Position in VMAR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 12 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $421,572,813 across 13 Recreational Vehicles names. VMAR ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
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 VMAR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20 | 1 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||