Wellington discloses 8.78% Malibu Boats (MBUU) ownership stake
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.
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FAQ
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.