winnebago Industries Inc
 32,337 $1,010,207
6 PATK
Patrick Industries Inc
 10,372 $931,197
7 HOG
Harley-Davidson, Inc.
 37,897 $926,960
8 MBUU
Malibu Boats, Inc.
 21,058 $577,620

All Filings in PII

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,702,967 127,162
2026-03-31 $6,511,060 119,469
2025-12-31 $7,185,200 113,600
2025-09-30 $6,120,623 105,292
2025-06-30 $3,699,230 91,002
2025-03-31 $4,346,354 106,164
2024-12-31 $3,894,592 67,591
2024-09-30 $5,727,827 68,811
2024-06-30 $4,824,912 61,613
2024-03-31 $5,712,045 57,052
2023-12-31 $4,998,359 52,742
2023-09-30 $5,239,074 50,308
2023-06-30 $5,828,584 48,198
2023-03-31 $4,257,595 38,485
2022-12-31 $3,649,433 36,133
2022-09-30 $3,497,824 36,569
2022-06-30 $3,847,695 38,756
2022-03-31 $2,110,718 20,041
2021-12-31 $2,188,198 19,909
2021-09-30 $2,280,001 19,054
2021-06-30 $2,308,049 16,852
2021-03-31 $2,920,179 21,874
2020-12-31 $2,107,879 22,123
2020-09-30 $2,460,764 26,084
2020-06-30 $2,190,380 23,667
2020-03-31 $754,414 15,668