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 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return