Company Analysis

Malibu Boats, Inc. (MBUU)

Nasdaq: MBUU · Ship & Boat Building & Repairing · Loudon, TN · filing with the SEC since 2013
Grade5.3
◀ Past 6.6● Present 4.8▶ Future 4.6

Who owns Malibu Boats, Inc.

As filed with the SEC
Holders of 5% or more
2
Pzena Investment Management LLC holds 9% of Common Stock, as its SCHEDULE 13G/A filed Jan 16, 2026 says.
Directors and officers
11
report now, of 20 people on the record since 2014. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Pzena Investment Management LLC
SCHEDULE 13G/A · filed Jan 16, 2026 · Common Stock · 7.8% in Oct 15, 2024
9%
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · 7.5% in May 15, 2026
6.3%
Capital World Investors
SCHEDULE 13G/A · filed Nov 13, 2025 · Common Stock · reported falling below 5%
under 5%
Cooke & Bieler L.P.
SCHEDULE 13G/A · filed Oct 23, 2026 · Class A Common Stock · reported falling below 5%, from 5.6% in Aug 5, 2026
under 5%
Dimensional Fund Advisors LP
SCHEDULE 13G/A · filed Jan 21, 2026 · Common Stock · reported falling below 5%
under 5%
Twin Lions Management LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Class A Common Stock, par value $0.01 · reported falling below 5%, from 5.5% in May 13, 2025
under 5%
Nomura Asset Management International Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · Class A Common Stock, par value $0.01 · reported falling below 5%, from 5.3% in Feb 17, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
Macquarie Group Limited
SCHEDULE 13G/A · filed Feb 13, 2026 · Common Shares · reported falling below 5%, from 5.62% in May 15, 2025
under 5%
What MBUU reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Saxdor
A company bought · acquisition · Feb 2026 · owns, named in the 10-K filed Aug 27, 2026

16 subsidiaries in 4 countries, from the list filed with the 10-K filed Aug 27, 2026.

Insider tradesForm 4
0sales
0purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 9, 2025 to Nov 9, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
161718192021222324
2024 runs to Nov 9, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window
No one on the roster filed an open-market trade in the window.
SI Assistanton MBUU · research, not advice