말리부 보트, Inc.
US ˙ NasdaqGM ˙ US56117J1007

SecurityMBUU / Malibu Boats, Inc.
InstitutionBlackRock, Inc.
Latest Disclosed Ownership1,630,712 shares
Ownership 8.00%
BlackRock, Inc. ownership in MBUU / Malibu Boats, Inc.

2024-01-25 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,630,712 shares of Malibu Boats, Inc. (US:MBUU). This represents 8.0 percent ownership of the company. In their previous filing dated 2023-01-31 , BlackRock, Inc. had reported owning 1,506,860 shares, indicating an increase of 8.22 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-01-25 2024-01-25 13G/A 1,506,860 1,630,712 8.22 8.00 8.11
2023-01-31 2023-01-31 13G/A 1,617,305 1,506,860 -6.83 7.40 -5.13
2022-02-03 2022-02-03 13G/A 1,737,976 1,617,305 -6.94 7.80 -7.14
2021-01-29 2021-01-29 13G/A 1,852,289 1,737,976 -6.17 8.40 -7.69
2020-02-05 2020-02-05 13G/A 1,637,655 1,852,289 13.11 9.10 15.19
2019-02-06 2019-02-06 13G/A 1,857,285 1,637,655 -11.83 7.90 -13.19
2018-01-25 2018-01-25 13G/A 1,015,675 1,857,285 82.86 9.10 59.65
2017-01-30 2017-01-30 13G 1,015,675 5.70

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F MALIBU BOATS COM CL A 56117J100 1,446,427 845 0.06 37,491 -8.06 0.0000
2026-02-12 2025-12-31 13F MALIBU BOATS COM CL A 56117J100 1,445,582 -24,843 -1.69 40,780 -14.54 0.0007
2025-11-12 2025-09-30 13F MALIBU BOATS COM CL A 56117J100 1,470,425 -46,585 -3.07 47,715 0.36 0.0008
2025-08-12 2025-06-30 13F MALIBU BOATS COM CL A 56117J100 1,517,010 -65,978 -4.17 47,543 -2.11 0.0009
2025-05-02 2025-03-31 13F MALIBU BOATS COM CL A 56117J100 1,582,988 -39,820 -2.45 48,566 -20.38 0.0010
2025-02-07 2024-12-31 13F MALIBU BOATS COM CL A 56117J100 1,622,808 -65,789 -3.90 61,001 -6.92 0.0012
2024-11-13 2024-09-30 13F MALIBU BOATS COM CL A 56117J100 1,688,597 -45,792 -2.64 65,534 7.84 0.0014
2024-08-13 2024-06-30 13F MALIBU BOATS COM CL A 56117J100 1,734,389 149,074 9.40 60,773 -11.43 0.0014
2024-05-10 2024-03-31 13F MALIBU BOATS COM CL A 56117J100 1,585,315 -45,397 -2.78 68,612 -23.25 0.0016
2024-02-13 2023-12-31 13F MALIBU BOATS COM CL A 56117J100 1,630,712 174,535 11.99 89,396 25.24 0.0023
2023-11-13 2023-09-30 13F MALIBU BOATS COM CL A 56117J100 1,456,177 -1,088 -0.07 71,382 -16.50 0.0021
2023-08-11 2023-06-30 13F MALIBU BOATS COM CL A 56117J100 1,457,265 -35,527 -2.38 85,483 1.44 0.0024
2023-05-12 2023-03-31 13F MALIBU BOATS COM CL A 56117J100 1,492,792 -14,068 -0.93 84,268 4.92 0.0025
2023-02-13 2022-12-31 13F MALIBU BOATS COM CL A 56117J100 1,506,860 69,540 4.84 80,316 16.44 0.0025
2022-11-14 2022-09-30 13F MALIBU BOATS COM CL A 56117J100 1,437,320 -208,086 -12.65 68,977 -20.47 0.0023
2022-08-12 2022-06-30 13F MALIBU BOATS COM CL A 56117J100 1,645,406 12,551 0.77 86,729 -8.44 0.0028
2022-05-12 2022-03-31 13F MALIBU BOATS COM CL A 56117J100 1,632,855 15,550 0.96 94,722 -14.79 0.0026
2022-02-10 2021-12-31 13F MALIBU BOATS COM CL A 56117J100 1,617,305 63,332 4.08 111,159 2.22 0.0028
2021-11-09 2021-09-30 13F MALIBU BOATS COM CL A 56117J100 1,553,973 -98,450 -5.96 108,745 -10.25 0.0030
2021-08-11 2021-06-30 13F MALIBU BOATS COM CL A 56117J100 1,652,423 -179,219 -9.78 121,171 -16.97 0.0034
2021-05-07 2021-03-31 13F MALIBU BOATS COM CL A 56117J100 1,831,642 93,666 5.39 145,944 34.49 0.0043
2021-02-05 2020-12-31 13F MALIBU BOATS COM CL A 56117J100 1,737,976 104,761 6.41 108,518 34.07 0.0035
2020-11-06 2020-09-30 13F MALIBU BOATS COM CL A 56117J100 1,633,215 -1,301 -0.08 80,941 -4.68 0.0030
2020-08-14 2020-06-30 13F MALIBU BOATS COM CL A 56117J100 1,634,516 -86,762 -5.04 84,911 71.35 0.0034
2020-05-01 2020-03-31 13F MALIBU BOATS COM CL A 56117J100 1,721,278 -131,011 -7.07 49,555 -34.67 0.0024
2020-02-13 2019-12-31 13F MALIBU BOATS COM CL A 56117J100 1,852,289 87,942 4.98 75,852 40.13 0.0029
2019-11-08 2019-09-30 13F MALIBU BOATS COM CL A 56117J100 1,764,347 51,509 3.01 54,129 -18.66 0.0023
2019-08-22 2019-06-30 13F/A-1 MALIBU BOATS COM CL A 56117J100 1,712,838 116,219 7.28 66,543 5.30 0.0028
2019-08-13 2019-06-30 13F MALIBU BOATS COM CL A 56117J100 1,712,838 116,219 66,543
2019-05-09 2019-03-31 13F MALIBU BOATS COM CL A 56117J100 1,596,619 -41,036 -2.51 63,193 10.88 0.0028
2019-02-08 2018-12-31 13F MALIBU BOATS COM CL A 56117J100 1,637,655 52,004 3.28 56,990 -34.32 0.0029
2018-11-09 2018-09-30 13F MALIBU BOATS COM CL A 56117J100 1,585,651 58,781 3.85 86,766 35.49 0.0038
2018-08-09 2018-06-30 13F MALIBU BOATS COM CL A 56117J100 1,526,870 -88,373 -5.47 64,039 19.38 0.0030
2018-05-09 2018-03-31 13F MALIBU BOATS COM CL A 56117J100 1,615,243 -242,042 -13.03 53,641 -2.85 0.0026
2018-02-09 2017-12-31 13F MALIBU BOATS COM CL A 56117J100 1,857,285 -163,641 -8.10 55,217 -13.65 0.0026
2017-11-14 2017-09-30 13F MALIBU BOATS COM CL A 56117J100 2,020,926 721,112 55.48 63,942 90.15 0.0032
2017-08-10 2017-06-30 13F MALIBU BOATS COM CL A 56117J100 1,299,814 214,324 19.74 33,627 37.99 0.0018
2017-05-12 2017-03-31 13F MALIBU BOATS COM CL A 56117J100 1,085,490 1,083,327 50,084.47 24,369 59,336.59 0.0013
2017-02-10 2016-12-31 13F MALIBU BOATS COM CL A 56117J100 2,163 162 8.10 41 36.67 0.0001
2016-11-08 2016-09-30 13F MALIBU BOATS COM CL A 56117J100 2,001 248 14.15 30 36.36 0.0000
2016-08-10 2016-06-30 13F MALIBU BOATS COM CL A 56117J100 1,753 357 25.57 22 -4.35 0.0000
2016-05-10 2016-03-31 13F MALIBU BOATS COM CL A 56117J100 1,396 930 199.57 23 187.50 0.0000
2016-02-11 2015-12-31 13F MALIBU BOATS COM CL A 56117J100 466 0 0.00 8 14.29 0.0000
2015-11-13 2015-09-30 13F MALIBU BOATS COM CL A 56117J100 466 0 0.00 7 -22.22 0.0000
2015-08-07 2015-06-30 13F MALIBU BOATS COM CL A 56117J100 466 466 9 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.