MCFT MasterCraft Boat Holdings, Inc. Insider Trading

10% owner Forager Fund sells 61,344 shares ($1.4M) across 3 days at $23.58–$23.74; remains 1,637,774-share holder.

Forager Fund, L.P. executed 3 separate sales totaling 61,344 shares for $1,446,584.95 over three consecutive trading days (Feb 17–19, 2026) at prices ranging from $23.43 to $23.74, reducing holdings by 3.6%. The stock is currently at $23.63, near the transaction prices and 6.1% below its 52-week high of $25.17. Prior transactions at MCFT show 5 trades over the past year with mixed outcomes: the 3 most recent sells in November 2025 had negative 30-day returns (-6.6% to -11.6%) but positive 90-day returns (+12.8% to +23.8%), suggesting the fund's prior exit points at this ticker did not precede immediate declines. The company's annual revenue has contracted 22.5% year-over-year, and the P/E stands at 24.61 against a net income of $2.5M on $71.8M revenue. The fund retains 1,637,774 shares post-transaction, indicating a maintained ownership stake despite the sale.

Coliseum Capital (10% Owner) bought 134,807 shares across 3 transactions (Dec 18–22) for $2,649,367.38 at blended avg $19.65

Coliseum Capital Management, a 10% owner of MasterCraft Boat Holdings, executed 3 separate open-market purchases totaling 134,807 shares for $2,649,367.38 during December 18–22, 2025. The transaction prices ($19.34–$19.79) sit within the 52-week range and represent a modest 0.8% premium to the current price of $19.53, while the stock is down 17.9% from its 52-week high and down 10.2% over 90 days despite a +7.9% gain in the last 30 days. The insider's cross-ticker track record shows strong historical conviction on buys (17 prior open-market purchases with 90% 90-day win rate and avg 90-day return of +45.1%), though this does not guarantee success at this specific ticker. At the company level, revenue declined 22.5% year-over-year and the P/E stands at 20.13, suggesting elevated valuation relative to recent operational momentum.

Forager Fund, L.P. (10% owner) sells 103,857 shares over 3 days at $20.43 avg for $2.1M; stock now $19.39

Forager Fund, L.P., a 10% holder in MasterCraft Boat Holdings, executed 3 separate sales totaling 103,857 shares for $2,121,382.22 at a blended average price of $20.43 between November 6–10, 2025, reducing holdings by 5.8% from 1.80M to 1.70M shares. The timing is notable given the company's fundamentals: revenue declined 22.5% year-over-year in the latest period, and at the current price of $19.39, the stock trades 18.5% below its 52-week high and has fallen 3.9% over 90 days. While Forager's prior buys at this ticker (5 trades in April–May 2025) were all well-timed at the 90-day mark, and the insider's cross-ticker sell track record shows a 100% well-timed rate with negative 90-day average returns, the relevance of those sell patterns to this specific transaction cannot be assessed without Flag data on whether this sale follows a 10b5-1 plan. The sale occurred near the 52-week high relative to current price, and coincides with a period of operational contraction, warranting investor attention to the timing and composition of the Fund's position change.

Forager Fund (10% owner) acquired 50,000 MCFT shares in 3 trades for $825,902.49, raising stake to 1.80M shares; stock down 8.6% in 90 days

Forager Fund, a 10% owner of MasterCraft Boat Holdings, executed 3 separate purchases totaling 50,000 shares ($825,902.49) between April 29–May 1, 2025, increasing holdings from 1.75M to 1.80M shares (+2.9%). The transactions occurred at a blended average price of $16.52, near the current price of $16.65 but notably -26.5% from the 52-week high of $22.66 and after a -8.6% decline over the prior 90 days. MasterCraft faces material headwinds: annual revenue contracted -44.6% year-over-year, the P/E is 36.20 despite net income of only $2.7M on quarterly revenue of $63.4M, and the stock has traded within a compressed range. The filing follows a cluster of five consecutive buys at this ticker over April 16–23 (all with measurement periods not yet complete), signaling sustained accumulation by a major shareholder despite current price weakness and deteriorating operating performance.

Forager Fund (10% owner) buys 28,034 shares across 3 trades at MCFT, avg $16.16, as stock down 28.2% from 52-week high.

Forager Fund purchased 28,034 shares in three separate transactions totaling $452,908.61 over three consecutive trading days (April 21–23, 2025) at a blended average price of $16.16, increasing its stake from 1.72M to 1.75M shares (+1.6%). The purchases occurred against a backdrop of significant weakness: the stock is currently trading at $16.26, down 28.2% from its 52-week high of $22.66 and down 8.9% over the past 30 days. The company faces headwinds reflected in fundamentals: annual revenue declined 44.6% year-over-year, and the P/E ratio of 35.35 signals elevated valuation relative to current earnings ($2.7M net income on $63.4M quarterly revenue). Prior trades at this ticker (April 15, 16, and 17) do not yet have measurable 90-day outcomes. The timing of this accumulation, both in absolute terms (near depressed valuations) and in frequency (3 additional buys in the same window already on file), warrants close observation of whether subsequent quarters show stabilization or continued deterioration in the revenue trajectory.

Forager Fund, L.P. (10% owner) acquires 27,246 shares at blended average $15.52 across 3 transactions, adding 1.6% to holdings.

Forager Fund, L.P., a 10% owner of MasterCraft Boat Holdings, purchased 27,246 shares in 3 separate transactions over 3 consecutive trading days (April 15–17, 2025) at prices ranging from $15.09 to $15.82, for a total investment of $422,993.31 ($423.0K). The blended average purchase price was $15.52, which is below the current price of $16.00 but well below the 52-week high of $22.66 (stock is -29.4% from peak). The company faces significant operational headwinds: annual revenue declined -44.6% year-over-year, and the current P/E ratio stands at 34.78 against minimal profitability ($2.7M net income on $63.4M quarterly revenue). This accumulation by a major shareholder during a period of contraction and depressed valuation occurred as the stock has fallen -8.5% over 30 days and -12.8% over 90 days. Investors should monitor whether this reflects confidence in a cyclical recovery or a disciplined accumulation pattern unrelated to fundamental near-term catalysts.

CEO Nelson Bradley M. buys 5,000 MCFT shares at $16.72 amid -44.6% annual revenue decline and 36.83 P/E

CEO Nelson Bradley M. purchased 5,000 shares of MCFT at $16.72 on 2025-03-04, increasing his holdings from 80,451 to 85,451 shares. The purchase occurs against a backdrop of material headwinds: the company has experienced -44.6% annual revenue growth contraction and maintains a P/E of 36.83, suggesting either depressed profitability or market skepticism about recovery. The stock has declined -29.4% from its 52-week high of $23.99 and fallen -17.3% over the prior 90 days, though it trades only -5.0% below its 30-day average, indicating some recent stabilization. The transaction represents a small incremental addition to an already substantial insider position, executed at a price currently $0.22 below the current market level of $16.94.

10% holder Coliseum Capital adds 189,945 shares to 3.56M at blended $18.66; stock down -10.6% in 30 days, -44.6% annual revenue decline.

Coliseum Capital Management filed 3 separate purchases totaling 189,945 shares for $3,543,948.91 between December 26–30, 2024, executed at prices ($18.87, $18.40, $18.83) near the current price of $18.96. The accumulation raises their post-transaction stake to 3,562,615 shares. However, fundamentals signal distress: net income is $-5,145,000 on revenue of $65,359,000, and the company faces a -44.6% annual revenue decline; the stock trades at a P/E of 41.22 despite negative earnings. Timing context is unfavorable: Coliseum's prior 5 trades at MCFT all showed negative 90-day outcomes (range -5.4% to -11.8%), with a 0% success rate over that horizon. The stock is also down -10.6% in the past 30 days and -21.0% from its 52-week high. This purchase occurs into a deteriorating operational and valuation backdrop, with no demonstrated ability to time entries effectively at this ticker.

10% owner Coliseum Capital bought 107,516 shares across 3 trades (Jun 20-24) at $19.49 avg; stock down 39.5% from 52-week high, -10.8% in 30d.

Coliseum Capital, a 10% owner, executed 3 separate purchases totaling 107,516 shares for $2,095,410.58 between June 20–24, 2024, at a blended average price of $19.49. The transaction adds 3.3% to the insider's existing 3,265,154-share position, bringing holdings to 3,372,670 shares. The purchases occurred as MCFT traded near a 52-week low ($19.07 current price, -39.5% from the $31.50 high), and the stock has declined 10.8% over the past 30 days and 16.4% over 90 days. Coliseum's cross-ticker track record shows 20 prior buys with an average 90-day return of -5.0% and a 50% win rate, providing limited confidence in the timing of this accumulation. At MCFT specifically, the insider has executed 5 buys in the week prior to this filing (June 7, 10, 13, 14, 17), suggesting sustained interest at depressed valuations, though outcomes from those trades remain unmeasurable.

Coliseum Capital (10% owner) acquired 191,181 shares in 3 purchases over 5 days (Jun 13–17) for $3,803,254.95; holdings rise to 3.27M shares.

Coliseum Capital Management purchased 191,181 shares (191.2K shares) across three transactions from June 13–17, 2024, at a blended average price of $19.89, increasing its post-transaction holdings from 3.07M to 3.27M shares (+6.2%). The timing coincides with MCFT trading near its 52-week low range ($19.37–$31.50) and down 36.6% from its 52-week high, suggesting acquisition during a period of material stock weakness. At $19.97 current price, the stock is essentially flat to the blended purchase price, and the prior 5 trades at MCFT (all buys between May 22 and June 10) are not yet measurable at 90 days. The cross-ticker track record shows a 25% win rate on prior buys with an average 90-day return of −12.4%, indicating a pattern of poorly-timed purchases that provides limited confidence in predictive value for this transaction. MCFT fundamentals show contraction (−6.5% annual revenue growth) and a compressed valuation (P/E 8.80), though the company remains profitable ($3.8M net income).