Henshaw Capital’s Malibu Boats MBUU Stock Holding History

Henshaw Capital’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	-5,689	Closed	-$214K	–	301
2024 Q4	$214K	Hold	5,689	–	–	0.01%	294
2024 Q3	$221K	Buy	+5,689	New	+$205K	0.01%	298
2024 Q2	–	Sell	-8,642	Closed	-$374K	–	290
2024 Q1	$374K	Hold	8,642	–	–	0.02%	216
2023 Q4	$474K	Hold	8,642	–	–	0.02%	183
2023 Q3	$424K	Buy	8,642 +3,194	+59%	+$172K	0.02%	172
2023 Q2	$320K	Hold	5,448	–	–	0.02%	170
2023 Q1	$308K	Hold	5,448	–	–	0.02%	173
2022 Q4	$290K	Hold	5,448	–	–	0.02%	180
2022 Q3	$261K	Hold	5,448	–	–	0.02%	229
2022 Q2	$287K	Hold	5,448	–	–	0.02%	230
2022 Q1	$316K	Hold	5,448	–	–	0.02%	240
2021 Q4	$374K	Hold	5,448	–	–	0.02%	213
2021 Q3	$381K	Hold	5,448	–	–	0.02%	205
2021 Q2	$400K	Hold	5,448	–	–	0.03%	213
2021 Q1	$434K	Hold	5,448	–	–	0.03%	190
2020 Q4	$340K	Hold	5,448	–	–	0.03%	228
2020 Q3	$270K	Hold	5,448	–	–	0.02%	246
2020 Q2	$283K	Buy	+5,448	New	+$218K	0.02%	226

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Wellington Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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