DIA
MBUU icon

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 $34.1B AUM 23.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
TLM
Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
LHC
Lodge Hill Capital New York $596M AUM 24.4% 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

Dean Investment Associates's MBUU Position: Q1 2026 in Review

Dean Investment Associates sold out of Malibu Boats (MBUU) in Q1 2026, closing a stake of 24,364 shares — an estimated $687K sold.

Dean Investment Associates first reported a position in MBUU in Q4 2016 and held it in 15 quarters. The position peaked at $3.94M in Q3 2025. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Dean Investment Associates reported no remaining Malibu Boats position as of Q1 2026 after selling out during the quarter.
  • Dean Investment Associates sold 24,364 Malibu Boats shares in Q1 2026, an estimated $687K.
  • Dean Investment Associates first reported a position in Malibu Boats in Q4 2016 and held it in 15 quarters.
  • Dean Investment Associates's Malibu Boats position peaked at $3.94M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.