Malibu Boats, Inc.
MX ˙ BMV ˙ US56117J1007
SecurityMX:MBUU / Malibu Boats, Inc.
InstitutionUs Bancorp \de\
Latest Disclosed Ownership11,151 shares
Latest Disclosed Value $ 289,034
Us Bancorp \de\ reports 2.90% decrease in ownership of MBUU / Malibu Boats, Inc.

On May 14, 2026 - Us Bancorp \de\ filed a 13F-HR form disclosing ownership of 11,151 shares of Malibu Boats, Inc. (MX:MBUU) valued at $289,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 11,484 shares of Malibu Boats, Inc.. This represents a change in shares of -2.90% 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)
2026-05-14 2026-03-31 13F MALIBU BOATS COM CL A 56117J100 11,151 -333 -2.90 289 -10.53 0.0001
2026-01-30 2025-12-31 13F MALIBU BOATS COM CL A 56117J100 11,484 -52 -0.45 324 -13.64 0.0004
2025-11-12 2025-09-30 13F MALIBU BOATS COM CL A 56117J100 11,536 -571 -4.72 374 -1.32 0.0004
2025-07-24 2025-06-30 13F MALIBU BOATS COM CL A 56117J100 12,107 -414 -3.31 379 -1.30 0.0005
2025-05-08 2025-03-31 13F MALIBU BOATS COM CL A 56117J100 12,521 -108 -0.86 384 -18.99 0.0005
2025-02-05 2024-12-31 13F MALIBU BOATS COM CL A 56117J100 12,629 7,195 132.41 475 125.71 0.0006
2024-10-28 2024-09-30 13F MALIBU BOATS COM CL A 56117J100 5,434 4,863 851.66 211 950.00 0.0003
2024-08-07 2024-06-30 13F MALIBU BOATS COM CL A 56117J100 571 86 17.73 20 0.00 0.0000
2024-05-08 2024-03-31 13F MALIBU BOATS COM CL A 56117J100 485 74 18.00 21 -9.09 0.0000
2024-02-09 2023-12-31 13F MALIBU BOATS COM CL A 56117J100 411 0 0.00 23 10.00 0.0000
2023-11-03 2023-09-30 13F MALIBU BOATS COM CL A 56117J100 411 202 96.65 20 66.67 0.0000
2023-08-10 2023-06-30 13F MALIBU BOATS COM CL A 56117J100 209 2 0.97 12 9.09 0.0000
2023-05-09 2023-03-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 207 -133 -39.12 12 -38.89 0.0000
2023-02-13 2022-12-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 340 -20 -5.56 18 5.88 0.0000
2022-10-27 2022-09-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 360 126 53.85 17 41.67 0.0000
2022-08-01 2022-06-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 234 -557 -70.42 12 -73.91 0.0000
2022-05-11 2022-03-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 791 -739 -48.30 46 -56.19 0.0001
2022-02-11 2021-12-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 1,530 -11,854 -88.57 105 -88.78 0.0002
2021-11-10 2021-09-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 13,384 -2,152 -13.85 936 -17.82 0.0018
2021-08-05 2021-06-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 15,536 -6,068 -28.09 1,139 -33.82 0.0021
2021-04-28 2021-03-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 21,604 5,710 35.93 1,721 73.49 0.0035
2021-02-04 2020-12-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 15,894 2,111 15.32 992 45.24 0.0021
2020-11-10 2020-09-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 13,783 12,633 1,098.52 683 1,038.33 0.0017
2020-08-07 2020-06-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 1,150 1,150 60 0.0002
2020-02-04 2019-12-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 0 -66 -100.00 0 -100.00
2019-11-08 2019-09-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 66 -1,150 -94.57 2 -95.74 0.0000
2019-08-13 2019-06-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 1,216 25 2.10 47 0.00 0.0001
2019-05-08 2019-03-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 1,191 407 51.91 47 74.07 0.0001
2019-02-13 2018-12-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 784 100 14.62 27 -27.03 0.0001
2018-10-31 2018-09-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 684 -260 -27.54 37 -7.50 0.0001
2018-08-08 2018-06-30 13F MALIBU BOATS COMMON STOCK 56117J100 944 -533 -36.09 40 -18.37 0.0001
2018-05-08 2018-03-31 13F MALIBU BOATS COMMON STOCK 56117J100 1,477 274 22.78 49 40.00 0.0002
2018-02-02 2017-12-31 13F MALIBU BOATS COMMON STOCK 56117J100 1,203 -107 -8.17 35 -14.63 0.0001
2017-11-13 2017-09-30 13F MALIBU BOATS COMMON STOCK 56117J100 1,310 1,124 604.30 41 720.00 0.0001
2017-07-19 2017-06-30 13F MALIBU BOATS COMMON STOCK 56117J100 186 61 48.80 5 66.67 0.0000
2017-05-03 2017-03-31 13F MALIBU BOATS COMMON STOCK 56117J100 125 125 3 0.0000
2016-08-10 2016-06-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 0 -2,326 -100.00 0 -100.00
2016-05-13 2016-03-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 2,326 0 0.00 38 0.00 0.0001
2016-02-10 2015-12-31 13F MALIBU BOATS INC A COMMON STOCK 56117J100 2,326 0 0.00 38 15.15 0.0002
2015-11-16 2015-09-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 2,326 502 27.52 33 -10.81 0.0001
2015-08-10 2015-06-30 13F MALIBU BOATS INC A COMMON STOCK 56117J100 1,824 1,824 37 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.