Franklin Resources
MBUU icon

Franklin Resources’s Malibu Boats MBUU Stock Holding History

Franklin Resources’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 		$840K Buy
32,396
+20,053
+162% +$598K ﹤0.01% 2246
2025
Q4 		$348K Sell
12,343
-23
-0.2% -$667 ﹤0.01% 2565
2025
Q3 		$401K Hold
12,366
– – ﹤0.01% 2542
2025
Q2 		$388K Buy
12,366
+1
+0% +$30 ﹤0.01% 2446
2025
Q1 		$379K Buy
12,365
+49
+0.4% +$1.69K ﹤0.01% 2383
2024
Q4 		$463K Hold
12,316
– – ﹤0.01% 2321
2024
Q3 		$508K Buy
12,316
+144
+1% +$5.18K ﹤0.01% 2276
2024
Q2 		$427K Buy
12,172
+1,560
+15% +$57K ﹤0.01% 2300
2024
Q1 		$459K Hold
10,612
– – ﹤0.01% 2297
2023
Q4 		$582K Buy
10,612
+48
+0.5% +$2.3K ﹤0.01% 1872
2023
Q3 		$518K Buy
10,564
+255
+2% +$13.7K ﹤0.01% 1899
2023
Q2 		$605K Buy
+10,309
New +$579K ﹤0.01% 1889

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
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 $18.1B AUM 18.25% 1-Year Est. Return