
BC+24.02%6.3%

BEN.PA-32.13%6.3%

CCL-16.91%6.3%

COOK-16.62%6.3%

DOO+17.08%6.3%

FOXF-28.01%6.3%

HGV-3.49%6.3%

HOG-1.74%6.3%

MBUU-24.73%6.3%

MPX-5.57%6.3%

PII+12.67%6.3%

RCL-13.83%6.3%

SBDS-61.78%6.3%

TNL+17.66%6.3%

VAC+41.86%6.3%

WGO-12.36%6.3%
As of Aug 24, 2026, 4:53 AM ET
Cycle Short '24: Vacation/Recreation Constituents
Bénéteau S.A.BEN.PA | 6.3% | 0.99% | -0.44% | 2.74% | 3.17% | -26.88% | -24.73% | -15.91% | -20.55% | -38.13% | -32.13% | $571.8M |
BRP Inc.DOO | 6.3% | 1.87% | 4.29% | 12.76% | 10.04% | -3.84% | -7.23% | 92.74% | 0.49% | -7.26% | 17.08% | $4.99B |
Brunswick CorporationBC | 6.3% | -0.28% | -0.71% | 1.14% | 2.32% | 9.42% | 1.52% | 49.34% | 4.26% | -12.07% | 24.02% | $5.25B |
Carnival Corporation & plcCCL | 6.3% | 1.42% | -7.21% | -2.28% | -7.48% | -14.84% | -17.95% | 29.91% | 56.58% | 13.92% | -16.91% | $35.24B |
Fox Factory Holding Corp.FOXF | 6.3% | 2.44% | 1.44% | 18.04% | 21.39% | 27.70% | 29.75% | -12.14% | -46.98% | -85.69% | -28.01% | $916.3M |
Harley-Davidson, Inc.HOG | 6.3% | 2.06% | 5.54% | 10.63% | 14.91% | 37.63% | 58.32% | 10.24% | -24.81% | -23.57% | -1.74% | $2.97B |
Hilton Grand Vacations Inc.HGV | 6.3% | 0.65% | 4.86% | -7.73% | -2.23% | 0.80% | 0.33% | 19.15% | 17.72% | 14.81% | -3.49% | $3.54B |
Malibu Boats, Inc.MBUU | 6.3% | -0.10% | -0.61% | 6.50% | 7.00% | 4.57% | 1.51% | -6.68% | -18.64% | -61.54% | -24.73% | $579.3M |
Marine Products CorporationMPX | 6.3% | 0.00% | 0.00% | 0.00% | 0.00% | -4.97% | 7.77% | 3.88% | -5.25% | -22.84% | -5.57% | $280.0M |
Marriott Vacations Worldwide CorporationVAC | 6.3% | 2.06% | -2.01% | 19.24% | 15.42% | 95.09% | 73.13% | 71.65% | 56.77% | -14.34% | 41.86% | $3.87B |
Polaris Inc.PII | 6.3% | -0.06% | -8.13% | -11.84% | -4.01% | 1.80% | 7.21% | 51.11% | -24.24% | -43.63% | 12.67% | $3.66B |
Royal Caribbean Cruises Ltd.RCL | 6.3% | 1.52% | -4.93% | -0.52% | -8.26% | 5.79% | -5.11% | 40.45% | 84.12% | 274.16% | -13.83% | $78.31B |
Solo Brands, Inc.SBDS | 6.3% | 14.00% | 0.00% | 0.00% | 2.31% | -34.05% | -44.27% | -37.66% | -93.61% | -99.43% | -61.78% | $10.2M |
Traeger, Inc.COOK | 6.3% | 2.80% | -12.72% | -9.48% | -13.56% | 2.69% | 28.95% | -34.38% | -69.28% | -95.94% | -16.62% | $154.3M |
Travel + Leisure Co.TNL | 6.3% | 1.34% | -2.89% | -3.19% | -5.70% | 2.52% | -1.89% | 54.68% | 74.62% | 69.82% | 17.66% | $4.39B |
Winnebago Industries, Inc.WGO | 6.3% | -0.59% | -3.08% | 3.28% | 4.95% | -21.57% | -20.33% | -11.33% | -46.79% | -52.20% | -12.36% | $898.4M |
| Theme return | — | -1.88% | 1.66% | -1.25% | -2.57% | -11.95% | -9.45% | -42.04% | -8.48% | 19.00% | -9.77% | — |
| Average | 6.3% | 1.88% | -1.66% | 2.46% | 2.52% | 5.12% | 5.44% | 19.07% | -3.48% | -11.50% | -6.49% | $9.10B |
| Median | 6.3% | 1.38% | -0.66% | 0.57% | 2.32% | 2.16% | 0.92% | 14.70% | -11.95% | -23.21% | -8.96% | $3.26B |
| Std Dev | 0.0% | 3.29% | 4.73% | 8.81% | 9.26% | 29.13% | 29.05% | 37.20% | 49.48% | 85.19% | 24.52% | $19.64B |
| Min | 6.3% | -0.59% | -12.72% | -11.84% | -13.56% | -34.05% | -44.27% | -37.66% | -93.61% | -99.43% | -61.78% | $10.2M |
| Max | 6.3% | 14.00% | 5.54% | 19.24% | 21.39% | 95.09% | 73.13% | 92.74% | 84.12% | 274.16% | 41.86% | $78.31B |
| % Positive Tickers | 68.75% | 25.00% | 50.00% | 56.25% | 62.50% | 56.25% | 62.50% | 43.75% | 25.00% | 31.25% |
About this theme
Cycle Short '24: Vacation/Recreation tracks 16 publicly listed stocks in this theme. Sample tickers: BC, BEN.PA, CCL, COOK, DOO, FOXF, HGV, HOG, MBUU, MPX, PII, RCL, and 4 more. Use the table below for the full list.
