Malibu Boats, Inc.
MX ˙ BMV ˙ US56117J1007
SecurityMX:MBUU / Malibu Boats, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership40,909 shares
Latest Disclosed Value $ 1,060,361
Ameriprise Financial Inc reports 86.98% decrease in ownership of MBUU / Malibu Boats, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 40,909 shares of Malibu Boats, Inc. (MX:MBUU) valued at $1,060,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 314,098 shares of Malibu Boats, Inc.. This represents a change in shares of -86.98% during the quarter.

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 INC - A COM 56117J100 40,909 -273,189 -86.98 1,060 -88.04 0.0000
2026-02-17 2025-12-31 13F MALIBU BOATS INC - A COM 56117J100 314,098 3,710 1.20 8,861 -12.03 0.0004
2025-11-14 2025-09-30 13F MALIBU BOATS INC - A COM 56117J100 310,388 84,146 37.19 10,072 42.06 0.0004
2025-08-14 2025-06-30 13F MALIBU BOATS INC - A COM 56117J100 226,242 14,148 6.67 7,090 8.96 0.0017
2025-05-14 2025-03-31 13F MALIBU BOATS INC - A COM 56117J100 212,094 89,000 72.30 6,507 40.63 0.0018
2025-02-14 2024-12-31 13F MALIBU BOATS INC - A COM 56117J100 123,094 815 0.67 4,627 -2.49 0.0012
2024-11-14 2024-09-30 13F MALIBU BOATS INC - A COM 56117J100 122,279 715 0.59 4,746 11.41 0.0012
2024-08-14 2024-06-30 13F MALIBU BOATS INC - A COM 56117J100 121,564 -55,507 -31.35 4,260 -44.42 0.0012
2024-05-15 2024-03-31 13F MALIBU BOATS INC - A COM 56117J100 177,071 41,326 30.44 7,664 2.98 0.0021
2024-02-14 2023-12-31 13F MALIBU BOATS INC - A COM 56117J100 135,745 25,173 22.77 7,442 37.29 0.0022
2023-11-14 2023-09-30 13F MALIBU BOATS INC - A COM 56117J100 110,572 -32,515 -22.72 5,420 -35.42 0.0018
2023-08-14 2023-06-30 13F MALIBU BOATS INC - A COM 56117J100 143,087 -16,465 -10.32 8,393 -6.81 0.0026
2023-05-22 2023-03-31 13F/A-1 MALIBU BOATS INC - A COM 56117J100 159,552 -5,551 -3.36 9,007 2.34 0.0030
2023-05-15 2023-03-31 13F MAINSTAY MACKAY DEFINEDTERM COM 56117J100 159,552 -5,551 9,007 0.0005
2023-02-14 2022-12-31 13F MALIBU BOATS INC - A COM 56117J100 165,103 -1,560 -0.94 8,800 10.01 0.0030
2022-11-14 2022-09-30 13F MALIBU BOATS INC - A COM 56117J100 166,663 6,949 4.35 7,999 -4.99 0.0030
2022-08-15 2022-06-30 13F MALIBU BOATS INC - A COM 56117J100 159,714 2,720 1.73 8,419 -7.54 0.0029
2022-05-16 2022-03-31 13F MALIBU BOATS INC - A COM 56117J100 156,994 7,854 5.27 9,106 -11.17 0.0027
2022-02-14 2021-12-31 13F MALIBU BOATS INC - A COM 56117J100 149,140 -5,562 -3.60 10,251 -5.31 0.0028
2021-11-15 2021-09-30 13F MALIBU BOATS INC - A COM 56117J100 154,702 -947 -0.61 10,826 -5.15 0.0035
2021-08-16 2021-06-30 13F MALIBU BOATS INC - A COM 56117J100 155,649 -2,494 -1.58 11,414 -9.42 0.0035
2021-05-17 2021-03-31 13F MALIBU BOATS INC - A COM 56117J100 158,143 8,500 5.68 12,601 34.86 0.0042
2021-02-12 2020-12-31 13F MALIBU BOATS INC - A COM 56117J100 149,643 8,460 5.99 9,344 33.56 0.0033
2020-11-16 2020-09-30 13F MALIBU BOATS INC - A COM 56117J100 141,183 -8,949 -5.96 6,996 -10.31 0.0028
2020-08-14 2020-06-30 13F MALIBU BOATS INC - A COM 56117J100 150,132 -77,983 -34.19 7,800 18.78 0.0033
2020-05-15 2020-03-31 13F MALIBU BOATS INC - A COM 56117J100 228,115 5,232 2.35 6,567 -28.04 0.0034
2020-02-14 2019-12-31 13F MALIBU BOATS INC - A COM 56117J100 222,883 -672 -0.30 9,126 33.05 0.0038
2019-11-14 2019-09-30 13F MALIBU BOATS INC - A COM 56117J100 223,555 6,651 3.07 6,859 -18.61 0.0031
2019-08-14 2019-06-30 13F MALIBU BOATS INC - A COM 56117J100 216,904 913 0.42 8,427 -1.44 0.0038
2019-05-15 2019-03-31 13F MALIBU BOATS INC - A COM 56117J100 215,991 42,870 24.76 8,550 41.96 0.0039
2019-02-14 2018-12-31 13F MALIBU BOATS INC - A COM 56117J100 173,121 37,447 27.60 6,023 -18.86 0.0030
2018-11-14 2018-09-30 13F MALIBU BOATS INC - A COM 56117J100 135,674 -7,905 -5.51 7,423 23.26 0.0026
2018-08-14 2018-06-30 13F MALIBU BOATS INC - A COM 56117J100 143,579 -23,127 -13.87 6,022 8.78 0.0027
2018-05-14 2018-03-31 13F MALIBU BOATS INC - A COM 56117J100 166,706 600 0.36 5,536 12.13 0.0025
2018-02-12 2017-12-31 13F MALIBU BOATS INC - A COM 56117J100 166,106 1,200 0.73 4,937 -5.39 0.0023
2017-11-07 2017-09-30 13F MALIBU BOATS INC - A COM 56117J100 164,906 800 0.49 5,218 22.92 0.0025
2017-08-10 2017-06-30 13F MALIBU BOATS INC - A COM 56117J100 164,106 -112,000 -40.56 4,245 -31.52 0.0021
2017-05-05 2017-03-31 13F MALIBU BOATS INC - A COM 56117J100 276,106 -9,710 -3.40 6,199 13.70 0.0032
2017-02-03 2016-12-31 13F MALIBU BOATS INC - A COM 56117J100 285,816 -37,133 -11.50 5,452 13.32 0.0030
2016-11-08 2016-09-30 13F MALIBU BOATS INC - A COM 56117J100 322,949 -15,140 -4.48 4,811 17.77 0.0027
2016-08-08 2016-06-30 13F MALIBU BOATS INC - A COM 56117J100 338,089 43,646 14.82 4,085 -15.42 0.0024
2016-05-12 2016-03-31 13F MALIBU BOATS INC - A COM 56117J100 294,443 24,160 8.94 4,830 9.15 0.0029
2016-02-11 2015-12-31 13F MALIBU BOATS INC - A COM 56117J100 270,283 24,340 9.90 4,425 28.75 0.0026
2015-11-12 2015-09-30 13F MALIBU BOATS INC - A COM 56117J100 245,943 -45,050 -15.48 3,437 -41.21 0.0021
2015-08-13 2015-06-30 13F MALIBU BOATS INC - A COM 56117J100 290,993 -14,200 -4.65 5,846 -17.96 0.0033
2015-05-14 2015-03-31 13F MALIBU BOATS INC - A COM 56117J100 305,193 -340 -0.11 7,126 21.03 0.0041
2015-02-13 2014-12-31 13F MALIBU BOATS INC - A COM 56117J100 305,533 -21,470 -6.57 5,888 -2.79 0.0034
2014-11-14 2014-09-30 13F MALIBU BOATS INC - A COM 56117J100 327,003 -145,119 -30.74 6,057 -36.17 0.0036
2014-08-13 2014-06-30 13F MALIBU BOATS INC - A COM 56117J100 472,122 67,157 16.58 9,489 5.42 0.0056
2014-05-14 2014-03-31 13F MALIBU BOATS INC - A COM 56117J100 404,965 404,965 9,001 0.0054
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.