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Equibles

MORGAN STANLEY

Position in MBUU — Malibu Boats, Inc.

CIK 895421 NEW YORK, NY
Back to MBUU Full portfolio

Position in MBUU

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,192,192
-$2,178,441 QoQ
Shares Held
189,289
-33.4% QoQ
Ownership
0.962%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 141 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in MBUU Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $408,281,079 across 14 Recreational Vehicles names. MBUU ranks #9 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PII
Polaris Inc.
 1,019,846 $69,798,254
2 BC
Brunswick Corp
 786,009 $66,213,392
3 THO
Thor Industries Inc
 845,259 $63,529,663
4 LCII
Lci Industries
 545,300 $57,736,360
5 HOG
Harley-Davidson, Inc.
 1,836,693 $44,925,505
6 DOO
BRP Inc.
 716,556 $43,724,244
7 PATK
Patrick Industries Inc
 367,939 $33,033,560
8 WGO
Winnebago Industries Inc
 727,215 $22,718,193

All Filings in MBUU

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,192,192 189,289
2026-03-31 $7,370,633 284,361
2025-12-31 $9,629,255 341,342
2025-09-30 $9,656,826 297,591
2025-06-30 $6,740,071 215,063
2025-03-31 $6,578,310 214,417
2024-12-31 $4,872,938 129,634
2024-09-30 $7,186,171 185,163
2024-06-30 $6,912,968 197,288
2024-03-31 $5,760,260 133,093
2023-12-31 $7,368,353 134,410
2023-09-30 $8,801,489 179,549
2023-06-30 $9,594,896 163,568
2023-03-31 $8,351,154 147,939
2022-12-31 $5,006,199 93,925
2022-09-30 $6,244,549 130,122
2022-06-30 $8,641,010 163,935
2022-03-31 $1,778,003 30,650
2021-12-31 $2,609,949 37,974
2021-09-30 $5,245,347 74,955
2021-06-30 $5,459,783 74,455
2021-03-31 $6,041,734 75,825
2020-12-31 $2,440,278 39,082
2020-09-30 $653,844 13,193
2020-06-30 $1,213,498 23,359
2020-03-31 $1,174,775 40,805