Position in PII
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$105,046,951
-$17,011,190 QoQ
Shares Held
1,927,467
-0.1% QoQ
Ownership
3.39%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.94784190857743.ToString("F0")%
Shared 0.ToString("F0")%
None 1.052158091422577.ToString("F0")%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Derivatives in PII
reported options exposure · as of Dec 31, 2023CallValue
$7,335,198
CallShares
77,400
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, 2026GOLDMAN SACHS GROUP INC holds $322,158,976 across 12 Recreational Vehicles names. PII ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
1,927,467 | $105,046,951 | |
| 2 | DOO |
BRP Inc.
|
777,808 | $55,854,392 | |
| 3 | PATK |
Patrick Industries Inc
|
391,069 | $43,436,032 | |
| 4 | BC |
Brunswick Corp
|
513,650 | $37,373,172 | |
| 5 | THO |
Thor Industries Inc
|
350,039 | $27,964,615 | |
| 6 | LCII |
Lci Industries
|
190,698 | $23,452,039 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
547,690 | $11,233,120 | |
| 8 | WGO |
Winnebago Industries Inc
|
278,539 | $8,631,923 |
All Filings in PII
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,046,951 | 1,927,467 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $122,058,141 | 1,929,773 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $42,165,640 | 725,368 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,379,326 | 353,735 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,283,436 | 544,295 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $4,035,473 | 70,036 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $7,008,475 | 84,196 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,044,092 | 217,649 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,478,855 | 124,639 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,335,198 | 77,400 | Call | Defined | 2024-05-14 | |
| 2023-12-31 | $21,079,311 | 222,426 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $8,060,436 | 77,400 | Call | Defined | 2024-05-15 | |
| 2023-09-30 | $27,778,303 | 266,740 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $19,128,223 | 158,176 | Shares | Defined | 2024-05-14 | |
| 2023-06-30 | $9,359,982 | 77,400 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $8,194,032 | 74,067 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $8,562,762 | 77,400 | Call | Defined | 2024-05-14 | |
| 2022-12-31 | $8,201,200 | 81,200 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $4,545,000 | 45,000 | Call | Defined | 2024-05-14 | |
| 2022-12-31 | $30,101,939 | 298,039 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $4,304,250 | 45,000 | Call | Defined | 2024-05-14 | |
| 2022-09-30 | $7,766,780 | 81,200 | Put | Defined | 2024-05-14 | |
| 2022-09-30 | $27,043,315 | 282,732 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $26,862,387 | 270,572 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $20,719,736 | 208,700 | Put | Defined | 2024-05-14 | |
| 2022-06-30 | $11,417,200 | 115,000 | Call | Defined | 2024-05-14 | |
| 2022-03-31 | $37,262,216 | 353,800 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $15,271,400 | 145,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $29,433,990 | 279,472 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,483,785 | 13,500 | Call | Defined | 2022-02-17 | |
| 2021-12-31 | $14,068,480 | 128,000 | Put | Defined | 2022-02-17 | |
| 2021-12-31 | $30,763,478 | 279,897 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $58,082,365 | 485,395 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $11,966,000 | 100,000 | Call | Defined | 2022-01-20 | |
| 2021-09-30 | $2,094,050 | 17,500 | Put | Defined | 2022-01-20 | |
| 2021-06-30 | $47,307,901 | 345,414 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $56,535,915 | 423,490 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,957,200 | 115,000 | Put | Defined | 2021-02-12 | |
| 2020-12-31 | $15,362,375 | 161,234 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,283,072 | 140,800 | Put | Defined | 2020-11-13 | |
| 2020-09-30 | $31,456,069 | 333,433 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $16,446,135 | 177,700 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $37,943,648 | 409,980 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $13,634,297 | 283,163 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||