Empowered Funds’s Malibu Boats MBUU Stock Holding History

Empowered Funds’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	$2.32M	Buy	+89,548	New	+$2.67M	0.01%	1027
2024 Q4	–	Sell	-66,606	Closed	-$2.58M	–	1709
2024 Q3	$2.58M	Buy	66,606 +18,636	+39%	+$671K	0.04%	575
2024 Q2	$1.68M	Sell	47,970 -352	-0.7%	-$12.9K	0.03%	665
2024 Q1	$2.09M	Buy	48,322 +8,480	+21%	+$389K	0.04%	600
2023 Q4	$2.18M	Buy	39,842 +219	+0.6%	+$10.5K	0.05%	491
2023 Q3	$1.94M	Sell	39,623 -251	-0.6%	-$13.5K	0.06%	461
2023 Q2	$2.34M	Buy	+39,874	New	+$2.24M	0.08%	345

Other funds holding MBUU

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 $19.9B AUM 22.19% 1-Year Est. Return

Empowered Funds's MBUU Position: Q1 2026 in Review

Empowered Funds opened a new position in Malibu Boats (MBUU) in Q1 2026: 89,548 shares worth $2.32M. The stake represents 0.01% of the portfolio and ranks #1027 among its holdings. This is a return to the name: Empowered Funds previously reported a position in MBUU as recently as Q3 2024.

Empowered Funds first reported a position in MBUU in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.58M in Q3 2024. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

Empowered Funds held 89,548 shares of Malibu Boats worth $2.32M as of Q1 2026.
Malibu Boats was a new Empowered Funds position in Q1 2026.
Malibu Boats made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1027 holding.
Empowered Funds first reported a position in Malibu Boats in Q2 2023 and has held it in 7 quarters since.
Empowered Funds's Malibu Boats position peaked at $2.58M in Q3 2024.
135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.