Position in PII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,585,012
+$20,961,233 QoQ
Shares Held
652,936
+182.4% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 73.53124961711409.ToString("F0")%
Shared 0.ToString("F0")%
None 26.46875038288592.ToString("F0")%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $48,749,268 across 6 Recreational Vehicles names. PII ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
652,936 | $35,585,012 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
358,290 | $7,244,623 | |
| 3 | BC |
Brunswick Corp
|
30,483 | $2,217,943 | |
| 4 | MBUU |
Malibu Boats, Inc.
|
84,503 | $2,190,317 | |
| 5 | MCFT |
MasterCraft Boat Holdings, Inc.
|
48,667 | $998,160 | |
| 6 | THO |
Thor Industries Inc
|
6,424 | $513,213 |
All Filings in PII
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,585,012 | 652,936 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,623,779 | 231,206 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,578,275 | 199,179 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,508,827 | 184,719 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,016,262 | 513,343 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $242,464 | 4,208 | Shares | Sole | 2025-02-14 | |
| 2022-03-31 | $1,284,588 | 12,197 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,351,673 | 12,298 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,635,991 | 13,672 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,107,019 | 29,987 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,086,325 | 75,553 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,111,772 | 53,650 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,491,326 | 15,808 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||