Position in PII
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,594,445
+$279,360 QoQ
Shares Held
23,297
-3.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $24,005,359 across 6 Recreational Vehicles names. PII ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
|
154,503 | $11,612,445 | |
| 2 | LCII |
Lci Industries
|
38,704 | $4,097,978 | |
| 3 | PATK |
Patrick Industries Inc
|
37,159 | $3,336,134 | |
| 4 | BC |
Brunswick Corp
|
34,479 | $2,904,509 | |
| 5 | PII |
Polaris Inc.
This page
|
23,297 | $1,594,445 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
18,800 | $459,848 |
All Filings in PII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594,445 | 23,297 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,315,085 | 24,130 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,499,277 | 23,704 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,406,977 | 24,204 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,399,782 | 34,435 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,418,447 | 34,647 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,046,521 | 122,293 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,578,796 | 103,061 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,221,590 | 92,218 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,909,775 | 88,991 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,356,613 | 77,626 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $7,748,847 | 74,408 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,914,836 | 73,719 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,702,834 | 69,627 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,623,681 | 65,581 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,766,449 | 60,287 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,851,264 | 58,937 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,135,097 | 58,252 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,142,099 | 55,883 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,918,978 | 57,822 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,726,734 | 19,909 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,822,055 | 21,139 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,381,463 | 14,499 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,048,870 | 11,118 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,500,235 | 27,015 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $987,074 | 20,500 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||