MASTERBRAND INC MBC
COMMON STOCK · Common Stock · CUSIP 57638P104
- SectorConsumer discretionary
- IndustryWood Household Furniture, (No Upholstered)
- HeadquartersBeachwood, OH
- 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 ($8.0m this quarter). Holder counts are more reliable. Shares outstanding: 203.5m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.29. Options: 3 managers hold calls ($343.7k notional), 6 hold puts ($3.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 387 |
| Q1 2023 | 356 |
| Q2 2023 | 352 |
| Q3 2023 | 339 |
| Q4 2023 | 343 |
| Q1 2024 | 342 |
| Q2 2024 | 355 |
| Q3 2024 | 357 |
| Q4 2024 | 364 |
| Q1 2025 | 344 |
| Q2 2025 | 326 |
| Q3 2025 | 339 |
| Q4 2025 | 332 |
| Q1 2026 | 336 |
| Q2 2026 | 347 |
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 | 144 | 139 |
| Q4 2024 | 133 | 145 |
| Q1 2025 | 130 | 158 |
| Q2 2025 | 126 | 162 |
| Q3 2025 | 157 | 121 |
| Q4 2025 | 120 | 153 |
| Q1 2026 | 141 | 139 |
| Q2 2026 | 216 | 102 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $52.4k | $6.6k | 0.13 |
| Q4 2025 | $1.5m | $5.5k | 0.00 |
| Q1 2026 | $8.3k | $7.5k | 0.90 |
| Q2 2026 | $343.7k | $3.8m | 11.01 |
Biggest buyers
| BlackRock, Inc. | Added | +12.2m |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +11.5m |
| REDWOOD CAPITAL MANAGEMENT, LLC | Added | +8.5m |
| FMR LLC | Added | +6.0m |
| PARADIGM CAPITAL MANAGEMENT INC/NY | Added | +3.5m |
| Atlas FRM LLC | Added | +3.3m |
| STATE STREET CORP | Added | +3.3m |
| Diameter Capital Partners LP | Added | +3.2m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +3.1m |
| Gates Capital Management, Inc. | Added | +2.8m |
Biggest sellers
| Boston Partners | Sold out | -6.7m |
| Apollo Management Holdings, L.P. | Sold out | -2.6m |
| Nixon Capital, LLC | Sold out | -1.6m |
| Decagon Asset Management LLP | Sold out | -1.5m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.1m |
| Melqart Asset Management (UK) Ltd | Sold out | -1.1m |
| GLAZER CAPITAL, LLC | Sold out | -1.1m |
| COOKE & BIELER LP | Reduced | -1.0m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -871.5k |
| CANYON CAPITAL ADVISORS LLC | Reduced | -614.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $274.7k26.7k shares |
| SIMPLEX TRADING, LLC | Added | $55.6k5.4k shares |
| GROUP ONE TRADING LLC | Added | $13.4k1.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.7m164.1k shares |
| Caption Management, LLC | New | $1.0m100.0k shares |
| CITADEL ADVISORS LLC | New | $637.0k61.9k shares |
| JANE STREET GROUP, LLC | New | $337.5k32.8k shares |
| GROUP ONE TRADING LLC | Added | $64.8k6.3k shares |
| SIMPLEX TRADING, LLC | Added | $26.8k2.6k 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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 15.2% |
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution new · filed 2026-07-22 | 7.5% |
| Coliseum Capital Management, LLC 13G · passive investor -3.4 pts · filed 2026-08-17 | 6.5% |
| Gates Capital Management, Inc. 13G · institution -1.7 pts · filed 2026-08-14 | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| FMR LLC 13G · institution new · filed 2026-08-06 | 5.1% |
Fell to 5% or below in the last year: Boston Partners (0.0%, 2026-08-04), DIMENSIONAL FUND ADVISORS LP (4.5%, 2026-07-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 2 | $380.6k | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 4 | $696.3k | 2 | $337.9k | — |
| Q3 2026 | 0 | — | 2 | $515.9k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-25 | Young Mark A. VP, Chief Accounting Officer | Sold | $54.9k6.0k shares |
| 2026-08-11 | Wanninger Kurt EVP & Chief Operations Officer | Sold | $461.0k50.0k shares |
| 2026-06-11 | Fracassa Philip D. Director | Bought | $45.5k5.0k shares |
| 2026-06-10 | Kendrick Bruce Alan EVP & Chief HR Officer | Sold | $236.7k26.2k shares |
| 2026-06-08 | PETRATIS DAVID D Director | Bought | $102.2k11.6k shares |
| 2026-06-04 | Simon Andrea Helen EVP & CFO | Bought | $42.8k5.0k shares |
| 2026-06-01 | Banyard R David CEO & President, director | Bought | $505.8k60.0k shares |
| 2026-06-01 | Young Mark A. VP, Chief Accounting Officer | Sold | $101.2k11.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 31.6m $324.7m | Added +12.2m |
| PZENA INVESTMENT MANAGEMENT LLC 0.46% of their portfolio | 15.3m $157.7m | Added +11.5m |
| Coliseum Capital Management, LLC 11.69% of their portfolio | 13.2m $135.8m | Added +505.4k |
| Gates Capital Management, Inc. 4.46% of their portfolio | 13.2m $135.7m | Added +2.8m |
| FMR LLC 0.00% of their portfolio | 10.4m $106.7m | Added +6.0m |
| REDWOOD CAPITAL MANAGEMENT, LLC 10.90% of their portfolio | 9.8m $101.1m | Added +8.5m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 9.2m $94.6m | Added +2.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 8.8m $90.9m | Added +3.1m |
| STATE STREET CORP 0.00% of their portfolio | 8.2m $84.3m | Added +3.3m |
| Pertento Partners LLP 4.41% of their portfolio | 6.0m $61.4m | Added +1.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.1m $52.8m | Added +2.0m |
| Sixth Street Partners Management Company, L.P. 8.72% of their portfolio | 4.9m $50.5m | Unchanged |
| Diameter Capital Partners LP 5.23% of their portfolio | 4.8m $49.2m | Added +3.2m |
| Atlas FRM LLC 2.04% of their portfolio | 4.6m $47.6m | Added +3.3m |
| PARADIGM CAPITAL MANAGEMENT INC/NY 1.29% of their portfolio | 4.6m $47.5m | Added +3.5m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.1m $42.6m | Added +1.7m |
| Monarch Alternative Capital LP 5.41% of their portfolio | 3.7m $38.1m | Added +1.7m |
| ACK Asset Management LLC 4.45% of their portfolio | 3.7m $38.1m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 3.1m $32.2m | Reduced -893 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 3.1m $31.9m | Added +555.5k |
| STONEHILL CAPITAL MANAGEMENT LLC 7.83% of their portfolio | 2.7m $27.4m | Added +1.2m |
| COOKE & BIELER LP 0.30% of their portfolio | 2.6m $26.3m | Reduced -1.0m |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $26.2m | Added +1.4m |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 2.5m $25.3m | Added +2.4m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.2m $23.0m | Added +884.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.0m $20.3m | Reduced -1.1m |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.40% of their portfolio | 2.0m $20.3m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.4m $14.5m | Added +1.3m |
| UBS Group AG 0.00% of their portfolio | 1.4m $14.0m | Added +692.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.3m $13.8m | Added +506.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 1.3m $13.6m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.3m $12.9m | Added +405.3k |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $12.3m | Added +272.1k |
| CANYON CAPITAL ADVISORS LLC 1.26% of their portfolio | 1.1m $11.1m | Reduced -614.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.19% of their portfolio | 1.0m $10.7m | Added +269.3k |
| Marathon Asset Management Ltd 0.43% of their portfolio | 1.0m $10.6m | Added +192.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 981.2k $10.1m | Added +364.9k |
| De Lisle Partners LLP 1.06% of their portfolio | 948.4k $9.8m | Reduced -116.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 880.8k $9.1m | Reduced -871.5k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 779.4k $8.0m | New |
| GRACE & WHITE INC /NY 1.16% of their portfolio | 714.5k $7.4m | New |
| Empowered Funds, LLC 0.04% of their portfolio | 697.9k $7.2m | Added +221.7k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 697.5k $7.2m | Added +243.9k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 678.5k $7.0m | Added +226.9k |
| Ancora Advisors LLC 0.13% of their portfolio | 672.2k $6.9m | Added +259.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 643.4k $6.6m | Added +123.0k |
| CITIGROUP INC 0.00% of their portfolio | 606.0k $6.2m | Added +459.3k |
| Nuveen, LLC 0.00% of their portfolio | 592.0k $6.1m | Added +309.0k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 580.3k $6.0m | Added +201.9k |
| Polar Capital Holdings Plc 0.02% of their portfolio | 560.0k $5.8m | Reduced -183.6k |
| Quantinno Capital Management LP 0.01% of their portfolio | 522.4k $5.4m | Added +125.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 511.8k $5.3m | Added +148.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 484.7k $5.0m | Added +67.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 469.4k $4.8m | Added +189.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 468.4k $4.8m | Added +85.6k |
| Legal & General Group Plc 0.00% of their portfolio | 463.2k $4.8m | Added +168.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 447.5k $4.6m | Reduced -58.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 444.6k $4.6m | Reduced -230.6k |
| North Growth Management Ltd. 0.57% of their portfolio | 433.0k $4.5m | Added +3.0k |
| Creative Planning 0.00% of their portfolio | 425.6k $4.4m | Added +307.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 415.7k $4.3m | Added +181.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 402.8k $4.1m | Added +103.0k |
| Swiss National Bank 0.00% of their portfolio | 387.0k $4.0m | Added +137.1k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 374.2k $3.9m | Reduced -155.9k |
| D.A. DAVIDSON & CO. 0.02% of their portfolio | 320.1k $3.3m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 315.9k $3.3m | Added +94.0k |
| ALPINE ASSOCIATES MANAGEMENT INC. 0.19% of their portfolio | 297.3k $3.1m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 290.4k $3.0m | Added +139.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 273.1k $2.8m | Added +36.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 260.8k $2.7m | Added +5.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 233.4k $1.9m | Added +79.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 230.5k $2.4m | Added +65.0k |
| EVR Research LP 1.17% of their portfolio | 230.0k $2.4m | Reduced -70.0k |
| BARCLAYS PLC 0.00% of their portfolio | 225.0k $2.3m | Added +105.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 214.1k $2.2m | Reduced -27.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 212.2k $2.2m | Added +79.8k |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 209.3k $2.2m | Reduced -26.3k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 192.1k $2.0m | Added +93.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 191.4k $2.0m | Added +71.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 169.0k $1.7m | Added +51.6k |
| Trexquant Investment LP 0.01% of their portfolio | 166.4k $1.7m | New |
| Diametric Capital, LP 0.16% of their portfolio | 150.7k $1.6m | New |
| AMERICAN FINANCIAL GROUP INC 0.54% of their portfolio | 149.0k $1.5m | New |
| State of New Jersey Common Pension Fund D 0.00% of their portfolio | 139.3k $1.4m | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 137.0k $1.4m | Added +36.2k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 133.3k $1.4m | Added +48.7k |
| GABELLI FUNDS LLC 0.01% of their portfolio | 132.6k $1.4m | Added +94.1k |
| EFG International AG 0.02% of their portfolio | 130.8k $1.3m | Unchanged |
| ALLSTATE CORP 0.01% of their portfolio | 122.9k $1.3m | Added +57.8k |
| HARBOR CAPITAL ADVISORS, INC. 0.08% of their portfolio | 119.7k $1.2m | Added +43.2k |
| LMR Partners LLP 0.01% of their portfolio | 119.6k $1.2m | Added +31.4k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 119.3k $1.2m | Added +44.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 106.7k $1.1m | Reduced -366.2k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 105.8k $1.1m | Added +27.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 105.5k $1.1m | Added +28.5k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 100.4k $1.0m | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio | 93.9k $966.6k | Added +48.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 93.6k $963.5k | Added +34.0k |
| Jupiter Topco LLC 0.00% of their portfolio | 93.1k $957.1k | First filing |
| Louisiana State Employees Retirement System 0.01% of their portfolio | 88.9k $914.8k | Added +32.7k |