Position in PII
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,045,418
+$1,326,523 QoQ
Shares Held
59,109
+18.5% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#89
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PII Over Time
Shares Held
Position Value (USD)
Derivatives in PII
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$6,424
PutShares
61
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 Jun 30, 2026DEUTSCHE BANK AG\ holds $16,571,140 across 11 Recreational Vehicles names. PII ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
This page
|
59,109 | $4,045,418 | |
| 2 | PATK |
Patrick Industries Inc
|
34,242 | $3,074,245 | |
| 3 | HOG |
Harley-Davidson, Inc.
|
112,908 | $2,761,728 | |
| 4 | LCII |
Lci Industries
|
25,362 | $2,685,327 | |
| 5 | BC |
Brunswick Corp
|
13,534 | $1,140,103 | |
| 6 | WGO |
Winnebago Industries Inc
|
29,462 | $920,392 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
20,705 | $567,938 | |
| 8 | THO |
Thor Industries Inc
|
6,327 | $475,536 |
All Filings in PII
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,045,418 | 59,109 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,718,895 | 49,888 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $2,763,834 | 43,697 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,533,479 | 43,583 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,633,926 | 40,195 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,104,641 | 26,982 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $383,863 | 6,662 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $2,578,857 | 30,981 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $442,372 | 5,649 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $559,169 | 5,585 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $594,870 | 6,277 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,266,133 | 12,158 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $3,948,000 | 32,647 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,688,372 | 51,418 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,267,449 | 12,549 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $876,822 | 9,167 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,126,528 | 11,347 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,424 | 61 | Put | Defined | 2022-05-13 | |
| 2022-03-31 | $711,856 | 6,759 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,704 | 61 | Put | Defined | 2022-02-16 | |
| 2021-12-31 | $1,057,552 | 9,622 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $7,299 | 61 | Put | Defined | 2021-11-04 | |
| 2021-09-30 | $1,619,355 | 13,533 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,451,912 | 10,601 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $22,007,073 | 164,847 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,501,515 | 15,759 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,009,250 | 21,298 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,693,965 | 115,548 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,162,902 | 86,457 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||