Position in MBUU
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$10,154,159
-$2,206,419 QoQ
Shares Held
391,750
-10.6% QoQ
Ownership
1.99%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 97.69266113592853.ToString("F0")%
None 2.307338864071474.ToString("F0")%
Common Shares in MBUU Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $34,842,392 across 8 Recreational Vehicles names. MBUU ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
|
209,172 | $16,710,750 | |
| 2 | MBUU |
Malibu Boats, Inc.
This page
|
391,750 | $10,154,159 | |
| 3 | BC |
Brunswick Corp
|
29,145 | $2,120,590 | |
| 4 | PATK |
Patrick Industries Inc
|
14,365 | $1,595,520 | |
| 5 | LCII |
Lci Industries
|
11,489 | $1,412,917 | |
| 6 | PII |
Polaris Inc.
|
25,246 | $1,375,907 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
52,099 | $1,053,441 | |
| 8 | WGO |
Winnebago Industries Inc
|
13,524 | $419,108 |
All Filings in MBUU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,154,159 | 391,750 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $12,360,578 | 438,163 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $13,471,649 | 415,151 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,798,976 | 376,483 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,518,375 | 375,436 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,806,229 | 314,079 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,259,133 | 238,576 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $611,202 | 17,443 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $670,795 | 15,499 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $727,240 | 13,266 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $532,601 | 10,865 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $793,433 | 13,526 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $674,576 | 11,950 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $450,543 | 8,453 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $414,200 | 8,631 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $464,691 | 8,816 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $532,240 | 9,175 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $707,369 | 10,292 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $541,365 | 7,736 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $422,527 | 5,762 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $641,902 | 8,056 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $318,381 | 5,099 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||