5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Malibu Boats MBUU

	Holder			Kind
08/14	Twin Lions Management08/14	2.6%504,210 sh	−2.9pp	13G passiveAmendment
08/14	Nomura Asset Management International08/14	0%0 sh	−5.3pp	13G passiveAmendment
08/13	Wellington Management Group08/13	6.3%1,237,871 sh	−1.2pp	13G passiveAmendment
08/05	Cooke & Bieler08/05	5.6%1,103,942 sh	−2.4pp	13G passiveAmendment
05/15	Wellington Management Group05/15	7.5%1,403,407 sh	−1.3pp	13G passiveAmendment
02/17	Nomura Asset Management International02/17	5.3%991,942 sh	First report	13G passive
02/13	Macquarie Group02/13	0%0 sh	−5.6pp	13G passiveAmendment
25/05/13	Twin Lions Management25/05/13	5.5%1,050,291 sh	First report	13G passive