Monitor for further selling by Cooke & Bieler; a drop below 5% removes the filing obligation, so future 13G filings may cease. The reduction signals reduced conviction from a long-term institutional holder.
Price Chart
Executive Summary
Cooke & Bieler LP filed an amended Schedule 13G disclosing a 4.8% passive stake in Malibu Boats, Inc. as of September 30, 2026, representing 950,881 shares. The filing indicates a decrease from a prior stake above the 5% threshold, as the current holding falls below 5%.
Key Financial Metrics
Key Facts
- Cooke & Bieler LP reported beneficial ownership of 950,881 shares of Malibu Boats Class A Common Stock.
- The stake represents 4.8% of shares outstanding, down from a prior level above 5%.
- The filing is an amendment to Schedule 13G, indicating passive investment intent.
- Date of event: September 30, 2026; filing date: October 23, 2026.
Financial Impact
Stake reduction from above 5% to 4.8% — a decrease of at least 0.2% of shares outstanding, potentially more if the prior stake was significantly above 5%.
Risk Factors
- Continued institutional selling pressure if other holders follow suit.
- Loss of a significant passive investor could reduce liquidity and investor confidence.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001172661-26-004676 |
| Document: 0001172661-26-004676-index.html | 0001172661-26-004676 |
| Document: 0001172661-26-004676.txt | 0001172661-26-004676 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | SC 13G/A | $22.03 $21.87 | ▲ +0.73% | ▲ +1.44% | $22.28 (−1.13%) |
Oct 22, 2026 5d ago | Press Release | $22.66 $22.03 | ▼ −2.78% | ▼ −2.26% | $22.28 (−1.68%) |
Sep 9, 2026 6w ago | EFFECT | $25.86 $25.06 | ▼ −3.09% | ▼ −2.49% | $22.28 (−13.84%) |
Aug 28, 2026 8w ago | S-3 | $27.36 $26.96 | ▼ −1.46% | ▼ −1.16% | $22.28 (−18.57%) |
Aug 28, 2026 8w ago | 8-K | $27.36 $26.96 | ▼ −1.46% | ▼ −1.16% | $22.28 (−18.57%) |
Aug 24, 2026 9w ago | 8-K | $29.47 $28.46 | ▼ −3.43% | ▼ −3.75% | $22.28 (−24.40%) |
Aug 14, 2026 10w ago | Press Release | $29.41 $29.33 | ▼ −0.27% | ▲ +0.40% | $22.28 (−24.24%) |
Jul 13, 2026 15w ago | 8-K | $26.77 $26.67 | ▼ −0.37% | ▼ −0.73% | $22.28 (−16.77%) |
Mar 2, 2026 34w ago | Press Release | $27.37 $26.98 | ▼ −1.42% | ▼ −0.51% | $22.28 (−18.60%) |
US Market Status
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