Federated Hermes
MBUU icon

Federated Hermes’s Malibu Boats MBUU Stock Holding History

Federated Hermes’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
-25
Closed -$705 – 2124
2025
Q4 		$705 Buy
+25
New +$725 ﹤0.01% 2039
2021
Q2 		– Sell
-5
Closed -$1K – 2279
2021
Q1 		$1K Buy
+5
New +$386 ﹤0.01% 2174
2020
Q4 		– Sell
-7
Closed -$1K – 2286
2020
Q3 		$1K Buy
+7
New +$380 ﹤0.01% 2169
2020
Q2 		– Sell
-124,618
Closed -$3.59M – 2321
2020
Q1 		$3.59M Buy
+124,618
New +$4.95M 0.01% 719
2019
Q3 		– Sell
-133
Closed -$5K – 2259
2019
Q2 		$5K Sell
133
-229
-63% -$9.1K ﹤0.01% 1987
2019
Q1 		$14K Buy
362
+155
+75% +$6.41K ﹤0.01% 1824
2018
Q4 		$7K Buy
207
+190
+1,118% +$8.35K ﹤0.01% 1922
2018
Q3 		$1K Sell
17
-284
-94% -$12.6K ﹤0.01% 2204
2018
Q2 		$13K Buy
301
+3
+1% +$120 ﹤0.01% 1869
2018
Q1 		$10K Buy
+298
New +$9.7K ﹤0.01% 1882
2017
Q4 		– Sell
-128
Closed -$4K – 2209
2017
Q3 		$4K Sell
128
-63
-33% -$1.74K ﹤0.01% 1992
2017
Q2 		$5K Sell
191
-321
-63% -$7.57K ﹤0.01% 1950
2017
Q1 		$11K Buy
+512
New +$10.4K ﹤0.01% 1804
2016
Q1 		– Sell
-60,000
Closed -$982K – 2144
2015
Q4 		$982K Sell
60,000
-154,100
-72% -$2.32M ﹤0.01% 1106
2015
Q3 		$2.99M Sell
214,100
-16,100
-7% -$290K 0.01% 718
2015
Q2 		$4.62M Buy
230,200
+70,200
+44% +$1.52M 0.01% 638
2015
Q1 		$3.74M Buy
160,000
+28,000
+21% +$582K 0.01% 711
2014
Q4 		$2.54M Sell
132,000
-268,240
-67% -$4.85M 0.01% 861
2014
Q3 		$7.41M Buy
400,240
+100,000
+33% +$1.97M 0.02% 529
2014
Q2 		$6.04M Hold
300,240
– – 0.02% 597
2014
Q1 		$6.67M Buy
+300,240
New +$5.99M 0.02% 569

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

Federated Hermes's MBUU Position: Q1 2026 in Review

Federated Hermes sold out of Malibu Boats (MBUU) in Q1 2026, closing a stake of 25 shares — an estimated $705 sold.

Federated Hermes first reported a position in MBUU in Q1 2014 and held it in 21 quarters. The position peaked at $7.41M in Q3 2014. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Federated Hermes reported no remaining Malibu Boats position as of Q1 2026 after selling out during the quarter.
  • Federated Hermes sold 25 Malibu Boats shares in Q1 2026, an estimated $705.
  • Federated Hermes first reported a position in Malibu Boats in Q1 2014 and held it in 21 quarters.
  • Federated Hermes's Malibu Boats position peaked at $7.41M in Q3 2014.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.