Beaconlight Capital’s MasterBrand MBC Stock Holding History

Beaconlight Capital’s Portfolio MBC Stock Details MBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-292,959	Closed	-$3.86M	–	29
2025 Q3	$3.86M	Buy	+292,959	New	+$3.62M	1.9%	21

Other funds holding MBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Beaconlight Capital's MBC Position: Q4 2025 in Review

Beaconlight Capital sold out of MasterBrand (MBC) in Q4 2025, closing a stake of 292,959 shares — an estimated $3.86M sold.

Beaconlight Capital first reported a position in MBC in Q3 2025 and held it in 1 quarter. The position peaked at $3.86M in Q3 2025. 331 funds tracked by Wall St. Rank hold MBC as of Q4 2025.

Beaconlight Capital reported no remaining MasterBrand position as of Q4 2025 after selling out during the quarter.
Beaconlight Capital sold 292,959 MasterBrand shares in Q4 2025, an estimated $3.86M.
Beaconlight Capital first reported a position in MasterBrand in Q3 2025 and held it in 1 quarter.
Beaconlight Capital's MasterBrand position peaked at $3.86M in Q3 2025.
331 funds tracked by Wall St. Rank held MasterBrand as of Q4 2025.

Based on Beaconlight Capital's 13F filing for Q4 2025, filed 17 Feb 2026.