Malibu Boats Inc. Class AMBUU

13F holders, Q4 2024 (December 31)
150holders −19
13new positions
34sold out
6famous investors
$37.58avg. 13F price*

At the end of Q4 2024, 150 institutions reported holding Malibu Boats Inc. Class A (MBUU) in their 13F filings, down 19 from Q3 2024. 13 opened new positions and 34 sold out. The largest holders were Capital World Investors ($61.0M), BlackRock, Inc. ($61.0M) and Wellington Management Group LLP ($57.6M). 6 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$19.5M
Exits34$21.8M

All 13F filers, Q3 2024 → Q4 2024: 1,555,876 shares bought and 1,956,212 shares sold, net −400,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 150 holders

Capital World Investors 0.01% No change 1,622,920 $61.0M
BlackRock, Inc. 0.00% Reduce -3.9% 1,622,808 $61.0M
Wellington Management Group LLP 0.01% Add +3.8% 1,533,605 $57.6M
Pzena Investment Management LLC 0.19% Reduce -2.1% 1,523,353 $57.3M
Cooke & Bieler LP 0.49% Add +1.0% 1,343,660 $50.5M
Vanguard Group Inc. 0.00% Reduce -0.6% 1,198,082 $45.0M
Dimensional Fund Advisors LP 0.01% Reduce -0.5% 1,088,317 $40.9M
Macquarie Group Ltd. 0.04% Reduce -0.5% 939,891 $35.3M
GMO 0.09% Add +1.0% 719,717 $27.1M
American Century Companies Inc. 0.01% Add +10.6% 579,664 $21.8M
Lodge Hill Capital, LLC 5.50% Add +74.6% 530,514 $19.9M
Twin Lions Management LLC 19.23% — 526,935 $19.8M
Geode Capital Management, LLC 0.00% Reduce -15.8% 484,830 $18.2M
State Street Corp. 0.00% Add +1.8% 468,505 $17.6M
Bank of New York Mellon Corp 0.00% Add +370.5% 440,829 $16.6M
Fort Washington Investment Advisors Inc. 0.09% Add +15.8% 394,288 $14.8M
FIL Ltd 0.01% No change 339,475 $12.8M
Janus Henderson Group PLC 0.01% Add +31.6% 314,079 $11.8M
Bank of America Corp. 0.00% Add +20.8% 302,864 $11.4M
Raymond James Financial Inc. 0.00% — 218,714 $8.2M
Northern Trust Corp. 0.00% Add +7.2% 196,253 $7.4M
Goldman Sachs Group Inc. 0.00% Reduce -27.8% 184,627 $6.9M
Schroder Investment Management Group 0.01% New 186,615 $6.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.7% 170,662 $6.4M
Oberweis Asset Management Inc./ 0.30% New 166,900 $6.3M
FMR LLC 0.00% Add +0.1% 136,131 $5.1M
Morgan Stanley 0.00% Reduce -30.0% 129,634 $4.9M
Ameriprise Financial Inc. 0.00% Add +0.7% 123,094 $4.6M
Allspring Global Investments Holdings, LLC 0.01% Add +6.3% 121,711 $4.6M
De Lisle Partners LLP 0.60% Add +1.4% 107,869 $4.1M
Meros Investment Management, LP 1.78% Reduce -0.3% 105,723 $4.0M
UBS Group AG 0.00% Reduce -40.5% 95,469 $3.6M
Nuveen Asset Management, LLC 0.00% Reduce -2.9% 80,431 $3.0M
Tybourne Capital Management (hk) Ltd. 0.75% New 79,966 $3.0M
Atom Investors LP 0.37% Add +41.2% 78,176 $2.9M
Dean Investment Associates, LLC 0.40% Reduce -8.6% 74,095 $2.8M
Stadium Capital Management LLC 2.20% No change 69,108 $2.6M
NFJ Investment Group, LLC 0.07% Reduce -1.2% 59,393 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +17.7% 52,636 $2.0M
D. E. Shaw & Co. 0.00% Reduce -52.7% 50,094 $1.9M
Renaissance Technologies 0.00% Reduce -37.3% 50,000 $1.9M
Dean Capital Management 0.80% Reduce -0.6% 49,945 $1.9M
Invesco Ltd. 0.00% Add +2.4% 49,005 $1.8M
Villanova Investment Management Co LLC 1.49% Add +10.7% 44,629 $1.7M
LSV Asset Management 0.00% No change 43,200 $1.6M
Homestead Advisers Corp 0.04% No change 41,800 $1.6M
Barclays PLC 0.00% Reduce -11.6% 41,470 $1.6M
QSV Equity Investors LLC 1.43% No change 39,522 $1.5M
Swiss National Bank 0.00% Reduce -1.8% 39,300 $1.5M
Grandeur Peak Global Advisors, LLC 0.13% Add +13.8% 37,916 $1.4M
Koss-Olinger Consulting, LLC 0.12% Reduce -23.1% 36,196 $1.4M
Citadel Advisors 0.00% Reduce -60.0% 34,860 $1.3M
Rhumbline Advisers 0.00% Reduce -0.4% 32,584 $1.2M
Berkshire Asset Management LLC 0.06% New 31,950 $1.2M
Jane Street Group, LLC 0.00% Add +145.9% 31,484 $1.2M
Shellback Capital, LP 0.08% No change 31,450 $1.2M
Legato Capital Management LLC 0.15% Reduce -1.2% 31,402 $1.2M
Legal & General Group Plc 0.00% Reduce -4.4% 26,092 $981K
Assenagon Asset Management S.A. 0.00% Reduce -72.0% 25,215 $948K
Alliancebernstein L.P. 0.00% No change 24,380 $916K
Cullen Capital Management, LLC 0.01% Add +20.4% 22,875 $860K
Envestnet Asset Management Inc. 0.00% Reduce -76.8% 21,410 $805K
First Hawaiian Bank 0.02% No change 18,904 $711K
California State Teachers Retirement System 0.00% Reduce -3.3% 18,671 $702K
CastleKnight Management LP 0.08% No change 18,600 $699K
Deutsche Bank AG 0.00% Add +22.7% 17,989 $676K
Citigroup Inc. 0.00% Add +10.4% 17,245 $648K
Wells Fargo & Company 0.00% Add +8.0% 16,452 $618K
JPMorgan Chase & Co. 0.00% Reduce -26.2% 16,142 $607K
First Trust Advisors LP 0.00% Reduce -17.9% 15,990 $601K
Millennium Management 0.00% Reduce -11.1% 15,051 $566K
Victory Capital Management Inc. 0.00% Add +781.6% 14,802 $556K
Engineers Gate Manager LP 0.01% New 14,451 $543K
State of Wisconsin Investment Board 0.00% Reduce -4.5% 13,145 $494K
US Bancorp \de 0.00% Add +132.4% 12,629 $475K
Franklin Resources Inc. 0.00% No change 12,316 $463K
T. Rowe Price Associates Inc. 0.00% Add +10.0% 12,111 $456K
Susquehanna International Group, LLP 0.00% Add +38.2% 11,859 $446K
MetLife Investment Management, LLC 0.00% Reduce -0.6% 11,821 $444K
Vident Advisory, LLC 0.01% Reduce -10.8% 11,715 $440K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.3% 11,099 $417K
Versor Investments LP 0.06% Add +78.6% 10,000 $376K
Corebridge Financial, Inc. 0.00% Reduce -10.3% 9,723 $365K
AQR Capital Management 0.00% Reduce -72.8% 9,426 $354K
Unison Advisors LLC 0.04% No change 8,744 $329K
Royal Bank of Canada 0.00% Reduce -2.1% 7,994 $301K
Exchange Traded Concepts, LLC 0.01% Add +4.1% 7,977 $300K
SG Americas Securities, LLC 0.00% Add +52.5% 7,951 $299K
Sei Investments Co. 0.00% New 7,919 $298K
Semanteon Capital Management, LP 0.16% New 7,723 $290K
Manufacturers Life Insurance Company, The 0.00% Reduce -98.8% 7,346 $276K
HRT Financial LP 0.00% New 7,098 $266K
Creative Planning 0.00% Add +19.9% 6,901 $259K
Intech Investment Management LLC 0.00% New 6,851 $258K
Vestcor Inc 0.01% Add +317.1% 6,410 $241K
Voya Investment Management LLC 0.00% Reduce -8.0% 6,287 $236K
Arrowstreet Capital, Limited Partnership 0.00% New 6,254 $235K
New York State Common Retirement Fund 0.00% Reduce -30.0% 6,072 $228K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -12.4% 6,029 $227K
Tower Research Capital LLC (TRC) 0.00% Add +518.2% 5,966 $224K
State Board of Administration of Florida Retirement System 0.00% No change 5,803 $218K
Arizona State Retirement System 0.00% Reduce -1.6% 5,791 $218K
Henshaw Capital LLC 0.01% No change 5,689 $214K
ProShare Advisors LLC 0.00% New 5,509 $207K
Russell Investments Group, Ltd. 0.00% Add +0.6% 4,737 $178K
Police & Firemen's Retirement System of New Jersey 0.00% — 4,095 $154K
KLP Kapitalforvaltning As 0.00% — 4,000 $150K
STRS Ohio 0.00% No change 4,000 $150K
Central Pacific Bank - Trust Division 0.02% Add +11.3% 3,626 $136K
BNP Paribas Financial Markets 0.00% Reduce -35.0% 2,988 $112K
Ameritas Investment Partners, Inc. 0.00% No change 2,021 $76K
CANADA LIFE ASSURANCE Co 0.00% No change 2,003 $75K
Quarry LP 0.01% New 1,198 $45K
Studio Investment Management LLC 0.01% Reduce -8.0% 1,000 $38K
Global Trust Asset Management, LLC 0.01% No change 919 $35K
Cwm, LLC 0.00% Add +0.7% 886 $33K
Amalgamated Bank 0.00% No change 717 $27K
Public Employees Retirement System of Ohio 0.00% Add +35.4% 646 $24K
Sterling Capital Management LLC 0.00% Add +743.8% 616 $23K
R Squared Ltd 0.01% — 390 $15K
Federation des caisses Desjardins du Quebec 0.00% No change 350 $13K
Comerica Bank 0.00% Add +24.2% 349 $13K
Quadrant Capital Group LLC 0.00% No change 331 $12K
GAMMA Investing LLC 0.00% Add +18.1% 215 $8K
Harbor Capital Advisors, Inc. 0.00% Add +32.7% 150 $6K
Osaic Holdings, Inc. 0.00% Reduce -98.6% 127 $5K
Nisa Investment Advisors, LLC 0.00% No change 104 $4K
Jones Financial Companies LLLP 0.00% New 90 $3K
PNC Financial Services Group, Inc. 0.00% No change 86 $3K
Rothschild Investment LLC 0.00% Add +87.5% 75 $3K
Northwestern Mutual Wealth Management Co. 0.00% No change 66 $2K
TD Waterhouse Canada Inc. 0.00% No change 61 $2K
Lindbrook Capital, LLC 0.00% No change 52 $2K
Arax Advisory Partners 0.00% No change 42 $2K
Private Wealth Management Group, LLC 0.00% No change 41 $2K
Smartleaf Asset Management LLC 0.00% No change 41 $2K
Signaturefd, LLC 0.00% No change 38 $1K
First Horizon Advisors, Inc. 0.00% No change 30 $1K
Vermillion Wealth Management, Inc. 0.00% — 25 $940
Versant Capital Management, Inc 0.00% No change 19 $714
Global Retirement Partners, LLC 0.00% Reduce -36.7% 19 $714
Huntington National Bank 0.00% No change 17 $639
Geneos Wealth Management Inc. 0.00% No change 15 $564
EverSource Wealth Advisors, LLC 0.00% Reduce -90.1% 14 $526
Concourse Financial Group Securities, Inc. 0.00% Reduce -97.7% 14 $511
Fifth Third Bancorp 0.00% Reduce -40.9% 13 $489
Whittier Trust Co. 0.00% No change 12 $451
Creekmur Asset Management LLC 0.00% No change 3 $113
GPS Wealth Strategies Group, LLC 0.00% No change 2 $75
Covestor Ltd 0.00% No change 2 $0

"% 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.