Capital World Investors
MBUU icon

Capital World Investors’s Malibu Boats MBUU Stock Holding History

Capital World 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
2026
Q1 		$13.4M Sell
515,206
-90,067
-15% -$2.69M ﹤0.01% 552
2025
Q4 		$17.1M Sell
605,273
-344,465
-36% -$9.99M ﹤0.01% 489
2025
Q3 		$30.8M Sell
949,738
-673,182
-41% -$23M ﹤0.01% 456
2025
Q2 		$50.9M Hold
1,622,920
– – 0.01% 406
2025
Q1 		$49.8M Hold
1,622,920
– – 0.01% 393
2024
Q4 		$61M Hold
1,622,920
– – 0.01% 383
2024
Q3 		$63M Sell
1,622,920
-26,080
-2% -$939K 0.01% 375
2024
Q2 		$57.8M Hold
1,649,000
– – 0.01% 374
2024
Q1 		$71.4M Hold
1,649,000
– – 0.01% 368
2023
Q4 		$90.4M Hold
1,649,000
– – 0.02% 343
2023
Q3 		$80.8M Hold
1,649,000
– – 0.02% 347
2023
Q2 		$96.7M Buy
1,649,000
+607,000
+58% +$34.1M 0.02% 339
2023
Q1 		$58.8M Hold
1,042,000
– – 0.01% 367
2022
Q4 		$55.5M Buy
1,042,000
+191,000
+22% +$10.2M 0.01% 381
2022
Q3 		$40.8M Buy
851,000
+626,870
+280% +$37M 0.01% 407
2022
Q2 		$11.8M Buy
+224,130
New +$12.2M ﹤0.01% 487

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 $5.7T 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