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Delphi Management’s Malibu Boats MBUU Stock Holding History

Delphi Management’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
2021
Q4 		$269K Sell
3,910
-293
-7% -$20.6K 0.25% 91
2021
Q3 		$294K Sell
4,203
-87
-2% -$6.53K 0.3% 91
2021
Q2 		$315K Buy
+4,290
New +$341K 0.3% 94
2019
Q3 		$323K Buy
+10,544
New +$325K 0.31% 87

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Delphi Management's MBUU Position: Q4 2021 in Review

Delphi Management reduced its Malibu Boats (MBUU) stake by 7% in Q4 2021, selling an estimated $20.6K and leaving 3,910 shares worth $269K. The position accounts for 0.25% of the portfolio, ranked #91.

Delphi Management first reported a position in MBUU in Q3 2019 and has held it in 4 quarters since. The position peaked at $323K in Q3 2019. 198 funds tracked by Wall St. Rank hold MBUU as of Q4 2021.

  • Delphi Management held 3,910 shares of Malibu Boats worth $269K as of Q4 2021.
  • Delphi Management sold 293 Malibu Boats shares in Q4 2021, an estimated $20.6K.
  • Malibu Boats made up 0.25% of Delphi Management's portfolio in Q4 2021, its #91 holding.
  • Delphi Management first reported a position in Malibu Boats in Q3 2019 and has held it in 4 quarters since.
  • Delphi Management's Malibu Boats position peaked at $323K in Q3 2019.
  • 198 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2021.

Based on Delphi Management's 13F filing for Q4 2021, filed 15 Feb 2022.