COOKE & BIELER LP

Position in MBUU — Malibu Boats, Inc.

CIK 24386 PHILADELPHIA, PA

Back to MBUU Full portfolio

Position in MBUU

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$38,586,144

-$5,630,322 QoQ

Shares Held

1,488,663

-5.0% QoQ

Ownership

7.58%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Common Shares in MBUU Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

COOKE & BIELER LP holds $92,656,721 across 2 Recreational Vehicles names. MBUU ranks #2 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WGO	Winnebago Industries Inc	1,744,775	$54,070,577
2	MBUU	Malibu Boats, Inc. This page	1,488,663	$38,586,144

All Filings in MBUU

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,586,144	1,488,663	-5.0%	Shares	Sole	2026-05-04
2025-12-31	$44,216,466	1,567,404	+1.5%	Shares	Sole	2026-02-09
2025-09-30	$50,105,752	1,544,091	0.0%	Shares	Sole	2025-11-06
2025-09-30	$50,105,752	1,544,091	+12.4%	Shares	Sole	2025-10-31
2025-06-30	$43,058,433	1,373,913	+0.6%	Shares	Sole	2025-08-04
2025-03-31	$41,908,972	1,366,003	+1.7%	Shares	Sole	2025-05-02
2024-12-31	$50,508,179	1,343,660	+1.0%	Shares	Sole	2025-02-07
2024-09-30	$51,613,147	1,329,893	-1.5%	Shares	Sole	2024-11-08
2024-06-30	$47,313,916	1,350,283	+0.1%	Shares	Sole	2024-08-02
2024-03-31	$58,362,041	1,348,476	+46.5%	Shares	Sole	2024-05-10
2023-12-31	$50,476,118	920,761	+35.2%	Shares	Sole	2024-01-31
2023-09-30	$33,385,267	681,054	+18.1%	Shares	Sole	2023-11-14
2023-06-30	$33,835,263	576,803	-0.3%	Shares	Sole	2023-07-31
2023-03-31	$32,651,978	578,423	-6.2%	Shares	Sole	2023-05-08
2022-12-31	$32,884,660	616,973	-0.2%	Shares	Sole	2023-02-08
2022-09-30	$29,654,124	617,923	-1.5%	Shares	Sole	2022-11-15
2022-06-30	$33,067,249	627,343	-0.8%	Shares	Sole	2022-07-20
2022-03-31	$36,670,615	632,143	+5.0%	Shares	Sole	2022-05-09
2021-12-31	$41,366,043	601,863	-1.3%	Shares	Sole	2022-02-09
2021-09-30	$42,675,413	609,823	-1.9%	Shares	Sole	2021-11-12
2021-06-30	$45,566,748	621,393	+81.7%	Shares	Sole	2021-08-12
2021-03-31	$27,249,524	341,987	-17.3%	Shares	Sole	2021-05-13
2020-12-31	$25,818,128	413,487	-21.9%	Shares	Sole	2021-02-11
2020-09-30	$26,229,481	529,247	-25.7%	Shares	Sole	2020-11-12
2020-06-30	$36,992,763	712,084	-8.0%	Shares	Sole	2020-08-07
2020-03-31	$22,273,498	773,654	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.