Malibu Boats, Inc.
US ˙ NasdaqGM ˙ US56117J1007

SecurityMBUU / Malibu Boats, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership914,433 shares
Ownership 4.80%
Dimensional Fund Advisors Lp ownership in MBUU / Malibu Boats, Inc.

2026-01-21 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 914,433 shares of Malibu Boats, Inc. (US:MBUU). This represents 4.8 percent ownership of the company. In their previous filing dated 2024-10-31 , Dimensional Fund Advisors Lp had reported owning 1,093,660 shares, indicating a decrease of -16.39 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)
2026-01-21 2026-01-21 13G/A 1,093,660 914,433 -16.39 4.80 -12.73
2024-10-31 2024-10-31 13G 1,093,660 5.50

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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F MALIBU BOATS COM CL A 56117J100 967,068 52,635 5.76 25,067 -2.83 0.0011
2026-02-12 2025-12-31 13F MALIBU BOATS COM CL A 56117J100 914,433 -67,970 -6.92 25,797 -19.08 0.0054
2025-11-12 2025-09-30 13F MALIBU BOATS COM CL A 56117J100 982,403 1,093 0.11 31,879 3.65 0.0068
2025-08-12 2025-06-30 13F MALIBU BOATS COM CL A 56117J100 981,310 -47,647 -4.63 30,756 -2.57 0.0071
2025-05-13 2025-03-31 13F MALIBU BOATS COM CL A 56117J100 1,028,957 -59,360 -5.45 31,567 -22.84 0.0078
2025-02-13 2024-12-31 13F MALIBU BOATS COM CL A 56117J100 1,088,317 -5,343 -0.49 40,909 -3.62 0.0098
2024-11-07 2024-09-30 13F MALIBU BOATS COM CL A 56117J100 1,093,660 -38,217 -3.38 42,445 7.02 0.0103
2024-08-09 2024-06-30 13F MALIBU BOATS COM CL A 56117J100 1,131,877 111,699 10.95 39,661 -10.18 0.0104
2024-05-10 2024-03-31 13F MALIBU BOATS COM CL A 56117J100 1,020,178 21,184 2.12 44,153 -19.38 0.0120
2024-02-07 2023-12-31 13F MALIBU BOATS COM CL A 56117J100 998,994 38,450 4.00 54,765 16.31 0.0160
2023-11-09 2023-09-30 13F MALIBU BOATS COM CL A 56117J100 960,544 108,088 12.68 47,086 -5.84 0.0154
2023-08-09 2023-06-30 13F MALIBU BOATS COM CL A 56117J100 852,456 53,487 6.69 50,006 10.88 0.0159
2023-05-12 2023-03-31 13F MALIBU BOATS COM CL A 56117J100 798,969 46,506 6.18 45,099 112,647.50 0.0152
2023-02-09 2022-12-31 13F MALIBU BOATS COM CL A 56117J100 752,463 27,615 3.81 40 -99.89 0.0118
2022-11-10 2022-09-30 13F MALIBU BOATS COM CL A 56117J100 724,848 19,325 2.74 34,789 -6.45 0.0134
2022-08-12 2022-06-30 13F MALIBU BOATS COM CL A 56117J100 705,523 37,858 5.67 37,188 -3.99 0.0133
2022-05-13 2022-03-31 13F MALIBU BOATS COM 56117J100 667,665 885 0.13 38,734 -15.48 0.0119
2022-02-09 2021-12-31 13F MALIBU BOATS COM 56117J100 666,780 -7,940 -1.18 45,828 -2.94 0.0139
2021-11-12 2021-09-30 13F MALIBU BOATS COM 56117J100 674,720 -2,083 -0.31 47,218 -4.86 0.0152
2021-08-12 2021-06-30 13F MALIBU BOATS COM 56117J100 676,803 -21,391 -3.06 49,629 -10.79 0.0157
2021-05-14 2021-03-31 13F MALIBU BOATS COM 56117J100 698,194 -44,323 -5.97 55,632 19.99 0.0184
2021-03-08 2020-12-31 13F/A-2 MALIBU BOATS COM 56117J100 742,517 -21,471 -2.81 46,364 22.46 0.0167
2021-02-11 2020-12-31 13F MALIBU BOATS COM 56117J100 742,517 -21,471 46,364 16,744.2124
2020-11-12 2020-09-30 13F MALIBU BOATS COM 56117J100 763,988 -46,737 -5.76 37,861 -10.10 0.0161
2020-08-13 2020-06-30 13F MALIBU BOATS COM 56117J100 810,725 30,114 3.86 42,115 87.39 0.0185
2020-05-14 2020-03-31 13F MALIBU BOATS COM 56117J100 780,611 -29,140 -3.60 22,474 -32.22 0.0117
2020-02-14 2019-12-31 13F MALIBU BOATS COM 56117J100 809,751 -14,986 -1.82 33,159 31.05 0.0121
2019-11-12 2019-09-30 13F MALIBU BOATS COM 56117J100 824,737 -5,076 -0.61 25,302 -21.51 0.0098
2019-08-13 2019-06-30 13F MALIBU BOATS COM 56117J100 829,813 5,675 0.69 32,237 -1.17 0.0125
2019-08-12 2019-03-31 13F/A-2 MALIBU BOATS COM 56117J100 824,138 4,041 0.49 32,620 14.30 0.0130
2019-05-10 2019-03-31 13F MALIBU BOATS COM 56117J100 824,138 4,041 32,620
2019-02-26 2018-12-31 13F/A-1 MALIBU BOATS COM 56117J100 820,097 18,378 2.29 28,540 -34.94 0.0129
2019-02-13 2018-12-31 13F MALIBU BOATS COM 56117J100 820,097 18,378 28,540
2018-11-13 2018-09-30 13F MALIBU BOATS COM 56117J100 801,719 25,322 3.26 43,870 34.73 0.0167
2018-08-10 2018-06-30 13F MALIBU BOATS COM 56117J100 776,397 15,254 2.00 32,562 28.82 0.0130
2018-05-11 2018-03-31 13F MALIBU BOATS COM 56117J100 761,143 85,358 12.63 25,278 25.82 0.0105
2018-02-12 2017-12-31 13F MALIBU BOATS COM 56117J100 675,785 102,965 17.98 20,091 10.85 0.0083
2017-11-13 2017-09-30 13F MALIBU BOATS COM 56117J100 572,820 89,150 18.43 18,124 44.84 0.0079
2017-08-11 2017-06-30 13F MALIBU BOATS COM 56117J100 483,670 107,413 28.55 12,513 48.14 0.0058
2017-05-12 2017-03-31 13F MALIBU BOATS COM 56117J100 376,257 134,987 55.95 8,447 83.51 0.0040
2017-02-09 2016-12-31 13F MALIBU BOATS COM 56117J100 241,270 60,220 33.26 4,603 70.61 0.0023
2016-11-10 2016-09-30 13F MALIBU BOATS COM 56117J100 181,050 12,400 7.35 2,698 32.45 0.0015
2016-08-09 2016-06-30 13F MALIBU BOATS COM 56117J100 168,650 78,911 87.93 2,037 38.38 0.0012
2016-05-13 2016-03-31 13F MALIBU BOATS COM 56117J100 89,739 63,994 248.57 1,472 249.64 0.0009
2016-02-10 2015-12-31 13F MALIBU BOATS COM 56117J100 25,745 8,070 45.66 421 70.45 0.0003
2015-11-13 2015-09-30 13F MALIBU BOATS COM 56117J100 17,675 -31,162 -63.81 247 -77.24 0.0002
2014-05-14 2014-03-31 13F MALIBU BOATS COM 56117J100 48,837 48,837 1,085 0.0008
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.