MBUU — MALIBU BOATS INC
As of Q2 2026, 31 SEC-registered investment managers reported holding MBUU (MALIBU BOATS INC) in their latest 13F filings, with a combined reported value of $218.85M across 8.00M shares. That is +0.3% by share count (+23.70K shares) versus the previous quarter, while reported value moved +6.1%. Ownership is concentrated: the five largest holders account for 69.3% of reported value and the top ten for 83.9%.
Compared with the prior quarter, 5 opened new positions, 18 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MBUU is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Pzena Investment Management history | Q2 2026 | 1.79M | $49.22M | 0.14% | Add |
| BlackRock Inc history | Q2 2026 | 1.60M | $43.87M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 1.24M | $33.95M | 0.01% | Reduce |
| Vanguard Group history | Q4 2025 | 1.13M | $31.93M | 0.00% | Reduce |
| Geode Capital Management history | Q2 2026 | 524.05K | $14.38M | 0.00% | Add |
| Capital World Investors history | Q1 2026 | 515.21K | $13.35M | 0.00% | Reduce |
| Janus Henderson Group history | Q1 2026 | 391.75K | $10.15M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 369.82K | $10.14M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 350.66K | $9.62M | 0.00% | Add |
| Fidelity International (FIL) history | Q3 2025 | 289.48K | $9.39M | 0.01% | Hold |
| Polen Capital Management history | Q1 2022 | 128.25K | $7.44M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 259.80K | $7.13M | 0.00% | Reduce |
| Royce & Associates history | Q2 2023 | 97.19K | $5.70M | 0.06% | Add |
| Morgan Stanley history | Q2 2026 | 189.29K | $5.19M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 185.57K | $5.09M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 181.65K | $4.98M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 176.41K | $4.84M | 0.00% | Hold |
| Arrowstreet Capital history | Q2 2026 | 141.75K | $3.89M | 0.00% | Add |
| Norges Bank Investment Management history | Q2 2026 | 140.30K | $3.85M | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 122.24K | $3.44M | 0.00% | New |
New Positions (Q2 2026)
- Norges Bank Investment Management 140.30K sh · $3.85M
- JPMorgan Chase & Co 122.24K sh · $3.44M
- Millennium Management 79.40K sh · $2.18M
- Point72 Asset Management 68.97K sh · $1.89M
- PNC Financial Services 58 sh · $1.59K
Fully Exited (vs previous quarter)
- Capital World Investors sold 515.21K sh · $13.35M
- Janus Henderson Group sold 391.75K sh · $10.15M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pzena Investment Management | — | — | — | — | — | — | — | — | — | — | — | 1.48M | 1.56M | 1.52M | 1.53M | 1.67M | 1.68M | 1.72M | 1.70M | 1.79M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.69M | 1.62M | 1.58M | 1.52M | 1.47M | 1.45M | 1.45M | 1.60M |
| Wellington Management Group | — | 8.22K | — | — | — | — | — | — | 15.60K | 64.74K | 175.25K | 579.59K | 1.48M | 1.53M | 1.60M | 1.26M | 1.33M | 1.69M | 1.40M | 1.24M |
| Geode Capital Management | 365.07K | 360.54K | 385.97K | 418.15K | 424.71K | 425.89K | 435.02K | 454.41K | 473.62K | 490.29K | 506.19K | 532.30K | 576.07K | 484.83K | 479.73K | 460.16K | 454.92K | 452.97K | 453.08K | 524.05K |
| Charles Schwab Investment Management | 144.54K | 147.94K | 160.72K | 172.51K | 187.33K | 203.04K | 226.68K | 232.19K | 185.36K | 174.77K | 192.46K | 188.95K | 182.91K | 170.66K | 219.77K | 279.94K | 344.31K | 429.73K | 401.85K | 369.82K |
| Citadel Advisors | 86.10K | 80.30K | 62.11K | 101.02K | 61.61K | 13.90K | 98.76K | 29.91K | 68.73K | 50.56K | 95.95K | 64.22K | 155.20K | 113.56K | 88.79K | 143.93K | 147.61K | 86.79K | 73.78K | 350.66K |
| Bank of America Corp | 178.34K | 210.48K | 252.61K | 317.28K | 185.52K | 172.87K | 193.46K | 189.14K | 204.31K | 200.56K | 210.10K | 187.86K | 250.70K | 302.86K | 274.83K | 361.36K | 332.20K | 237.31K | 343.04K | 259.80K |
| Morgan Stanley | 74.95K | 37.97K | 30.65K | 163.94K | 130.12K | 93.92K | 147.94K | 163.57K | 179.55K | 134.41K | 133.09K | 197.29K | 185.16K | 129.63K | 214.42K | 215.06K | 297.59K | 341.34K | 284.36K | 189.29K |
| Northern Trust Corp | 219.84K | 219.33K | 209.93K | 203.91K | 198.41K | 198.79K | 201.41K | 199.99K | 199.99K | 197.73K | 190.40K | 186.32K | 183.14K | 196.25K | 187.35K | 179.43K | 175.50K | 161.13K | 166.34K | 185.57K |
| Goldman Sachs Group | 42.25K | 57.76K | 69.46K | 82.57K | 192.91K | 195.56K | 133.26K | 142.19K | 147.34K | 59.95K | 117.44K | 182.04K | 255.75K | 184.63K | 79.55K | 108.67K | 152.61K | 140.15K | 129.09K | 181.65K |
| Fidelity Management & Research (FMR) | 902 | 904 | 373 | 498 | 621 | 781 | 699 | 972 | 608 | 784 | 125.47K | 125.77K | 136.04K | 136.13K | 138.04K | 136.18K | 176.91K | 176.07K | 176.37K | 176.41K |
| Arrowstreet Capital | 234.15K | 177.14K | — | 70.32K | 196.53K | 186.68K | 211.68K | 242.77K | 289.24K | 69.16K | — | — | — | 6.25K | — | — | 52.59K | 26.98K | 24.36K | 141.75K |
| Norges Bank Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 140.30K |
| JPMorgan Chase & Co | 281.95K | 322.16K | 332.06K | 315.61K | 297.09K | 267.49K | 230.07K | 256.63K | 259.33K | 274.50K | 352.79K | 300.66K | 21.89K | 16.14K | 17.43K | 10.49K | 10.94K | 25.44K | — | 122.24K |
| D. E. Shaw & Co | 49.15K | 47.52K | 32.56K | 49.30K | 9.74K | 9.74K | 20.64K | 19.28K | 32.57K | 8.23K | 97.44K | 176.86K | 127.35K | 50.09K | 44.09K | 43.75K | 49.09K | 37.96K | 34.23K | 89.76K |
| BNY Mellon | 94.97K | 83.24K | 84.70K | 79.40K | 86.62K | 94.06K | 90.55K | 93.42K | 92.04K | 100.94K | 95.17K | 103.60K | 93.69K | 440.83K | 336.48K | 352.90K | 376.90K | 77.67K | 81.78K | 86.91K |
| Millennium Management | 74.22K | 15.50K | — | 175.68K | 17.24K | 5.81K | 22.98K | 23.19K | 17.10K | — | — | — | 16.93K | 15.05K | — | — | 6.51K | — | — | 79.40K |
| Renaissance Technologies | 355.60K | 298.20K | 280.90K | 325.40K | 364.80K | 311.70K | 317.40K | 332.20K | 307.30K | 262.00K | 189.80K | 103.80K | 79.70K | 50.00K | 36.20K | 48.70K | 50.70K | 37.30K | 26.84K | 73.04K |
| Point72 Asset Management | — | — | — | — | — | — | — | 1 | 2.20K | 2.00K | — | — | — | — | — | — | — | — | — | 68.97K |
| Two Sigma Investments | 20.80K | 3.00K | — | — | 21.25K | — | — | — | 28.82K | — | — | — | — | — | — | 7.60K | 56.65K | 93.24K | 39.97K | 52.27K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details