Position in MBUU
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,784
-$722 QoQ
Shares Held
339
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MBUU Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,083,612 across 10 Recreational Vehicles names. MBUU ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
23,075 | $1,678,933 | |
| 2 | PII |
Polaris Inc.
|
3,367 | $183,499 | |
| 3 | THO |
Thor Industries Inc
|
808 | $64,548 | |
| 4 | LCII |
Lci Industries
|
493 | $60,623 | |
| 5 | PATK |
Patrick Industries Inc
|
505 | $56,087 | |
| 6 | MCFT |
MasterCraft Boat Holdings, Inc.
|
746 | $15,298 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
552 | $11,158 | |
| 8 | MBUU |
Malibu Boats, Inc.
This page
|
339 | $8,784 |
All Filings in MBUU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,784 | 339 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,506 | 337 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,817 | 56 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,909 | 380 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $526 | 14 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,472 | 141 | Shares | Sole | 2024-11-08 | |
| 2023-12-31 | $1,096 | 20 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||