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Dean Investment Associates’s Malibu Boats MBUU Stock Holding History

Dean Investment Associates’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 		– Sell
-24,364
Closed -$687K – 204
2025
Q4 		$687K Sell
24,364
-97,120
-80% -$2.82M 0.1% 184
2025
Q3 		$3.94M Buy
121,484
+61,427
+102% +$2.1M 0.55% 78
2025
Q2 		$1.88M Buy
60,057
+22,817
+61% +$686K 0.28% 152
2025
Q1 		$1.14M Sell
37,240
-36,855
-50% -$1.27M 0.17% 183
2024
Q4 		$2.79M Sell
74,095
-6,978
-9% -$289K 0.4% 122
2024
Q3 		$3.15M Buy
81,073
+23,170
+40% +$834K 0.43% 105
2024
Q2 		$2.03M Buy
57,903
+10,991
+23% +$402K 0.29% 151
2024
Q1 		$2.03M Buy
46,912
+11,564
+33% +$530K 0.28% 149
2023
Q4 		$1.94M Buy
35,348
+23,704
+204% +$1.14M 0.28% 154
2023
Q3 		$571K Buy
+11,644
New +$625K 0.09% 186
2021
Q2 		– Sell
-12,714
Closed -$1.01M – 237
2021
Q1 		$1.01M Sell
12,714
-5,421
-30% -$418K 0.19% 201
2020
Q4 		$1.13M Buy
18,135
+9,564
+112% +$552K 0.23% 190
2020
Q3 		$425K Sell
8,571
-19,328
-69% -$1.05M 0.1% 211
2020
Q2 		$1.45M Buy
+27,899
New +$1.11M 0.35% 122
2017
Q1 		– Sell
-112,735
Closed -$2.15M – 211
2016
Q4 		$2.15M Buy
+112,735
New +$1.9M 0.37% 107

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