Malibu Boats Inc. Class AMBUU

13F holders, Q4 2025 (December 31)
143holders −10
17new positions
30sold out
5famous investors
$28.21avg. 13F price*

At the end of Q4 2025, 143 institutions reported holding Malibu Boats Inc. Class A (MBUU) in their 13F filings, down 10 from Q3 2025. 17 opened new positions and 30 sold out. The largest holders were Pzena Investment Management LLC ($48.6M), Wellington Management Group LLP ($47.6M) and Cooke & Bieler LP ($44.2M). 5 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions17$4.9M
Exits30$53.4M

All 13F filers, Q3 2025 → Q4 2025: 1,321,069 shares bought and 3,134,899 shares sold, net −1,813,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 143 holders

Pzena Investment Management LLC 0.15% Add +2.5% 1,721,957 $48.6M
Wellington Management Group LLP 0.01% Add +27.1% 1,688,099 $47.6M
Cooke & Bieler LP 0.46% Add +1.5% 1,567,404 $44.2M
BlackRock, Inc. 0.00% Reduce -1.7% 1,445,582 $40.8M
Twin Lions Management LLC 21.65% Add +8.2% 1,138,053 $32.1M
Vanguard Group Inc. 0.00% Reduce -2.0% 1,132,022 $31.9M
Nomura Asset Management International Inc. 0.04% — 991,942 $28.0M
Dimensional Fund Advisors LP 0.01% Reduce -6.9% 914,433 $25.8M
Lodge Hill Capital, LLC 4.82% Add +2.3% 905,014 $25.5M
Fort Washington Investment Advisors Inc. 0.10% Add +31.6% 665,373 $18.8M
Capital World Investors 0.00% Reduce -36.3% 605,273 $17.1M
American Century Companies Inc. 0.01% Reduce -4.8% 523,854 $14.8M
Geode Capital Management, LLC 0.00% Reduce -0.4% 452,973 $12.8M
State Street Corp. 0.00% Reduce -1.0% 445,458 $12.6M
Janus Henderson Group PLC 0.01% Add +5.5% 438,163 $12.4M
Charles Schwab Investment Management Inc. 0.00% Add +24.8% 429,732 $12.1M
Morgan Stanley 0.00% Add +14.7% 341,342 $9.6M
Ameriprise Financial Inc. 0.00% Add +1.2% 314,098 $8.9M
GMO 0.02% Reduce -43.7% 279,357 $7.9M
Schroder Investment Management Group 0.01% Reduce -2.7% 264,003 $7.5M
Oberweis Asset Management Inc./ 0.25% Add +2.5% 244,100 $6.9M
Bank of America Corp. 0.00% Reduce -28.6% 237,308 $6.7M
Atom Investors LP 0.42% Add +11.0% 186,051 $5.2M
FMR LLC 0.00% Reduce -0.5% 176,073 $5.0M
Northern Trust Corp. 0.00% Reduce -8.2% 161,127 $4.5M
Meros Investment Management, LP 1.77% Add +16.9% 157,875 $4.5M
Goldman Sachs Group Inc. 0.00% Reduce -8.2% 140,150 $4.0M
De Lisle Partners LLP 0.42% No change 116,478 $3.3M
UBS Group AG 0.00% Add +64.3% 94,509 $2.7M
Two Sigma Investments, LP 0.00% Add +64.6% 93,241 $2.6M
Raymond James Financial Inc. 0.00% Reduce -6.3% 82,755 $2.3M
Bank of New York Mellon Corp 0.00% Reduce -79.4% 77,673 $2.2M
Villanova Investment Management Co LLC 1.12% Add +0.4% 56,546 $1.6M
Invesco Ltd. 0.00% Add +0.8% 53,074 $1.5M
Homestead Advisers Corp 0.04% No change 48,200 $1.4M
Wilson Asset Management (international) PTY Ltd. 0.34% New 46,976 $1.3M
Citadel Advisors 0.00% Reduce -11.7% 46,890 $1.3M
Wells Fargo & Company 0.00% Add +151.4% 46,601 $1.3M
Barclays PLC 0.00% Add +6.2% 46,413 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +19.6% 44,831 $1.3M
Sei Investments Co. 0.00% Add +269.6% 43,682 $1.2M
AQR Capital Management 0.00% Add +62.3% 40,832 $1.2M
Nuveen, LLC 0.00% No change 40,713 $1.1M
D. E. Shaw & Co. 0.00% Reduce -22.7% 37,956 $1.1M
Two Sigma Advisers, LP 0.00% Add +2.2% 37,700 $1.1M
Swiss National Bank 0.00% No change 37,500 $1.1M
Renaissance Technologies 0.00% Reduce -26.4% 37,300 $1.1M
Exchange Traded Concepts, LLC 0.01% Add +11.8% 35,667 $1.0M
Berkshire Asset Management LLC 0.04% Add +35.3% 31,650 $893K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 30,045 $848K
Jane Street Group, LLC 0.00% Add +331.8% 30,012 $847K
Truffle Hound Capital, LLC 0.50% Add +114.3% 30,000 $846K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -48.7% 26,982 $761K
Quantinno Capital Management LP 0.00% Add +36.9% 26,488 $747K
Rhumbline Advisers 0.00% Reduce -9.3% 26,323 $743K
XTX Topco Ltd 0.02% New 25,456 $718K
JPMorgan Chase & Co. 0.00% Add +132.6% 25,441 $718K
Dean Investment Associates, LLC 0.10% Reduce -79.9% 24,364 $687K
First Trust Advisors LP 0.00% Reduce -2.0% 23,943 $675K
SG Americas Securities, LLC 0.00% Add +13.0% 22,248 $628K
Alliancebernstein L.P. 0.00% Reduce -9.8% 21,980 $620K
SG Capital Management LLC 0.06% New 20,000 $564K
Envestnet Asset Management Inc. 0.00% Reduce -13.7% 19,825 $559K
AlphaQuest LLC 0.03% Add +27.6% 19,366 $546K
California State Teachers Retirement System 0.00% Reduce -0.2% 18,372 $518K
CenterBook Partners LP 0.03% New 18,177 $513K
Balyasny Asset Management L.P. 0.00% Reduce -32.8% 17,902 $505K
Jacobs Levy Equity Management, Inc. 0.00% New 17,040 $481K
Dean Capital Management 0.20% Reduce -83.5% 16,586 $468K
Legal & General Group Plc 0.00% Reduce -20.2% 16,126 $455K
Deutsche Bank AG 0.00% Add +5.2% 15,714 $443K
T. Rowe Price Associates Inc. 0.00% Add +8.0% 15,322 $433K
Teacher Retirement System of Texas 0.00% Add +44.0% 15,173 $428K
Group One Trading LLC 0.01% New 12,685 $358K
Franklin Resources Inc. 0.00% Reduce -0.2% 12,343 $348K
Engineers Gate Manager LP 0.00% New 12,270 $346K
MetLife Investment Management, LLC 0.00% No change 11,562 $326K
US Bancorp \de 0.00% Reduce -0.5% 11,484 $324K
Cullen Capital Management, LLC 0.00% No change 11,281 $318K
State of Wyoming 0.03% Add +38.8% 10,474 $295K
Creative Planning 0.00% Reduce -24.5% 10,368 $292K
State of Wisconsin Investment Board 0.00% Reduce -6.4% 10,185 $287K
Legato Capital Management LLC 0.02% Reduce -86.0% 8,760 $247K
Unison Advisors LLC 0.02% No change 8,744 $247K
Aquatic Capital Management LLC 0.01% New 8,693 $245K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.1% 8,591 $242K
MQS Management LLC 0.14% New 8,259 $233K
Intech Investment Management LLC 0.00% Reduce -5.2% 7,418 $209K
Royal Bank of Canada 0.00% Reduce -75.1% 7,362 $208K
New York State Common Retirement Fund 0.00% No change 6,072 $171K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 6,029 $170K
Police & Firemen's Retirement System of New Jersey 0.00% No change 5,220 $147K
Central Pacific Bank - Trust Division 0.02% Add +36.0% 4,618 $130K
BNP Paribas Financial Markets 0.00% Add +8.9% 4,277 $121K
KLP Kapitalforvaltning As 0.00% No change 4,000 $113K
Jones Financial Companies LLLP 0.00% Add +14.9% 3,804 $107K
Russell Investments Group, Ltd. 0.00% Add +108.5% 3,301 $93K
Canada Pension Plan Investment Board 0.00% New 2,900 $82K
Vestcor Inc 0.00% No change 2,228 $63K
CANADA LIFE ASSURANCE Co 0.00% No change 2,003 $56K
Tower Research Capital LLC (TRC) 0.00% Add +88.2% 1,617 $46K
Ameritas Investment Partners, Inc. 0.00% No change 1,544 $44K
GAMMA Investing LLC 0.00% Add +0.5% 1,319 $37K
Intesa Sanpaolo Wealth Management 0.01% — 1,102 $31K
Sterling Capital Management LLC 0.00% Reduce -15.5% 1,077 $30K
Public Employees Retirement System of Ohio 0.00% Add +14.6% 1,067 $30K
Global Trust Asset Management, LLC 0.01% No change 711 $20K
Amalgamated Bank 0.00% Reduce -19.1% 580 $16K
Citigroup Inc. 0.00% Reduce -62.2% 530 $15K
Cwm, LLC 0.00% Reduce -49.5% 451 $13K
First Horizon Corp. 0.00% Add +48.3% 393 $11K
Federation des caisses Desjardins du Quebec 0.00% No change 350 $10K
EverSource Wealth Advisors, LLC 0.00% Add +501.8% 337 $10K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +73.8% 299 $8K
Versant Capital Management, Inc 0.00% Add +95.8% 278 $8K
Nisa Investment Advisors, LLC 0.00% Reduce -32.0% 236 $7K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.5% 195 $6K
Simplex Trading, LLC 0.00% Reduce -84.6% 145 $4K
Strategic Advocates LLC 0.00% No change 123 $4K
Optiver Holding B.V. 0.00% No change 114 $3K
Rothschild Investment LLC 0.00% Add +91.5% 113 $3K
Quadrant Capital Group LLC 0.00% Reduce -38.8% 109 $3K
Lanark Financial, Inc. 0.00% No change 109 $3K
Comerica Bank 0.00% Reduce -59.4% 106 $3K
Los Angeles Capital Management LLC 0.00% New 86 $2K
TD Waterhouse Canada Inc. 0.00% No change 61 $2K
Larson Financial Group LLC 0.00% Reduce -34.6% 53 $1K
CoreCap Advisors, LLC 0.00% No change 52 $1K
Quarry LP 0.00% New 45 $1K
Brown Brothers Harriman & Co. 0.00% New 44 $1K
Torren Management, LLC 0.00% — 30 $846
Osaic Holdings, Inc. 0.00% Reduce -69.3% 27 $761
Vermillion Wealth Management, Inc. 0.00% New 25 $705
Federated Hermes, Inc. 0.00% New 25 $705
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 23 $649
Global Retirement Partners, LLC 0.00% No change 19 $536
MAI Capital Management 0.00% New 18 $508
True Wealth Design, LLC 0.00% Reduce -42.1% 11 $311
PNC Financial Services Group, Inc. 0.00% Reduce -90.7% 9 $254
Fifth Third Bancorp 0.00% Reduce -46.1% 7 $197
Farther Finance Advisors, LLC 0.00% No change 5 $141
Huntington National Bank 0.00% No change 1 $28
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.