Malibu Boats, Inc. (NASDAQ:MBUU) Q2 2026 Earnings Call Transcript
Operator: Good morning, and welcome to Malibu Boats Conference Call to discuss Second Quarter 2026 Results. At this time, all participants are in a listen-only mode.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 1,721,957 | $48,576,407 | +3% | 0.15% |
| 2. | Twin Lions Management Tim Abbott | 1,138,053 | $32,104,475 | +9% | 21.65% |
| 3. | Lodge Hill Capital Clint Murray | 905,014 | $25,530,445 | +3% | 4.82% |
| 4. | Meros Investment Management Timothy Chatard | 157,875 | $4,453,654 | +17% | 1.77% |
| 5. | De Lisle Partners Richard De Lisle | 116,478 | $3,283,635 | 0.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.43 | 20,000 | $668,600.00 | 73,368 | 2024-05-06 | Filing | |
| $42.82 | 12,500 | $535,250.00 | 12,500 | 2024-02-22 | Filing | |
| $54.00 | 700 | $37,800.00 | 26,780 | 2022-06-15 | Filing | |
| $26.30 | 15,000 | $394,500.00 | 96,933 | 2020-03-12 | Filing | |
| $25.14 | 15,000 | $377,100.00 | 81,933 | 2020-03-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $43.40 | 631 | $27,385.40 | 3,162 | 2023-11-08 | Filing | |
| $43.66 | 1,809 | $78,980.94 | 42,311 | 2023-11-07 | Filing | |
| $44.22 | 11,551 | $510,785.22 | 44,120 | 2023-11-07 | Filing | |
| $59.46 | 8,976 | $533,712.96 | 120,451 | 2023-06-07 | Filing | |
| $60.39 | 16,024 | $967,689.36 | 129,427 | 2023-06-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,688,099 | $47,621,274 | 0.01% | |
| 2. | 1,567,404 | $44,216,467 | 0.46% | |
| 3. | 1,445,582 | $40,779,868 | 0% | |
| 4. | 1,132,022 | $31,934,341 | 0% | |
| 5. | 991,942 | $27,983,000 | 0.04% |