Position in MBUU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,830,479
-$15,023,690 QoQ
Shares Held
504,210
-54.7% QoQ
Ownership
2.56%
of shares outstanding
% of Portfolio
10.84%
of 13F equity value
Holder Rank
#11
of 141 holders
Holding Since
Dec 2024
7 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, 2026Twin Lions Management LLC holds $14,140,308 across 2 Recreational Vehicles names. MBUU ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBUU |
Malibu Boats, Inc.
This page
|
504,210 | $13,830,479 | |
| 2 | PATK |
Patrick Industries Inc
|
3,451 | $309,829 |
All Filings in MBUU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,830,479 | 504,210 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,854,169 | 1,113,201 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,104,474 | 1,138,053 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $34,140,709 | 1,052,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,856,633 | 1,080,301 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,692,524 | 674,463 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $19,807,486 | 526,935 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||