Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MALIBU BOATS INC (MBUU)

133 + 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
↓ -8
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — MBUU

Based on 133 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MBUU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
133 funds currently hold this stock — 73% of the 3.0-year high of 183 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold MBUU compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

65 buying73 selling
Last quarter: 73 funds reduced or exited vs 65 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 26 → 22 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 28% medium ■ 11% new
81 out of 133 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.
💎

Buying through price weakness — shares +37%, value -8%

Value
-7%
Shares
+37%
Last quarter: funds added +37% more shares while total portfolio value only changed -8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

17 → 23 → 26 → 22 → 18 new funds/Q
New funds entering each quarter: 23 → 26 → 22 → 18. MBUU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 17% 1-2yr ■ 14% new
Of 137 current holders: 95 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
43 of 133 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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 Q1, 65 hedge funds were net buyers of MBUU (18 opened a new position, 47 added to an existing one), while 73 reduced or exited (47 trimmed, 26 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 37% of total institutional value in MBUU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 133.

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.

Is It Too Late to Buy MALIBU BOATS INC (MBUU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MBUU has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
MBUU
+31.4%
XLY
+8.2%

MBUU outperformed XLY by +23.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
MBUU
-5.2%
XLY
+1.2%

Since the filing became public, MBUU outperformed XLY by -6.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: MBUU
133 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 133 141 -5.67%
13F Shares 27M 20M 37.43%
Total Value $510M $552M -7.55%
New Positions 18 22 -4
Increased Positions 45 48 -3
Closed Positions 26 33 -7
Reduced Positions 47 48 -1
Total Calls 2 2 -
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.5 0.5 Bearish

Statistics: MBUU

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

133 + 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 institutional holders of MBUU — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Twin Lions Management LLC 17.44% 1,113,201 $28.9M
2 Lodge Hill Capital, LLC 4.53% 905,014 $23.5M
3 Meros Investment Management, LP 2.42% 215,194 $5.6M
4 Villanova Investment Management Co LLC 1.09% 41,214 $1.1M
5 COOKE & BIELER LP 0.44% 1,488,663 $38.6M
6 Atom Investors LP 0.43% 231,849 $6.0M
7 WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 0.42% 56,976 $1.5M
8 De Lisle Partners LLP 0.36% 116,478 $3.0M
9 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.16% 97,758 $2.5M
10 PZENA INVESTMENT MANAGEMENT LLC 0.14% 1,697,457 $44.0M
11 Parallel Advisors, LLC 0.13% 7,500,119 $7.5M
12 INCEPTIONR LLC 0.13% 20,565 $533K
13 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.10% 694,763 $18.0M
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.07% 127,535 $3.3M
15 CenterBook Partners LP 0.07% 47,634 $1.2M
16 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.04% 475,796 $12.3M
17 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.04% 914,837 $23.7M
18 BERKSHIRE ASSET MANAGEMENT LLC/PA 0.04% 33,150 $859K
19 State of Wyoming 0.04% 11,619 $301K
20 HOMESTEAD ADVISERS CORP 0.03% 48,200 $1.2M
21 AlphaQuest LLC 0.03% 19,366 $546K
22 Grantham, Mayo, Van Otterloo & Co. LLC 0.02% 270,662 $7.0M
23 Unison Advisors LLC 0.02% 8,744 $227K
24 Central Pacific Bank - Trust Division 0.02% 4,674 $121K
25 Empowered Funds, LLC 0.01% 89,548 $2.3M
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MBUU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MBUU?

More sellers than buyers — 47% buying: Last quarter: 73 funds reduced or exited vs 65 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MBUU holders?

Strong quality — 37% AUM from major funds: 43 of 133 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MBUU?

61% of holders stayed for 2+ years: 81 out of 133 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.

Is it too late to buy MALIBU BOATS INC (MBUU) following the 2026 Q1 hedge fund 13F filings?

As of today, MBUU has moved -5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLY sector ETF — an outperformance of -6.4%. Since the quarter end (March 31, 2026), MBUU has gained +31.4% vs +8.2% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →