Masterbrand Inc (MBC) Institutional Holdings & 13F Data (Q2 2026)

MBC ranks #1794 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MBC is a top-conviction position for Coliseum Capital Management, LLC — at 11.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MBC belongs to BlackRock, Inc., but the position matters far more to Coliseum Capital Management, LLC, who has 11.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its MBC position for two straight quarters, increasing it by $229.2M to reach $230.5M today.

Sixth Street Partners Management Company, L.P. has trimmed its MBC position for two straight quarters, cutting it by $22.3M while still holding $31.9M.

MBC is down 0.3% today, but institutions show net buying of $949.0M this quarter — a divergence between today's price move and the underlying institutional flow.

MBC reported a net loss of $96.9M over the trailing twelve months.

• Not yet profitable — net loss of $96.9M over the trailing twelve months
• Revenue grew 2.0% year over year
• Net income declined year over year, from $101.7M to -$96.9M
• Generated $195.7M in positive operating cash flow
• Current ratio of 1.67x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.31x equity — within a conventional range