Position in PII
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$69,798,254
-$24,789,164 QoQ
Shares Held
1,019,846
-41.2% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 476 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $408,238,653 across 12 Recreational Vehicles names. PII ranks #1 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
1,019,846 | $69,798,254 | |
| 2 | BC |
Brunswick Corp
|
786,009 | $66,213,392 | |
| 3 | THO |
Thor Industries Inc
|
845,259 | $63,529,663 | |
| 4 | LCII |
Lci Industries
|
545,300 | $57,736,360 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
1,836,693 | $44,925,505 | |
| 6 | DOO |
BRP Inc.
|
716,556 | $43,724,244 | |
| 7 | PATK |
Patrick Industries Inc
|
367,939 | $33,033,560 | |
| 8 | WGO |
Winnebago Industries Inc
|
727,215 | $22,718,193 |
All Filings in PII
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,798,254 | 1,019,846 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $94,587,418 | 1,735,549 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $117,767,826 | 1,861,942 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $136,449,647 | 2,347,319 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $77,256,377 | 1,900,526 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $56,127,956 | 1,370,981 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $66,193,732 | 661,144 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $44,504,934 | 469,610 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $52,539,145 | 504,505 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $77,094,804 | 637,516 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $56,238,312 | 508,346 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $86,287,027 | 854,327 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $74,294,700 | 776,735 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $68,494,919 | 623,191 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $62,712,247 | 524,087 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $44,945,710 | 336,672 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $32,331,551 | 339,332 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $13,892,884 | 147,264 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $14,255,752 | 154,033 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,526,404 | 363,996 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||