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 ($6.6m this quarter). Holder counts are more reliable. Shares outstanding: 126.7m as of 2025-08-01, 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 ≈ $10.93. Options: 3 managers hold calls ($45.8k notional), 2 hold puts ($4.4k).
Trends to Q2 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 |
| Q2 2025 | 326 |
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 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 |
| Q2 2025 | 126 | 162 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $444.5k | $161.3k | 0.36 |
| Q4 2024 | $83.1k | $128.4k | 1.54 |
| Q1 2025 | $13.1k | $120.2k | 9.20 |
| Q2 2025 | $45.8k | $4.4k | 0.10 |
Biggest buyers
| Gates Capital Management, Inc. | Added | +2.4m |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +1.3m |
| Coliseum Capital Management, LLC | Added | +1.1m |
| CANYON CAPITAL ADVISORS LLC | New | +1.1m |
| Diameter Capital Partners LP | New | +1.0m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +940.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Added | +840.9k |
| FMR LLC | Added | +677.8k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +501.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +500.4k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -2.8m |
| MANGROVE PARTNERS IM, LLC | Sold out | -2.2m |
| ACK Asset Management LLC | Sold out | -1.3m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.2m |
| Pacer Advisors, Inc. | Sold out | -1.2m |
| Mawer Investment Management Ltd. | Sold out | -881.7k |
| Thrivent Financial for Lutherans | Reduced | -839.4k |
| BlackRock, Inc. | Reduced | -631.5k |
| HENNESSY ADVISORS INC | Sold out | -493.5k |
| Invesco Ltd. | Reduced | -488.0k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $44.8k4.1k shares |
| SIMPLEX TRADING, LLC | New | $1.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| GROUP ONE TRADING LLC | Reduced | $4.4k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 18.8m $206.0m | Reduced -631.5k |
| Gates Capital Management, Inc. 3.97% of their portfolio | 12.0m $131.4m | Added +2.4m |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.2m $100.4m | Added +8.9k |
| Boston Partners 0.10% of their portfolio | 8.3m $90.6m | Added +452.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 6.1m $67.1m | Added +490.1k |
| FMR LLC 0.00% of their portfolio | 5.8m $63.7m | Added +677.8k |
| STATE STREET CORP 0.00% of their portfolio | 4.9m $53.9m | Reduced -2.9k |
| Thrivent Financial for Lutherans 0.11% of their portfolio | 4.7m $51.8m | Reduced -839.4k |
| Coliseum Capital Management, LLC 3.38% of their portfolio | 4.3m $47.0m | Added +1.1m |
| PZENA INVESTMENT MANAGEMENT LLC 0.15% of their portfolio | 4.2m $45.4m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.0m $32.8m | Added +4.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.5m $27.2m | Reduced -25.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 2.5m $26.9m | Added +940.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 2.1m $22.4m | Added +501.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $16.2m | Reduced -16.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $15.8m | Added +4.3k |
| Sixth Street Partners Management Company, L.P. 1.21% of their portfolio | 1.4m $15.3m | Unchanged |
| De Lisle Partners LLP 1.73% of their portfolio | 1.1m $12.2m | Reduced -88.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $12.1m | Reduced -151.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.05% of their portfolio | 1.1m $11.7m | Added +840.9k |
| CANYON CAPITAL ADVISORS LLC 1.61% of their portfolio | 1.1m $11.6m | New |
| Diameter Capital Partners LP 3.05% of their portfolio | 1.0m $10.9m | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.26% of their portfolio | 999.4k $10.9m | Reduced -234.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 903.8k $9.9m | Reduced -9.8k |
| Nixon Capital, LLC 3.12% of their portfolio | 878.1k $9.6m | Added +111.6k |
| Ancora Advisors LLC 0.17% of their portfolio | 742.8k $8.1m | Reduced -21.6k |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 675.8k $7.4m | Reduced -61.2k |
| Invesco Ltd. 0.00% of their portfolio | 656.2k $7.2m | Reduced -488.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 628.3k $6.9m | Reduced -79.5k |
| Polar Capital Holdings Plc 0.03% of their portfolio | 573.1k $6.3m | Unchanged |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 558.5k $6.1m | Reduced -51.4k |
| Empowered Funds, LLC 0.07% of their portfolio | 554.4k $6.1m | Reduced -109.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 522.4k $5.7m | Added +500.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 501.1k $5.5m | Added +163.5k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 497.3k $5.4m | Added +139.2k |
| STONEHILL CAPITAL MANAGEMENT LLC 2.27% of their portfolio | 475.0k $5.2m | New |
| Public Sector Pension Investment Board 0.02% of their portfolio | 432.8k $4.7m | Added +29.8k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 414.6k $4.5m | Reduced -32.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 387.2k $4.2m | Added +13.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 377.8k $4.1m | Reduced -174.4k |
| Legal & General Group Plc 0.00% of their portfolio | 350.3k $3.8m | Added +4.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 338.6k $3.7m | Added +5.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 324.2k $3.5m | Added +3.6k |
| Nuveen, LLC 0.00% of their portfolio | 291.7k $3.2m | Reduced -64.0k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 288.6k $3.2m | Added +48.2k |
| BARCLAYS PLC 0.00% of their portfolio | 281.9k $3.1m | Added +87.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 272.5k $3.0m | Reduced -106.7k |
| CSM Advisors, LLC 0.08% of their portfolio | 255.5k $2.8m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 251.5k $2.7m | Added +92.4k |
| Swiss National Bank 0.00% of their portfolio | 243.9k $2.7m | Reduced -2.3k |
| UBS Group AG 0.00% of their portfolio | 222.5k $2.4m | Reduced -161.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 218.6k $2.4m | Reduced -64.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 217.8k $2.4m | Added +162.2k |
| North Growth Management Ltd. 0.44% of their portfolio | 216.0k $2.4m | Added +39.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 188.7k $2.1m | Reduced -3.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 185.7k $2.0m | Reduced -134.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 184.2k $2.0m | Reduced -230.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 175.8k $1.9m | Added +23.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 173.5k $1.9m | Reduced -11.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 170.7k $1.9m | Reduced -47.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 169.9k $1.9m | Reduced -25.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 169.1k $1.8m | Reduced -8.6k |
| CITIGROUP INC 0.00% of their portfolio | 160.8k $1.8m | Reduced -82.9k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 155.2k $1.7m | Reduced -2.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 153.8k $1.7m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 153.7k $1.7m | Reduced -1.2m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 153.4k $1.7m | Reduced -8.0k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% of their portfolio | 151.7k $1.7m | Added +54.9k |
| XTX Topco Ltd 0.06% of their portfolio | 124.3k $1.4m | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio | 121.9k $1.3m | Reduced -2.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 117.4k $1.3m | Added +1.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 117.0k $1.3m | Reduced -240.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 112.9k $1.2m | Added +10.5k |
| HARRIS ASSOCIATES L P 0.00% of their portfolio | 112.4k $1.2m | Added +62.0k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 109.1k $1.2m | Added +20.2k |
| AXA S.A. 0.00% of their portfolio | 105.5k $1.2m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 105.5k $1.2m | Added +76.9k |
| Verition Fund Management LLC 0.01% of their portfolio | 97.4k $1.1m | New |
| AlphaQuest LLC 0.10% of their portfolio | 90.9k $993.3k | Added +11.3k |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 88.8k $970.1k | Added +1.2k |
| HRT FINANCIAL LP 0.01% of their portfolio | 86.0k $939.0k | New |
| Versor Investments LP 0.16% of their portfolio | 83.8k $915.9k | New |
| COMERICA BANK 0.00% of their portfolio | 83.0k $906.8k | Added +14.1k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 78.1k $853.0k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 77.3k $844.6k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 76.5k $836.4k | Unchanged |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 75.5k $824.0k | Added +5.1k |
| Man Group plc 0.00% of their portfolio | 74.9k $818.3k | Reduced -60.5k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 72.0k $787.0k | Reduced -11.7k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 69.7k $761.8k | Reduced -14.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 69.6k $761.2k | Reduced -5.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 67.0k $731.8k | Reduced -2.9k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 66.4k $725.5k | Reduced -86 |
| Louisiana State Employees Retirement System 0.01% of their portfolio | 59.2k $647.1k | Reduced -700 |
| SummerHaven Investment Management, LLC 0.40% of their portfolio | 55.9k $610.9k | Added +1.3k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 55.5k $607.1k | Unchanged |
| Summit Global Investments 0.03% of their portfolio | 54.3k $593.0k | Added +484 |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 54.1k $591.1k | Reduced -65.2k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 50.7k $553.8k | Reduced -3.1k |
| Trexquant Investment LP 0.01% of their portfolio | 48.9k $534.7k | New |