Coliseum Capital Management, L Purchases 25,000 Shares of Mastercraft Boat (NASDAQ:MCFT) Stock

Mastercraft Boat Holdings, Inc. (NASDAQ:MCFT) major shareholder Coliseum Capital Management, L purchased 25,000 shares of the firm’s stock in a transaction on Monday, December 22nd. The stock was bought at an average price of $19.66 per share, for a total transaction of $491,500.00. Following the completion of the transaction, the insider directly owned 3,697,422 shares in the company, valued at approximately $72,691,316.52. The trade was a 0.68% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Large shareholders that own more than 10% of a company’s stock are required to disclose their transactions with the SEC.

Coliseum Capital Management, L also recently made the following trade(s):

• On Friday, December 19th, Coliseum Capital Management, L acquired 76,000 shares of Mastercraft Boat stock. The shares were bought at an average cost of $19.79 per share, with a total value of $1,504,040.00.
• On Thursday, December 18th, Coliseum Capital Management, L bought 33,807 shares of Mastercraft Boat stock. The shares were purchased at an average cost of $19.34 per share, for a total transaction of $653,827.38.

Mastercraft Boat Price Performance

Shares of MCFT opened at $19.53 on Wednesday. The stock’s 50-day moving average price is $19.54 and its 200 day moving average price is $20.11. The firm has a market capitalization of $318.14 million, a price-to-earnings ratio of 20.13 and a beta of 1.09. Mastercraft Boat Holdings, Inc. has a 12-month low of $14.39 and a 12-month high of $23.93.

Mastercraft Boat (NASDAQ:MCFT) last announced its quarterly earnings data on Thursday, November 6th. The company reported $0.28 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.12. The company had revenue of $69.00 million for the quarter, compared to analyst estimates of $66.96 million. Mastercraft Boat had a return on equity of 8.09% and a net margin of 5.50%.Mastercraft Boat’s revenue for the quarter was up 5.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.12 EPS. Mastercraft Boat has set its FY 2026 guidance at 1.180-1.430 EPS and its Q2 2026 guidance at 0.160-0.160 EPS. Equities research analysts expect that Mastercraft Boat Holdings, Inc. will post 0.62 EPS for the current year.

Institutional Investors Weigh In On Mastercraft Boat

Hedge funds and other institutional investors have recently bought and sold shares of the business. Forager Capital Management LLC raised its position in Mastercraft Boat by 6.2% in the 2nd quarter. Forager Capital Management LLC now owns 1,802,975 shares of the company’s stock valued at $33,499,000 after purchasing an additional 105,280 shares during the last quarter. American Century Companies Inc. increased its stake in shares of Mastercraft Boat by 7.3% in the second quarter. American Century Companies Inc. now owns 538,225 shares of the company’s stock valued at $10,000,000 after buying an additional 36,569 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of Mastercraft Boat by 10.4% in the first quarter. Wellington Management Group LLP now owns 259,869 shares of the company’s stock valued at $4,475,000 after buying an additional 24,445 shares during the last quarter. Royce & Associates LP lifted its position in Mastercraft Boat by 11.4% during the 3rd quarter. Royce & Associates LP now owns 256,702 shares of the company’s stock worth $5,509,000 after buying an additional 26,186 shares in the last quarter. Finally, Gratia Capital LLC bought a new stake in Mastercraft Boat during the 2nd quarter worth about $4,273,000. 97.64% of the stock is owned by institutional investors and hedge funds.

Key Stores Impacting Mastercraft Boat

Here are the key news stories impacting Mastercraft Boat this week:

• Positive Sentiment: Coliseum Capital (a major shareholder) has been actively buying shares across several filings (Dec. 18, 19 and 22), adding ~134,800 shares and raising its stake to ~3.7M shares — insider accumulation often signals confidence and can reduce sell-side pressure. SEC Filing: Coliseum Purchases
• Positive Sentiment: Media coverage highlights Coliseum’s purchases valued at roughly $2.65M, which can attract other investors and provide short-term support around current price levels. Investing.com: Coliseum Buys
• Positive Sentiment: Coliseum’s latest disclosed purchase (25,000 shares at ~$19.66 on Dec. 22) was reported in multiple outlets, reinforcing the narrative of insider buying and signaling conviction at current levels. InsiderTrades: Coliseum Purchase
• Neutral Sentiment: Seaport Global initiated coverage with a “neutral”/hold recommendation and Loop Capital also started coverage at hold — initiation increases visibility and liquidity but the neutral stance limits immediate bullish catalyst potential. MSN: Seaport Initiates
• Neutral Sentiment: Zacks and other small outlets have moved the stock to “hold” or echoed the neutral commentary — these analyst positions can temper upside even as they broaden coverage. Zacks Coverage

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on MCFT. Zacks Research cut shares of Mastercraft Boat from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 25th. Truist Financial set a $21.00 price objective on Mastercraft Boat in a research note on Friday, October 24th. Loop Capital began coverage on Mastercraft Boat in a report on Monday. They issued a “hold” rating and a $21.00 target price for the company. B. Riley boosted their price target on Mastercraft Boat from $17.00 to $23.00 and gave the company a “neutral” rating in a research note on Thursday, August 28th. Finally, Robert W. Baird upped their price target on Mastercraft Boat from $20.00 to $24.00 and gave the company a “neutral” rating in a research report on Thursday, August 28th. One analyst has rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, Mastercraft Boat currently has a consensus rating of “Hold” and a consensus target price of $22.67.

Mastercraft Boat Company Profile

MasterCraft Boat Holdings, Inc (NASDAQ: MCFT) is a designer, manufacturer and marketer of high-performance recreational powerboats. The company’s portfolio includes the MasterCraft®, Aviara®, Crest® Classic and Supra® brands, each of which features multiple model lines tailored for activities such as wakeboarding, waterskiing, cruising and luxury day boating. MasterCraft oversees the full product lifecycle from hull design and propulsion engineering to interior appointments and final assembly.

Founded in 1968 and headquartered in Vonore, Tennessee, MasterCraft has built a reputation for innovation in hull design, ballast systems and tower architecture to enhance wake performance and ride quality.