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 ($9.0m this quarter). Holder counts are more reliable. Shares outstanding: 126.7m as of 2025-05-02, 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 ≈ $13.06. Options: 3 managers hold calls ($13.1k notional), 4 hold puts ($120.2k).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 141 | 169 |
| Q3 2023 | 101 | 162 |
| Q4 2023 | 109 | 145 |
| Q1 2024 | 128 | 157 |
| Q2 2024 | 140 | 142 |
| Q3 2024 | 144 | 139 |
| Q4 2024 | 133 | 145 |
| Q1 2025 | 130 | 158 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $199.5k | $187.9k | 0.94 |
| Q3 2024 | $444.5k | $161.3k | 0.36 |
| Q4 2024 | $83.1k | $128.4k | 1.54 |
| Q1 2025 | $13.1k | $120.2k | 9.20 |
Biggest buyers
| FMR LLC | Added | +4.2m |
| Coliseum Capital Management, LLC | New | +3.2m |
| Boston Partners | Added | +2.6m |
| ALLIANCEBERNSTEIN L.P. | Added | +1.2m |
| Pacer Advisors, Inc. | New | +1.2m |
| DIMENSIONAL FUND ADVISORS LP | Added | +675.2k |
| Thrivent Financial for Lutherans | Added | +493.0k |
| Pictet Asset Management Holding SA | Added | +339.9k |
| CITADEL ADVISORS LLC | Added | +205.2k |
| Gates Capital Management, Inc. | Added | +180.0k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -706.2k |
| BlackRock, Inc. | Reduced | -696.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -603.8k |
| MORGAN STANLEY | Reduced | -566.4k |
| JPMORGAN CHASE & CO | Reduced | -531.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -531.5k |
| WELLS FARGO & COMPANY/MN | Reduced | -468.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -440.4k |
| Invesco Ltd. | Reduced | -433.0k |
| VANGUARD GROUP INC | Reduced | -416.3k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $7.8k600 shares |
| GROUP ONE TRADING LLC | Reduced | $5.2k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $105.8k8.1k shares |
| GROUP ONE TRADING LLC | New | $14.4k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| SIMPLEX TRADING, LLC | Reduced | $0100 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 in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 1 | $307.8k | 2 | $365.6k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 2 | $380.6k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-28 | Crisci Robert Director | Bought | $281.6k20.0k shares |
| 2025-02-24 | CHUGG JULIANA L Director | Bought | $99.0k7.0k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 19.5m $254.4m | Reduced -696.9k |
| Gates Capital Management, Inc. 3.92% of their portfolio | 9.7m $126.3m | Added +180.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.2m $119.8m | Reduced -416.3k |
| Boston Partners 0.12% of their portfolio | 7.8m $101.9m | Added +2.6m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 5.7m $73.8m | Added +675.2k |
| Thrivent Financial for Lutherans 0.16% of their portfolio | 5.6m $72.8m | Added +493.0k |
| FMR LLC 0.00% of their portfolio | 5.2m $67.3m | Added +4.2m |
| STATE STREET CORP 0.00% of their portfolio | 4.9m $64.4m | Reduced -218.9k |
| Coliseum Capital Management, LLC 3.47% of their portfolio | 3.2m $41.5m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.0m $39.1m | Added +55.0k |
| PZENA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 2.9m $37.3m | Added +11.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.14% of their portfolio | 2.8m $36.5m | Reduced -706.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.5m $32.8m | Added +106.3k |
| MANGROVE PARTNERS IM, LLC 3.10% of their portfolio | 2.2m $28.3m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 1.6m $20.3m | Added +30.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.5m $19.8m | Added +59.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $19.6m | Reduced -21.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $18.9m | Reduced -566.4k |
| Sixth Street Partners Management Company, L.P. 2.40% of their portfolio | 1.4m $18.3m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.4m $18.1m | Added +1.2m |
| ACK Asset Management LLC 2.79% of their portfolio | 1.3m $17.0m | Reduced -172.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.3m $16.4m | Reduced -603.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.41% of their portfolio | 1.2m $16.1m | Added +13.5k |
| De Lisle Partners LLP 2.62% of their portfolio | 1.2m $15.8m | Added +43.6k |
| Pacer Advisors, Inc. 0.04% of their portfolio | 1.2m $15.3m | New |
| Invesco Ltd. 0.00% of their portfolio | 1.1m $14.9m | Reduced -433.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 913.6k $11.9m | Reduced -38.7k |
| Mawer Investment Management Ltd. 0.06% of their portfolio | 881.7k $11.5m | Added +88.6k |
| Nixon Capital, LLC 3.46% of their portfolio | 766.5k $10.0m | Added +58.6k |
| Ancora Advisors LLC 0.22% of their portfolio | 764.3k $10.0m | Reduced -5.1k |
| ROYCE & ASSOCIATES LP 0.10% of their portfolio | 736.9k $9.6m | Added +12.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 707.8k $9.2m | Added +22.1k |
| Empowered Funds, LLC 0.12% of their portfolio | 663.9k $8.7m | Added +13.5k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 609.9k $8.0m | Added +15.5k |
| Polar Capital Holdings Plc 0.05% of their portfolio | 573.1k $7.5m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 552.2k $7.2m | Reduced -77.1k |
| HENNESSY ADVISORS INC 0.21% of their portfolio | 493.5k $6.4m | Reduced -56.4k |
| Brandywine Global Investment Management, LLC 0.04% of their portfolio | 457.4k $6.0m | Added +93.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 447.1k $5.8m | Reduced -279.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 415.0k $5.4m | Reduced -186.5k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 403.0k $5.3m | Added +86.4k |
| UBS Group AG 0.00% of their portfolio | 383.5k $5.0m | Added +31.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 379.2k $5.0m | Reduced -8.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 373.5k $4.9m | Reduced -18.6k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 358.1k $4.7m | Added +339.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 357.3k $4.7m | Added +34.4k |
| Nuveen, LLC 0.00% of their portfolio | 355.7k $4.6m | First filing |
| Legal & General Group Plc 0.00% of their portfolio | 345.6k $4.5m | Reduced -8.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 337.6k $4.4m | Added +136.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 333.1k $4.4m | Added +17.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 320.6k $4.2m | Reduced -14.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 320.0k $4.2m | Added +205.2k |
| Foundry Partners, LLC 0.22% of their portfolio | 319.3k $4.2m | Added +4.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 282.6k $3.7m | Added +87.7k |
| Swiss National Bank 0.00% of their portfolio | 246.2k $3.2m | Reduced -3.8k |
| CITIGROUP INC 0.00% of their portfolio | 243.7k $3.2m | Added +12.8k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 240.3k $3.1m | Reduced -107.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 227.6k $3.0m | Reduced -9.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 218.0k $2.8m | Reduced -12.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 195.2k $2.5m | Added +64.7k |
| BARCLAYS PLC 0.00% of their portfolio | 194.5k $2.5m | Reduced -35.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 191.9k $2.5m | Reduced -69.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 185.2k $2.4m | Reduced -468.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 177.7k $2.3m | Reduced -14.5k |
| North Growth Management Ltd. 0.49% of their portfolio | 177.0k $2.3m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 161.4k $2.1m | Reduced -531.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 159.1k $2.1m | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 157.4k $2.1m | Added +1.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 151.9k $1.9m | Reduced -21.8k |
| Man Group plc 0.01% of their portfolio | 135.3k $1.8m | Reduced -145.3k |
| EXCHANGE TRADED CONCEPTS, LLC 0.03% of their portfolio | 123.8k $1.6m | Reduced -7.0k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 119.3k $1.6m | Added +49.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 115.5k $1.5m | Reduced -3.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 102.3k $1.3m | Added +4.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio | 96.9k $1.3m | Added +19.0k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 88.9k $1.2m | Reduced -2.4k |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 87.5k $1.1m | Reduced -1.4k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 84.6k $1.1m | Reduced -193.0k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 83.7k $1.1m | Added +10.2k |
| AlphaQuest LLC 0.11% of their portfolio | 79.6k $1.0m | Added +5.3k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 76.5k $999.3k | Reduced -1.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 75.4k $984.2k | Added +3.3k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 70.4k $919.0k | Reduced -1.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 69.8k $912.2k | Added +2.3k |
| COMERICA BANK 0.00% of their portfolio | 68.9k $899.9k | Reduced -5.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 68.4k $893.1k | Added +23.0k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 66.5k $868.1k | Reduced -4.9k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 66.2k $864.2k | Reduced -1.3k |
| Bryce Point Capital, LLC 0.61% of their portfolio | 60.7k $813.6k | New |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 59.9k $782.3k | Reduced -1.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 55.6k $726.0k | Added +6.3k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 55.5k $726.5k | Unchanged |
| SummerHaven Investment Management, LLC 0.50% of their portfolio | 54.6k $713.6k | Added +830 |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 53.8k $702.8k | Unchanged |
| Summit Global Investments 0.05% of their portfolio | 53.8k $703.0k | Added +27.5k |
| State of Wyoming 0.09% of their portfolio | 53.5k $698.3k | Added +31.8k |
| Cullen Capital Management, LLC 0.01% of their portfolio | 52.4k $683.8k | Reduced -10.0k |
| HARRIS ASSOCIATES L P 0.00% of their portfolio | 50.4k $657.7k | Unchanged |
| BOKF, NA 0.01% of their portfolio | 49.5k $645.8k | Added +3.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 48.8k $637.9k | Added +5.1k |