Position in PII
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,563,066
-$4,150,695 QoQ
Shares Held
83,726
-39.2% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.0009316102525.ToString("F0")%
Shared 0.ToString("F0")%
None 2.9990683897475097.ToString("F0")%
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 Mar 31, 2026WELLS FARGO & COMPANY/MN holds $157,382,052 across 13 Recreational Vehicles names. PII ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LCII |
Lci Industries
|
606,752 | $74,618,359 | |
| 2 | THO |
Thor Industries Inc
|
582,021 | $46,497,655 | |
| 3 | PATK |
Patrick Industries Inc
|
178,456 | $19,821,107 | |
| 4 | BC |
Brunswick Corp
|
119,176 | $8,671,244 | |
| 5 | PII |
Polaris Inc.
This page
|
83,726 | $4,563,066 | |
| 6 | WGO |
Winnebago Industries Inc
|
61,747 | $1,913,537 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
24,563 | $496,663 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
14,345 | $371,821 |
All Filings in PII
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||