Malibu Boats, Inc.
MX ˙ BMV ˙ US56117J1007
SecurityMX:MBUU / Malibu Boats, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership30,268 shares
Latest Disclosed Value $ 784,547
Envestnet Asset Management Inc reports 52.68% increase in ownership of MBUU / Malibu Boats, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 30,268 shares of Malibu Boats, Inc. (MX:MBUU) valued at $784,547 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 19,825 shares of Malibu Boats, Inc.. This represents a change in shares of 52.68% 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)
2026-05-04 2026-03-31 13F MALIBU BOATS COM CL A 56117J100 30,268 10,443 52.68 785 40.25 0.0002
2026-02-10 2025-12-31 13F MALIBU BOATS COM CL A 56117J100 19,825 -3,144 -13.69 559 -24.97 0.0002
2025-11-05 2025-09-30 13F MALIBU BOATS COM CL A 56117J100 22,969 858 3.88 745 7.66 0.0002
2025-08-01 2025-06-30 13F MALIBU BOATS COM CL A 56117J100 22,111 506 2.34 693 4.53 0.0002
2025-04-29 2025-03-31 13F MALIBU BOATS COM CL A 56117J100 21,605 195 0.91 663 -17.66 0.0002
2025-02-13 2024-12-31 13F MALIBU BOATS COM CL A 56117J100 21,410 -70,856 -76.80 805 -77.54 0.0003
2024-11-07 2024-09-30 13F MALIBU BOATS COM CL A 56117J100 92,266 28,386 44.44 3,581 59.96 0.0012
2024-08-08 2024-06-30 13F MALIBU BOATS COM CL A 56117J100 63,880 3,288 5.43 2,238 -14.65 0.0008
2024-05-13 2024-03-31 13F MALIBU BOATS COM CL A 56117J100 60,592 15,577 34.60 2,622 6.28 0.0010
2024-02-13 2023-12-31 13F MALIBU BOATS COM CL A 56117J100 45,015 4,712 11.69 2,468 24.91 0.0010
2023-11-13 2023-09-30 13F MALIBU BOATS COM CL A 56117J100 40,303 9,793 32.10 1,976 10.40 0.0009
2023-08-04 2023-06-30 13F MALIBU BOATS COM CL A 56117J100 30,510 3,276 12.03 1,790 16.40 0.0008
2023-05-11 2023-03-31 13F MALIBU BOATS COM CL A 56117J100 27,234 1,764 6.93 1,537 13.26 0.0007
2023-02-07 2022-12-31 13F MALIBU BOATS COM CL A 56117J100 25,470 -1,528 -5.66 1,358 4.71 0.0007
2022-11-10 2022-09-30 13F MALIBU BOATS COM CL A 56117J100 26,998 -9,806 -26.64 1,296 -33.20 0.0007
2022-08-03 2022-06-30 13F MALIBU BOATS COM CL A 56117J100 36,804 -9,018 -19.68 1,940 -27.01 0.0011
2022-05-04 2022-03-31 13F MALIBU BOATS COM CL A 56117J100 45,822 5,328 13.16 2,658 -4.49 0.0013
2022-02-04 2021-12-31 13F MALIBU BOATS COM CL A 56117J100 40,494 10,587 35.40 2,783 32.97 0.0014
2021-10-07 2021-09-30 13F MALIBU BOATS COM CL A 56117J100 29,907 5,785 23.98 2,093 18.32 0.0011
2021-08-04 2021-06-30 13F MALIBU BOATS COM CL A 56117J100 24,122 1,002 4.33 1,769 -3.96 0.0010
2021-05-04 2021-03-31 13F MALIBU BOATS COM CL A 56117J100 23,120 5,081 28.17 1,842 63.59 0.0012
2021-02-02 2020-12-31 13F MALIBU BOATS COM CL A 56117J100 18,039 2,688 17.51 1,126 47.96 0.0008
2020-10-09 2020-09-30 13F MALIBU BOATS COM CL A 56117J100 15,351 2,082 15.69 761 10.45 0.0007
2020-07-08 2020-06-30 13F MALIBU BOATS COM CL A 56117J100 13,269 -2,580 -16.28 689 51.10 0.0007
2020-04-23 2020-03-31 13F MALIBU BOATS COM CL A 56117J100 15,849 15,849 456 0.0005
2020-02-11 2019-12-31 13F MALIBU BOATS COM CL A 56117J100 0 -7,659 -100.00 0 -100.00
2019-10-17 2019-09-30 13F MALIBU BOATS COM CL A 56117J100 7,659 -1,632 -17.57 235 -34.90 0.0003
2019-08-02 2019-06-30 13F MALIBU BOATS COM CL A 56117J100 9,291 373 4.18 361 2.27 0.0005
2019-05-10 2019-03-31 13F MALIBU BOATS COM CL A 56117J100 8,918 8,918 353 0.0005
2018-11-14 2018-09-30 13F MALIBU BOATS COM CL A 56117J100 0 -3,393 -100.00 0 -100.00
2018-08-10 2018-06-30 13F MALIBU BOATS COM CL A 56117J100 3,393 -261 -7.14 143 18.18 0.0003
2018-05-09 2018-03-31 13F MALIBU BOATS COM CL A 56117J100 3,654 32 0.88 121 12.04 0.0003
2018-02-20 2017-12-31 13F MALIBU BOATS COM CL A 56117J100 3,622 -399 -9.92 108 -14.96 0.0002
2017-11-13 2017-09-30 13F MALIBU BOATS COM CL A 56117J100 4,021 -71 -1.74 127 19.81 0.0003
2017-08-14 2017-06-30 13F MALIBU BOATS COM CL A 56117J100 4,092 23 0.57 106 16.48 0.0003
2017-05-09 2017-03-31 13F MALIBU BOATS COM CL A 56117J100 4,069 61 1.52 91 19.74 0.0003
2017-02-14 2016-12-31 13F MALIBU BOATS COM CL A 56117J100 4,008 505 14.42 76 46.15 0.0003
2016-11-14 2016-09-30 13F MALIBU BOATS COM CL A 56117J100 3,503 1,283 57.79 52 92.59 0.0002
2016-08-15 2016-06-30 13F MALIBU BOATS COM CL A 56117J100 2,220 -127 -5.41 27 -28.95 0.0001
2016-05-16 2016-03-31 13F MALIBU BOATS COM CL A 56117J100 2,347 559 31.26 38 31.03 0.0002
2016-02-16 2015-12-31 13F MALIBU BOATS COM CL A 56117J100 1,788 342 23.65 29 45.00 0.0001
2015-11-13 2015-09-30 13F MALIBU BOATS COM CL A 56117J100 1,446 1,446 20 0.0001
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.