Divisar Capital Management LLC: POLARIS INC (PII): Quarterly 13F Position History
As of Q1 2026, Divisar Capital Management LLC reported 477,877 shares of POLARIS INC (PII), worth $26.0M and representing 6.6% of its 13F equity book. Quarter-over-quarter share count change: + 73,324 (+18.1%) . The position first appeared in Q4 2024 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 477,877Shares Held (Latest Filing)
- $26.0MReported Market Value (Latest Filing)
- 6.6%Portfolio Weight (% of 13F Equity Book)
- +73,324Quarter-over-Quarter Share Change
- +$456.3KQuarter-over-Quarter Value Change
- 591,105Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 477,877 | +73,324 | +18.1% | $26.0M | 6.6% | $54.5 |
| Q4 2025 | 404,553 | 43,352 | -9.7% | $25.6M | 7.2% | $63.3 |
| Q3 2025 | 447,905 | 143,200 | -24.2% | $26.0M | 7.1% | $58.1 |
| Q2 2025 | 591,105 | +111,466 | +23.2% | $24.0M | 5.6% | $40.6 |
| Q1 2025 | 479,639 | +359,639 | +299.7% | $19.6M | 5.1% | $40.9 |
| Q4 2024 | 120,000 | — | — | $6.9M | 1.5% | $57.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Divisar Capital Management LLC first disclose a PII position in 13F-HR filings?
Divisar Capital Management LLC first reported POLARIS INC (PII) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Divisar Capital Management LLC's most recent quarter-over-quarter share-count change in PII?
Between Q4 2025 and Q1 2026, Divisar Capital Management LLC added 73,324 shares of PII (+18.1%), bringing the total reported position to 477,877 shares at a market value of $26.0M.
Does the implied price-per-share represent Divisar Capital Management LLC's cost basis in PII?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.