Wellington Management Group Llp ownership in MBUU / Malibu Boats, Inc.

Malibu Boats, Inc.

MX ˙ BMV ˙ US56117J1007

Security	MX:MBUU / Malibu Boats, Inc.
Institution	Wellington Management Group Llp
Latest Disclosed Ownership	1,403,407 shares
Ownership	7.50%

2026-05-15 - Wellington Management Group Llp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,403,407 shares of Malibu Boats, Inc. (MX:MBUU). This represents 7.5 percent ownership of the company. In their previous filing dated 2026-02-10 , Wellington Management Group Llp had reported owning 1,688,099 shares, indicating a decrease of -16.86 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2026-05-15	2026-05-15	13G/A	1,688,099	1,403,407	-16.86	7.50	-14.77
2026-02-10	2026-02-10	13G/A	1,476,976	1,688,099	14.29	8.80	19.08
2024-11-08	2024-11-08	13G	960,827	1,476,976	53.72	7.39	56.57
2018-02-12	2018-02-12	13G	1,476,504	960,827	-34.93	4.72	-43.34
2017-02-09	2017-02-09	13G/A	1,068,717	1,476,504	38.16	8.33	39.30
2016-02-11	2016-02-11	13G		1,068,717		5.98

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	MALIBU BOATS	COM CL A	56117J100	1,403,407	-284,692	-16.86	36,376	-23.61	0.0010
2026-02-17	2025-12-31	13F	MALIBU BOATS	COM CL A	56117J100	1,688,099	359,550	27.06	47,621	10.46	0.0083
2025-11-14	2025-09-30	13F	MALIBU BOATS	COM CL A	56117J100	1,328,549	67,682	5.37	43,111	9.10	0.0075
2025-08-14	2025-06-30	13F	MALIBU BOATS	COM CL A	56117J100	1,260,867	-341,092	-21.29	39,516	-19.60	0.0072
2025-05-13	2025-03-31	13F	MALIBU BOATS	COM CL A	56117J100	1,601,959	68,354	4.46	49,148	-14.74	0.0095
2025-02-12	2024-12-31	13F	MALIBU BOATS	COM CL A	56117J100	1,533,605	56,629	3.83	57,648	0.57	0.0106
2024-11-14	2024-09-30	13F	MALIBU BOATS	COM CL A	56117J100	1,476,976	897,387	154.83	57,321	182.26	0.0100
2024-08-14	2024-06-30	13F	MALIBU BOATS	COM CL A	56117J100	579,589	404,341	230.73	20,309	167.77	0.0036
2024-05-15	2024-03-31	13F	MALIBU BOATS	COM CL A	56117J100	175,248	110,507	170.69	7,585	113.69	0.0013
2024-02-12	2023-12-31	13F	MALIBU BOATS	COM CL A	56117J100	64,741	49,141	315.01	3,549	364.53	0.0007
2023-11-14	2023-09-30	13F	MALIBU BOATS	COM CL A	56117J100	15,600	15,600		765		0.0002
2022-05-16	2022-03-31	13F	MALIBU BOATS	COM CL A	56117J100	0	-8,224	-100.00	0	-100.00
2022-02-11	2021-12-31	13F	MALIBU BOATS	COM CL A	56117J100	8,224	8,224		565		0.0001
2021-08-16	2021-06-30	13F	MALIBU BOATS	COM CL A	56117J100	0	-4,015	-100.00	0	-100.00
2021-05-17	2021-03-31	13F	MALIBU BOATS	COM CL A	56117J100	4,015	4,015		320		0.0001
2021-02-12	2020-12-31	13F	MALIBU BOATS	COM CL A	56117J100	0	-6,928	-100.00	0	-100.00
2020-11-16	2020-09-30	13F	MALIBU BOATS	COM CL A	56117J100	6,928	-163,785	-95.94	343	-96.13	0.0001
2020-08-14	2020-06-30	13F	MALIBU BOATS	COM CL A	56117J100	170,713	-328,684	-65.82	8,867	-38.33	0.0020
2020-05-14	2020-03-31	13F	MALIBU BOATS	COM CL A	56117J100	499,397	231,469	86.39	14,377	31.05	0.0038
2020-02-11	2019-12-31	13F	MALIBU BOATS	COM CL A	56117J100	267,928	-6,770	-2.46	10,971	30.16	0.0023
2019-11-13	2019-09-30	13F	MALIBU BOATS	COM CL A	56117J100	274,698	-61,336	-18.25	8,429	-35.43	0.0019
2019-08-14	2019-06-30	13F	MALIBU BOATS	COM CL A	56117J100	336,034	-83,775	-19.96	13,055	-21.43	0.0029
2019-05-15	2019-03-31	13F	MALIBU BOATS	COM CL A	56117J100	419,809	2,187	0.52	16,615	14.33	0.0038
2019-02-14	2018-12-31	13F	MALIBU BOATS	COM CL A	56117J100	417,622	-33,467	-7.42	14,533	-41.12	0.0036
2018-11-14	2018-09-30	13F	MALIBU BOATS	COM CL A	56117J100	451,089	-276,325	-37.99	24,684	-19.09	0.0052
2018-08-14	2018-06-30	13F	MALIBU BOATS	COM CL A	56117J100	727,414	-137,846	-15.93	30,508	6.17	0.0068
2018-05-15	2018-03-31	13F	MALIBU BOATS	COM CL A	56117J100	865,260	-95,567	-9.95	28,735	0.59	0.0065
2018-02-13	2017-12-31	13F	MALIBU BOATS	COM CL A	56117J100	960,827	-60,322	-5.91	28,566	-11.59	0.0063
2017-11-13	2017-09-30	13F	MALIBU BOATS	COM CL A	56117J100	1,021,149	-89,222	-8.04	32,309	12.47	0.0074
2017-08-14	2017-06-30	13F	MALIBU BOATS	COM CL A	56117J100	1,110,371	-68,860	-5.84	28,726	8.51	0.0068
2017-05-11	2017-03-31	13F	MALIBU BOATS	COM CL A	56117J100	1,179,231	-297,273	-20.13	26,474	-6.03	0.0064
2017-02-14	2016-12-31	13F	MALIBU BOATS	COM CL A	56117J100	1,476,504	33,077	2.29	28,172	30.99	0.0071
2016-11-14	2016-09-30	13F	MALIBU BOATS	COM CL A	56117J100	1,443,427	68,259	4.96	21,507	29.47	0.0054
2016-08-15	2016-06-30	13F	MALIBU BOATS	COM CL A	56117J100	1,375,168	217,651	18.80	16,612	-12.49	0.0043
2016-05-13	2016-03-31	13F	MALIBU BOATS	COM CL A	56117J100	1,157,517	88,800	8.31	18,983	8.51	0.0050
2016-02-12	2015-12-31	13F	MALIBU BOATS	COM CL A	56117J100	1,068,717	346,470	47.97	17,495	73.27	0.0046
2015-11-16	2015-09-30	13F	MALIBU BOATS	COM CL A	56117J100	722,247	158,335	28.08	10,097	-10.87	0.0028
2015-08-14	2015-06-30	13F	MALIBU BOATS	COM CL A	56117J100	563,912	563,912		11,329		0.0029

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.