| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PII | Polaris Inc. | President - Off Road | $6.01M | Jan 31, 2024 | ||
| MBUU | MALIBU BOATS, INC. | Chief Executive Officer, Director | $2.93M | Nov 26, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|