Malibu Boats Inc. Class AMBUU

13F holders, Q1 2024 (March 31)
184holders
7famous investors
$43.28avg. 13F price*

At the end of Q1 2024, 184 institutions reported holding Malibu Boats Inc. Class A (MBUU) in their 13F filings. The largest holders were Capital World Investors ($71.4M), BlackRock Inc. ($68.6M) and Macquarie Group Ltd. ($63.0M). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Malibu Boats Inc. Class A
CUSIP
56117J100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 184Q1 2024Q2 2024: 167Q2 2024Q3 2024: 169Q3 2024Q4 2024: 150Q4 2024Q1 2025: 137Q1 2025Q2 2025: 147Q2 2025Q3 2025: 153Q3 2025Q4 2025: 143Q4 2025Q1 2026: 135Q1 2026Q2 2026: 141Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions34$11.2M
Exits32$68.2M

Ownership 184 holders

Capital World Investors 0.01% No change 1,649,000 $71.4M
BlackRock Inc. 0.00% Reduce -2.8% 1,585,315 $68.6M
Macquarie Group Ltd. 0.07% Reduce -2.6% 1,455,688 $63.0M
Cooke & Bieler LP 0.54% Add +46.5% 1,348,476 $58.4M
Vanguard Group Inc. 0.00% Reduce -4.6% 1,189,436 $51.5M
American Century Companies Inc. 0.03% Reduce -25.7% 1,125,945 $48.7M
Dimensional Fund Advisors LP 0.01% Add +2.1% 1,020,178 $44.2M
Invesco Ltd. 0.01% Add +48.0% 627,932 $27.2M
GMO 0.08% Add +117.5% 516,953 $22.4M
Geode Capital Management, LLC 0.00% Add +3.2% 506,191 $21.9M
Southernsun Asset Management, LLC 2.29% Add +5.0% 475,049 $20.6M
State Street Corp. 0.00% Add +1.8% 457,262 $19.8M
FIL Ltd 0.02% Reduce -44.5% 449,475 $19.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.3% 434,031 $18.8M
JPMorgan Chase & Co. 0.00% Add +28.5% 352,790 $15.3M
Fort Washington Investment Advisors Inc. 0.10% Reduce -5.2% 346,719 $15.0M
Lord, Abbett & Co. LLC 0.04% Add +231.4% 312,731 $13.5M
Bessemer Group Inc. 0.02% Add +7.2% 307,486 $13.3M
Shellback Capital, LP 0.73% Add +267.1% 252,329 $10.9M
London Co. of Virginia 0.06% Add +13.1% 247,504 $10.7M
Bank of America Corp. 0.00% Add +4.8% 210,099 $9.1M
Charles Schwab Investment Management Inc. 0.00% Add +10.1% 192,458 $8.3M
Northern Trust Corp. 0.00% Reduce -3.7% 190,403 $8.2M
Renaissance Technologies 0.01% Reduce -27.6% 189,801 $8.2M
Ameriprise Financial Inc. 0.00% Add +30.4% 177,071 $7.7M
Wellington Management Group LLP 0.00% Add +170.7% 175,248 $7.6M
Ziegler Capital Management, LLC 0.27% Add +207.9% 166,022 $7.2M
CenterBook Partners LP 0.48% Add +366.1% 160,246 $6.9M
Morgan Stanley 0.00% Reduce -1.0% 133,093 $5.8M
FMR LLC 0.00% Add +15903.8% 125,470 $5.4M
Goldman Sachs Group Inc. 0.00% Add +95.9% 117,435 $5.1M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 1.89% No change 111,250 $4.8M
De Lisle Partners LLP 1.00% — 100,369 $4.3M
Allspring Global Investments Holdings, LLC 0.01% Add +27.9% 99,207 $4.3M
Nordea Investment Management AB 0.01% Reduce -1.1% 98,477 $4.2M
D. E. Shaw & Co. 0.01% Add +1084.4% 97,439 $4.2M
NBW Capital LLC 0.85% Add +2.1% 96,386 $4.2M
Bank of New York Mellon Corp 0.00% Reduce -5.7% 95,174 $4.1M
First Trust Advisors LP 0.00% Add +4.9% 88,070 $3.8M
LSV Asset Management 0.01% Reduce -9.0% 80,100 $3.5M
Sei Investments Co. 0.00% Reduce -40.0% 76,765 $3.3M
NFJ Investment Group, LLC 0.08% Reduce -0.1% 66,883 $2.9M
Homestead Advisers Corp 0.06% Reduce -29.8% 62,579 $2.7M
Landscape Capital Management, L.L.C. 0.23% Add +99.5% 61,410 $2.7M
Envestnet Asset Management Inc. 0.00% Add +34.6% 60,592 $2.6M
Polar Asset Management Partners Inc. 0.09% New 60,000 $2.6M
Nuveen Asset Management, LLC 0.00% No change 57,996 $2.5M
Empowered Funds, LLC 0.04% Add +21.3% 48,322 $2.1M
Dean Investment Associates, LLC 0.28% Add +32.7% 46,912 $2.0M
Swiss National Bank 0.00% No change 40,500 $1.8M
Globeflex Capital L P 0.16% No change 37,882 $1.6M
Citadel Advisors 0.00% Add +2870.9% 31,551 $1.4M
Rhumbline Advisers 0.00% Add +1.4% 31,005 $1.3M
Credit Suisse AG/ 0.00% Add +2.0% 30,968 $1.3M
Barclays PLC 0.00% Reduce -30.9% 30,368 $1.3M
Clark Capital Management Group, Inc. 0.01% Reduce -16.3% 30,177 $1.3M
PDT Partners, LLC 0.12% Add +45.1% 29,342 $1.3M
Jump Financial, LLC 0.03% Add +65.8% 27,476 $1.2M
QSV Equity Investors LLC 1.10% Add +1.3% 26,304 $1.1M
Royal Bank of Canada 0.00% Reduce -60.6% 25,940 $1.1M
Legal & General Group Plc 0.00% Add +1.9% 25,886 $1.1M
Alliancebernstein L.P. 0.00% No change 24,380 $1.1M
AQR Capital Management 0.00% Reduce -48.1% 23,997 $1.0M
UBS Group AG 0.00% Reduce -19.2% 23,858 $1.0M
Inspire Advisors, LLC 0.14% New 23,283 $1.0M
VELA Investment Management, LLC 0.37% Add +197.6% 23,070 $998K
Campbell & CO Investment Adviser LLC 0.08% New 21,831 $945K
Dynamic Technology Lab Private Ltd 0.10% New 21,084 $913K
Stifel Financial Corp. 0.00% Add +38.7% 20,733 $897K
California State Teachers Retirement System 0.00% Reduce -5.8% 20,394 $883K
Summit Global Investments 0.06% Reduce -15.1% 19,559 $847K
BNP Paribas Financial Markets 0.00% Add +54.8% 19,453 $842K
CastleKnight Management LP 0.12% Add +4.3% 18,600 $805K
Kornitzer Capital Management Inc. 0.01% No change 17,900 $775K
Dean Capital Management 0.40% Add +34.4% 16,075 $696K
Legato Capital Management LLC 0.08% Add +34.4% 16,075 $696K
Squarepoint Ops LLC 0.00% New 15,655 $678K
Raymond James & Associates 0.00% Add +29.3% 15,612 $676K
Janus Henderson Group PLC 0.00% Add +16.8% 15,499 $671K
Quadrature Capital Ltd 0.01% New 15,315 $662K
STRS Ohio 0.00% Add +150.0% 15,000 $649K
Russell Investments Group, Ltd. 0.00% Add +55.6% 14,926 $646K
Deutsche Bank AG 0.00% Add +3.8% 13,429 $581K
PAX Financial Group, LLC 0.12% New 13,375 $579K
Sherbrooke Park Advisers LLC 0.11% New 13,173 $570K
New York State Common Retirement Fund 0.00% Reduce -30.0% 13,066 $565K
Wells Fargo & Company 0.00% Add +2.8% 13,059 $565K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 12,922 $559K
MML Investors Services, LLC 0.00% Add +11.0% 11,951 $517K
Jane Street Group, LLC 0.00% Add +17.3% 11,439 $495K
Bank of Montreal 0.00% Add +81.1% 11,257 $489K
Captrust Financial Advisors 0.00% Add +170.1% 10,942 $474K
MetLife Investment Management, LLC 0.00% No change 10,742 $465K
Franklin Resources Inc. 0.00% No change 10,612 $459K
Susquehanna International Group, LLP 0.00% Reduce -33.8% 10,359 $448K
T. Rowe Price Associates Inc. 0.00% Add +9.0% 10,124 $439K
American International Group, Inc. 0.00% Reduce -0.8% 10,027 $434K
Two Sigma Advisers, LP 0.00% Reduce -56.5% 9,700 $420K
Kendall Capital Management 0.14% Reduce -7.2% 9,543 $413K
Principal Financial Group Inc. 0.00% Add +74.1% 9,293 $402K

"% of holder's portfolio" is MBUU's weight in each manager's 13F, not the share of Malibu Boats Inc. Class A the manager owns.

Show all 184 holders