BGIM
MBUU icon

Brandywine Global Investment Management’s Malibu Boats MBUU Stock Holding History

Brandywine Global Investment 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
2024
Q1 		– Sell
-55,727
Closed -$3.05M – 728
2023
Q4 		$3.05M Sell
55,727
-5,782
-9% -$277K 0.02% 484
2023
Q3 		$3.02M Buy
61,509
+6,622
+12% +$356K 0.03% 479
2023
Q2 		$3.22M Buy
54,887
+741
+1% +$41.6K 0.03% 468
2023
Q1 		$3.06M Buy
54,146
+721
+1% +$42.2K 0.02% 487
2022
Q4 		$2.85M Buy
53,425
+22,597
+73% +$1.21M 0.02% 496
2022
Q3 		$1.48M Sell
30,828
-770
-2% -$45.4K 0.01% 580
2022
Q2 		$1.67M Sell
31,598
-402
-1% -$21.8K 0.01% 563
2022
Q1 		$1.86M Buy
+32,000
New +$2.06M 0.01% 547
2020
Q2 		– Sell
-8,760
Closed -$253K – 802
2020
Q1 		$253K Buy
+8,760
New +$348K ﹤0.01% 575
2018
Q1 		– Sell
-8,800
Closed -$262K – 936
2017
Q4 		$262K Hold
8,800
– – ﹤0.01% 666
2017
Q3 		$279K Sell
8,800
-78,461
-90% -$2.17M ﹤0.01% 659
2017
Q2 		$2.26M Sell
87,261
-105,416
-55% -$2.49M 0.01% 559
2017
Q1 		$4.33M Sell
192,677
-280,048
-59% -$5.66M 0.03% 474
2016
Q4 		$9.02M Sell
472,725
-157,451
-25% -$2.65M 0.06% 303
2016
Q3 		$9.39M Sell
630,176
-5,996
-0.9% -$82K 0.06% 289
2016
Q2 		$7.68M Buy
636,172
+467,665
+278% +$6.83M 0.05% 309
2016
Q1 		$2.76M Buy
+168,507
New +$2.46M 0.02% 505

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brandywine Global Investment Management's MBUU Position: Q1 2024 in Review

Brandywine Global Investment Management sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 55,727 shares — an estimated $3.05M sold.

Brandywine Global Investment Management first reported a position in MBUU in Q1 2016 and held it in 17 quarters. The position peaked at $9.39M in Q3 2016. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Brandywine Global Investment Management reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 55,727 Malibu Boats shares in Q1 2024, an estimated $3.05M.
  • Brandywine Global Investment Management first reported a position in Malibu Boats in Q1 2016 and held it in 17 quarters.
  • Brandywine Global Investment Management's Malibu Boats position peaked at $9.39M in Q3 2016.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Brandywine Global Investment Management's 13F filing for Q1 2024, filed 13 May 2024.