Position in MBUU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$577,620
-$96,274 QoQ
Shares Held
21,058
-19.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 141 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MBUU Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $20,558,868 across 10 Recreational Vehicles names. MBUU ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
127,162 | $8,702,967 | |
| 2 | BC |
Brunswick Corp
|
53,988 | $4,547,948 | |
| 3 | THO |
Thor Industries Inc
|
29,734 | $2,234,807 | |
| 4 | LCII |
Lci Industries
|
11,008 | $1,165,526 | |
| 5 | WGO |
Winnebago Industries Inc
|
32,337 | $1,010,207 | |
| 6 | PATK |
Patrick Industries Inc
|
10,372 | $931,197 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
37,897 | $926,960 | |
| 8 | MBUU |
Malibu Boats, Inc.
This page
|
21,058 | $577,620 |
All Filings in MBUU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,620 | 21,058 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $673,894 | 25,999 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $292,481 | 10,368 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $445,862 | 13,740 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $296,820 | 9,471 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $276,672 | 9,018 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $259,407 | 6,901 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $223,389 | 5,756 | Shares | Defined | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||