GAMMA Investing LLC

Position in PII — Polaris Inc.

CIK 2010235 FOSTER CITY, CA

Position in PII

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$762,147

+$137,523 QoQ

Shares Held

11,136

-2.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

of 31 holders

Holding Since

Dec 2023

11 quarters on record

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

Consumer Cyclical · as of Jun 30, 2026

GAMMA Investing LLC holds $1,778,952 across 9 Recreational Vehicles names. PII ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	11,136	$762,147
2	BC	Brunswick Corp	4,942	$416,314
3	THO	Thor Industries Inc	3,119	$234,424
4	HOG	Harley-Davidson, Inc.	6,852	$167,599
5	LCII	Lci Industries	794	$84,068
6	PATK	Patrick Industries Inc	858	$77,031
7	MCFT	MasterCraft Boat Holdings, Inc.	505	$13,039
8	MBUU	Malibu Boats, Inc.	444	$12,178

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,147	11,136	-2.8%	Shares	Defined	2026-07-07
2026-03-31	$624,624	11,461	-12.1%	Shares	Defined	2026-04-06
2025-12-31	$824,463	13,035	+3.4%	Shares	Defined	2026-01-05
2025-09-30	$732,554	12,602	+23.3%	Shares	Defined	2025-10-02
2025-06-30	$415,443	10,220	+67.7%	Shares	Defined	2025-07-14
2025-03-31	$249,570	6,096	+529.8%	Shares	Defined	2025-04-15
2024-12-31	$55,776	968	+232.6%	Shares	Defined	2025-01-03
2024-09-30	$24,222	291	+182.5%	Shares	Defined	2024-10-07
2024-06-30	$8,065	103	+35.5%	Shares	Defined	2024-07-02
2024-03-31	$7,609	76	+10.1%	Shares	Defined	2024-04-05
2023-12-31	$6,539	69	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.