MBUU
Malibu Boats, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow -3.9% ·
net new positions +7.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | n/a | −2 |
| Q3 2025 | 19 | +3 | 6.78M | $220.16M | +3 | n/a |
| Q2 2025 | 13 | +1 | 6.87M | $215.26M | +1 | n/a |
| Q1 2025 | 9 | -2 | 4.29M | $131.52M | n/a | −2 |
| Q4 2024 | 11 | +1 | 4.29M | $161.18M | +1 | n/a |
| Q3 2024 | 9 | 0 | 4.01M | $155.69M | +1 | −1 |
| Q2 2024 | 9 | n/a | 3.17M | $111.06M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 1.62M | 0.0% | $50.86M | 0.0% | Held | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.52M | n/a | $47.54M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 3 | Wellington Management ✦ | 1.26M | -21.3% | $39.52M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 4 | The Vanguard Group ✦ (passive) | 1.20M | n/a | $37.74M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (passive) | 460.16K | -4.1% | $14.42M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 452.37K | -0.2% | $14.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 136.18K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Citadel Advisors ✦ | 87.63K | +268.4% | $2.75M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | Renaissance Technologies ✦ | 48.70K | +34.5% | $1.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 43.75K | -0.8% | $1.37M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 13.56K | +14.8% | $425,128 | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 12 | T. Rowe Price ✦ | 13.55K | +6.4% | $425,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 7.60K | New | $238,184 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $238,184 | 0.0% |
Exited
| No tracked exits this quarter. |
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.