Malibu Boats, Inc. has 13 Schedule 13D or 13G filings on record since 2025-11-06. 3 holders' latest filing reports 5% or more of class a common stock, par value $0.01. 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 |
| Cooke & Bieler L.P. | 5.6% | 1,103,942 | SCHEDULE 13G/A, 2026-08-05 | 2026-06-30 |
| Capital World Investors | 4.9% | 949,738 | SCHEDULE 13G/A, 2025-11-13 | 2025-09-30 |
| 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 |
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 |
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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.