JACOBS LEVY EQUITY MANAGEMENT, INC

Position in PII — Polaris Inc.

CIK 884414 FLORHAM PARK, NJ

Position in PII

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$69,838,092

+$34,253,080 QoQ

Shares Held

1,020,428

+56.3% QoQ

Ownership

1.79%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#13

of 478 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Consumer Cyclical · as of Jun 30, 2026

JACOBS LEVY EQUITY MANAGEMENT, INC holds $84,065,162 across 5 Recreational Vehicles names. PII ranks #1 (83.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	1,020,428	$69,838,092
2	HOG	Harley-Davidson, Inc.	262,803	$6,428,161
3	MBUU	Malibu Boats, Inc.	234,068	$6,420,485
4	MCFT	MasterCraft Boat Holdings, Inc.	43,221	$1,115,966
5	THO	Thor Industries Inc	3,492	$262,458

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,838,092	1,020,428	+56.3%	Shares	Sole	2026-08-14
2026-03-31	$35,585,012	652,936	+182.4%	Shares	Sole	2026-05-15
2025-12-31	$14,623,779	231,206	+16.1%	Shares	Sole	2026-02-13
2025-09-30	$11,578,275	199,179	+7.8%	Shares	Sole	2025-11-17
2025-06-30	$7,508,827	184,719	-64.0%	Shares	Sole	2025-08-14
2025-03-31	$21,016,262	513,343	+12099.2%	Shares	Sole	2025-05-15
2024-12-31	$242,464	4,208	-65.5%	Shares	Sole	2025-02-14
2022-03-31	$1,284,588	12,197	-0.8%	Shares	Sole	2022-05-16
2021-12-31	$1,351,673	12,298	-10.0%	Shares	Sole	2022-02-14
2021-09-30	$1,635,991	13,672	-54.4%	Shares	Sole	2021-11-15
2021-06-30	$4,107,019	29,987	-60.3%	Shares	Sole	2021-08-16
2021-03-31	$10,086,325	75,553	+40.8%	Shares	Sole	2021-05-17
2020-12-31	$5,111,772	53,650	+239.4%	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.