MORGAN STANLEY

Position in MBUU — Malibu Boats, Inc.

CIK 895421 NEW YORK, NY

Position in MBUU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,370,633

-$2,258,622 QoQ

Shares Held

284,361

-16.7% QoQ

Ownership

1.45%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $421,572,813 across 13 Recreational Vehicles names. MBUU ranks #9 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	1,735,549	$94,587,418
2	LCII	Lci Industries	524,203	$64,466,479
3	BC	Brunswick Corp	769,656	$56,000,163
4	THO	Thor Industries Inc	680,452	$54,361,306
5	DOO	BRP Inc.	633,789	$45,512,382
6	PATK	Patrick Industries Inc	395,971	$43,980,495
7	HOG	Harley-Davidson, Inc.	1,890,534	$38,226,593
8	WGO	Winnebago Industries Inc	514,366	$15,940,200

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,370,633	284,361	-16.7%	Shares	Defined	2026-05-15
2025-12-31	$9,629,255	341,342	+14.7%	Shares	Defined	2026-05-27
2025-09-30	$9,656,826	297,591	+38.4%	Shares	Defined	2026-05-27
2025-06-30	$6,740,071	215,063	+0.3%	Shares	Defined	2025-08-15
2025-03-31	$6,578,310	214,417	+65.4%	Shares	Defined	2025-05-15
2024-12-31	$4,872,938	129,634	-30.0%	Shares	Defined	2025-05-15
2024-09-30	$7,186,171	185,163	-6.1%	Shares	Defined	2025-05-14
2024-06-30	$6,912,968	197,288	+48.2%	Shares	Defined	2025-05-14
2024-03-31	$5,760,260	133,093	-1.0%	Shares	Defined	2024-10-17
2023-12-31	$7,368,353	134,410	-25.1%	Shares	Defined	2024-08-16
2023-09-30	$8,801,489	179,549	+9.8%	Shares	Defined	2023-11-15
2023-06-30	$9,594,896	163,568	+10.6%	Shares	Defined	2023-08-14
2023-03-31	$8,351,154	147,939	+57.5%	Shares	Defined	2023-05-15
2022-12-31	$5,006,199	93,925	-27.8%	Shares	Defined	2023-02-14
2022-09-30	$6,244,549	130,122	-20.6%	Shares	Defined	2022-11-14
2022-06-30	$8,641,010	163,935	+434.9%	Shares	Defined	2022-10-27
2022-03-31	$1,778,003	30,650	-19.3%	Shares	Defined	2022-10-27
2021-12-31	$2,609,949	37,974	-49.3%	Shares	Defined	2022-02-14
2021-09-30	$5,245,347	74,955	+0.7%	Shares	Defined	2021-11-15
2021-06-30	$5,459,783	74,455	-1.8%	Shares	Defined	2021-08-23
2021-03-31	$6,041,734	75,825	+94.0%	Shares	Defined	2021-05-17
2020-12-31	$2,440,278	39,082	+196.2%	Shares	Defined	2021-02-16
2020-09-30	$653,844	13,193	-43.5%	Shares	Defined	2020-11-13
2020-06-30	$1,213,498	23,359	-42.8%	Shares	Defined	2020-08-14
2020-03-31	$1,174,775	40,805	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.