STOCK TITAN

Wellington holds 1.40M shares of Malibu Boats (MBUU), 7.54% stake

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Malibu Boats, Inc. ownership disclosure: Wellington Management Group LLP and affiliated Wellington entities report beneficial ownership of 1,403,407 shares of Malibu Boats common stock, representing 7.54% of the class. The shares are owned of record by clients of the Wellington investment advisers and voting/dispositive powers are shared as shown on the cover pages.

The cover responses list shared voting power of 1,241,140 shares for certain Wellington entities and show signatures dated 05/15/2026.

Positive

  • None.

Negative

  • None.

Insights

Wellington reports a >5% passive stake held for clients.

Wellington Management Group LLP and affiliated entities report beneficial ownership of 1,403,407 shares, equal to 7.54% of Malibu Boats common stock. The filing states these shares are owned of record by clients of the Wellington Investment Advisers.

Ownership is reported as shared voting/dispositive power across the listed entities; the filing attributes record ownership to client accounts rather than a single controlling holder. Future filings will indicate any change in percent ownership.

Beneficial ownership 1,403,407 shares Amount reported as beneficially owned by Wellington entities
Percent of class 7.54% Percent of Malibu Boats common stock reported in Item 4
Shared voting power 1,241,140 shares Shared voting power shown for certain Wellington entities on cover pages
CUSIP 56117J100 CUSIP for Malibu Boats common stock as shown on the form
Filing signature date 05/15/2026 Signature dates on the Schedule 13G/A
beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power regulatory
"Shared Dispositive Power 1,403,407.00"
parent holding company regulatory
"Wellington Management Group LLP, as parent holding company of certain holding companies"
investment adviser (IA) regulatory
"Wellington Management Company LLP - IA"
An investment adviser (IA) is a person or firm that provides personalized guidance on buying, selling, or holding investments and often manages client portfolios for a fee. Investors should care because an IA has a legal duty to act in the client's best interest—think of them as a navigator who plans and steers your financial journey—so their advice, fee structure and potential conflicts can directly affect returns and financial risk.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Wellington report in Malibu Boats (MBUU)?

Wellington reports beneficial ownership of 1,403,407 shares, representing 7.54% of the class. The filing states these shares are owned of record by clients of Wellington investment advisers and are reported across affiliated entities.

Which Wellington entities are listed on the Schedule 13G/A for MBUU?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. Addresses and citizenship lines appear on the cover pages.

Does Wellington hold sole voting or dispositive power over the reported MBUU shares?

No sole power is reported; the filing shows 0 sole voting and dispositive power and lists shared voting and dispositive powers across the Wellington entities. Detailed per-entity numbers appear on the cover pages.

When was the Schedule 13G/A for Malibu Boats signed?

The signatures on the filing are dated 05/15/2026. The cover pages referenced in Item 9 provide the per-entity ownership detail cited in Item 4.

What does "owned of record by clients" mean in this Schedule 13G/A?

It means the shares are registered in client account names and managed by Wellington investment advisers; Wellington reports beneficial ownership on behalf of those clients. The filing states no single client is known to hold >5% separately.





56117J100

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


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)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026