SEC 13F Intelligence

Thomist Capital Management, LP / PII

Thomist Capital Management, LP’s Polaris Inc Position

Does Thomist Capital Management, LP own Polaris Inc (PII)? Yes — 68.8K shares worth $4M (+1.01% of its 13F portfolio) as of Q1 2026, up from 25.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
68.8K
% of Portfolio
+1.01%
Quarters Held
4
currently held

Position History PII

Reported value by quarter
Q2 ’25: $307,050Q2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202668.8K$4M+1.01%
Q4 202525.0K$2M+0.34%
Q3 202523.4K$1M+0.27%
Q2 20257.5K$307,050+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of PII.