Malibu Boats Ownership | Who Owns Malibu Boats?
Malibu Boats Ownership Summary
Malibu Boats is owned by 93.58% institutional investors, 4.93% insiders, and 1.49% retail investors. Blackrock is the largest institutional shareholder, holding 8.50% of MBUU shares. American Funds SMALLCAP World A is the top mutual fund, with 8.12% of its assets in Malibu Boats shares.
MBUU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Malibu Boats | 93.58% | 4.93% | 1.49% |
| Sector | Consumer Cyclical Stocks | 57.35% | 11.97% | 30.68% |
| Industry | Recreational Vehicle (RV) Stocks | 54.28% | 12.45% | 33.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.73M | 8.50% | $60.77M |
| Capital world investors | 1.65M | 8.08% | $57.78M |
| Pzena investment management | 1.48M | 7.25% | $51.80M |
| Cooke & bieler lp | 1.35M | 6.62% | $47.31M |
| Vanguard group | 1.24M | 6.09% | $43.50M |
| Dimensional fund advisors lp | 1.13M | 5.55% | $39.66M |
| Macquarie group | 957.79K | 4.70% | $33.56M |
| Manufacturers life insurance company, the | 843.61K | 4.14% | $29.56M |
| American century companies | 676.98K | 3.32% | $23.72M |
| Grantham, mayo, van otterloo | 648.92K | 3.18% | $22.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vienna powszechne towarzystwo emerytalne s.a. vienna insurance group | 111.25K | 1.53% | $3.90M |
| Qsv equity investors | 39.52K | 1.45% | $1.38M |
| Lodge hill capital | 138.86K | 1.31% | $4.87M |
| Dean capital management | 21.37K | 0.96% | $748.66K |
| De lisle partners llp | 100.37K | 0.77% | $3.52M |
| Cooke & bieler lp | 1.35M | 0.46% | $47.31M |
| Shellback capital, lp | 162.33K | 0.42% | $5.69M |
| Dean investment associates | 57.90K | 0.29% | $2.03M |
| Pzena investment management | 1.48M | 0.18% | $51.80M |
| Koss-olinger consulting | 49.91K | 0.16% | $1.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pzena investment management | 1.48M | 0.18% | 1.48M |
| Manufacturers life insurance company, the | 843.61K | 0.03% | 409.57K |
| Wellington management group llp | 579.59K | 0.00% | 404.34K |
| Blackrock | 1.73M | 0.00% | 149.07K |
| Lodge hill capital | 138.86K | 1.31% | 138.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 68.49K | 0.00% | -559.44K |
| Macquarie group | 957.79K | 0.04% | -497.90K |
| Southernsun asset management | - | - | -475.05K |
| American century companies | 676.98K | 0.01% | -448.97K |
| Lord, abbett | - | - | -361.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pzena investment management | 1.48M | 0.18% | 1.48M | $51.80M |
| Lodge hill capital | 138.86K | 1.31% | 138.86K | $4.87M |
| Assenagon asset management | 104.65K | 0.01% | 104.65K | $3.67M |
| Atom investors lp | 17.36K | 0.06% | 17.36K | $608.12K |
| Level four advisory services | 11.79K | 0.02% | 11.79K | $413.12K |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -1.00 |
| Sandy spring bank | -2.00 |
| Parallel advisors | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Innealta capital | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 186 | -6.06% | 18,964,338 | 0.11% | 92 | 1.09% | 100 | 8.70% | 51 | -27.14% |
| Jun 30, 2023 | 198 | 5.32% | 18,944,316 | 0.01% | 92 | 1.08% | 92 | -3.16% | 70 | 22.81% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.62M | 8.12% | -26.08K |
| Delaware Small Cap Core I | 679.09K | 3.44% | - |
| Vanguard Total Stock Mkt Idx Inv | 617.11K | 3.13% | 914.00 |
| JHancock Small Cap Core NAV | 570.00K | 2.89% | -123.22K |
| iShares Russell 2000 ETF | 511.74K | 2.60% | -1.15K |
| Avantis US Small Cap Value ETF | 454.65K | 2.31% | - |
| Small Company Equity - FTWA | 346.56K | 1.76% | -160.00 |
| Fort Washington Small Company Equity | 340.38K | 1.70% | -6.18K |
| Fidelity Small Cap America Sr B | 339.48K | 1.70% | -10.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 290.47K | 1.47% | -36.01K |
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 |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | 3 |
MBUU Ownership FAQ
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