Position in MBUU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,391,938
+$124,283 QoQ
Shares Held
123,658
-1.9% QoQ
Ownership
0.630%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 140 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MBUU Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $147,320,827 across 8 Recreational Vehicles names. MBUU ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
897,217 | $75,581,557 | |
| 2 | LCII |
Lci Industries
|
226,512 | $23,983,089 | |
| 3 | PATK |
Patrick Industries Inc
|
258,555 | $23,213,066 | |
| 4 | THO |
Thor Industries Inc
|
202,605 | $15,227,790 | |
| 5 | PII |
Polaris Inc.
|
66,926 | $4,580,415 | |
| 6 | MBUU |
Malibu Boats, Inc.
This page
|
123,658 | $3,391,938 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
45,796 | $1,120,170 | |
| 8 | WGO |
Winnebago Industries Inc
|
7,132 | $222,802 |
All Filings in MBUU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,391,938 | 123,658 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,267,655 | 126,067 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,334,517 | 82,755 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $2,867,378 | 88,363 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,886,350 | 92,098 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,216,564 | 202,626 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,221,458 | 218,714 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||