Malibu Boats, Inc.
MX ˙ BMV ˙ US56117J1007
SecurityMX:MBUU / Malibu Boats, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership27 shares
Latest Disclosed Value $ 699
Advisor Group Holdings, Inc. ownership in MBUU / Malibu Boats, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 27 shares of Malibu Boats, Inc. (MX:MBUU) valued at $699 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 27 shares of Malibu Boats, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MALIBU BOATS COM CL A 56117J100 27 0 0.00 1 0.0000
2026-02-17 2025-12-31 13F MALIBU BOATS COM CL A 56117J100 27 -61 -69.32 1 -100.00 0.0000
2025-11-14 2025-09-30 13F MALIBU BOATS COM CL A 56117J100 88 13 17.33 3 0.00 0.0000
2025-09-04 2025-06-30 13F/A-1 MALIBU BOATS COM CL A 56117J100 75 -26 -25.74 2 -33.33 0.0000
2025-08-13 2025-06-30 13F MALIBU BOATS COM CL A 56117J100 91 -10 3 0.0000
2025-05-12 2025-03-31 13F MALIBU BOATS COM CL A 56117J100 101 -26 -20.47 3 -25.00 0.0000
2025-06-06 2024-12-31 13F/A-1 MALIBU BOATS COM CL A 56117J100 127 -9,227 -98.64 5 -98.90 0.0000
2025-02-07 2024-12-31 13F MALIBU BOATS COM CL A 56117J100 111 -9,243 4 0.0000
2024-11-13 2024-09-30 13F MALIBU BOATS COM CL A 56117J100 9,354 7,302 355.85 363 411.27 0.0008
2024-08-13 2024-06-30 13F MALIBU BOATS COM CL A 56117J100 2,052 753 57.97 72 26.79 0.0002
2024-05-10 2024-03-31 13F MALIBU BOATS COM CL A 56117J100 1,299 -5,485 -80.85 56 -84.86 0.0001
2024-02-12 2023-12-31 13F MALIBU BOATS COM CL A 56117J100 6,784 -979 -12.61 371 -2.63 0.0006
2023-11-13 2023-09-30 13F MALIBU BOATS COM CL A 56117J100 7,763 1,948 33.50 381 11.76 0.0006
2023-08-21 2023-06-30 13F/A-1 MALIBU BOATS COM CL A 56117J100 5,815 446 8.31 341 12.58 0.0006
2023-08-10 2023-06-30 13F MALIBU BOATS COM CL A 56117J100 5,815 446 341 0.0001
2023-05-12 2023-03-31 13F MALIBU BOATS COM CL A 56117J100 5,369 516 10.63 303 17.51 0.0006
2023-02-10 2022-12-31 13F MALIBU BOATS COM CL A 56117J100 4,853 -554 -10.25 258 -0.77 0.0005
2022-11-14 2022-09-30 13F MALIBU BOATS COM CL A 56117J100 5,407 745 15.98 259 5.71 0.0006
2022-08-10 2022-06-30 13F MALIBU BOATS COM CL A 56117J100 4,662 -1,658 -26.23 245 -37.66 0.0005
2022-05-04 2022-03-31 13F MALIBU BOATS COM CL A 56117J100 6,320 970 18.13 393 7.08 0.0008
2022-02-03 2021-12-31 13F MALIBU BOATS COM CL A 56117J100 5,350 2,432 83.34 367 80.79 0.0007
2021-11-05 2021-09-30 13F MALIBU BOATS COM CL A 56117J100 2,918 345 13.41 203 7.98 0.0004
2021-08-02 2021-06-30 13F MALIBU BOATS COM CL A 56117J100 2,573 -59 -2.24 188 -10.90 0.0004
2021-05-13 2021-03-31 13F MALIBU BOATS COM CL A 56117J100 2,632 513 24.21 211 59.85 0.0005
2021-02-10 2020-12-31 13F MALIBU BOATS COM CL A 56117J100 2,119 -267 -11.19 132 10.92 0.0004
2020-11-12 2020-09-30 13F MALIBU BOATS COM CL A 56117J100 2,386 -155 -6.10 119 -9.16 0.0004
2020-08-14 2020-06-30 13F MALIBU BOATS COM CL A 56117J100 2,541 -504 -16.55 131 67.95 0.0004
2020-05-18 2020-03-31 13F MALIBU BOATS COM CL A 56117J100 3,045 3,045 78 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.