MBUU
Malibu Boats, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow 0.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | -2 | 10.19M | $279.63M | +6 | −7 |
| Q1 2026 | 70 | -2 | 11.17M | $289.58M | +4 | −6 |
| Q4 2025 | 71 | -2 | 11.97M | $337.33M | — | −2 |
| Q3 2025 | 19 | +3 | 6.78M | $220.16M | +3 | — |
| Q2 2025 | 13 | +1 | 6.87M | $215.26M | +1 | — |
| Q1 2025 | 9 | -2 | 4.29M | $131.52M | — | −2 |
| Q4 2024 | 11 | +1 | 4.29M | $161.18M | +1 | — |
| Q3 2024 | 9 | 0 | 4.01M | $155.69M | +1 | −1 |
| Q2 2024 | 9 | — | 3.17M | $111.06M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 1.62M | 0.0% | $49.79M | 0.0% | Held | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.60M | +4.5% | $49.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.60M | +4.5% | $49.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.60M | +4.5% | $49.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.60M | +4.5% | $49.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.60M | +4.5% | $49.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 479.73K | -1.1% | $14.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 479.73K | -1.1% | $14.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passive) | 453.51K | -3.2% | $13.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 44.09K | -12.0% | $1.35M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 36.20K | -27.6% | $1.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 23.79K | -31.8% | $729,877 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 12.74K | +5.2% | $391,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 11.81K | +25.3% | $362,484 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 11.81K | +25.3% | $362,484 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 11.81K | +25.3% | $362,484 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 11.81K | +25.3% | $362,484 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 11.81K | +25.3% | $362,484 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Millennium Management | $565,767 | was 0.0% |
| Arrowstreet Capital | $235,088 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 134 holders, 26.74M shares, $505.54M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.