Steward Partners Investment Advisory, LLC
Position in MBUU — Malibu Boats, Inc.
CIK 1723397
STAMFORD, CT
Position in MBUU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,331
-$2,990 QoQ
Shares Held
85
-48.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 140 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MBUU Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $633,251 across 8 Recreational Vehicles names. MBUU ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
5,049 | $345,553 | |
| 2 | LCII |
Lci Industries
|
1,702 | $180,207 | |
| 3 | THO |
Thor Industries Inc
|
586 | $44,043 | |
| 4 | PATK |
Patrick Industries Inc
|
289 | $25,946 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
758 | $18,540 | |
| 6 | BC |
Brunswick Corp
|
189 | $15,921 | |
| 7 | MBUU |
Malibu Boats, Inc.
This page
|
85 | $2,331 | |
| 8 | KNDI |
Kandi Technologies Group, Inc.
|
1,000 | $710 |
All Filings in MBUU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,331 | 85 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $5,321 | 164 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,139 | 164 | Shares | Sole | 2025-08-12 | |
| 2024-03-31 | $8,656 | 200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,964 | 200 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,804 | 200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,732 | 200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,290 | 200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,660 | 200 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,598 | 200 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,388 | 254 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $20,825 | 359 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $32,852 | 478 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $33,450 | 478 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $44,437 | 606 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $36,891 | 463 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||