Malibu Boats, Inc.

MBUU • NASDAQ

Malibu Boats, Inc. is a auto - recreational vehicles company in the consumer cyclical sector on NASDAQ, led by Steven D. Menneto, with a market cap of $568.3M. As of Q3 2025, 106% of shares are held by 152 institutional investors, with PZENA INVESTMENT MANAGEMENT LLC as the largest holder at 8.73%.

CEOSteven D. Menneto

Market Cap$568.3M

Auto - Recreational Vehicles

Consumer Cyclical

Employees3.1K

Websitemalibuboats.com

Country

United States of America

Overview

Overview of institutional ownership in MBUU as of Q3 2025 with a market cap of $624.5M

All Institutions

Institutions: 152
Value Held: $660.2M
Shares Held: 20.3M
Avg Position: $4.3M
Median Position: $441.1K

Hedge Funds

Hedge Funds: 21
Value Held: $52.6M
Shares Held: 1.6M
Avg Position: $2.5M
Median Position: $863.9K

Ownership Breakdown

Institutional (non-HF)

97.29%

$607.6M

Hedge Funds

8.43%

$52.6M

Retail & Other

Based on market cap of $624.5M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MBUU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	$54.5M 0.18% of portfolio	8.73% 1.7M shares	Q2 2024 Held for 1y 5m	$30.9B
COOKE & BIELER LP Long Only Manager	Edward W O'Connor Partner	$50.1M 0.52% of portfolio	8.02% 1.5M shares	Q3 2016 Held for 9y 2m	$9.7B
B BlackRock, Inc. Institution	-	$47.7M 0.00% of portfolio	7.64% 1.5M shares	Q2 2015 Held for 10y 5m	$5.67T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$43.1M 0.01% of portfolio	6.90% 1.3M shares	Q3 2023 Held for 2y 2m	$571.21B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$37.5M 0.00% of portfolio	6.00% 1.2M shares	Q1 2014 Held for 11y 8m	$6.69T
M MACQUARIE GROUP LTD Institution	-	$35.0M 0.04% of portfolio	5.60% 1.1M shares	Q2 2015 Held for 10y 5m	$82.9B
Twin Lions Management LLC RIA/Wealth	Antonio Mira Director	$34.1M 22.46% of portfolio	5.47% 1.1M shares	Q4 2024 Held for 11 months	$152.0M
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$31.9M 0.01% of portfolio	5.10% 982.4K shares	Q3 2015 Held for 10y 2m	$466.32B
C Capital World Investors Institution	-	$30.8M 0.00% of portfolio	4.93% 949.7K shares	Q2 2022 Held for 3y 5m	$730.00B
L Lodge Hill Capital, LLC Hedge Fund•Long/Short	Clinton Robert Murray Managing Partner	$28.7M 5.13% of portfolio	4.60% 885.0K shares	Q2 2024 Held for 1y 5m	$559.8M

Net Capital Flow

Institutional buying and selling activity for MBUU in Q3 2025

Traded: +$674.9K
Buyers: 85
Sellers: 54
Total Bought: +$50.3M
Total Sold: −$49.6M
Avg Position: $3.8M

Biggest Buyers

Institution	Net Bought	Current Position
COOKE & BIELER LP Long Only Manager	+$5.5M +170.2K shares	$50.1M 1.5M shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager	+$3.7M +112.6K shares	$16.4M 505.6K shares
L Lodge Hill Capital, LLC Hedge Fund•Long/Short	+$3.2M +100.0K shares	$28.7M 885.0K shares
AMERIPRISE FINANCIAL INC Institution	+$2.7M +84.1K shares	$10.1M 310.4K shares
MORGAN STANLEY RIA/Wealth	+$2.7M +82.5K shares	$9.7M 297.6K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$2.2M +67.7K shares	$43.1M 1.3M shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$2.1M +64.4K shares	$11.2M 344.3K shares
DEAN INVESTMENT ASSOCIATES, LLC Long Only Manager	+$2.0M +61.4K shares	$3.9M 121.5K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$1.8M +56.6K shares	$1.8M 56.6K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$1.7M +52.6K shares	$1.7M 52.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
C Capital World Investors Institution	−$21.8M −673.2K shares	$30.8M 949.7K shares
G Grantham, Mayo, Van Otterloo & Co. LLC Long Only Manager	−$6.8M −209.8K shares	$16.1M 496.0K shares
T TYBOURNE CAPITAL MANAGEMENT HK LTD Institution	−$2.1M −66.7K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$1.6M −49.0K shares	$37.5M 1.2M shares
UBS Group AG Institution	−$1.6M −48.6K shares	$1.9M 57.5K shares
B BlackRock, Inc. Institution	−$1.5M −46.6K shares	$47.7M 1.5M shares
Q QSV Equity Investors LLC Institution	−$1.2M −39.1K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.1M −35.2K shares	$1.2M 37.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$1.1M −34.5K shares	$1.7M 53.1K shares
S Shellback Capital, LP Hedge Fund•Long/Short	−$985.6K −31.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MBUU in Q3 2025

New Positions: 6
New Value: $570.9K
Exited Positions: 19
Exited Value: $9.1M

New Positions

Institution	Position Value
T Truffle Hound Capital, LLC Hedge Fund•Long/Short	$454.3K 14.0K shares
Groupe la Francaise Fund of Funds	$107.6K 3.9K shares
Strategic Advocates LLC RIA/Wealth	$4.0K 123.0 shares
O Optiver Holding B.V. Institution	$3.7K 114.0 shares
Tortoise Investment Management, LLC RIA/Wealth	$1.3K 40.0 shares
TFC Financial Management RIA/Wealth	$33.0 1.0 shares

Exited Positions

Institution	Previous Position
T TYBOURNE CAPITAL MANAGEMENT HK LTD Institution	$2.1M 66.7K shares
Q QSV Equity Investors LLC Institution	$1.2M 39.1K shares
S Shellback Capital, LP Hedge Fund•Long/Short	$985.6K 31.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$796.3K 25.4K shares
A Assenagon Asset Management S.A. Institution	$745.9K 23.8K shares
L LSV ASSET MANAGEMENT Long Only Manager	$586.1K 18.7K shares
Vident Advisory, LLC ETF Provider	$449.0K 14.3K shares
B Brevan Howard Capital Management LP Institution	$366.1K 11.7K shares
V Virtu Financial LLC Institution	$345.8K 11.0K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	$271.8K 8.7K shares

Options Activity

Institutions with the largest Call and Put options positions in MBUU as of Q3 2025

Call Positions: 4
Call Value: $3.8M
Put Positions: 2
Put Value: $1.8M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.7M 520.0 contracts
J JANE STREET GROUP, LLC Institution	$782.0K 241.0 contracts
P PEAK6 LLC Institution	$765.8K 236.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$554.9K 171.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.4M 425.0 contracts
J JANE STREET GROUP, LLC Institution	$425.1K 131.0 contracts

Most Committed Institutions

Institutions with MBUU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Twin Lions Management LLC RIA/Wealth	Antonio Mira Director	22.46% $34.1M	5.47% 1.1M shares	Q4 2024 Held for 11 months	$152.0M
L Lodge Hill Capital, LLC Hedge Fund•Long/Short	Clinton Robert Murray Managing Partner	5.13% $28.7M	4.60% 885.0K shares	Q2 2024 Held for 1y 5m	$559.8M
Meros Investment Management, LP Long Only Manager	Kenneth Scott Canon CEO	1.87% $4.4M	0.70% 135.1K shares	Q3 2024 Held for 1y 2m	$234.2M
Dean Capital Management Long Only Manager	Jessica Lynn Skinner CCO	1.27% $3.3M	0.52% 100.3K shares	Q3 2023 Held for 2y 2m	$256.5M
Villanova Investment Management Co LLC Hedge Fund•Value	Edward Anthony Trumpbour Founder	1.27% $1.8M	0.29% 56.3K shares	Q2 2024 Held for 1y 5m	$144.3M
DEAN INVESTMENT ASSOCIATES, LLC Long Only Manager	Stephen Michael Miller CEO	0.55% $3.9M	0.63% 121.5K shares	Q3 2023 Held for 2y 2m	$713.0M
COOKE & BIELER LP Long Only Manager	Edward W O'Connor Partner	0.52% $50.1M	8.02% 1.5M shares	Q3 2016 Held for 9y 2m	$9.7B
D De Lisle Partners LLP Institution	-	0.46% $3.8M	0.61% 116.5K shares	Q1 2024 Held for 1y 8m	$815.6M
Atom Investors LP Hedge Fund•Market Neutral	Basil Qunibi CEO	0.41% $5.4M	0.87% 167.6K shares	Q2 2024 Held for 1y 5m	$1.3B
T Truffle Hound Capital, LLC Hedge Fund•Long/Short	Stephen Raymond Bauer CEO	0.36% $454.3K	0.07% 14.0K shares	Q3 2025 Held for 2 months	$124.6M

Hedge Fund Spotlight

Discover hedge funds investing in MBUU

EntryPoint Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerLawrence Edward Leibowitz

Portfolio Value: $258.4M
Positions: 644
Last Reported: Q3 2025

Sector Allocation

Position in Malibu Boats, Inc.

Market Value: $436.3K
Shares Held: 13.4K
Portfolio Weight: 0.17%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Verizon Communications VZ	Telecommunications Services Communication Services	$1.5M	0.60%
2 Strategic Education, Inc. STRA	Education & Training Services Consumer Defensive	$1.5M	0.58%
3 ESCO Technologies ESE	Hardware, Equipment & Parts Technology	$1.5M	0.56%