Position in MBUU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,854,169
-$3,250,305 QoQ
Shares Held
1,113,201
-2.2% QoQ
Ownership
5.67%
of shares outstanding
% of Portfolio
18.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Twin Lions Management LLC holds $29,237,470 across 2 Recreational Vehicles names. MBUU ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBUU |
Malibu Boats, Inc.
This page
|
1,113,201 | $28,854,169 | |
| 2 | PATK |
Patrick Industries Inc
|
3,451 | $383,301 |
All Filings in MBUU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-05-07 | $31,256,660 | 1,050,291 | Shares | Sole | 2025-05-13 | |
| 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. | ||||||