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Heck Capital Advisors’s Malibu Boats MBUU Stock Holding History

Heck Capital Advisors’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
Q1 		– Sell
-1,000
Closed -$37.6K – 562
2024
Q4 		$37.6K Buy
+1,000
New +$41.4K ﹤0.01% 409

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return

Heck Capital Advisors's MBUU Position: Q1 2025 in Review

Heck Capital Advisors sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 1,000 shares — an estimated $37.6K sold.

Heck Capital Advisors first reported a position in MBUU in Q4 2024 and held it in 1 quarter. The position peaked at $37.6K in Q4 2024. 137 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

  • Heck Capital Advisors reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,000 Malibu Boats shares in Q1 2025, an estimated $37.6K.
  • Heck Capital Advisors first reported a position in Malibu Boats in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Malibu Boats position peaked at $37.6K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.