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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
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return