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Aperture Investors’s Malibu Boats MBUU Stock Holding History

Aperture Investors’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-76,682
Closed -$4.5M – 84
2023
Q2 		$4.5M Sell
76,682
-188,445
-71% -$10.6M 0.54% 47
2023
Q1 		$15M Sell
265,127
-20,407
-7% -$1.19M 2.07% 21
2022
Q4 		$15.2M Sell
285,534
-96,141
-25% -$5.16M 2.48% 16
2022
Q3 		$18.3M Buy
381,675
+28,965
+8% +$1.71M 2.99% 11
2022
Q2 		$18.6M Hold
352,710
– – 3.1% 10
2022
Q1 		$20.5M Buy
352,710
+84,594
+32% +$5.45M 2.65% 17
2021
Q4 		$18.4M Hold
268,116
– – 2.37% 16
2021
Q3 		$18.8M Buy
268,116
+64,252
+32% +$4.83M 2.52% 15
2021
Q2 		$14.9M Buy
203,864
+64,794
+47% +$5.16M 1.71% 19
2021
Q1 		$11.1M Sell
139,070
-88,807
-39% -$6.85M 1.7% 19
2020
Q4 		$14.2M Buy
227,877
+13,137
+6% +$758K 2.42% 16
2020
Q3 		$10.6M Sell
214,740
-3,112
-1% -$169K 2.62% 11
2020
Q2 		$11.3M Sell
217,852
-30,501
-12% -$1.22M 2.87% 11
2020
Q1 		$7.15M Buy
+248,353
New +$9.86M 2.83% 10

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Aperture Investors's MBUU Position: Q3 2023 in Review

Aperture Investors sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 76,682 shares — an estimated $4.5M sold.

Aperture Investors first reported a position in MBUU in Q1 2020 and held it in 14 quarters. The position peaked at $20.5M in Q1 2022. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

  • Aperture Investors reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
  • Aperture Investors sold 76,682 Malibu Boats shares in Q3 2023, an estimated $4.5M.
  • Aperture Investors first reported a position in Malibu Boats in Q1 2020 and held it in 14 quarters.
  • Aperture Investors's Malibu Boats position peaked at $20.5M in Q1 2022.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on Aperture Investors's 13F filing for Q3 2023, filed 14 Nov 2023.