Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Malibu Boats Inc (MBUU)

139 + Investors. Track Smart Money conviction in MBUU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — MBUU

Based on 141 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MBUU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
141 funds currently hold this stock — 81% of the 3.0-year high of 174 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold MBUU compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

91 buying62 selling
Last quarter: 91 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new MBUU position: 26 → 22 → 19 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 23% medium ■ 13% new
89 out of 141 hedge funds have held MBUU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+1% value, -31% shares)

Value
+0%
Shares
-30%
Last quarter: total value of institutional MBUU holdings rose +1% even though funds reduced share count by 31%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~32 new funds/quarter

24 → 26 → 22 → 19 → 32 new funds/Q
New funds entering each quarter: 26 → 22 → 19 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 13% newcomers

■ 74% veterans ■ 13% 1-2yr ■ 13% new
Entry-cohort mix of 145 holders: 107 (74%) are 2+ year veterans, 19 entered 1–2 years ago, and 19 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
42 of 140 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in MBUU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.4
out of 10
Low Exit Risk
Exit risk score 2.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MBUU

In 2026 Q2, 91 hedge funds were net buyers of MBUU (32 opened a new position, 59 added to an existing one), while 62 reduced or exited (36 trimmed, 26 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 46% of total institutional value in MBUU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 141.

Hedge Fund Ownership: MBUU

How many hedge funds hold MBUU — quarterly history vs. share price
Quarterly hedge fund ownership of MBUU vs. share price

Market Analysis: MBUU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MBUU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: MBUU
139 + Investors

Track Smart Money conviction in MBUU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 139 135 2.96%
13F Shares 18M 27M -32.62%
Total Value $496M $510M -2.72%
New Positions 32 19 +13
Increased Positions 57 46 +11
Closed Positions 27 26 +1
Reduced Positions 35 47 -12
Total Calls 2 2 -
Total Puts 3 3 -
PUT/CALL Ratio 1.5 1.5 Bearish

Statistics: MBUU

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Financial Highlights

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Institutional Holders (2026 Q2)

139 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MBUU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MBUU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Twin Lions Management LLC 10.84% 504,210 $13.8M
2 Lodge Hill Capital, LLC 4.26% 926,014 $25.4M
3 Meros Investment Management, LP 3.13% 359,568 $9.9M
4 1060 Capital, LLC 2.48% 64,153 $1.8M
5 Villanova Investment Management Co LLC 1.17% 45,124 $1.2M
6 Cooke & Bieler LP 0.35% 1,103,942 $30.3M
7 De Lisle Partners LLP 0.35% 116,478 $3.2M
8 Atom Investors LP 0.31% 127,366 $3.5M
9 CenterBook Partners LP 0.23% 169,048 $4.6M
10 Dynamic Technology Lab Private Ltd 0.15% 23,675 $649K
11 Pzena Investment Management LLC 0.14% 1,794,261 $49.2M
12 Fort Washington Investment Advisors Inc /Oh/ 0.11% 782,462 $21.5M
13 Bridgeway Capital Management, LLC 0.06% 132,152 $3.6M
14 Penn Capital Management Company, LLC 0.06% 34,013 $933K
15 XTX Topco Ltd 0.04% 98,935 $2.7M
16 Berkshire Asset Management LLC/Pa 0.03% 32,400 $889K
17 Homestead Advisers Corp 0.03% 48,200 $1.3M
18 William Blair Investment Management, LLC 0.03% 375,988 $10.3M
19 Axq Capital, LP 0.03% 9,933 $272K
20 Campbell & CO Investment Adviser LLC 0.02% 16,335 $448K
21 Jacobs Levy Equity Management, Inc 0.02% 234,068 $6.4M
22 Aquatic Capital Management LLC 0.02% 22,583 $619K
23 Prelude Capital Management, LLC 0.02% 9,957 $273K
24 Landscape Capital Management, L.L.C. 0.02% 11,093 $304K
25 Unison Advisors LLC 0.02% 8,744 $240K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Malibu Boats Inc (MBUU)

What does the Smart Money Trend signal show for MBUU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MBUU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MBUU?

Slight buying edge — 59% buying: Last quarter: 91 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MBUU holders?

Elite ownership — 46% AUM from top-100 funds: 42 of 140 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in MBUU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MBUU?

63% of holders stayed for 2+ years: 89 out of 141 hedge funds have held MBUU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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