InceptionR’s Malibu Boats MBUU Stock Holding History

InceptionR’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	–	Sell	-20,565	Closed	-$533K	–	814
2026 Q1	$533K	Buy	+20,565	New	+$614K	0.13%	293
2025 Q3	–	Sell	-8,376	Closed	-$263K	–	837
2025 Q2	$263K	Buy	+8,376	New	+$252K	0.06%	488

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

InceptionR's MBUU Position: Q2 2026 in Review

InceptionR sold out of Malibu Boats (MBUU) in Q2 2026, closing a stake of 20,565 shares — an estimated $533K sold.

InceptionR first reported a position in MBUU in Q2 2025 and held it in 2 quarters. The position peaked at $533K in Q1 2026. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

InceptionR reported no remaining Malibu Boats position as of Q2 2026 after selling out during the quarter.
InceptionR sold 20,565 Malibu Boats shares in Q2 2026, an estimated $533K.
InceptionR first reported a position in Malibu Boats in Q2 2025 and held it in 2 quarters.
InceptionR's Malibu Boats position peaked at $533K in Q1 2026.
142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.