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

Other funds holding MBUU

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

Henshaw Capital's MBUU Position: Q1 2025 in Review

Henshaw Capital sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 5,689 shares — an estimated $214K sold.

Henshaw Capital first reported a position in MBUU in Q2 2020 and held it in 18 quarters. The position peaked at $474K in Q4 2023. 137 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

Henshaw Capital reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
Henshaw Capital sold 5,689 Malibu Boats shares in Q1 2025, an estimated $214K.
Henshaw Capital first reported a position in Malibu Boats in Q2 2020 and held it in 18 quarters.
Henshaw Capital's Malibu Boats position peaked at $474K in Q4 2023.
137 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on Henshaw Capital's 13F filing for Q1 2025, filed 28 May 2026.