Engineers Gate Manager’s Malibu Boats MBUU Stock Holding History

Engineers Gate Manager’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	-12,270	Closed	-$346K	–	2407
2025 Q4	$346K	Buy	+12,270	New	+$356K	﹤0.01%	1558
2025 Q2	–	Sell	-7,559	Closed	-$232K	–	2394
2025 Q1	$232K	Sell	7,559 -6,892	-48%	-$238K	﹤0.01%	1829
2024 Q4	$543K	Buy	+14,451	New	+$599K	0.01%	1368
2023 Q3	–	Sell	-8,840	Closed	-$519K	–	1965
2023 Q2	$519K	Buy	8,840 +2,656	+43%	+$149K	0.02%	1022
2023 Q1	$349K	Buy	+6,184	New	+$362K	0.01%	1166
2022 Q3	–	Sell	-22,873	Closed	-$1.21M	–	1890
2022 Q2	$1.21M	Buy	+22,873	New	+$1.24M	0.04%	588
2021 Q4	–	Sell	-3,494	Closed	-$245K	–	2174
2021 Q3	$245K	Buy	+3,494	New	+$262K	0.01%	1320
2020 Q3	–	Sell	-4,840	Closed	-$251K	–	1855
2020 Q2	$251K	Sell	4,840 -10,578	-69%	-$423K	0.01%	1314
2020 Q1	$444K	Buy	+15,418	New	+$612K	0.03%	835
2019 Q1	–	Sell	-29,849	Closed	-$1.04M	–	1052
2018 Q4	$1.04M	Sell	29,849 -10,597	-26%	-$466K	0.08%	344
2018 Q3	$2.21M	Buy	40,446 +25,535	+171%	+$1.13M	0.17%	189
2018 Q2	$625K	Buy	+14,911	New	+$595K	0.05%	480

Other funds holding MBUU

Pzena Investment Management

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return