Which hedge funds own PII? POLARIS INC, Q2 2026 13F holders
39 tracked hedge funds disclosed a position in PII (POLARIS INC) in their Q2 2026 13F filings, worth $455.6m in total. The largest holder by portfolio weight is Divisar Capital Management LLC at 8.3% of its book. 13 opened a new position this quarter: Cooper Creek Partners Management LLC, Fox Run Management, L.L.C., Edgestream Partners, L.P., Balyasny Asset Management L.P.. 15 exited: Thomist Capital Management, LP, Campbell & CO Investment Adviser LLC, AlphaGrep UK Ltd.
- 39
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 15
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $120m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $21.1m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $456m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Thomist Capital Management, LP | 1.3% | $3.7m |
| Campbell & CO Investment Adviser LLC | 0.1% | $2.0m |
| AlphaGrep UK Ltd | 0.08% | $287k |
| EntryPoint Capital, LLC | 0.06% | $201k |
| Gsa Capital Partners LLP | 0.05% | $812k |
| Numerai GP LLC | 0.04% | $387k |
| ExodusPoint Capital Management, LP | 0.03% | $3.1m |
| Trexquant Investment LP | 0.02% | $2.8m |
| FORA Capital, LLC | 0.02% | $220k |
| Maverick Capital Ltd | 0.01% | $958k |
| Voleon Capital Management LP | 0.01% | $489k |
| Squarepoint Ops LLC | 0.01% | $4.8m |
| Caxton Associates LLP | 0.01% | $332k |
| Capstone Investment Advisors, LLC | 0.0% | $445k |
| Holocene Advisors, LP | 0.0% | $537k |
Ownership over time
Who discovered PII first? Beta
The run: Q1 2009 → Q4 2014, ×14
| Armistice Capital, LLC | Q1 2017 | – | +0.8 pts |
| Discovery Capital Management, LLC | Q3 2012 | – | +0.6 pts |
| Interval Partners, LP | Q2 2019 | – | +0.3 pts |
| Bridger Management, LLC | Q4 2013 | – | −0.1 pts |
| Shellback Capital, LP | Q3 2015 | – | −0.2 pts |
| Tiger Global Management LLC | Q4 2007 | – | −0.3 pts |
| Bares Capital Management | Q2 2015 | – | −0.4 pts |
| Select Equity Group, L.P. | Q2 2015 | – | −0.6 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.