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Malibu Boats, Inc.

MBUU Consumer Discretionary
$22.66 +$0.82 (3.75%)
Market Cap: $452.01 M
Gurus Holding
6
Popularity Rank
#1334
% of Shares Held
11.43%
Net Activity (Q2 2026)
+$6.9 M

Guru Ownership Trend

Guru Analysis for Malibu Boats, Inc. (MBUU)

Malibu Boats, Inc. (MBUU), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $51.68 M.

Top institutional holders include Richard Pzena and Jeremy Grantham.

Institutional sentiment is currently Bullish. This is evidenced by a $6.9 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 172.2%. Conversely, Jeremy Grantham reduced exposure by 1.3%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$6.99 M
Total Buy Value
New Buys 2
Additions 3
-$92,603.68
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
5

FAQs for Malibu Boats, Inc. (MBUU)

Major holders include Richard Pzena ($49.22 M), Jeremy Grantham ($7.33 M), Renaissance Technologies (RenTech) ($2 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.28 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.9 M, with 5 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited MBUU. The total reported sell value was $92,603.68.

Yes, 2 managers opened new positions in MBUU, and 3 increased their existing holdings. The total reported buy value was $6.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.14% Add 5.7% 1,794,261 $49.22 M Q2 2026
0.02% Reduce -1.3% 267,286 $7.33 M Q2 2026
0.00% Add 172.2% 73,036 $2 M Q2 2026
0.00% New Buy 68,967 $1.89 M Q2 2026
0.00% Add 19.2% 41,010 $1.12 M Q2 2026
0.00% New Buy 36,258 $994,557 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form