Malibu Boats Ownership | Who Owns Malibu Boats?
Malibu Boats Ownership Summary
Malibu Boats is owned by 95.80% institutional investors, 6.06% insiders. Blackrock is the largest institutional shareholder, holding 8.50% of MBUU shares. American Funds SMALLCAP World A is the top mutual fund, with 8.23% of its assets in Malibu Boats shares.
MBUU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Malibu Boats | 95.80% | 6.06% | -1.86% |
| Sector | Consumer Cyclical Stocks | 48.65% | 12.96% | 38.39% |
| Industry | Recreational Vehicle (RV) Stocks | 52.07% | 10.98% | 36.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.73M | 8.50% | $60.77M |
| Capital world investors | 1.62M | 8.10% | $61.01M |
| Blackrock funding, inc. /de | 1.62M | 8.10% | $61.00M |
| Wellington management group llp | 1.53M | 7.66% | $57.65M |
| Pzena investment management | 1.52M | 7.61% | $57.26M |
| Cooke & bieler lp | 1.34M | 6.71% | $50.51M |
| Vanguard group | 1.20M | 5.98% | $45.04M |
| Dimensional fund advisors lp | 1.09M | 5.43% | $40.91M |
| Macquarie group | 939.89K | 4.69% | $35.33M |
| Grantham, mayo, van otterloo | 719.72K | 3.59% | $27.05B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lodge hill capital | 530.51K | 5.50% | $19.94M |
| Stadium capital management | 69.11K | 2.20% | $2.60M |
| Meros investment management, lp | 105.72K | 1.78% | $3.97M |
| Qsv equity investors | 39.52K | 1.43% | $1.49M |
| Dean capital management | 21.37K | 0.96% | $748.66K |
| Tybourne capital management (hk) | 79.97K | 0.75% | $3.01M |
| De lisle partners llp | 107.87K | 0.60% | $4.06M |
| Cooke & bieler lp | 1.34M | 0.49% | $50.51M |
| Dean investment associates | 74.09K | 0.40% | $2.79M |
| Atom investors lp | 78.18K | 0.37% | $2.94M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | 440.83K | 0.00% | 347.14K |
| Lodge hill capital | 530.51K | 5.50% | 226.65K |
| Raymond james financial | 218.71K | 0.00% | 218.71K |
| Schroder investment management group | 186.62K | 0.01% | 186.62K |
| Oberweis asset management inc/ | 166.90K | 0.30% | 166.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Manufacturers life insurance company, the | 7.35K | 0.00% | -626.94K |
| Southernsun asset management | - | - | -475.05K |
| Lord, abbett | - | - | -361.57K |
| London co of virginia | - | - | -247.50K |
| Centerbook partners lp | - | - | -160.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 218.71K | 0.00% | 218.71K | $8.22M |
| Schroder investment management group | 186.62K | 0.01% | 186.62K | $6.89M |
| Oberweis asset management inc/ | 166.90K | 0.30% | 166.90K | $6.27M |
| Tybourne capital management (hk) | 79.97K | 0.75% | 79.97K | $3.01M |
| Berkshire asset management llc/pa | 31.95K | 0.06% | 31.95K | $1.22M |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -1.00 |
| Sandy spring bank | -2.00 |
| Trust co of vermont | -3.00 |
| Parallel advisors | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 145 | -18.99% | 19,184,431 | -1.53% | 95 | 1.01% | 60 | -31.03% | 48 | -14.29% |
| Sep 30, 2024 | 178 | 1.14% | 19,482,872 | 1.95% | 97 | 1.11% | 87 | -13.00% | 55 | 34.15% |
| Jun 30, 2024 | 173 | -8.47% | 19,090,385 | -0.15% | 93 | 1.06% | 97 | -9.35% | 41 | -8.89% |
| Mar 31, 2024 | 189 | 3.28% | 19,118,617 | 0.40% | 93 | 1.07% | 107 | 27.38% | 45 | -34.78% |
| Dec 31, 2023 | 183 | -1.61% | 19,042,292 | 0.41% | 93 | 1.09% | 84 | -16.00% | 69 | 35.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.62M | 8.23% | - |
| Macquarie Small Cap Core I | 679.09K | 3.46% | - |
| Delaware Small Cap Core I | 679.09K | 3.44% | - |
| Vanguard Total Stock Mkt Idx Inv | 611.15K | 3.11% | - |
| Avantis US Small Cap Value ETF | 513.68K | 2.62% | - |
| iShares Russell 2000 ETF | 512.09K | 2.61% | -9.96K |
| Small Company Equity - FTWA | 389.13K | 1.98% | 48.75K |
| Fort Washington Small Company Equity | 389.13K | 1.97% | 48.75K |
| Fidelity Small Cap America Sr B | 339.48K | 1.72% | - |
| Touchstone Small Company A | 324.56K | 1.65% | 40.95K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 06, 2024 | Lanigan Mark W. | - | Buy | $668.60K |
| Feb 22, 2024 | Hooks Michael K. | Executive Chair | Buy | $535.25K |
| Nov 08, 2023 | Black David Scott | Interim CFO | Sell | $27.39K |
| Nov 07, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell | $78.98K |
| Nov 07, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell | $510.79K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
MBUU Ownership FAQ
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