MORGAN STANLEY

Position in PII — Polaris Inc.

CIK 895421 NEW YORK, NY

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Position in PII

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$94,587,418

-$23,180,408 QoQ

Shares Held

1,735,549

-6.8% QoQ

Ownership

3.05%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92.11177558225091.ToString("F0")% Shared 0.ToString("F0")% None 7.888224417749082.ToString("F0")%

Common Shares in PII Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $421,572,813 across 13 Recreational Vehicles names. PII ranks #1 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc. This page	1,735,549	$94,587,418
2	LCII	Lci Industries	524,203	$64,466,479
3	BC	Brunswick Corp	769,656	$56,000,163
4	THO	Thor Industries Inc	680,452	$54,361,306
5	DOO	BRP Inc.	633,789	$45,512,382
6	PATK	Patrick Industries Inc	395,971	$43,980,495
7	HOG	Harley-Davidson, Inc.	1,890,534	$38,226,593
8	WGO	Winnebago Industries Inc	514,366	$15,940,200

All Filings in PII

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$94,587,418	1,735,549	-6.8%	Shares	Defined	2026-05-15
2025-12-31	$117,767,826	1,861,942	-20.7%	Shares	Defined	2026-05-27
2025-09-30	$136,449,647	2,347,319	+23.5%	Shares	Defined	2026-05-27
2025-06-30	$77,256,377	1,900,526	+38.6%	Shares	Defined	2025-08-15
2025-03-31	$56,127,956	1,370,981	+54.4%	Shares	Defined	2025-05-15
2024-12-31	$51,153,359	887,771	+37.4%	Shares	Defined	2025-05-15
2024-09-30	$53,795,508	646,270	-3.0%	Shares	Defined	2025-05-14
2024-06-30	$52,187,423	666,421	+0.8%	Shares	Defined	2025-05-14
2024-03-31	$66,193,732	661,144	+40.8%	Shares	Defined	2024-10-17
2023-12-31	$44,504,934	469,610	-6.9%	Shares	Defined	2024-08-16
2023-09-30	$52,539,145	504,505	-20.9%	Shares	Defined	2023-11-15
2023-06-30	$77,094,804	637,516	+25.4%	Shares	Defined	2023-08-14
2023-03-31	$56,238,312	508,346	-40.5%	Shares	Defined	2023-05-15
2022-12-31	$86,287,027	854,327	+10.0%	Shares	Defined	2023-02-14
2022-09-30	$74,294,700	776,735	-26.9%	Shares	Defined	2022-11-14
2022-06-30	$105,553,598	1,063,191	+3.4%	Shares	Defined	2022-10-27
2022-03-31	$108,306,557	1,028,357	+65.0%	Shares	Defined	2022-10-27
2021-12-31	$68,494,919	623,191	+18.9%	Shares	Defined	2022-02-14
2021-09-30	$62,712,247	524,087	-5.3%	Shares	Defined	2021-11-15
2021-06-30	$75,822,972	553,614	+64.4%	Shares	Defined	2021-08-23
2021-03-31	$44,945,710	336,672	-0.8%	Shares	Defined	2021-05-17
2020-12-31	$32,331,551	339,332	+130.4%	Shares	Defined	2021-02-16
2020-09-30	$13,892,884	147,264	-4.4%	Shares	Defined	2020-11-13
2020-06-30	$14,255,752	154,033	-57.7%	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.