Berkshire Asset Management’s Malibu Boats MBUU Stock Holding History

Berkshire Asset Management’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
2026 Q2	$889K	Sell	32,400 -750	-2%	-$19.9K	0.03%	142
2026 Q1	$859K	Buy	33,150 +1,500	+5%	+$44.8K	0.04%	138
2025 Q4	$893K	Buy	31,650 +8,249	+35%	+$239K	0.04%	140
2025 Q3	$759K	Sell	23,401 -22,900	-49%	-$783K	0.03%	159
2025 Q2	$1.45M	Hold	46,301	–	–	0.07%	126
2025 Q1	$1.42M	Buy	46,301 +14,351	+45%	+$495K	0.07%	124
2024 Q4	$1.22M	Buy	+31,950	New	+$1.32M	0.06%	134

Other funds holding MBUU

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

LHC

Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berkshire Asset Management's MBUU Position: Q2 2026 in Review

Berkshire Asset Management reduced its Malibu Boats (MBUU) stake by 2.3% in Q2 2026, selling an estimated $19.9K and leaving 32,400 shares worth $889K. The position accounts for 0.03% of the portfolio, ranked #142.

Berkshire Asset Management first reported a position in MBUU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2025. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

Berkshire Asset Management held 32,400 shares of Malibu Boats worth $889K as of Q2 2026.
Berkshire Asset Management sold 750 Malibu Boats shares in Q2 2026, an estimated $19.9K.
Malibu Boats made up 0.03% of Berkshire Asset Management's portfolio in Q2 2026, its #142 holding.
Berkshire Asset Management first reported a position in Malibu Boats in Q4 2024 and has held it in 7 quarters since.
Berkshire Asset Management's Malibu Boats position peaked at $1.45M in Q2 2025.
142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.