Letters by company

Malibu Boats, INC.

1 letter discussing MBUU. Everything written about it on this site is on its ticker page.

1 Main Capital Q3 2026 - Letter 1 Main Capital retained its core positions despite earnings disappointments, arguing that Basic-Fit, Hilton Grand Vacations, International Workplace Group, KKR and Limbach trade below intrinsic value. The fund sold Malibu Boats and Relativity Acquisition, rebuilt KKR, increased Limbach, and initiated WildBrain after its Peanuts sale strengthened the balance sheet. third quarter 2026 BFIT $2.2BHDIH HGV $2.9B