Homestead Advisers’s Malibu Boats MBUU Stock Holding History

Homestead Advisers’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 Q2	$1.32M	Hold	48,200	–	–	0.03%	115
2026 Q1	$1.25M	Hold	48,200	–	–	0.03%	101
2025 Q4	$1.36M	Hold	48,200	–	–	0.04%	100
2025 Q3	$1.56M	Hold	48,200	–	–	0.04%	97
2025 Q2	$1.51M	Hold	48,200	–	–	0.04%	98
2025 Q1	$1.48M	Buy	48,200 +6,400	+15%	+$221K	0.04%	93
2024 Q4	$1.57M	Hold	41,800	–	–	0.04%	98
2024 Q3	$1.62M	Sell	41,800 -19,700	-32%	-$709K	0.04%	95
2024 Q2	$2.15M	Sell	61,500 -1,079	-2%	-$39.5K	0.05%	91
2024 Q1	$2.71M	Sell	62,579 -26,600	-30%	-$1.22M	0.06%	88
2023 Q4	$4.89M	Hold	89,179	–	–	0.12%	72
2023 Q3	$4.37M	Hold	89,179	–	–	0.12%	66
2023 Q2	$5.23M	Hold	89,179	–	–	0.14%	65
2023 Q1	$5.03M	Buy	89,179 +137	+0.2%	+$8.01K	0.14%	66
2022 Q4	$4.75M	Buy	89,042 +10,834	+14%	+$581K	0.13%	69
2022 Q3	$3.75M	Buy	78,208 +394	+0.5%	+$23.2K	0.11%	73
2022 Q2	$4.1M	Buy	77,814 +25,736	+49%	+$1.4M	0.12%	72
2022 Q1	$3.02M	Buy	52,078 +14,278	+38%	+$920K	0.07%	93
2021 Q4	$2.6M	Buy	+37,800	New	+$2.65M	0.06%	99

Other funds holding MBUU

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

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

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

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

LHC

Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FWIA

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Homestead Advisers's MBUU Position: Q2 2026 in Review

Homestead Advisers held its Malibu Boats (MBUU) position steady in Q2 2026 at 48,200 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #115.

Homestead Advisers first reported a position in MBUU in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.23M in Q2 2023. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

Homestead Advisers held 48,200 shares of Malibu Boats worth $1.32M as of Q2 2026.
Homestead Advisers left its Malibu Boats share count unchanged in Q2 2026.
Malibu Boats made up 0.03% of Homestead Advisers's portfolio in Q2 2026, its #115 holding.
Homestead Advisers first reported a position in Malibu Boats in Q4 2021 and has held it in 19 quarters since.
Homestead Advisers's Malibu Boats position peaked at $5.23M in Q2 2023.
142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.