Polaris (PII)Jacobs Levy Equity Management, Inc added to its stake +367K shares

1.02M

Shares reported · +367K vs prior quarter

0.25%

Disclosed portfolio weight

$69.8M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Oct 30, 2025Federal contract · $1.4M obligatedDepartment of Defense awarded Polaris Inc.: $1.44M obligated to date
2. Jan 14, 2026Federal contract · $171K obligatedDepartment of Defense awarded Polaris Inc.: $171K obligated to date
3. Jun 11, 2026Federal contract · $11.1M obligatedDepartment of Defense awarded Polaris Inc.: $11.1M obligated to date
4. Jun 19, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Appointment of Director On Friday, June 19, 2026, the Board of Directors (the "Board") of Polaris Inc. (the "Company") appointed Dustin J. Semach to the Board effective immediately.”
5. Jul 1, 2026Federal contract · $8.7M obligatedDepartment of Defense awarded Polaris Inc.: $8.73M obligated to date
6. Jul 28, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Sep 17, 2026Federal contract · $3.3M obligatedDepartment of Justice awarded Polaris Inc.: $3.26M obligated to date

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Polaris

For Polaris, OQRO holds 3 fund holdings reports (13F) and 2 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its PII page.

How this filing works

• SEC Form 13F

Other disclosures at Polaris

• USAspending.gov award recordSep 23, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• USAspending.gov award recordJul 23, 2026
• USAspending.gov award recordJul 1, 2026
• USAspending.gov award recordJun 25, 2026

Everything OQRO holds on this company is on its PII page.