Creative Planning

Position in MBC — MasterBrand, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in MBC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$985,283

-$293,215 QoQ

Shares Held

118,566

+2.4% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.38628274547509406.ToString("F0")% Shared 0.ToString("F0")% None 99.6137172545249.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Creative Planning holds $24,629,823 across 13 Furnishings, Fixtures & Appliances names. MBC ranks #10 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MHK	Mohawk Industries Inc	66,656	$6,562,949
2	ETD	Ethan Allen Interiors Inc	153,603	$3,419,202
3	LZB	La-Z-Boy Inc	96,607	$3,104,948
4	LEG	Leggett & Platt Inc	196,289	$1,939,335
5	SGI	Somnigroup International Inc.	25,671	$1,897,600
6	HNI	Hni Corp	42,500	$1,419,075
7	TILE	Interface Inc	56,447	$1,406,659
8	SN	SharkNinja, Inc.	11,201	$1,186,185

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$985,283	118,566	+2.4%	Shares	Sole	2026-05-12
2025-12-31	$1,278,498	115,806	+87.9%	Shares	Sole	2026-02-17
2025-09-30	$811,851	61,644	+71.5%	Shares	Defined	2025-11-14
2025-06-30	$392,780	35,936	+20.7%	Shares	Defined	2025-08-08
2025-03-31	$388,979	29,784	+2.1%	Shares	Sole	2025-05-15
2024-12-31	$426,216	29,173	+0.8%	Shares	Defined	2025-02-14
2024-09-30	$536,695	28,948	+18.1%	Shares	Defined	2024-10-11
2024-06-30	$359,893	24,516	-2.6%	Shares	Defined	2024-08-15
2024-03-31	$471,516	25,161	-2.1%	Shares	Sole	2024-05-13
2023-12-31	$381,763	25,708	-3.7%	Shares	Defined	2024-02-14
2023-09-30	$324,295	26,691	+46.8%	Shares	Sole	2023-11-16
2023-06-30	$211,456	18,182	-2.7%	Shares	Defined	2023-07-21
2023-03-31	$150,243	18,687	-7.3%	Shares	Sole	2023-05-15
2022-12-31	$152,253	20,166	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.