MBUUNasdaqShip & Boat Building & RepairingFiscal year ends June 30
MALIBU BOATS, INC.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 27, 2026
$21.72−0.54 (-2.43%)
Close on Oct 19, 2026
- Market cap
- $431.84M
- P/E (TTM)
- 241.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.5%
18M of 20M shares
Institutional holders
142
30 new, 21 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Pzena Investment Management LLC | 1,721,957 | 9.00% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 1,630,712 | 8.00% | 13G (passive) amendment | Dec 31, 2023 |
| Wellington Management Company LLP | 1,403,407 | 6.90% | 13G (passive) amendment | Mar 31, 2026 |
| Wellington Management Group LLP | 1,237,871 | 6.30% | 13G (passive) amendment | Jun 30, 2026 |
| Cooke & Bieler L.P. | 1,103,942 | 5.60% | 13G (passive) amendment | Jun 30, 2026 |
| Macquarie Management Holdings Inc | 1,103,095 | 5.62% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MBUU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Pzena Investment Management LLC | 1,794,261 | 9.12% | $49.22M | +96,804 | 0.14% |
| BlackRock, Inc. | 1,599,445 | 8.13% | $43.87M | +153,018 | 0.00% |
| Wellington Management Group Llp | 1,237,871 | 6.29% | $33.95M | −165,536 | 0.01% |
| Cooke & Bieler LP | 1,103,942 | 5.61% | $30.28M | −384,721 | 0.35% |
| Lodge Hill Capital, LLC | 926,014 | 4.71% | $25.40M | +21,000 | 4.26% |
| Dimensional Fund Advisors LP | 924,936 | 4.70% | $25.37M | −42,132 | 0.00% |
| Vanguard Capital Management LLC | 802,377 | 4.08% | $22.01M | +3,959 | 0.00% |
| Fort Washington Investment Advisors Inc /Oh/ | 782,462 | 3.98% | $21.46M | +87,699 | 0.11% |
| American Century Companies Inc | 662,201 | 3.37% | $18.16M | +80,268 | 0.01% |
| Geode Capital Management, LLC | 524,052 | 2.66% | $14.38M | +70,975 | 0.00% |
| Twin Lions Management LLC | 504,210 | 2.56% | $13.83M | −608,991 | 10.84% |
| State Street Corp | 458,813 | 2.33% | $12.59M | +14,840 | 0.00% |
| William Blair Investment Management, LLC | 375,988 | 1.91% | $10.31M | −99,808 | 0.03% |
| Charles Schwab Investment Management Inc | 369,824 | 1.88% | $10.14M | −32,028 | 0.00% |
| Meros Investment Management, LP | 359,568 | 1.83% | $9.86M | +144,374 | 3.13% |
| Citadel Advisors LLC | 280,461 | 1.43% | $7.69M | +253,177 | 0.00% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 267,286 | 1.36% | $7.33M | −3,376 | 0.02% |
| Bank Of America Corp /De/ | 259,802 | 1.32% | $7.13M | −83,240 | 0.00% |
| Bnp Paribas Arbitrage, Snc | 244,061 | 1.24% | $6.69M | +239,921 | 0.00% |
| Jacobs Levy Equity Management, Inc | 234,068 | 1.19% | $6.42M | +149,565 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 142 | 18M | 91.5% | 30 / 59 | 36 / 21 | 3M | 4M |
| Q1 2026 | 135 | 19M | 97.9% | 20 / 47 | 46 / 26 | 3M | 2M |
| Q4 2025 | 144 | 20M | 99.2% | 21 / 48 | 49 / 30 | 2M | 3M |
| Q3 2025 | 153 | 20M | 100.0% | 27 / 59 | 35 / 20 | 2M | 2M |
| Q2 2025 | 147 | 20M | 100.0% | 25 / 49 | 44 / 16 | 1M | 1M |
| Q1 2025 | 138 | 20M | 100.0% | 16 / 44 | 52 / 26 | 1M | 1M |
| Q4 2024 | 150 | 20M | 100.0% | 19 / 44 | 49 / 36 | 2M | 2M |
| Q3 2024 | 169 | 20M | 99.1% | 29 / 57 | 55 / 26 | 4M | 3M |
| Q2 2024 | 168 | 20M | 100.0% | 30 / 67 | 42 / 44 | 4M | 4M |
| Q1 2024 | 184 | 20M | 100.0% | 36 / 72 | 44 / 32 | 3M | 3M |
| Q4 2023 | 180 | 20M | 99.4% | 29 / 55 | 70 / 28 | 2M | 2M |
| Q3 2023 | 180 | 19M | 96.4% | 28 / 73 | 50 / 38 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MBUU | Value | % of fund | As of |
|---|---|---|---|---|---|
| Touchstone Strategic Trust-Touchstone Small Company Fund | 598,024 | 3.04% | $16.40M | 0.95% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 554,661 | 2.82% | $15.21M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 542,213 | 2.76% | $14.89M | 0.05% | May 31, 2026 |
| iShares Russell 2000 ETF | 506,491 | 2.57% | $13.89M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 231,014 | 1.17% | $6.37M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 229,810 | 1.17% | $6.30M | 0.01% | Jun 30, 2026 |
| Vanguard Explorer Value Fund | 220,117 | 1.12% | $6.04M | 0.48% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 219,433 | 1.12% | $6.05M | 0.02% | Jul 31, 2026 |
| GMO Small Cap Quality Fund | 200,559 | 1.02% | $5.51M | 0.78% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 190,292 | 0.97% | $5.22M | 0.04% | Jun 30, 2026 |
| William Blair Small Cap Value Fund | 175,779 | 0.89% | $4.82M | 0.46% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 175,528 | 0.89% | $4.82M | 0.05% | May 31, 2026 |
| LVIP Wellington SMID Cap Value Fund | 147,543 | 0.75% | $4.05M | 0.92% | Jun 30, 2026 |
| Hartford Small Cap Value Fund | 142,154 | 0.72% | $3.92M | 1.28% | Jul 31, 2026 |
| Clearwater Select Equity Fund | 134,313 | 0.68% | $3.68M | 0.71% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven Menneto | Chief Executive Officer, Director | 82,539 | 0.42% | Aug 6, 2026 |
| David Scott Black | Chief Financial Officer | 26,543 | 0.13% | May 7, 2026 |
| Bruce W. Beckman | Chief Financial Officer | 16,779 | 0.09% | Nov 7, 2025 |
| Ritchie L. Anderson | President | 142,744 | 0.73% | Nov 6, 2024 |
| Mark W. Lanigan | Director | 85,269 | 0.43% | Jul 1, 2026 |
| Michael Connolly | Director | 61,970 | 0.31% | Jul 1, 2026 |
| Michael K. Hooks | Director | 81,227 | 0.41% | Oct 28, 2025 |
| Ivar S. Chhina | Director | 36,643 | 0.19% | Oct 28, 2025 |
| Peter E. Murphy | Director | 37,343 | 0.19% | Oct 28, 2025 |
| James R. Buch | Director | 36,643 | 0.19% | Oct 28, 2025 |
| Nancy M. Taylor | Director | 9,588 | 0.05% | Oct 28, 2025 |
| Melanie K. Cook | Director | 4,305 | 0.02% | Oct 28, 2025 |
| John E. Stokely | Director | 33,457 | 0.17% | Nov 6, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven Menneto Chief Executive Officer, Director | Aug 5, 2026 | Tax withholding | −5,296 | $29.24 | $154.86K | 82,539 |
| Mark W. Lanigan Director | Jul 1, 2026 | Award | +745 | $27.43 | $20.44K | 85,268 |
| Michael Connolly Director | Jul 1, 2026 | Award | +727 | $27.43 | $19.94K | 61,970 |
| David Scott Black Chief Financial Officer | May 6, 2026 | Tax withholding | −788 | $25.00 | $19.70K | 26,543 |
| David Scott Black Chief Financial Officer | May 6, 2026 | Tax withholding | −107 | $25.00 | $2.68K | 27,331 |
| David Scott Black Chief Financial Officer | May 6, 2026 | Tax withholding | −81 | $25.00 | $2.03K | 26,462 |
| David Scott Black Chief Financial Officer | May 6, 2026 | Tax withholding | −306 | $25.00 | $7.65K | 26,156 |
| Michael Connolly Director | Apr 1, 2026 | Award | +761 | $25.92 | $19.73K | 61,243 |
| Mark W. Lanigan Director | Apr 1, 2026 | Award | +780 | $25.92 | $20.22K | 84,523 |
| Michael Connolly Director | Jan 2, 2026 | Award | +714 | $28.21 | $20.14K | 60,482 |
| Mark W. Lanigan Director | Jan 2, 2026 | Award | +732 | $28.21 | $20.65K | 83,743 |
| Steven Menneto Chief Executive Officer, Director | Nov 26, 2025 | Award | +33,287 | – | – | 87,835 |
| David Scott Black Chief Financial Officer | Nov 21, 2025 | Award | +7,521 | – | – | 27,438 |
| David Scott Black Chief Financial Officer | Nov 13, 2025 | Award | +3,929 | – | – | 19,917 |
| Steven Menneto Chief Executive Officer, Director | Nov 6, 2025 | Tax withholding | −965 | $27.82 | $26.85K | 54,548 |
| Bruce W. Beckman Chief Financial Officer | Nov 6, 2025 | Tax withholding | −302 | $27.82 | $8.40K | 16,779 |
| Michael Connolly Director | Oct 24, 2025 | Award | +3,186 | – | – | 59,768 |
| Mark W. Lanigan Director | Oct 24, 2025 | Award | +3,186 | – | – | 83,011 |
| James R. Buch Director | Oct 24, 2025 | Award | +3,186 | – | – | 36,643 |
| Michael K. Hooks Director | Oct 24, 2025 | Award | +3,186 | – | – | 68,726 |
| Peter E. Murphy Director | Oct 24, 2025 | Award | +3,186 | – | – | 37,343 |
| Ivar S. Chhina Director | Oct 24, 2025 | Award | +3,186 | – | – | 36,643 |
| Melanie K. Cook Director | Oct 24, 2025 | Award | +3,186 | – | – | 4,305 |
| Nancy M. Taylor Director | Oct 24, 2025 | Award | +3,186 | – | – | 9,588 |
| Mark W. Lanigan Director | Oct 1, 2025 | Award | +636 | $32.45 | $20.64K | 79,825 |
| Michael Connolly Director | Oct 1, 2025 | Award | +621 | $32.45 | $20.15K | 56,582 |
| Steven Menneto Chief Executive Officer, Director | Aug 5, 2025 | Tax withholding | −10,474 | $33.27 | $348.47K | 55,513 |
| Mark W. Lanigan Director | Jul 1, 2025 | Award | +652 | $31.34 | $20.43K | 79,189 |
| Michael Connolly Director | Jul 1, 2025 | Award | +636 | $31.34 | $19.93K | 55,961 |
| Melanie K. Cook Director | Jun 24, 2025 | Award | +1,119 | – | – | 1,119 |
| Mark W. Lanigan Director | Apr 1, 2025 | Award | +659 | $30.68 | $20.22K | 78,537 |
| Michael Connolly Director | Apr 1, 2025 | Award | +642 | $30.68 | $19.70K | 55,325 |
| Michael Connolly Director | Jan 2, 2025 | Award | +536 | $37.59 | $20.15K | 54,683 |
| Mark W. Lanigan Director | Jan 2, 2025 | Award | +549 | $37.59 | $20.64K | 77,878 |
| Bruce W. Beckman Chief Financial Officer | Nov 27, 2024 | Tax withholding | −1,257 | $42.15 | $52.98K | 17,081 |
| Ritchie L. Anderson President | Nov 6, 2024 | Tax withholding | −705 | $43.80 | $30.88K | 142,743 |
| Ritchie L. Anderson President | Nov 6, 2024 | Tax withholding | −397 | $43.80 | $17.39K | 143,448 |
| Ritchie L. Anderson President | Nov 6, 2024 | Tax withholding | −263 | $43.80 | $11.52K | 143,845 |
| Ritchie L. Anderson President | Nov 6, 2024 | Tax withholding | −352 | $43.80 | $15.42K | 144,108 |
| James R. Buch Director | Nov 5, 2024 | Award | +2,846 | – | – | 33,457 |
| Ivar S. Chhina Director | Nov 5, 2024 | Award | +2,846 | – | – | 33,457 |
| Michael Connolly Director | Nov 5, 2024 | Award | +2,846 | – | – | 54,147 |
| Mark W. Lanigan Director | Nov 5, 2024 | Award | +2,846 | – | – | 77,329 |
| John E. Stokely Director | Nov 5, 2024 | Award | +2,846 | – | – | 33,457 |
| Peter E. Murphy Director | Nov 5, 2024 | Award | +2,846 | – | – | 34,157 |
| Michael K. Hooks Director | Nov 5, 2024 | Award | +2,846 | – | – | 65,540 |
| Nancy M. Taylor Director | Nov 5, 2024 | Award | +2,846 | – | – | 6,402 |
| Steven Menneto Chief Executive Officer, Director | Nov 4, 2024 | Award | +7,560 | – | – | 65,987 |
| Ritchie L. Anderson President | Nov 4, 2024 | Award | +9,450 | – | – | 144,460 |
| Bruce W. Beckman Chief Financial Officer | Nov 4, 2024 | Award | +4,961 | – | – | 18,338 |
| Mark W. Lanigan Director | Oct 1, 2024 | Award | +532 | $38.81 | $20.65K | 74,483 |
| Michael K. Hooks Director | Oct 1, 2024 | Award | +690 | $38.81 | $26.78K | 62,694 |
| Steven Menneto Chief Executive Officer | Aug 5, 2024 | Award | +58,427 | – | – | 58,427 |
| Mark W. Lanigan Director | Jul 1, 2024 | Award | +583 | $35.04 | $20.43K | 73,951 |
| Michael K. Hooks Executive Chair, Director | Jul 1, 2024 | Award | +747 | $35.04 | $26.17K | 62,004 |
| Mark W. Lanigan Director | May 6, 2024 | Buy | +20,000 | $33.43 | $668.60K | 73,368 |
| Michael K. Hooks Executive Chair, Director | Apr 1, 2024 | Award | +612 | $43.28 | $26.49K | 61,257 |
| Mark W. Lanigan Director | Apr 1, 2024 | Award | +472 | $43.28 | $20.43K | 53,368 |
| Michael K. Hooks Executive Chair, Director | Feb 22, 2024 | Buy | +12,500 | $42.82 | $535.25K | 12,500 |
| Michael K. Hooks Executive Chair, Director | Feb 20, 2024 | Award | +5,330 | – | – | 60,645 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ritchie L. Anderson Officer | Nov 7, 2023 | 13,360 | $581.16K | Nov 7, 2023 | PERFORMANCE SHARES |
| Wayne R. Wilson Officer | Jun 9, 2023 | 5,719 | $340.28K | Jun 9, 2023 | PERFORMANCE SHARES |
| Jackie D. Springer Jr. Officer | Jun 7, 2023 | 25,000 | $1.44M | Jun 7, 2023 | STOCK OPTION EXERCISE |
| Wayne R. Wilson Officer | May 5, 2023 | 34,982 | $1.97M | May 5, 2023 | PERFORMANCE SHARES |
| Wayne R. Wilson Officer | May 5, 2023 | 34,982 | $1.97M | May 5, 2023 | PERFORMANCE SHARES |