말리부 보트, Inc.
US ˙ NasdaqGM ˙ US56117J1007

SecurityMBUU / Malibu Boats, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership81,346 shares
Latest Disclosed Value $ 2,108,488
UBS Group AG reports 13.93% decrease in ownership of MBUU / Malibu Boats, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 81,346 shares of Malibu Boats, Inc. (US:MBUU) valued at $2,108,488 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 94,509 shares of Malibu Boats, Inc.. This represents a change in shares of -13.93% during the quarter. The current value of the position is $2,202,036 USD.

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)
2026-05-05 2026-03-31 13F MALIBU BOATS COM CL A 56117J100 81,346 -13,163 -13.93 2,108 -20.93 0.0001
2026-01-29 2025-12-31 13F MALIBU BOATS COM CL A 56117J100 94,509 37,003 64.35 2,666 42.87 0.0004
2025-11-13 2025-09-30 13F MALIBU BOATS COM CL A 56117J100 57,506 -48,572 -45.79 1,866 -43.86 0.0003
2025-08-14 2025-06-30 13F MALIBU BOATS COM CL A 56117J100 106,078 19,482 22.50 3,324 25.15 0.0006
2025-05-13 2025-03-31 13F MALIBU BOATS COM CL A 56117J100 86,596 -8,873 -9.29 2,657 -25.98 0.0005
2025-02-14 2024-12-31 13F MALIBU BOATS COM CL A 56117J100 95,469 -65,029 -40.52 3,589 -42.39 0.0007
2024-11-14 2024-09-30 13F MALIBU BOATS COM CL A 56117J100 160,498 2,224 1.41 6,229 12.32 0.0014
2024-08-14 2024-06-30 13F MALIBU BOATS COM CL A 56117J100 158,274 134,416 563.40 5,546 437.31 0.0014
2024-05-13 2024-03-31 13F MALIBU BOATS COM CL A 56117J100 23,858 -5,653 -19.16 1,033 -36.18 0.0003
2024-02-09 2023-12-31 13F MALIBU BOATS COM CL A 56117J100 29,511 -118,052 -80.00 1,618 -77.64 0.0005
2023-11-09 2023-09-30 13F MALIBU BOATS COM CL A 56117J100 147,563 37,217 33.73 7,234 11.76 0.0025
2023-08-11 2023-06-30 13F MALIBU BOATS COM CL A 56117J100 110,346 4,247 4.00 6,473 8.06 0.0022
2023-05-12 2023-03-31 13F MALIBU BOATS COM CL A 56117J100 106,099 3,892 3.81 5,989 9.95 0.0022
2023-02-08 2022-12-31 13F MALIBU BOATS COM CL A 56117J100 102,207 80,654 374.21 5,448 426.79 0.0020
2022-11-10 2022-09-30 13F MALIBU BOATS COM CL A 56117J100 21,553 19,243 833.03 1,034 747.54 0.0005
2022-08-10 2022-06-30 13F MALIBU BOATS COM CL A 56117J100 2,310 -80,531 -97.21 122 -97.46 0.0001
2022-05-16 2022-03-31 13F MALIBU BOATS COM CL A 56117J100 82,841 16,110 24.14 4,805 4.78 0.0016
2022-02-14 2021-12-31 13F MALIBU BOATS COM CL A 56117J100 66,731 66,092 10,343.04 4,586 10,091.11 0.0013
2021-11-15 2021-09-30 13F MALIBU BOATS COM CL A 56117J100 639 -1,549 -70.80 45 -71.87 0.0000
2021-08-13 2021-06-30 13F MALIBU BOATS COM CL A 56117J100 2,188 -4,215 -65.83 160 -68.63 0.0001
2021-05-12 2021-03-31 13F MALIBU BOATS COM CL A 56117J100 6,403 114 1.81 510 29.77 0.0002
2021-02-11 2020-12-31 13F MALIBU BOATS COM CL A 56117J100 6,289 2,924 86.89 393 135.33 0.0001
2020-11-12 2020-09-30 13F MALIBU BOATS COM CL A 56117J100 3,365 -5,555 -62.28 167 -64.01 0.0001
2020-07-31 2020-06-30 13F MALIBU BOATS COM CL A 56117J100 8,920 -123,260 -93.25 464 -87.81 0.0002
2020-05-01 2020-03-31 13F MALIBU BOATS COM CL A 56117J100 132,180 -24,537 -15.66 3,805 -40.71 0.0018
2020-02-14 2019-12-31 13F MALIBU BOATS COM CL A 56117J100 156,717 19,650 14.34 6,418 52.63 0.0022
2019-11-14 2019-09-30 13F MALIBU BOATS COM CL A 56117J100 137,067 2,287 1.70 4,205 -19.69 0.0016
2019-08-14 2019-06-30 13F MALIBU BOATS COM CL A 56117J100 134,780 2,230 1.68 5,236 -0.19 0.0020
2019-05-14 2019-03-31 13F MALIBU BOATS COM CL A 56117J100 132,550 -10,179 -7.13 5,246 5.62 0.0022
2019-02-14 2018-12-31 13F MALIBU BOATS COM CL A 56117J100 142,729 -6,408 -4.30 4,967 -39.14 0.0023
2018-11-14 2018-09-30 13F MALIBU BOATS COM CL A 56117J100 149,137 -5,382 -3.48 8,161 25.92 0.0032
2018-08-14 2018-06-30 13F MALIBU BOATS COM CL A 56117J100 154,519 -9,239 -5.64 6,481 19.16 0.0028
2018-05-15 2018-03-31 13F MALIBU BOATS COM CL A 56117J100 163,758 97,550 147.34 5,439 176.23 0.0023
2018-02-14 2017-12-31 13F MALIBU BOATS COM CL A 56117J100 66,208 65,060 5,667.25 1,969 5,221.62 0.0008
2017-11-14 2017-09-30 13F MALIBU BOATS COM CL A 56117J100 1,148 -680 -37.20 37 -21.28 0.0000
2017-11-14 2017-06-30 13F/A-1 MALIBU BOATS COM CL A 56117J100 1,828 -582 -24.15 47 -12.96 0.0000
2017-08-14 2017-06-30 13F MALIBU BOATS COM CL A 56117J100 1,828 -582 47
2017-11-14 2017-03-31 13F/A-1 MALIBU BOATS COM CL A 56117J100 2,410 -2,749 -53.29 54 -44.90 0.0000
2017-05-12 2017-03-31 13F MALIBU BOATS COM CL A 56117J100 2,410 -2,749 54
2017-02-14 2016-12-31 13F MALIBU BOATS COM CL A 56117J100 5,159 4,452 629.70 98 790.91 0.0001
2016-11-14 2016-09-30 13F MALIBU BOATS COM CL A 56117J100 707 707 0.00 11 0.0000
2016-08-12 2016-06-30 13F MALIBU BOATS COM CL A 56117J100 0 -1,668 -100.00 0 -100.00
2016-05-12 2016-03-31 13F MALIBU BOATS COM CL A 56117J100 1,668 1,468 734.00 27 800.00 0.0000
2016-02-16 2015-12-31 13F MALIBU BOATS COM CL A 56117J100 200 200 0.00 3 0.0000
2015-11-13 2015-09-30 13F MALIBU BOATS COM CL A 56117J100 0 -1,252 -100.00 0 -100.00
2015-08-14 2015-06-30 13F MALIBU BOATS COM CL A 56117J100 1,252 1,252 0.00 25 0.0000
2015-05-14 2015-03-31 13F MALIBU BOATS COM CL A 56117J100 0 -2,174 -100.00 0 -100.00
2015-02-17 2014-12-31 13F MALIBU BOATS COM CL A 56117J100 2,174 2,174 42 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.