Malibu Boats Inc. Class AMBUU

13F holders, Q1 2025 (March 31)
137holders −13
15new positions
26sold out
5famous investors
$30.69avg. 13F price*

At the end of Q1 2025, 137 institutions reported holding Malibu Boats Inc. Class A (MBUU) in their 13F filings, down 13 from Q4 2024. 15 opened new positions and 26 sold out. The largest holders were Capital World Investors ($49.8M), Wellington Management Group LLP ($49.1M) and BlackRock, Inc. ($48.6M). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions15$3.8M
Exits26$8.0M

All 13F filers, Q4 2024 → Q1 2025: 1,318,726 shares bought and 962,212 shares sold, net +356,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 137 holders

Capital World Investors 0.01% No change 1,622,920 $49.8M
Wellington Management Group LLP 0.01% Add +4.5% 1,601,959 $49.1M
BlackRock, Inc. 0.00% Reduce -2.5% 1,582,988 $48.6M
Pzena Investment Management LLC 0.16% Add +0.8% 1,534,839 $47.1M
Cooke & Bieler LP 0.42% Add +1.7% 1,366,003 $41.9M
Vanguard Group Inc. 0.00% Add +1.5% 1,216,269 $37.3M
Macquarie Group Ltd. 0.04% Add +17.4% 1,103,095 $33.8M
Dimensional Fund Advisors LP 0.01% Reduce -5.5% 1,028,957 $31.6M
GMO 0.08% Add +16.9% 840,963 $25.8M
Twin Lions Management LLC 19.91% Add +28.0% 674,463 $20.7M
Lodge Hill Capital, LLC 4.74% Add +23.0% 652,674 $20.0M
American Century Companies Inc. 0.01% Add +0.2% 580,630 $17.8M
Geode Capital Management, LLC 0.00% Reduce -1.1% 479,725 $14.7M
State Street Corp. 0.00% Reduce -3.2% 453,513 $13.9M
Fort Washington Investment Advisors Inc. 0.07% Reduce -0.4% 392,638 $12.0M
Janus Henderson Group PLC 0.01% Add +19.5% 375,436 $11.1M
Bank of New York Mellon Corp 0.00% Reduce -23.7% 336,475 $10.3M
FIL Ltd 0.01% Reduce -14.7% 289,475 $8.9M
Bank of America Corp. 0.00% Reduce -9.3% 274,831 $8.4M
Schroder Investment Management Group 0.01% Add +38.1% 257,756 $7.6M
Charles Schwab Investment Management Inc. 0.00% Add +28.8% 219,769 $6.7M
Morgan Stanley 0.00% Add +65.4% 214,417 $6.6M
Ameriprise Financial Inc. 0.00% Add +72.3% 212,094 $6.5M
Raymond James Financial Inc. 0.00% Reduce -7.4% 202,626 $6.2M
Oberweis Asset Management Inc./ 0.29% Add +14.4% 190,900 $5.9M
Northern Trust Corp. 0.00% Reduce -4.5% 187,354 $5.7M
FMR LLC 0.00% Add +1.4% 138,036 $4.2M
Atom Investors LP 0.49% Add +66.9% 130,502 $4.0M
Meros Investment Management, LP 2.12% Add +11.6% 117,941 $3.6M
De Lisle Partners LLP 0.55% No change 107,869 $3.3M
UBS Group AG 0.00% Reduce -9.3% 86,596 $2.7M
Goldman Sachs Group Inc. 0.00% Reduce -56.9% 79,545 $2.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -47.5% 63,878 $2.0M
NFJ Investment Group, LLC 0.06% No change 59,393 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.5% 57,132 $1.8M
Nuveen, LLC 0.00% — 55,961 $1.7M
Homestead Advisers Corp 0.04% Add +15.3% 48,200 $1.5M
Invesco Ltd. 0.00% Reduce -2.4% 47,818 $1.5M
Berkshire Asset Management LLC 0.07% Add +44.9% 46,301 $1.4M
Dark Forest Capital Management LP 0.06% New 45,338 $1.4M
Villanova Investment Management Co LLC 1.36% Reduce -65.5% 15,402 $1.4M
D. E. Shaw & Co. 0.00% Reduce -12.0% 44,089 $1.4M
LSV Asset Management 0.00% No change 43,200 $1.3M
QSV Equity Investors LLC 1.25% Reduce -0.2% 39,437 $1.2M
Swiss National Bank 0.00% Reduce -2.8% 38,200 $1.2M
Grandeur Peak Global Advisors, LLC 0.13% Add +0.5% 38,105 $1.2M
Dean Investment Associates, LLC 0.17% Reduce -49.7% 37,240 $1.1M
Renaissance Technologies 0.00% Reduce -27.6% 36,200 $1.1M
Barclays PLC 0.00% Reduce -22.3% 32,217 $988K
Shellback Capital, LP 0.09% No change 31,450 $965K
Rhumbline Advisers 0.00% Reduce -3.9% 31,312 $961K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 29,173 $895K
Dean Capital Management 0.35% Reduce -47.0% 26,487 $813K
Assenagon Asset Management S.A. 0.00% Reduce -1.8% 24,767 $760K
Legal & General Group Plc 0.00% Reduce -5.7% 24,600 $755K
Susquehanna International Group, LLP 0.00% Add +107.3% 24,587 $754K
Alliancebernstein L.P. 0.00% No change 24,380 $748K
Stadium Capital Management LLC 0.67% Reduce -65.3% 24,009 $737K
Citadel Advisors 0.00% Reduce -31.8% 23,790 $730K
Envestnet Asset Management Inc. 0.00% Add +0.9% 21,605 $663K
First Trust Advisors LP 0.00% Add +21.1% 19,358 $594K
Captrust Financial Advisors 0.00% New 19,076 $585K
California State Teachers Retirement System 0.00% No change 18,671 $573K
CastleKnight Management LP 0.06% No change 18,600 $571K
JPMorgan Chase & Co. 0.00% Add +8.0% 17,435 $535K
Legato Capital Management LLC 0.07% Reduce -46.9% 16,686 $512K
Wells Fargo & Company 0.00% Reduce -0.4% 16,393 $503K
Deutsche Bank AG 0.00% Reduce -9.9% 16,212 $497K
Russell Investments Group, Ltd. 0.00% Add +233.3% 15,790 $484K
Victory Capital Management Inc. 0.00% No change 14,802 $454K
Citigroup Inc. 0.00% Reduce -14.8% 14,699 $451K
Vident Advisory, LLC 0.01% Add +16.5% 13,649 $419K
Cullen Capital Management, LLC 0.00% Reduce -43.5% 12,916 $396K
T. Rowe Price Associates Inc. 0.00% Add +5.2% 12,737 $391K
Jane Street Group, LLC 0.00% Reduce -59.6% 12,710 $390K
Exchange Traded Concepts, LLC 0.01% Add +58.5% 12,640 $388K
US Bancorp \de 0.00% Reduce -0.9% 12,521 $384K
Franklin Resources Inc. 0.00% Add +0.4% 12,365 $379K
Quantbot Technologies LP 0.01% New 11,888 $365K
AQR Capital Management 0.00% Add +25.3% 11,815 $362K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.4% 11,590 $356K
MetLife Investment Management, LLC 0.00% Reduce -2.2% 11,562 $355K
State of Wisconsin Investment Board 0.00% Reduce -17.2% 10,883 $334K
Sei Investments Co. 0.00% Add +34.7% 10,664 $327K
Intech Investment Management LLC 0.00% Add +44.5% 9,896 $304K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 9,580 $294K
Creative Planning 0.00% Add +30.7% 9,018 $277K
Unison Advisors LLC 0.03% No change 8,744 $268K
Centiva Capital, LP 0.01% New 7,832 $240K
Engineers Gate Manager LP 0.00% Reduce -47.7% 7,559 $232K
Group One Trading LLC 0.01% New 7,503 $230K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.5% 7,166 $220K
Royal Bank of Canada 0.00% Reduce -11.7% 7,062 $217K
Vestcor Inc 0.01% Add +4.6% 6,704 $206K
New York State Common Retirement Fund 0.00% No change 6,072 $186K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 6,029 $185K
SG Americas Securities, LLC 0.00% Reduce -31.9% 5,411 $166K
Police & Firemen's Retirement System of New Jersey 0.00% No change 4,095 $126K
KLP Kapitalforvaltning As 0.00% No change 4,000 $123K
STRS Ohio 0.00% No change 4,000 $123K

"% 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 137 holders