Position in PII
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,261,961
+$2,698,895 QoQ
Shares Held
106,107
+26.7% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 476 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Derivatives in PII
reported options exposure · as of Jun 30, 2023CallValue
$834,417
CallShares
6,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $143,401,028 across 11 Recreational Vehicles names. PII ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
|
603,756 | $63,925,684 | |
| 2 | THO |
Thor Industries Inc
|
521,999 | $39,233,443 | |
| 3 | PATK |
Patrick Industries Inc
|
191,921 | $17,230,666 | |
| 4 | BC |
Brunswick Corp
|
99,814 | $8,408,330 | |
| 5 | PII |
Polaris Inc.
This page
|
106,107 | $7,261,961 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
114,669 | $2,804,802 | |
| 7 | WGO |
Winnebago Industries Inc
|
76,007 | $2,374,457 | |
| 8 | DOO |
BRP Inc.
|
17,802 | $1,086,277 |
All Filings in PII
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,261,961 | 106,107 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,563,066 | 83,726 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,713,761 | 137,767 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,173,117 | 209,412 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,797,755 | 216,427 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,585,731 | 234,141 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,804,128 | 274,282 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $26,135,694 | 313,980 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $25,602,669 | 326,940 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $32,878,806 | 328,394 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $29,090,881 | 306,963 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $30,476,882 | 292,653 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $35,260,406 | 291,577 | Shares | Defined | 2023-08-15 | |
| 2023-06-30 | $834,417 | 6,900 | Call | Defined | 2023-08-15 | |
| 2023-03-31 | $32,652,664 | 295,152 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $30,326,866 | 300,266 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $30,356,534 | 317,371 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,299,754 | 325,340 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $34,594,880 | 328,474 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $33,600,805 | 305,712 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $48,249,184 | 403,219 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $55,456,060 | 404,907 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $71,525,026 | 535,768 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $54,400,018 | 570,949 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $55,101,728 | 584,076 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $65,888,009 | 711,918 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $159,018,647 | 3,302,568 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||