Position in MBUU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,400,564
+$1,942,602 QoQ
Shares Held
926,014
+2.3% QoQ
Ownership
4.71%
of shares outstanding
% of Portfolio
4.27%
of 13F equity value
Holder Rank
#5
of 141 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBUU Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Lodge Hill Capital, LLC holds $78,809,341 across 3 Recreational Vehicles names. MBUU ranks #2 (32.2% of the industry book) .
All Filings in MBUU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,400,564 | 926,014 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,457,962 | 905,014 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $25,530,444 | 905,014 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,718,704 | 885,014 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,602,338 | 785,014 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,024,038 | 652,674 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,942,021 | 530,514 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,792,961 | 303,864 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,865,794 | 138,864 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||