STOCK TITAN

Wellington discloses 8.78% Malibu Boats (MBUU) ownership stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and related entities report significant ownership in Malibu Boats, Inc. common stock. They beneficially own 1,688,099 shares, representing 8.78% of the class as of 12/31/2025, with voting and dispositive power shared among affiliated investment adviser entities on behalf of their clients.

The securities are held in the ordinary course of business for advisory clients, who receive dividends and sale proceeds, and Wellington certifies they are not holding the shares to change or influence control of Malibu Boats.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

How many Malibu Boats (MBUU) shares does Wellington report owning?

Wellington and its related entities report beneficial ownership of 1,688,099 Malibu Boats common shares. These shares are held for advisory clients of various Wellington investment advisers, which retain shared voting and investment power over the positions on the clients’ behalf.

What percentage of Malibu Boats (MBUU) does Wellington beneficially own?

Wellington reports beneficial ownership of 8.78% of Malibu Boats’ common stock as of December 31, 2025. This stake is aggregated across multiple affiliated entities that manage investments for numerous underlying clients in the ordinary course of their advisory business.

Who actually benefits from Wellington’s Malibu Boats (MBUU) holdings?

The underlying clients of Wellington investment advisers benefit from the Malibu Boats holdings. Those clients are entitled to dividends and sale proceeds, while Wellington entities exercise shared voting and dispositive power consistent with their roles as investment advisers and parent holding companies.

Does Wellington intend to influence control of Malibu Boats (MBUU)?

Wellington certifies that the Malibu Boats shares were acquired and are held in the ordinary course of business. The filing states they are not held for the purpose or effect of changing or influencing control of Malibu Boats, nor in connection with any such control-related transaction.

Which Wellington entities are reporting Malibu Boats (MBUU) ownership?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. These entities are part of a holding and advisory structure through which clients’ Malibu Boats shares are managed and reported.

How much voting power does Wellington have in Malibu Boats (MBUU)?

Wellington entities report shared voting power over 1,460,160 Malibu Boats shares and no sole voting power. They also report shared dispositive power over larger amounts, reflecting that control over voting and investment decisions is exercised collectively for client accounts.
Malibu Boats

NASDAQ:MBUU

MBUU Rankings

MBUU Latest News

MBUU Latest SEC Filings

MBUU Stock Data

584.49M
18.66M
5.01%
111.28%
7.79%
Recreational Vehicles
Ship & Boat Building & Repairing
Link
United States
LOUDON