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CoreCap Advisors’s Malibu Boats MBUU Stock Holding History

CoreCap Advisors’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 		$1.43K Hold
52
– – ﹤0.01% 2623
2026
Q1 		$1.35K Hold
52
– – ﹤0.01% 2484
2025
Q4 		$1.47K Hold
52
– – ﹤0.01% 2531
2025
Q3 		$1.69K Hold
52
– – ﹤0.01% 2405
2025
Q2 		$1.63K Buy
+52
New +$1.56K ﹤0.01% 2349
2022
Q1 		– Sell
-20
Closed -$1K – 1432
2021
Q4 		$1K Buy
+20
New +$1.4K ﹤0.01% 2180

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CoreCap Advisors's MBUU Position: Q2 2026 in Review

CoreCap Advisors held its Malibu Boats (MBUU) position steady in Q2 2026 at 52 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

CoreCap Advisors first reported a position in MBUU in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.69K in Q3 2025. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • CoreCap Advisors held 52 shares of Malibu Boats worth $1.43K as of Q2 2026.
  • CoreCap Advisors left its Malibu Boats share count unchanged in Q2 2026.
  • Malibu Boats made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2623 holding.
  • CoreCap Advisors first reported a position in Malibu Boats in Q4 2021 and has held it in 6 quarters since.
  • CoreCap Advisors's Malibu Boats position peaked at $1.69K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.