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 ($4.1m this quarter). Holder counts are more reliable. Shares outstanding: 128.0m as of 2026-05-04, 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 ≈ $8.31. Options: 2 managers hold calls ($8.3k notional), 2 hold puts ($7.5k).
Trends to Q1 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 |
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 2024 | 140 | 142 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $45.8k | $4.4k | 0.10 |
| Q3 2025 | $52.4k | $6.6k | 0.13 |
| Q4 2025 | $1.5m | $5.5k | 0.00 |
| Q1 2026 | $8.3k | $7.5k | 0.90 |
Biggest buyers
| Apollo Management Holdings, L.P. | New | +2.6m |
| Monarch Alternative Capital LP | New | +2.0m |
| Coliseum Capital Management, LLC | Added | +1.9m |
| ACK Asset Management LLC | Added | +1.4m |
| Atlas FRM LLC | New | +1.3m |
| REDWOOD CAPITAL MANAGEMENT, LLC | New | +1.3m |
| Gates Capital Management, Inc. | Added | +1.1m |
| Pertento Partners LLP | Added | +1.1m |
| Melqart Asset Management (UK) Ltd | Added | +1.1m |
| GLAZER CAPITAL, LLC | Added | +994.4k |
Biggest sellers
| Diameter Capital Partners LP | Reduced | -4.5m |
| Boston Partners | Reduced | -2.0m |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Reduced | -1.4m |
| UBS Group AG | Reduced | -720.2k |
| Woodline Partners LP | Sold out | -695.2k |
| RBF Capital, LLC | Reduced | -619.1k |
| SG Americas Securities, LLC | Reduced | -618.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -519.6k |
| Lighthouse Investment Partners, LLC | Reduced | -418.9k |
| Ancora Advisors LLC | Reduced | -392.9k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $7.5k900 shares |
| SIMPLEX TRADING, LLC | Unchanged | $831100 shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $5.8k700 shares |
| SIMPLEX TRADING, LLC | Unchanged | $1.7k200 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 19.4m $160.8m | Reduced -9.4k |
| Coliseum Capital Management, LLC 8.65% of their portfolio | 12.7m $105.5m | Added +1.9m |
| Gates Capital Management, Inc. 2.97% of their portfolio | 10.3m $86.0m | Added +1.1m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 7.0m $58.3m | Added +447.4k |
| Boston Partners 0.06% of their portfolio | 6.7m $55.9m | Reduced -2.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 5.7m $47.6m | First filing |
| Pertento Partners LLP 4.38% of their portfolio | 5.0m $41.3m | Added +1.1m |
| Sixth Street Partners Management Company, L.P. 5.74% of their portfolio | 4.9m $40.8m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 4.9m $40.6m | Reduced -66.1k |
| FMR LLC 0.00% of their portfolio | 4.3m $36.1m | Added +619.7k |
| PZENA INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 3.8m $31.7m | Added +28.1k |
| ACK Asset Management LLC 3.84% of their portfolio | 3.7m $30.7m | Added +1.4m |
| COOKE & BIELER LP 0.34% of their portfolio | 3.6m $29.9m | Added +763.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 3.1m $26.0m | Added +9.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.1m $25.8m | Added +88.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 3.1m $25.5m | Added +446.2k |
| Apollo Management Holdings, L.P. 0.37% of their portfolio | 2.6m $21.9m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.5m $21.1m | Added +31.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.5m $20.4m | First filing |
| Monarch Alternative Capital LP 2.83% of their portfolio | 2.0m $16.6m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 1.8m $14.6m | Reduced -519.6k |
| CANYON CAPITAL ADVISORS LLC 1.82% of their portfolio | 1.7m $14.1m | Reduced -268.9k |
| Nixon Capital, LLC 4.68% of their portfolio | 1.6m $13.7m | Added +231.3k |
| Decagon Asset Management LLP 3.34% of their portfolio | 1.5m $12.9m | Added +784.1k |
| Diameter Capital Partners LP 2.46% of their portfolio | 1.5m $12.8m | Reduced -4.5m |
| STONEHILL CAPITAL MANAGEMENT LLC 6.14% of their portfolio | 1.5m $12.1m | Reduced -323.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $11.3m | Reduced -5.1k |
| Atlas FRM LLC 0.71% of their portfolio | 1.3m $10.8m | New |
| REDWOOD CAPITAL MANAGEMENT, LLC 1.59% of their portfolio | 1.3m $10.7m | New |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $9.5m | Reduced -258.1k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.34% of their portfolio | 1.1m $9.0m | Added +500.1k |
| Melqart Asset Management (UK) Ltd 0.88% of their portfolio | 1.1m $8.9m | Added +1.1m |
| GLAZER CAPITAL, LLC 0.19% of their portfolio | 1.1m $8.9m | Added +994.4k |
| De Lisle Partners LLP 1.06% of their portfolio | 1.1m $8.9m | Reduced -54.2k |
| Invesco Ltd. 0.00% of their portfolio | 926.4k $7.7m | Added +135.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 848.0k $7.0m | Reduced -26.1k |
| Marathon Asset Management Ltd 0.27% of their portfolio | 842.9k $7.0m | Added +100.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 830.0k $6.9m | First filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 766.4k $6.4m | Added +13.2k |
| Polar Capital Holdings Plc 0.03% of their portfolio | 743.6k $6.2m | Reduced -89.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 675.3k $5.5m | Reduced -317.0k |
| UBS Group AG 0.00% of their portfolio | 668.7k $5.6m | Reduced -720.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 616.3k $5.1m | Added +12.0k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 530.1k $4.4m | Added +259.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 520.4k $4.3m | Added +30.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 506.1k $4.2m | Added +138.8k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 501.7k $4.2m | New |
| Empowered Funds, LLC 0.03% of their portfolio | 476.2k $4.0m | Added +14.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 472.9k $3.9m | Added +247.1k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 453.5k $3.8m | Added +14.3k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 451.6k $3.8m | Reduced -94.2k |
| North Growth Management Ltd. 0.55% of their portfolio | 430.0k $3.6m | Added +212.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 417.4k $3.5m | Reduced -40.3k |
| Ancora Advisors LLC 0.07% of their portfolio | 413.0k $3.4m | Reduced -392.9k |
| Quantinno Capital Management LP 0.01% of their portfolio | 397.2k $3.3m | Added +341.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 382.8k $3.2m | Added +126.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 378.4k $3.1m | Added +63.8k |
| MIRABELLA FINANCIAL SERVICES LLP 0.30% of their portfolio | 377.4k $3.1m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 363.5k $3.0m | Added +3.6k |
| EVR Research LP 1.42% of their portfolio | 300.0k $2.5m | Added +100.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 300.0k $2.5m | Reduced -1.4m |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 299.8k $2.5m | Added +12.0k |
| Legal & General Group Plc 0.00% of their portfolio | 294.9k $2.5m | Reduced -25.6k |
| Hudson Bay Capital Management LP 0.01% of their portfolio | 293.3k $2.4m | New |
| Nuveen, LLC 0.00% of their portfolio | 283.1k $2.4m | Added +1.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 280.3k $2.3m | Reduced -16.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 255.9k $2.1m | Reduced -4.9k |
| Swiss National Bank 0.00% of their portfolio | 249.9k $2.1m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 242.0k $2.0m | Added +71.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 236.6k $2.0m | Reduced -317.1k |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 235.6k $2.0m | Reduced -28.2k |
| Holocene Advisors, LP 0.00% of their portfolio | 234.4k $1.9m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 233.9k $1.9m | Reduced -76.9k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 221.8k $1.8m | Added +121.3k |
| Polar Asset Management Partners Inc. 0.04% of their portfolio | 213.4k $1.8m | Unchanged |
| DENALI ADVISORS LLC 0.16% of their portfolio | 169.1k $1.4m | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 167.5k $1.4m | Added +9.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 165.5k $1.4m | Added +42.5k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 155.1k $1.3m | Reduced -1.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 153.5k $1.7m | Reduced -86 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 151.3k $1.3m | Added +27.8k |
| CITIGROUP INC 0.00% of their portfolio | 146.8k $1.2m | Added +20.6k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 146.7k $1.2m | New |
| RBF Capital, LLC 0.06% of their portfolio | 140.0k $1.2m | Reduced -619.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 132.4k $1.1m | Reduced -78.2k |
| EFG International AG 0.02% of their portfolio | 130.8k $1.1m | Added +28.9k |
| Weiss Asset Management LP 0.02% of their portfolio | 130.5k $1.1m | Reduced -307.5k |
| BARCLAYS PLC 0.00% of their portfolio | 119.8k $995.2k | Reduced -153.6k |
| SG Americas Securities, LLC 0.00% of their portfolio | 119.6k $994.0k | Reduced -618.2k |
| Creative Planning 0.00% of their portfolio | 118.6k $985.3k | Added +2.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 117.4k $975.6k | First filing |
| K2 PRINCIPAL FUND, L.P. 0.09% of their portfolio | 105.0k $872.9k | Added +91.5k |
| Miller Value Partners, LLC 0.23% of their portfolio | 104.9k $871.3k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 100.9k $838.2k | Added +7.7k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 98.9k $821.6k | Reduced -18.4k |
| Boussard & Gavaudan Investment Management LLP 0.07% of their portfolio | 93.0k $773.0k | Added +38.7k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.07% of their portfolio | 92.5k $768.6k | Added +11.8k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 89.4k $743.0k | Added +19.4k |
| LMR Partners LLP 0.01% of their portfolio | 88.1k $732.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 86.7k $720.2k | Reduced -92.0k |