As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Malibu Boats, Inc. The largest reported stake is Pzena Investment Management LLC's, at 9%. 14 filings are on record since November 6, 2025 (Schedule 13G/A, January 16, 2026).
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Key facts
- · Reporting person: Cooke & Bieler L.P. · Sole voting: 0 · Shared voting: 950,881 · Sole dispositive: 0 · Shared dispositive: 950,881 · SCHEDULE 13G/A, 2026-10-23
- · Reporting person: Twin Lions Management LLC · Sole voting: 0 · Shared voting: 504,210 · Sole dispositive: 0 · Shared dispositive: 504,210 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: Nomura Asset Management International Inc. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: Wellington Management Group LLP · Sole voting: 0 · Shared voting: 1,047,136 · Sole dispositive: 0 · Shared dispositive: 1,237,871 · SCHEDULE 13G/A, 2026-08-13
- · Holder: Cooke & Bieler L.P. · Percent: 5.6% · SCHEDULE 13G/A
Malibu Boats, Inc. has 14 Schedule 13D or 13G filings on record since 2025-11-06. 2 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Pzena Investment Management LLC | 9% | 1,721,957 | SCHEDULE 13G/A, 2026-01-16 | 2025-12-31 |
| Wellington Management Group LLP | 6.3% | 1,237,871 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Capital World Investors | 4.9% | 949,738 | SCHEDULE 13G/A, 2025-11-13 | 2025-09-30 |
| Cooke & Bieler L.P. | 4.8% | 950,881 | SCHEDULE 13G/A, 2026-10-23 | 2026-09-30 |
| Dimensional Fund Advisors LP | 4.8% | 914,433 | SCHEDULE 13G/A, 2026-01-21 | 2025-12-31 |
| Twin Lions Management LLC | 2.6% | 504,210 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Macquarie Group Limited | 0% | 0 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
| Nomura Asset Management International Inc. | 0% | 0 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on Malibu Boats, Inc. and the records around it.
Malibu Boats, Inc. elsewhere on the record
Companies that share a holder
- Cooke & Bieler L.P. also filed stake reports on 6 other companies: Dream Finders Homes, Inc. (Oct 2026), Gildan Activewear Inc. (Aug 2025)
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC. also filed stake reports on 7 other companies: ARTIVION, INC. (Aug 2026), IMAX CORP (Aug 2026), Onterris, Inc. (Aug 2026)
- Macquarie Group Limited also filed stake reports on 14 other companies: Artivion Inc (Feb 2026), Imax Corp (Feb 2026), Kaiser Aluminum Corp (Feb 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 0 | 1,047,136 | 0 | 1,237,871 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 1,047,136 | 0 | 1,237,871 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 1,047,136 | 0 | 1,237,871 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Management Company LLP | 0 | 962,202 | 0 | 1,107,256 | SCHEDULE 13G/A, 2026-08-13 |
| Cooke & Bieler L.P. | 0 | 950,881 | 0 | 950,881 | SCHEDULE 13G/A, 2026-10-23 |
| Twin Lions Management LLC | 0 | 504,210 | 0 | 504,210 | SCHEDULE 13G/A, 2026-08-14 |
| Timothy Abbott | 0 | 504,210 | 0 | 504,210 | SCHEDULE 13G/A, 2026-08-14 |
| Nomura Asset Management International Inc. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
| Nomura Investment Management Business Trust | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
The latest filing identifies Malibu Boats, Inc. by CUSIP 56117J100 and gives its principal executive office as 5075 Kimberly Way, Loudon, TN 37774 (SCHEDULE 13G/A, 2026-10-23).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-06 | Cooke & Bieler L.P. | 8% | SCHEDULE 13G/A |
| 2025-11-13 | Capital World Investors | 4.9% | SCHEDULE 13G/A |
| 2026-01-16 | Pzena Investment Management LLC | 9% | SCHEDULE 13G/A |
| 2026-01-21 | Dimensional Fund Advisors LP | 4.8% | SCHEDULE 13G/A |
| 2026-02-10 | Wellington Management Group LLP | 8.8% | SCHEDULE 13G/A |
| 2026-02-13 | Macquarie Group Limited | 0% | SCHEDULE 13G/A |
| 2026-02-17 | Nomura Asset Management International Inc. | 5.3% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-15 | Wellington Management Group LLP | 7.5% | SCHEDULE 13G/A |
| 2026-08-05 | Cooke & Bieler L.P. | 5.6% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 6.3% | SCHEDULE 13G/A |
| 2026-08-14 | Nomura Asset Management International Inc. | 0% | SCHEDULE 13G/A |
| 2026-08-14 | Twin Lions Management LLC | 2.6% | SCHEDULE 13G/A |
| 2026-10-23 | Cooke & Bieler L.P. | 4.8% | SCHEDULE 13G/A |
Questions about who owns Malibu Boats, Inc.
Who owns Malibu Boats, Inc.?
On this page, 2 holders' latest ownership filings report 5% or more of Malibu Boats, Inc.: Pzena Investment Management LLC (9%, Schedule 13G/A, filed 2026-01-16) and Wellington Management Group LLP (6.3%, Schedule 13G/A, filed 2026-08-13).
Who are the largest shareholders of Malibu Boats, Inc.?
By the share each holder's latest filing reports, the largest holders of Malibu Boats, Inc. on this page are Pzena Investment Management LLC (9%) and Wellington Management Group LLP (6.3%).
When did Pzena Investment Management LLC buy into Malibu Boats, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Pzena Investment Management LLC on this page is the Schedule 13G/A, filed 2026-01-16, reporting 9%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 14 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Malibu Boats, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 24, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.