NYSE · Industrials

BRUNSWICK CORP BC

Brunswick Corporation designs, manufactures, and markets recreation products in the United States, Europe, the Asia-Pacific, Canada, and internationally. The company operates through four segments: Propulsion, Engine P&A, Navico Group, and Boat. The Propulsion segment provides outboard, sterndrive, inboard engines, propulsion-related controls, rigging, and propellers for boat builders through marine retail dealers under the Mercury, Mercury MerCruiser, Mariner, Mercury Racing, Mercury Diesel, Avator, and Fliteboard brands.

Industrial Machinery/Components

Company profile

Business mix

  • The company operates through four segments: Propulsion, Engine P&A, Navico Group, and Boat.
  • The Engine P&A segment offers engine parts and consumables, electrical products, boat parts and systems, and engine oils and lubricants through aftermarket retailers, dealers, distributors.
  • The Navico Group segment provides products and systems for the marine, recreational vehicle (RV), specialty vehicle, mobile, and industrial markets, as well as aftermarket channels.
  • The Boat segment offers Sea Ray sport boats and cruisers; Bayliner sport cruisers, runabouts, and Heyday wake boats; Boston Whaler fiberglass offshore boats; Lund fiberglass fishing boats.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in recreational vehicles?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 6.51% Buyback 1.72%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $210.3M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.2% $162.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $78.6M Estimated from net added shares
Reduction amount $90.2M Estimated from net reduced shares
Net share change / base shares -3.0% -158,393 / 5,282,310
Oakmark / Harris Associates Bill Nygren 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 9.6% 13F value change +$23.3M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -10.9% 13F value change +$4.2M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -28.2% 13F value change -$33.7M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -8.3% 13F value change -$18.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,472,408 Last 4 periods -1,239,127 (-35.7%) Total shares 2,233,281 Value $162.5M
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -7.3% 13F value change +$10.1M
13F 2026-03-31 Filed 2026-05-08
Major increase Shares 72.2% 13F value change +$85.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,809,902 Last 4 periods +1,080,734 (+59.7%) Total shares 2,890,636 Value $210.3M
Glenview Capital Management Larry Robbins 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$39.4M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -10.0% 13F value change -$3.0M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -52.5% 13F value change -$16.6M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$19.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.