Coliseum Capital Management, LLC MBC — MASTERBRAND INC CMN

Ownership history in Coliseum Capital Management, LLC  ·  5 quarters on record

AI Ownership Summary

Coliseum Capital Management, LLC reported MASTERBRAND INC CMN (MBC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 9.74% in 2025 Q4. The latest visible filing shows MBC at 8.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coliseum Capital Management, LLC's position in MASTERBRAND INC CMN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MBC was reported at 8.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.74% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MBC stock page Coliseum Capital Management, LLC fund profile Coliseum Capital Management, LLC full holdings
How Coliseum Capital Management, LLC held MBC — position size vs. price
% of Fund (quarterly)    MBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 12,694,710 +1,922,096 +17.8% 8.65% $105.5M 2026-05-15 $7.00
2025 Q4 ADDED — — — 10,772,614 +3,209,323 +42.4% 9.74% $118.9M 2026-02-17 $11.59
2025 Q3 ADDED — — — 7,563,291 +3,259,210 +75.7% 9.73% $99.6M 2025-11-14 $10.15
2025 Q2 ADDED — — — 4,304,081 +1,125,162 +35.4% 3.38% $47.0M 2025-08-14 $12.71
2025 Q1 INITIATED — — — 3,178,919 — — 3.47% $41.5M 2025-05-15 $11.10

🏢 Other funds also holding MBC

As of 2026 Q1 — sorted by position size

STONEHILL CAPITAL MANAGEMENT LLC 3Y 7Y 6.14% Sixth Street Partners Management Company, L.P. 3Y 5.74% Nixon Capital, LLC 3Y 4.68% ACK Asset Management LLC 3Y 7Y 3.84% Decagon Asset Management LLP 3.33% Pertento Partners LLP 3Y 3.02% Gates Capital Management, Inc. 3Y 7Y 2.35% CANYON CAPITAL ADVISORS LLC 3Y 7Y 1.82% REDWOOD CAPITAL MANAGEMENT, LLC 3Y 7Y 1.59% Diameter Capital Partners LP 3Y 7Y 1.2%

FAQ About Coliseum Capital Management, LLC and MBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coliseum Capital Management, LLC reported owning MBC?

Coliseum Capital Management, LLC reported MBC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MBC position in Coliseum Capital Management, LLC's portfolio?

The largest reported portfolio weight for MBC was 9.74% in 2025 Q4.

What is the latest reported MBC position on this page?

The most recent filing on this page is 2026 Q1, when Coliseum Capital Management, LLC reported 12,694,710 shares, equal to 8.65% of portfolio, with an estimated market value of $105.5M.

What does the chart on this MBC ownership page compare?

The chart compares Coliseum Capital Management, LLC's quarterly MBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coliseum Capital Management, LLC time their MBC position?

Based on 13F filing dates vs. subsequent MBC price moves, Coliseum Capital Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MBC relative to SPY over the holding period was -50.2%.

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