13FPulse
MC

MCFT MASTERCRAFT BOAT HOLDINGS IN

2026Q2 · CUSIP 57637H103 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
148
Institutions that reported holding it to the SEC
Net increase in holders
+26
Last quarter 122 → now 148
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

148 funds held MCFT at the end of 2026Q2, up 26 from the quarter before. That is stronger buying than 87.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $298M(YoY +15.2%), the P/E is 34.5x, return on equity is 5.9%. MCFT has had 3 buying rushes in its history, and the price moved +15.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2019Q1: holders=132 2019Q2: holders=135 2019Q3: holders=120 2019Q4: holders=116 2020Q1: holders=104 2020Q2: holders=97 2020Q3: holders=98 2020Q4: holders=102 2021Q1: holders=112 2021Q2: holders=120 2021Q3: holders=110 2021Q4: holders=117 2022Q1: holders=111 2022Q2: holders=111 2022Q3: holders=121 2022Q4: holders=129 2023Q1: holders=161 2023Q2: holders=158 2023Q3: holders=137 2023Q4: holders=131 2024Q1: holders=126 2024Q2: holders=120 2024Q3: holders=116 2024Q4: holders=113 2025Q1: holders=108 2025Q2: holders=98 2025Q3: holders=105 2025Q4: holders=116 2026Q1: holders=122 2026Q2: holders=148 -32 -16 +0 +16 +32 87129170 19Q119Q420Q321Q222Q122Q423Q324Q225Q125Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2023Q1 Top 5% +5.9% -7.7%
2022Q3 Top 20% +7.4% +38.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
74
Change in large funds
+9
Total value they hold
$456M
Funds buying for the first time
42
Funds that sold out entirely
16
Price change that quarter
+1.6%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
34.5
EPS (TTM)
$0.68
EPS YoY
Revenue (TTM)
$0.3B
Revenue YoY
+15.2%
Net margin
3.7%
ROE
5.9%
Debt ratio
31.9%
FCF (TTM)
$26M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS 0.63 2022-10-02: EPS 0.23 2023-01-01: EPS 1.11 2023-04-02: EPS 1.27 2023-06-30: EPS 1.30 2023-10-01: EPS 0.36 2023-12-31: EPS 0.34 2024-03-31: EPS 0.22 2024-06-30: EPS -0.48 2024-09-29: EPS -0.31 2024-12-29: EPS 0.17 2025-03-30: EPS 0.23 2025-06-30: EPS 0.35 2025-09-28: EPS 0.22 2025-12-28: EPS 0.16 2026-03-29: EPS -0.05 0M 99M 197M $M -0.53 0.45 1.43 20162017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 19 5 26 48 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-17M18M53M 20162017201820192020202120222023202420252026
Latest quarter $4M (2026-03-29)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-29 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.