California State Teachers Retirement System (CalSTRS)
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California State Teachers Retirement System (CalSTRS)’s Malibu Boats MBUU Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$473K Sell
18,234
-138
-0.8% -$4.12K ﹤0.01% 2080
2025
Q4 		$518K Sell
18,372
-39
-0.2% -$1.13K ﹤0.01% 2079
2025
Q3 		$597K Buy
18,411
+1,177
+7% +$40.2K ﹤0.01% 2013
2025
Q2 		$540K Sell
17,234
-1,437
-8% -$43.2K ﹤0.01% 2031
2025
Q1 		$573K Hold
18,671
– – ﹤0.01% 1985
2024
Q4 		$702K Sell
18,671
-640
-3% -$26.5K ﹤0.01% 1963
2024
Q3 		$749K Sell
19,311
-604
-3% -$21.7K ﹤0.01% 1930
2024
Q2 		$698K Sell
19,915
-479
-2% -$17.5K ﹤0.01% 1935
2024
Q1 		$883K Sell
20,394
-1,263
-6% -$57.9K ﹤0.01% 1865
2023
Q4 		$1.19M Sell
21,657
-1,053
-5% -$50.5K ﹤0.01% 1727
2023
Q3 		$1.11M Sell
22,710
-2,076
-8% -$111K ﹤0.01% 1727
2023
Q2 		$1.45M Sell
24,786
-654
-3% -$36.7K ﹤0.01% 1688
2023
Q1 		$1.44M Sell
25,440
-526
-2% -$30.8K ﹤0.01% 1680
2022
Q4 		$1.38M Buy
25,966
+286
+1% +$15.3K ﹤0.01% 1701
2022
Q3 		$1.23M Sell
25,680
-1,158
-4% -$68.3K ﹤0.01% 1754
2022
Q2 		$1.42M Buy
26,838
+172
+0.6% +$9.34K ﹤0.01% 1713
2022
Q1 		$1.55M Sell
26,666
-2,280
-8% -$147K ﹤0.01% 1783
2021
Q4 		$1.99M Buy
28,946
+725
+3% +$50.9K ﹤0.01% 1744
2021
Q3 		$1.98M Sell
28,221
-352
-1% -$26.4K ﹤0.01% 1731
2021
Q2 		$2.1M Sell
28,573
-2,741
-9% -$218K ﹤0.01% 1746
2021
Q1 		$2.5M Buy
31,314
+265
+0.9% +$20.4K ﹤0.01% 1620
2020
Q4 		$1.94M Hold
31,049
– – ﹤0.01% 1665
2020
Q3 		$1.54M Buy
31,049
+231
+0.7% +$12.6K ﹤0.01% 1642
2020
Q2 		$1.6M Hold
30,818
– – ﹤0.01% 1600
2020
Q1 		$887K Sell
30,818
-348
-1% -$13.8K ﹤0.01% 1747
2019
Q4 		$1.28M Sell
31,166
-1,161
-4% -$42K ﹤0.01% 1820
2019
Q3 		$992K Buy
32,327
+521
+2% +$16.1K ﹤0.01% 1946
2019
Q2 		$1.24M Hold
31,806
– – ﹤0.01% 1839
2019
Q1 		$1.26M Buy
31,806
+37
+0.1% +$1.53K ﹤0.01% 1800
2018
Q4 		$1.11M Buy
31,769
+446
+1% +$19.6K ﹤0.01% 1834
2018
Q3 		$1.71M Sell
31,323
-49
-0.2% -$2.18K ﹤0.01% 1733
2018
Q2 		$1.32M Hold
31,372
– – ﹤0.01% 1883
2018
Q1 		$1.04M Sell
31,372
-747
-2% -$24.3K ﹤0.01% 1953
2017
Q4 		$955K Sell
32,119
-427
-1% -$13K ﹤0.01% 2033
2017
Q3 		$1.03M Buy
32,546
+634
+2% +$17.5K ﹤0.01% 1989
2017
Q2 		$826K Sell
31,912
-3,600
-10% -$84.9K ﹤0.01% 2164
2017
Q1 		$797K Sell
35,512
-1,700
-5% -$34.4K ﹤0.01% 2208
2016
Q4 		$710K Sell
37,212
-900
-2% -$15.2K ﹤0.01% 2313
2016
Q3 		$568K Buy
38,112
+200
+0.5% +$2.73K ﹤0.01% 2422
2016
Q2 		$458K Buy
37,912
+100
+0.3% +$1.46K ﹤0.01% 2510
2016
Q1 		$620K Buy
37,812
+4,679
+14% +$68.3K ﹤0.01% 2295
2015
Q4 		$542K Buy
33,133
+618
+2% +$9.31K ﹤0.01% 2378
2015
Q3 		$455K Sell
32,515
-100
-0.3% -$1.8K ﹤0.01% 2485
2015
Q2 		$655K Buy
32,615
+17,174
+111% +$372K ﹤0.01% 2391
2015
Q1 		$361K Hold
15,441
– – ﹤0.01% 2649
2014
Q4 		$298K Buy
15,441
+66
+0.4% +$1.19K ﹤0.01% 2787
2014
Q3 		$285K Buy
15,375
+2,375
+18% +$46.9K ﹤0.01% 2758
2014
Q2 		$261K Sell
13,000
-1,900
-13% -$39.1K ﹤0.01% 2868
2014
Q1 		$331K Buy
+14,900
New +$297K ﹤0.01% 2658

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

California State Teachers Retirement System (CalSTRS)'s MBUU Position: Q1 2026 in Review

California State Teachers Retirement System (CalSTRS) reduced its Malibu Boats (MBUU) stake by 0.75% in Q1 2026, selling an estimated $4.12K and leaving 18,234 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

California State Teachers Retirement System (CalSTRS) first reported a position in MBUU in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.5M in Q1 2021. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • California State Teachers Retirement System (CalSTRS) held 18,234 shares of Malibu Boats worth $473K as of Q1 2026.
  • California State Teachers Retirement System (CalSTRS) sold 138 Malibu Boats shares in Q1 2026, an estimated $4.12K.
  • Malibu Boats made up ﹤0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q1 2026, its #2080 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in Malibu Boats in Q1 2014 and has held it in 49 quarters since.
  • California State Teachers Retirement System (CalSTRS)'s Malibu Boats position peaked at $2.5M in Q1 2021.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2026, filed 18 May 2026.