Twin Lions Management’s Malibu Boats MBUU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$33.9M	Buy	1,080,301 +405,838	+60%	+$12.7M	22.04%	2
2025 Q1	$20.7M	Buy	674,463 +147,528	+28%	+$4.53M	19.91%	3
2024 Q4	$19.8M	Buy	+526,935	New	+$19.8M	19.23%	2