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 ($7.7m this quarter). Holder counts are more reliable. Shares outstanding: 126.8m as of 2025-10-31, 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 ≈ $13.17. Options: 2 managers hold calls ($52.4k notional), 1 hold puts ($6.6k).
Trends to Q3 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 |
| Q3 2025 | 339 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 157 | 121 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $83.1k | $128.4k | 1.54 |
| Q1 2025 | $13.1k | $120.2k | 9.20 |
| Q2 2025 | $45.8k | $4.4k | 0.10 |
| Q3 2025 | $52.4k | $6.6k | 0.13 |
Biggest buyers
| Diameter Capital Partners LP | Added | +4.1m |
| Coliseum Capital Management, LLC | Added | +3.3m |
| ACK Asset Management LLC | New | +2.3m |
| Sixth Street Partners Management Company, L.P. | Added | +1.9m |
| STONEHILL CAPITAL MANAGEMENT LLC | Added | +1.5m |
| GOLDMAN SACHS GROUP INC | Added | +1.4m |
| JPMORGAN CHASE & CO | Added | +1.2m |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Added | +856.3k |
| CANYON CAPITAL ADVISORS LLC | Added | +734.9k |
| Boston Partners | Added | +650.0k |
Biggest sellers
| Thrivent Financial for Lutherans | Reduced | -3.8m |
| FMR LLC | Reduced | -2.1m |
| Gates Capital Management, Inc. | Reduced | -1.6m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -443.6k |
| CSM Advisors, LLC | Sold out | -255.5k |
| ROYCE & ASSOCIATES LP | Reduced | -247.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -153.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -143.3k |
| XTX Topco Ltd | Sold out | -124.3k |
| JANE STREET GROUP, LLC | Sold out | -117.0k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $47.4k3.6k shares |
| SIMPLEX TRADING, LLC | Added | $5.0k400 shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $6.6k500 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 18.9m $248.6m | Added +29.8k |
| Gates Capital Management, Inc. 4.23% of their portfolio | 10.4m $136.7m | Reduced -1.6m |
| VANGUARD GROUP INC 0.00% of their portfolio | 9.1m $119.6m | Reduced -101.7k |
| Boston Partners 0.12% of their portfolio | 8.9m $117.7m | Added +650.0k |
| Coliseum Capital Management, LLC 9.73% of their portfolio | 7.6m $99.6m | Added +3.3m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 6.3m $82.8m | Added +147.2k |
| Diameter Capital Partners LP 7.00% of their portfolio | 5.1m $66.6m | Added +4.1m |
| STATE STREET CORP 0.00% of their portfolio | 4.9m $65.0m | Added +3.5k |
| PZENA INVESTMENT MANAGEMENT LLC 0.18% of their portfolio | 4.1m $54.3m | Reduced -31.7k |
| FMR LLC 0.00% of their portfolio | 3.7m $48.8m | Reduced -2.1m |
| Sixth Street Partners Management Company, L.P. 3.78% of their portfolio | 3.3m $44.0m | Added +1.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.0m $39.7m | Added +12.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 2.9m $38.8m | Added +492.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.5m $32.8m | Added +7.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.5m $32.6m | Added +1.4m |
| ACK Asset Management LLC 3.79% of their portfolio | 2.3m $30.3m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 2.1m $27.8m | Added +60.6k |
| STONEHILL CAPITAL MANAGEMENT LLC 9.18% of their portfolio | 2.0m $25.7m | Added +1.5m |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.10% of their portfolio | 1.9m $25.3m | Added +856.3k |
| CANYON CAPITAL ADVISORS LLC 3.25% of their portfolio | 1.8m $23.7m | Added +734.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $19.4m | Reduced -12.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $18.3m | Added +1.2m |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $18.2m | Reduced -68.7k |
| Nixon Capital, LLC 4.93% of their portfolio | 1.2m $16.2m | Added +352.5k |
| De Lisle Partners LLP 1.81% of their portfolio | 1.1m $14.7m | Unchanged |
| Polar Capital Holdings Plc 0.06% of their portfolio | 997.4k $13.1m | Added +424.3k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 967.6k $12.7m | Reduced -3.8m |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.27% of their portfolio | 961.1k $12.7m | Reduced -38.3k |
| Ancora Advisors LLC 0.24% of their portfolio | 895.1k $11.8m | Added +152.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 869.0k $11.4m | Reduced -34.7k |
| Invesco Ltd. 0.00% of their portfolio | 652.9k $8.6m | Reduced -3.3k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 630.7k $8.3m | Added +133.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 612.0k $8.1m | Reduced -16.4k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.33% of their portfolio | 580.0k $7.6m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 576.1k $7.6m | Added +17.6k |
| Empowered Funds, LLC 0.08% of their portfolio | 566.1k $7.5m | Added +11.7k |
| UBS Group AG 0.00% of their portfolio | 542.4k $7.1m | Added +319.9k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 494.3k $6.5m | Added +61.5k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 479.6k $6.3m | Added +445.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 467.9k $6.2m | Reduced -33.2k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 428.5k $5.6m | Reduced -247.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 410.8k $5.4m | Added +33.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 409.3k $5.4m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 401.9k $5.3m | Added +63.3k |
| RBF Capital, LLC 0.24% of their portfolio | 390.4k $5.1m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 382.3k $5.0m | Reduced -4.9k |
| Weiss Asset Management LP 0.07% of their portfolio | 360.3k $4.7m | Not comparable |
| Woodline Partners LP 0.02% of their portfolio | 355.4k $4.7m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 343.1k $4.5m | Reduced -71.5k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 342.8k $4.5m | Added +54.3k |
| Legal & General Group Plc 0.00% of their portfolio | 327.2k $4.3m | Reduced -23.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 322.9k $4.3m | Reduced -1.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 310.8k $4.1m | Added +92.2k |
| BEACONLIGHT CAPITAL, LLC 1.90% of their portfolio | 293.0k $3.9m | New |
| Nuveen, LLC 0.00% of their portfolio | 286.5k $3.8m | Reduced -5.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 283.8k $3.7m | Added +11.2k |
| Swiss National Bank 0.00% of their portfolio | 245.7k $3.2m | Added +1.8k |
| DENALI ADVISORS LLC 0.36% of their portfolio | 241.4k $3.2m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 239.9k $3.2m | Reduced -11.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 231.7k $3.1m | Added +196.2k |
| BARCLAYS PLC 0.00% of their portfolio | 222.8k $2.9m | Reduced -59.0k |
| North Growth Management Ltd. 0.49% of their portfolio | 215.0k $2.8m | Reduced -1.0k |
| Trexquant Investment LP 0.03% of their portfolio | 206.6k $2.7m | Added +157.7k |
| 683 Capital Management, LLC 0.24% of their portfolio | 200.0k $2.6m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 188.5k $2.5m | Added +12.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 186.9k $2.5m | Added +13.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 186.5k $2.5m | Added +15.9k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 184.2k $2.4m | Added +106.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 178.1k $2.3m | Reduced -39.6k |
| STRS OHIO 0.01% of their portfolio | 168.1k $2.2m | Added +120.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.04% of their portfolio | 166.1k $2.2m | Added +14.4k |
| EMG Holdings, L.P. 2.32% of their portfolio | 165.1k $2.2m | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 163.0k $2.1m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 157.1k $2.1m | Reduced -12.0k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 155.8k $2.1m | Added +597 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 153.6k $2.0m | Reduced -119 |
| CITIGROUP INC 0.00% of their portfolio | 136.3k $1.8m | Reduced -24.5k |
| EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio | 121.2k $1.6m | Reduced -689 |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 117.8k $1.6m | Reduced -70.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 117.7k $1.6m | Added +4.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 117.4k $1.5m | Added +6 |
| AXA Investment Managers S.A. 0.00% of their portfolio | 114.4k $1.5m | First filing |
| HARRIS ASSOCIATES L P 0.00% of their portfolio | 110.2k $1.5m | Reduced -2.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 104.5k $1.4m | Added +65.3k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 100.3k $1.3m | Added +55.6k |
| AlphaQuest LLC 0.09% of their portfolio | 99.4k $1.3m | Added +8.5k |
| Verition Fund Management LLC 0.01% of their portfolio | 98.2k $1.3m | Added +822 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 94.6k $1.2m | Reduced -91.1k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 92.8k $1.2m | Added +15.5k |
| COMERICA BANK 0.00% of their portfolio | 89.5k $1.2m | Added +6.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 82.3k $1.1m | Reduced -26.8k |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 81.4k $1.1m | Reduced -7.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 79.6k $1.0m | Added +62.3k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 78.8k $1.0m | Reduced -443.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 76.5k $1.0m | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 73.6k $969.5k | Reduced -110.6k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 70.5k $927.0k | Reduced -5.0k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 66.0k $868.9k | Reduced -405 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 64.3k $846.3k | Reduced -2.7k |
| Creative Planning 0.00% of their portfolio | 61.6k $811.9k | Added +25.7k |