Position in PII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,186,543
+$3,883,955 QoQ
Shares Held
61,171
+1178.7% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#86
of 478 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Neo Ivy Capital Management holds $4,333,878 across 2 Recreational Vehicles names. PII ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
61,171 | $4,186,543 | |
| 2 | BC |
Brunswick Corp
|
1,749 | $147,335 |
All Filings in PII
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,186,543 | 61,171 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $302,588 | 4,784 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $2,233,696 | 38,766 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $515,921 | 6,198 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $3 | 35 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $478,627 | 4,596 | Shares | Sole | 2023-11-30 | |
| 2022-12-31 | $722,958 | 7,158 | Shares | Sole | 2023-03-27 | |
| 2021-12-31 | $29,345 | 267 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $5,073 | 38 | Shares | Sole | 2021-10-07 | |
| 2020-12-31 | $252,492 | 2,650 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $199,389 | 4,141 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||