Thomist Capital Management, LP

Position in PII — Polaris Inc.

CIK 1767809 Houston, TX

Position in PII

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,748,782

+$2,164,496 QoQ

Shares Held

68,785

+174.6% QoQ

Ownership

0.121%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Thomist Capital Management, LP holds $9,470,217 across 3 Recreational Vehicles names. PII ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	68,785	$3,748,782
2	DOO	BRP Inc.	40,085	$2,878,503
3	HOG	Harley-Davidson, Inc.	140,600	$2,842,932

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,748,782	68,785	+174.6%	Shares	Sole	2026-05-15
2025-12-31	$1,584,286	25,048	+7.1%	Shares	Sole	2026-02-13
2025-09-30	$1,359,718	23,391	+211.9%	Shares	Sole	2025-11-14
2025-06-30	$304,875	7,500	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.