Vault-13

MALIBU BOATS INC MBUU

COM CL A · Common Stock · CUSIP 56117J100 · ISIN US56117J1007

Recreational boats manufacturer

142 institutional holders +7 vs Q1 2026
17,892,29117.9m shares reported held*
$490.8mreported value*
26 new 59 added 36 reduced 21 sold out net sold ≈ $29.7m (-1.1m shares)

* 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

0100200Q3 22: 186Q4 22: 183Q1 23: 186Q2 23: 191Q3 23: 180Q4 23: 180Q1 24: 184Q2 24: 168Q3 24: 169Q4 24: 151Q1 25: 140Q2 25: 149Q3 25: 153Q4 25: 144Q1 26: 135Q2 26: 142142Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022186
Q4 2022183
Q1 2023186
Q2 2023191
Q3 2023180
Q4 2023180
Q1 2024184
Q2 2024168
Q3 2024169
Q4 2024151
Q1 2025140
Q2 2025149
Q3 2025153
Q4 2025144
Q1 2026135
Q2 2026142

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 83 bought or addedQ3 24: 81 cut or sold outQ4 24: 57 bought or addedQ4 24: 85 cut or sold outQ4 24Q1 25: 59 bought or addedQ1 25: 76 cut or sold outQ2 25: 73 bought or addedQ2 25: 60 cut or sold outQ2 25Q3 25: 85 bought or addedQ3 25: 54 cut or sold outQ4 25: 66 bought or addedQ4 25: 79 cut or sold outQ4 25Q1 26: 61 bought or addedQ1 26: 72 cut or sold outQ2 26: 85 bought or addedQ2 26: 57 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248381
Q4 20245785
Q1 20255976
Q2 20257360
Q3 20258554
Q4 20256679
Q1 20266172
Q2 20268557

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 25 calls: $4.9mQ3 25 puts: $2.3mQ3 25P/C 0.47Q4 25 calls: $1.2mQ4 25 puts: $1.0mQ4 25P/C 0.85Q1 26 calls: $1.1mQ1 26 puts: $2.2mQ1 26P/C 1.96Q2 26 calls: $1.6mQ2 26 puts: $4.3mQ2 26P/C 2.60
Numbers
QuarterCallsPutsP/C
Q3 2025$4.9m$2.3m0.47
Q4 2025$1.2m$1.0m0.85
Q1 2026$1.1m$2.2m1.96
Q2 2026$1.6m$4.3m2.60

Biggest buyers

CITADEL ADVISORS LLC Added +253,177+253.2k
BNP PARIBAS FINANCIAL MARKETS Added +239,921+239.9k
BlackRock, Inc. Added +153,018+153.0k
JACOBS LEVY EQUITY MANAGEMENT, INC Added +149,565+149.6k
Meros Investment Management, LP Added +144,374+144.4k
CenterBook Partners LP Added +121,414+121.4k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +117,388+117.4k
JPMORGAN CHASE & CO Added +97,975+98.0k
PZENA INVESTMENT MANAGEMENT LLC Added +96,804+96.8k
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Added +87,699+87.7k

Biggest sellers

NOMURA ASSET MANAGEMENT INTERNATIONAL INC. Sold out -914,837-914.8k
Twin Lions Management LLC Reduced -608,991-609.0k
Capital World Investors Sold out -515,206-515.2k
COOKE & BIELER LP Reduced -384,721-384.7k
SCHRODER INVESTMENT MANAGEMENT GROUP Sold out -216,766-216.8k
WELLINGTON MANAGEMENT GROUP LLP Reduced -165,536-165.5k
Atom Investors LP Reduced -104,483-104.5k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Reduced -99,808-99.8k
MORGAN STANLEY Reduced -95,072-95.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -86,665-86.7k

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.

HolderStakeChangeShares Last filed
PZENA INVESTMENT MANAGEMENT LLC 13G · institution +1.2 pts · filed 2026-01-16 9.0% +1.2 pts 1.7m≈ $47.2m 2026-01-16
WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.2 pts · filed 2026-08-13 6.3% -1.2 pts 1.2m≈ $34.0m 2026-08-13

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PZENA INVESTMENT MANAGEMENT LLC 0.14% of their portfolio NEW YORK, NY 1,794,2611.8m $49.2m $49.2m 0.14% Added +96.8k +96,804
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,599,4451.6m $43.9m $43.9m 0.00% Added +153.0k +153,018
3 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 1,237,8711.2m $34.0m $34.0m 0.01% Reduced -165.5k -165,536
4 COOKE & BIELER LP 0.35% of their portfolio PHILADELPHIA, PA 1,103,9421.1m $30.3m $30.3m 0.35% Reduced -384.7k -384,721
5 Lodge Hill Capital, LLC 4.26% of their portfolio NEW YORK, NY 926,014926.0k $25.4m $25.4m 4.26% Added +21.0k +21,000
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 924,936924.9k $25.4m $25.4m 0.00% Reduced -42.1k -42,132
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 802,377802.4k $22.0m $22.0m 0.00% Added +4.0k +3,959
8 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.11% of their portfolio Cincinnati, OH 782,462782.5k $21.5m $21.5m 0.11% Added +87.7k +87,699
9 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 662,201662.2k $18.2m $18.2m 0.01% Added +80.3k +80,268
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 524,052524.1k $14.4m $14.4m 0.00% Added +71.0k +70,975
11 Twin Lions Management LLC 10.84% of their portfolio Stamford, CT 504,210504.2k $13.8m $13.8m 10.84% Reduced -609.0k -608,991
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 458,813458.8k $12.6m $12.6m 0.00% Added +14.8k +14,840
13 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio CHICAGO, IL 375,988376.0k $10.3m $10.3m 0.03% Reduced -99.8k -99,808
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 369,824369.8k $10.1m $10.1m 0.00% Reduced -32.0k -32,028
15 Meros Investment Management, LP 3.13% of their portfolio DALLAS, TX 359,568359.6k $9.9m $9.9m 3.13% Added +144.4k +144,374
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 280,461280.5k $7.7m $7.7m 0.00% Added +253.2k +253,177
17 Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio Boston, MA 267,286267.3k $7.3m $7.3m 0.02% Reduced -3.4k -3,376
18 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 259,802259.8k $7.1m $7.1m 0.00% Reduced -83.2k -83,240
19 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 244,061244.1k $6.7m $6.7m 0.00% Added +239.9k +239,921
20 JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio FLORHAM PARK, NJ 234,068234.1k $6.4m $6.4m 0.02% Added +149.6k +149,565
21 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 213,708213.7k $5.9m $5.9m 0.00% Added +29.8k +29,824
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 189,289189.3k $5.2m $5.2m 0.00% Reduced -95.1k -95,072
23 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 185,569185.6k $5.1m $5.1m 0.00% Added +19.2k +19,232
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 181,648181.6k $5.0m $5.0m 0.00% Added +52.6k +52,554
25 FMR LLC 0.00% of their portfolio BOSTON, MA 176,414176.4k $4.8m $4.8m 0.00% Added +45 +45
26 CenterBook Partners LP 0.23% of their portfolio GREENWICH, CT 169,048169.0k $4.6m $4.6m 0.23% Added +121.4k +121,414
27 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 141,752141.8k $3.9m $3.9m 0.00% Added +117.4k +117,388
28 NORGES BANK 0.00% of their portfolio OSLO, Q8 140,300140.3k $3.8m $3.8m 0.00% Not comparable
29 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio HOUSTON, TX 132,152132.2k $3.6m $3.6m 0.06% Added +4.6k +4,617
30 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 127,992128.0k $3.5m $3.5m 0.00% Added +5.0k +4,962
31 Atom Investors LP 0.31% of their portfolio AUSTIN, TX 127,366127.4k $3.5m $3.5m 0.31% Reduced -104.5k -104,483
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 123,658123.7k $3.4m $3.4m 0.00% Reduced -2.4k -2,409
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 122,236122.2k $3.4m $3.4m 0.00% Added +98.0k +97,975
34 De Lisle Partners LLP 0.35% of their portfolio POOLE, X0 116,478116.5k $3.2m $3.2m 0.35% Unchanged
35 XTX Topco Ltd 0.04% of their portfolio LONDON, X0 98,93598.9k $2.7m $2.7m 0.04% Added +72.5k +72,515
36 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 94,14494.1k $2.6m $2.6m 0.01% Added +4.6k +4,596
37 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 89,76489.8k $2.5m $2.5m 0.00% Added +55.5k +55,537
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 86,91486.9k $2.4m $2.4m 0.00% Added +5.1k +5,129
39 Jupiter Topco LLC 0.00% of their portfolio NEW YORK, NY 81,29281.3k $2.2m $2.2m 0.00% First filing
40 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 79,39679.4k $2.2m $2.2m 0.00% New
41 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 73,03673.0k $2.0m $2.0m 0.00% Added +46.2k +46,200
42 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 68,96769.0k $1.9m $1.9m 0.00% New
43 1060 Capital, LLC 2.48% of their portfolio DENVER, CO 64,15364.2k $1.8m $1.8m 2.48% New
44 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 52,27552.3k $1.4m $1.4m 0.00% Added +12.3k +12,308
45 Homestead Advisers Corp 0.03% of their portfolio Arlington, VA 48,20048.2k $1.3m $1.3m 0.03% Unchanged
46 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 46,34846.3k $1.3m $1.3m 0.00% Reduced -197 -197
47 Villanova Investment Management Co LLC 1.17% of their portfolio WAYNE, PA 45,12445.1k $1.2m $1.2m 1.17% Added +3.9k +3,910
48 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio Paris, I0 45,06745.1k $1.2m $1.2m 0.00% Added +44.7k +44,708
49 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 43,54843.5k $1.2m $1.2m 0.00% Added +2.6k +2,568
50 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 41,37041.4k $1.1m $1.1m 0.00% Reduced -779 -779
51 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 41,01941.0k $1.1m $1.1m 0.01% New
52 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 41,01041.0k $1.1m $1.1m 0.00% Added +6.6k +6,606
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 40,48640.5k $1.1m $1.1m 0.00% Reduced -40.9k -40,860
54 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 39,55439.6k $1.1m $1.1m 0.00% Reduced -1.4k -1,355
55 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 39,53739.5k $1.1m $1.1m 0.00% Added +7.1k +7,141
56 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 37,65937.7k $1.0m $1.0m 0.01% New
57 Swiss National Bank 0.00% of their portfolio ZURICH, V8 36,40036.4k $998.5k $998.5k 0.00% Reduced -1.1k -1,100
58 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 36,25836.3k $994.6k $994.6k 0.00% New
59 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 35,75135.8k $980.6k $980.6k 0.00% Added +32.6k +32,587
60 CREDIT AGRICOLE S A 0.00% of their portfolio Montrouge Cedex, I0 35,00035.0k $960.0k $960.0k 0.00% Unchanged
61 Penn Capital Management Company, LLC 0.06% of their portfolio PHILADELPHIA, PA 34,01334.0k $933.0k $933.0k 0.06% New
62 BERKSHIRE ASSET MANAGEMENT LLC/PA 0.03% of their portfolio WILKES BARRE, PA 32,40032.4k $888.7k $888.7k 0.03% Reduced -750 -750
63 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 26,84126.8k $736.2k $736.2k 0.00% Added +2.5k +2,464
64 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 24,98025.0k $647.5k $647.5k 0.00% Added +3.0k +3,000
65 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 24,48124.5k $671.5k $671.5k 0.00% Added +8.2k +8,218
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 24,40524.4k $669.4k $669.4k 0.00% Added +10.1k +10,060
67 Dynamic Technology Lab Private Ltd 0.15% of their portfolio SINGAPORE, U0 23,67523.7k $649.0k $649.0k 0.15% New
68 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 23,49023.5k $644.3k $644.3k 0.00% Reduced -43.6k -43,569
69 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 23,04223.0k $632.0k $632.0k 0.00% Reduced -6.2k -6,242
70 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 22,72322.7k $623.3k $623.3k 0.00% Added +978 +978
71 Aquatic Capital Management LLC 0.02% of their portfolio CHICAGO, IL 22,58322.6k $619.5k $619.5k 0.02% Added +22.5k +22,533
72 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 22,15122.2k $608.0k $608.0k 0.00% Added +3.7k +3,720
73 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,26521.3k $583.3k $583.3k 0.00% Reduced -9.0k -9,003
74 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 21,05821.1k $577.6k $577.6k 0.00% Reduced -4.9k -4,941
75 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 20,70520.7k $567.9k $567.9k 0.00% Added +3.1k +3,132
76 Jackson Creek Investment Advisors LLC 0.16% of their portfolio CASTLE ROCK, CO 17,83017.8k $492.0k $492.0k 0.16% New
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 17,65617.7k $484.3k $484.3k 0.00% Reduced -578 -578
78 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 17,53517.5k $481.0k $481.0k 0.00% Reduced -9.0k -8,991
79 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 17,42617.4k $478.0k $478.0k 0.00% Added +6.3k +6,275
80 Campbell & CO Investment Adviser LLC 0.02% of their portfolio BALTIMORE, MD 16,33516.3k $448.1k $448.1k 0.02% New
81 Legal & General Group Plc 0.00% of their portfolio London, X0 15,02315.0k $412.1k $412.1k 0.00% Added +2.4k +2,428
82 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 14,35814.4k $393.8k $393.8k 0.01% New
83 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 13,36013.4k $366.5k $366.5k 0.00% Unchanged
84 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 12,98613.0k $356.2k $356.2k 0.00% Added +12.9k +12,900
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,86112.9k $352.8k $352.8k 0.00% Reduced -15.8k -15,845
86 Cullen Capital Management, LLC 0.00% of their portfolio New York, NY 12,70612.7k $348.5k $348.5k 0.00% Added +1.6k +1,580
87 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 12,55612.6k $344.4k $344.4k 0.00% Added +5.2k +5,194
88 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 11,53411.5k $316.4k $316.4k 0.00% New
89 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 11,52111.5k $316.0k $316.0k 0.00% Added +144 +144
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11,49611.5k $315.3k $315.3k 0.00% Added +7.1k +7,054
91 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio Englewood, NJ 11,09311.1k $304.3k $304.3k 0.02% Reduced -86.7k -86,665
92 PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 9,95710.0k $273.1k $273.1k 0.02% New
93 AXQ CAPITAL, LP 0.03% of their portfolio JERSEY CITY, NJ 9,9339.9k $272.5k $272.5k 0.03% New
94 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 9,2249.2k $253.0k $253.0k 0.00% Added +429 +429
95 Unison Advisors LLC 0.02% of their portfolio PROVIDENCE, RI 8,7448.7k $239.8k $239.8k 0.02% Unchanged
96 Hennion & Walsh Asset Management, Inc. 0.01% of their portfolio Parsippany, NJ 8,0958.1k $222.0k $222.0k 0.01% New
97 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 7,5397.5k $206.8k $206.8k 0.00% New
98 WINTON GROUP Ltd 0.01% of their portfolio LONDON, X0 7,5007.5k $205.7k $205.7k 0.01% New
99 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,0726.1k $166.6k $166.6k 0.00% Unchanged
100 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 6,0296.0k $165.4k $165.4k 0.00% Unchanged