MALIBU BOATS INC MBUU
COM CL A · Common Stock · CUSIP 56117J100 · ISIN US56117J1007
Recreational boats manufacturer
- SectorIndustrials
- IndustryShip & Boat Building & Repairing
- HeadquartersLoudon, TN
- Founded1982
- Websitemalibuboatsinc.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.43. Options: 3 managers hold calls ($1.6m notional), 6 hold puts ($4.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 186 |
| Q4 2022 | 183 |
| Q1 2023 | 186 |
| Q2 2023 | 191 |
| Q3 2023 | 180 |
| Q4 2023 | 180 |
| Q1 2024 | 184 |
| Q2 2024 | 168 |
| Q3 2024 | 169 |
| Q4 2024 | 151 |
| Q1 2025 | 140 |
| Q2 2025 | 149 |
| Q3 2025 | 153 |
| Q4 2025 | 144 |
| Q1 2026 | 135 |
| Q2 2026 | 142 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 83 | 81 |
| Q4 2024 | 57 | 85 |
| Q1 2025 | 59 | 76 |
| Q2 2025 | 73 | 60 |
| Q3 2025 | 85 | 54 |
| Q4 2025 | 66 | 79 |
| Q1 2026 | 61 | 72 |
| Q2 2026 | 85 | 57 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.9m | $2.3m | 0.47 |
| Q4 2025 | $1.2m | $1.0m | 0.85 |
| Q1 2026 | $1.1m | $2.2m | 1.96 |
| Q2 2026 | $1.6m | $4.3m | 2.60 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +253.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +239.9k |
| BlackRock, Inc. | Added | +153.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +149.6k |
| Meros Investment Management, LP | Added | +144.4k |
| CenterBook Partners LP | Added | +121.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +117.4k |
| JPMORGAN CHASE & CO | Added | +98.0k |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +96.8k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Added | +87.7k |
Biggest sellers
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Sold out | -914.8k |
| Twin Lions Management LLC | Reduced | -609.0k |
| Capital World Investors | Sold out | -515.2k |
| COOKE & BIELER LP | Reduced | -384.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold out | -216.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -165.5k |
| Atom Investors LP | Reduced | -104.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -99.8k |
| MORGAN STANLEY | Reduced | -95.1k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Reduced | -86.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $847.6k30.9k shares |
| JANE STREET GROUP, LLC | Added | $787.2k28.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.2k300 shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $1.3m48.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2m45.1k shares |
| CITADEL ADVISORS LLC | Added | $1.1m39.3k shares |
| IMC-Chicago, LLC | New | $337.4k12.3k shares |
| SIMPLEX TRADING, LLC | Added | $230.4k8.4k shares |
| GROUP ONE TRADING LLC | New | $54.9k2.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution +1.2 pts · filed 2026-01-16 | 9.0% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.2 pts · filed 2026-08-13 | 6.3% |
Fell to 5% or below in the last year: COOKE & BIELER LP (4.8%, 2026-10-23), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (0.0%, 2026-08-14), Twin Lions Management LLC (2.6%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-27), MACQUARIE GROUP LTD (0.0%, 2026-02-13), DIMENSIONAL FUND ADVISORS LP (4.8%, 2026-01-21), Capital World Investors (4.9%, 2025-11-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC 0.14% of their portfolio | 1.8m $49.2m | Added +96.8k |
| BlackRock, Inc. 0.00% of their portfolio | 1.6m $43.9m | Added +153.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.2m $34.0m | Reduced -165.5k |
| COOKE & BIELER LP 0.35% of their portfolio | 1.1m $30.3m | Reduced -384.7k |
| Lodge Hill Capital, LLC 4.26% of their portfolio | 926.0k $25.4m | Added +21.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 924.9k $25.4m | Reduced -42.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 802.4k $22.0m | Added +4.0k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.11% of their portfolio | 782.5k $21.5m | Added +87.7k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 662.2k $18.2m | Added +80.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 524.1k $14.4m | Added +71.0k |
| Twin Lions Management LLC 10.84% of their portfolio | 504.2k $13.8m | Reduced -609.0k |
| STATE STREET CORP 0.00% of their portfolio | 458.8k $12.6m | Added +14.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 376.0k $10.3m | Reduced -99.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 369.8k $10.1m | Reduced -32.0k |
| Meros Investment Management, LP 3.13% of their portfolio | 359.6k $9.9m | Added +144.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 280.5k $7.7m | Added +253.2k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 267.3k $7.3m | Reduced -3.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 259.8k $7.1m | Reduced -83.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 244.1k $6.7m | Added +239.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 234.1k $6.4m | Added +149.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 213.7k $5.9m | Added +29.8k |
| MORGAN STANLEY 0.00% of their portfolio | 189.3k $5.2m | Reduced -95.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 185.6k $5.1m | Added +19.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 181.6k $5.0m | Added +52.6k |
| FMR LLC 0.00% of their portfolio | 176.4k $4.8m | Added +45 |
| CenterBook Partners LP 0.23% of their portfolio | 169.0k $4.6m | Added +121.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 141.8k $3.9m | Added +117.4k |
| NORGES BANK 0.00% of their portfolio | 140.3k $3.8m | Not comparable |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 132.2k $3.6m | Added +4.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 128.0k $3.5m | Added +5.0k |
| Atom Investors LP 0.31% of their portfolio | 127.4k $3.5m | Reduced -104.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 123.7k $3.4m | Reduced -2.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 122.2k $3.4m | Added +98.0k |
| De Lisle Partners LLP 0.35% of their portfolio | 116.5k $3.2m | Unchanged |
| XTX Topco Ltd 0.04% of their portfolio | 98.9k $2.7m | Added +72.5k |
| Empowered Funds, LLC 0.01% of their portfolio | 94.1k $2.6m | Added +4.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 89.8k $2.5m | Added +55.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 86.9k $2.4m | Added +5.1k |
| Jupiter Topco LLC 0.00% of their portfolio | 81.3k $2.2m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 79.4k $2.2m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 73.0k $2.0m | Added +46.2k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 69.0k $1.9m | New |
| 1060 Capital, LLC 2.48% of their portfolio | 64.2k $1.8m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 52.3k $1.4m | Added +12.3k |
| Homestead Advisers Corp 0.03% of their portfolio | 48.2k $1.3m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 46.3k $1.3m | Reduced -197 |
| Villanova Investment Management Co LLC 1.17% of their portfolio | 45.1k $1.2m | Added +3.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 45.1k $1.2m | Added +44.7k |
| Nuveen, LLC 0.00% of their portfolio | 43.5k $1.2m | Added +2.6k |
| Invesco Ltd. 0.00% of their portfolio | 41.4k $1.1m | Reduced -779 |
| Jump Financial, LLC 0.01% of their portfolio | 41.0k $1.1m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 41.0k $1.1m | Added +6.6k |
| UBS Group AG 0.00% of their portfolio | 40.5k $1.1m | Reduced -40.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 39.6k $1.1m | Reduced -1.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 39.5k $1.1m | Added +7.1k |
| Engineers Gate Manager LP 0.01% of their portfolio | 37.7k $1.0m | New |
| Swiss National Bank 0.00% of their portfolio | 36.4k $998.5k | Reduced -1.1k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 36.3k $994.6k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 35.8k $980.6k | Added +32.6k |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 35.0k $960.0k | Unchanged |
| Penn Capital Management Company, LLC 0.06% of their portfolio | 34.0k $933.0k | New |
| BERKSHIRE ASSET MANAGEMENT LLC/PA 0.03% of their portfolio | 32.4k $888.7k | Reduced -750 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 26.8k $736.2k | Added +2.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 25.0k $647.5k | Added +3.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 24.5k $671.5k | Added +8.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 24.4k $669.4k | Added +10.1k |
| Dynamic Technology Lab Private Ltd 0.15% of their portfolio | 23.7k $649.0k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 23.5k $644.3k | Reduced -43.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 23.0k $632.0k | Reduced -6.2k |
| BARCLAYS PLC 0.00% of their portfolio | 22.7k $623.3k | Added +978 |
| Aquatic Capital Management LLC 0.02% of their portfolio | 22.6k $619.5k | Added +22.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 22.2k $608.0k | Added +3.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 21.3k $583.3k | Reduced -9.0k |
| Creative Planning 0.00% of their portfolio | 21.1k $577.6k | Reduced -4.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 20.7k $567.9k | Added +3.1k |
| Jackson Creek Investment Advisors LLC 0.16% of their portfolio | 17.8k $492.0k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 17.7k $484.3k | Reduced -578 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 17.5k $481.0k | Reduced -9.0k |
| US BANCORP \DE\ 0.00% of their portfolio | 17.4k $478.0k | Added +6.3k |
| Campbell & CO Investment Adviser LLC 0.02% of their portfolio | 16.3k $448.1k | New |
| Legal & General Group Plc 0.00% of their portfolio | 15.0k $412.1k | Added +2.4k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 14.4k $393.8k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 13.4k $366.5k | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 13.0k $356.2k | Added +12.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.9k $352.8k | Reduced -15.8k |
| Cullen Capital Management, LLC 0.00% of their portfolio | 12.7k $348.5k | Added +1.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 12.6k $344.4k | Added +5.2k |
| Squarepoint Ops LLC 0.00% of their portfolio | 11.5k $316.4k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 11.5k $316.0k | Added +144 |
| CITIGROUP INC 0.00% of their portfolio | 11.5k $315.3k | Added +7.1k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio | 11.1k $304.3k | Reduced -86.7k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 10.0k $273.1k | New |
| AXQ CAPITAL, LP 0.03% of their portfolio | 9.9k $272.5k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 9.2k $253.0k | Added +429 |
| Unison Advisors LLC 0.02% of their portfolio | 8.7k $239.8k | Unchanged |
| Hennion & Walsh Asset Management, Inc. 0.01% of their portfolio | 8.1k $222.0k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 7.5k $206.8k | New |
| WINTON GROUP Ltd 0.01% of their portfolio | 7.5k $205.7k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 6.1k $166.6k | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 6.0k $165.4k | Unchanged |