🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

MasterBrand, Inc.

MBC Consumer Discretionary
$9.15 $-0.14 (-1.51%)
Market Cap: $1.86 B
Gurus Holding
5
Popularity Rank
#1837
% of Shares Held
8.20%
Net Activity (Q2 2026)
+$107.87 M

Guru Ownership Trend

Guru Analysis for MasterBrand, Inc. (MBC)

MasterBrand, Inc. (MBC), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $152.71 M.

Top institutional holders include Richard Pzena and Renaissance Technologies (RenTech).

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $107.87 M net inflow during the quarter.

Recent activity highlights Richard Pzena who increased their stake by 301.9%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 49.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$118.49 M
Total Buy Value
New Buys 0
Additions 1
-$10.62 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
1

FAQs for MasterBrand, Inc. (MBC)

Major holders include Richard Pzena ($157.74 M), Renaissance Technologies (RenTech) ($9.06 M), Cliff Asness ($2.18 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 16.69 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $107.87 M, with 1 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited MBC. The total reported sell value was $10.62 M.

Yes, 0 managers opened new positions in MBC, and 1 increased their existing holdings. The total reported buy value was $118.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.46% Add 301.9% 15,329,483 $157.74 M Q2 2026
0.01% Reduce -49.7% 880,781 $9.06 M Q2 2026
0.00% Reduce -11.5% 214,137 $2.18 M Q2 2026
0.02% Reduce -11.2% 209,256 $2.15 M Q2 2026
0.01% Reduce -28.5% 55,857 $574,769 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form