Malibu Boats, Inc.
MX ˙ BMV ˙ US56117J1007
SecurityMX:MBUU / Malibu Boats, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership27,967 shares
Latest Disclosed Value $ 724,904
First Trust Advisors Lp reports 16.81% increase in ownership of MBUU / Malibu Boats, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 27,967 shares of Malibu Boats, Inc. (MX:MBUU) valued at $724,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 23,943 shares of Malibu Boats, Inc.. This represents a change in shares of 16.81% 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)
2026-05-13 2026-03-31 13F MALIBU BOATS COM CL A 56117J100 27,967 4,024 16.81 725 7.26 0.0005
2026-02-13 2025-12-31 13F MALIBU BOATS COM CL A 56117J100 23,943 -490 -2.01 675 -14.77
2025-11-12 2025-09-30 13F MALIBU BOATS COM CL A 56117J100 24,433 5,862 31.57 793 36.08 0.0006
2025-08-13 2025-06-30 13F MALIBU BOATS COM CL A 56117J100 18,571 -787 -4.07 582 -1.85 0.0005
2025-05-14 2025-03-31 13F MALIBU BOATS COM CL A 56117J100 19,358 3,368 21.06 594 -1.33 0.0005
2025-02-13 2024-12-31 13F MALIBU BOATS COM CL A 56117J100 15,990 -3,488 -17.91 601 -20.40 0.0005
2024-11-13 2024-09-30 13F MALIBU BOATS COM CL A 56117J100 19,478 1,306 7.19 756 18.71 0.0007
2024-08-13 2024-06-30 13F MALIBU BOATS COM CL A 56117J100 18,172 -69,898 -79.37 637 -83.31 0.0006
2024-05-13 2024-03-31 13F MALIBU BOATS COM CL A 56117J100 88,070 4,139 4.93 3,812 -17.17 0.0039
2024-02-13 2023-12-31 13F MALIBU BOATS COM CL A 56117J100 83,931 9,709 13.08 4,601 26.47 0.0050
2023-11-13 2023-09-30 13F MALIBU BOATS COM CL A 56117J100 74,222 13,676 22.59 3,638 2.45 0.0043
2023-08-14 2023-06-30 13F MALIBU BOATS COM CL A 56117J100 60,546 -8,198 -11.93 3,552 -8.48 0.0040
2023-05-15 2023-03-31 13F MALIBU BOATS COM CL A 56117J100 68,744 10,445 17.92 3,881 24.88 0.0045
2023-02-09 2022-12-31 13F MALIBU BOATS COM CL A 56117J100 58,299 -2,991 -4.88 3,107 5.64 0.0037
2022-11-14 2022-09-30 13F MALIBU BOATS COM CL A 56117J100 61,290 -8,163 -11.75 2,941 -19.67 0.0038
2022-08-12 2022-06-30 13F MALIBU BOATS COM CL A 56117J100 69,453 14,274 25.87 3,661 14.37 0.0045
2022-05-13 2022-03-31 13F MALIBU BOATS COM CL A 56117J100 55,179 20,044 57.05 3,201 32.55 0.0033
2022-02-08 2021-12-31 13F MALIBU BOATS COM CL A 56117J100 35,135 12,705 56.64 2,415 53.82 0.0023
2021-11-15 2021-09-30 13F MALIBU BOATS COM CL A 56117J100 22,430 -29,518 -56.82 1,570 -58.78 0.0017
2021-10-12 2021-06-30 13F/A-1 MALIBU BOATS COM CL A 56117J100 51,948 10,443 25.16 3,809 15.18 0.0041
2021-08-16 2021-06-30 13F MALIBU BOATS COM CL A 56117J100 51,948 10,443 3,809 0.0039
2021-05-14 2021-03-31 13F MALIBU BOATS COM CL A 56117J100 41,505 1,645 4.13 3,307 32.86 0.0040
2021-02-02 2020-12-31 13F MALIBU BOATS COM CL A 56117J100 39,860 -4,347 -9.83 2,489 13.60 0.0033
2020-11-05 2020-09-30 13F MALIBU BOATS COM CL A 56117J100 44,207 -59,274 -57.28 2,191 -59.24 0.0035
2020-07-22 2020-06-30 13F MALIBU BOATS COM CL A 56117J100 103,481 65,143 169.92 5,376 386.96 0.0093
2020-05-06 2020-03-31 13F MALIBU BOATS COM CL A 56117J100 38,338 -7,196 -15.80 1,104 -40.80 0.0025
2020-02-03 2019-12-31 13F MALIBU BOATS COM CL A 56117J100 45,534 -1,864 -3.93 1,865 28.27 0.0032
2019-11-04 2019-09-30 13F MALIBU BOATS COM CL A 56117J100 47,398 47,398 1,454 0.0027
2018-10-25 2018-09-30 13F MALIBU BOATS COM CL A 56117J100 0 -41,171 -100.00 0 -100.00
2018-08-02 2018-06-30 13F MALIBU BOATS COM CL A 56117J100 41,171 21,471 108.99 1,727 164.07 0.0036
2018-04-23 2018-03-31 13F MALIBU BOATS COM CL A 56117J100 19,700 1,540 8.48 654 21.11 0.0015
2018-02-08 2017-12-31 13F MALIBU BOATS COM CL A 56117J100 18,160 2,371 15.02 540 8.00 0.0013
2017-10-24 2017-09-30 13F MALIBU BOATS COM CL A 56117J100 15,789 1,494 10.45 500 35.14 0.0013
2017-08-02 2017-06-30 13F MALIBU BOATS COM CL A 56117J100 14,295 -291 -2.00 370 13.15 0.0010
2017-05-02 2017-03-31 13F MALIBU BOATS COM CL A 56117J100 14,586 -5,284 -26.59 327 -13.72 0.0009
2017-02-06 2016-12-31 13F MALIBU BOATS COM CL A 56117J100 19,870 19,870 379 0.0011
2016-05-10 2016-03-31 13F MALIBU BOATS COM CL A 56117J100 0 -10,046 -100.00 0 -100.00
2016-05-04 2015-12-31 13F/A-1 MALIBU BOATS COM CL A 56117J100 10,046 10,046 0.00 164 0.0004
2016-02-03 2015-12-31 13F MALIBU BOATS COM CL A 56117J100 10,046 164
2015-11-05 2015-09-30 13F MALIBU BOATS COM CL A 56117J100 0 0 0 0.0000
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.