Fidelity International’s Malibu Boats MBUU Stock Holding History

Fidelity International’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
2025 Q4	–	Sell	-289,475	Closed	-$9.39M	–	1054
2025 Q3	$9.39M	Hold	289,475	–	–	0.01%	579
2025 Q2	$9.07M	Hold	289,475	–	–	0.01%	558
2025 Q1	$8.88M	Sell	289,475 -50,000	-15%	-$1.72M	0.01%	539
2024 Q4	$12.8M	Hold	339,475	–	–	0.01%	512
2024 Q3	$13.2M	Hold	339,475	–	–	0.01%	523
2024 Q2	$11.9M	Sell	339,475 -110,000	-24%	-$4.02M	0.01%	500
2024 Q1	$19.5M	Sell	449,475 -360,000	-44%	-$16.5M	0.02%	448
2023 Q4	$44.4M	Hold	809,475	–	–	0.05%	317
2023 Q3	$39.7M	Hold	809,475	–	–	0.05%	334
2023 Q2	$47.5M	Hold	809,475	–	–	0.05%	318
2023 Q1	$45.7M	Sell	809,475 -1,174	-0.1%	-$68.7K	0.05%	305
2022 Q4	$43.2M	Hold	810,649	–	–	0.05%	320
2022 Q3	$38.9M	Hold	810,649	–	–	0.05%	322
2022 Q2	$42.7M	Buy	810,649 +279,071	+52%	+$15.2M	0.05%	297
2022 Q1	$30.8M	Buy	531,578 +376,888	+244%	+$24.3M	0.03%	379
2021 Q4	$10.6M	Hold	154,690	–	–	0.01%	531
2021 Q3	$10.8M	Hold	154,690	–	–	0.01%	522
2021 Q2	$11.3M	Buy	154,690 +4,475	+3%	+$356K	0.01%	537
2021 Q1	$12M	Buy	150,215 +57,401	+62%	+$4.43M	0.01%	500
2020 Q4	$5.79M	Buy	+92,814	New	+$5.36M	0.01%	535

Other funds holding MBUU

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TLM

Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LHC

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fidelity International's MBUU Position: Q4 2025 in Review

Fidelity International sold out of Malibu Boats (MBUU) in Q4 2025, closing a stake of 289,475 shares — an estimated $9.39M sold.

Fidelity International first reported a position in MBUU in Q4 2020 and held it in 20 quarters. The position peaked at $47.5M in Q2 2023. 144 funds tracked by Wall St. Rank hold MBUU as of Q4 2025.

Fidelity International reported no remaining Malibu Boats position as of Q4 2025 after selling out during the quarter.
Fidelity International sold 289,475 Malibu Boats shares in Q4 2025, an estimated $9.39M.
Fidelity International first reported a position in Malibu Boats in Q4 2020 and held it in 20 quarters.
Fidelity International's Malibu Boats position peaked at $47.5M in Q2 2023.
144 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2025.

Based on Fidelity International's 13F filing for Q4 2025, filed 17 Feb 2026.