Which hedge funds own MBUU? MALIBU BOATS INC, Q2 2026 13F holders
24 tracked hedge funds disclosed a position in MBUU (MALIBU BOATS INC) in their Q2 2026 13F filings, worth $76.7m in total. The largest holder by portfolio weight is Twin Lions Management LLC at 10.8% of its book. 11 opened a new position this quarter: 1060 Capital, LLC, Campbell & CO Investment Adviser LLC, Prelude Capital Management, LLC, Engineers Gate Manager LP.
- 24
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 0
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $9.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $0
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $76.7m
- Combined value Sum of the holders' reported positions in the security.
- 1.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Ownership over time
Who discovered MBUU first? Beta
The run: Q2 2016 → Q3 2018, +353%
| Aperture Investors, LLC | Q1 2020 | – | +3.0 pts |
| Canyon Capital Advisors LLC | Q1 2014 | – | −0.2 pts |
| Stadium Capital Management LLC | Q3 2024 | – | −0.5 pts |
| ACK Asset Management LLC | Q4 2015 | 2.1% | −0.6 pts |
| Lodge Hill Capital, LLC high conviction | Q3 2024 | – | −1.5 pts |
| Nierenberg Investment Management Company, LLC high conviction | Q2 2014 | – | −2.5 pts |
| Tybourne Capital Management (HK) Ltd high conviction | Q2 2025 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.