Aquatic Capital Management LLC

Position in PII — Polaris Inc.

CIK 1803916 CHICAGO, IL

Position in PII

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

Position Value

$3,682,401

+$572,525 QoQ

Shares Held

67,567

+37.4% QoQ

Ownership

0.119%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Aquatic Capital Management LLC holds $5,530,991 across 7 Recreational Vehicles names. PII ranks #1 (66.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	67,567	$3,682,401
2	BC	Brunswick Corp	14,803	$1,077,066
3	PATK	Patrick Industries Inc	3,070	$340,984
4	WGO	Winnebago Industries Inc	9,913	$307,203
5	THO	Thor Industries Inc	1,332	$106,413
6	MCFT	MasterCraft Boat Holdings, Inc.	762	$15,628
7	MBUU	Malibu Boats, Inc.	50	$1,296

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,682,401	67,567	+37.4%	Shares	Sole	2026-05-15
2025-12-31	$3,109,876	49,168	-64.4%	Shares	Sole	2026-02-17
2025-09-30	$8,033,275	138,195	+6.6%	Shares	Sole	2025-11-14
2025-06-30	$5,270,272	129,650	-22.1%	Shares	Sole	2025-08-14
2025-03-31	$6,816,059	166,489	+72.5%	Shares	Sole	2025-05-15
2024-12-31	$5,560,041	96,495	+146.2%	Shares	Sole	2025-02-14
2024-09-30	$3,263,008	39,200	-23.1%	Shares	Sole	2024-11-14
2024-06-30	$3,993,810	51,000	+3823.1%	Shares	Sole	2024-08-14
2024-03-31	$130,156	1,300	-96.8%	Shares	Sole	2024-05-15
2023-12-31	$3,885,570	41,000	+412.5%	Shares	Sole	2024-02-14
2023-09-30	$833,120	8,000	-77.6%	Shares	Sole	2023-11-14
2022-12-31	$3,605,700	35,700	+628.6%	Shares	Sole	2023-02-14
2022-09-30	$468,685	4,900	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.