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Joel Greenblatt’s Malibu Boats MBUU Stock Holding History

Joel Greenblatt’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
2024
Q3 		– Sell
-8,046
Closed -$282K – 1482
2024
Q2 		$282K Buy
8,046
+3,035
+61% +$111K ﹤0.01% 1241
2024
Q1 		$217K Buy
+5,011
New +$230K ﹤0.01% 1277
2023
Q4 		– Sell
-10,431
Closed -$511K – 1392
2023
Q3 		$511K Buy
10,431
+2,283
+28% +$123K 0.01% 963
2023
Q2 		$478K Sell
8,148
-1,517
-16% -$85.2K 0.01% 986
2023
Q1 		$546K Sell
9,665
-6,899
-42% -$403K 0.01% 937
2022
Q4 		$883K Buy
16,564
+3,283
+25% +$176K 0.02% 729
2022
Q3 		$637K Sell
13,281
-1,800
-12% -$106K 0.02% 790
2022
Q2 		$795K Buy
15,081
+10,350
+219% +$562K 0.03% 645
2022
Q1 		$274K Buy
4,731
+1,750
+59% +$113K 0.01% 973
2021
Q4 		$205K Sell
2,981
-1,001
-25% -$70.3K 0.01% 1074
2021
Q3 		$279K Buy
3,982
+163
+4% +$12.2K 0.01% 858
2021
Q2 		$280K Sell
3,819
-904
-19% -$72K 0.01% 866
2021
Q1 		$376K Sell
4,723
-2,117
-31% -$163K 0.02% 760
2020
Q4 		$427K Sell
6,840
-1
-0% -$58 0.01% 746
2020
Q3 		$339K Sell
6,841
-1,608
-19% -$87.4K 0.01% 818
2020
Q2 		$439K Sell
8,449
-9,558
-53% -$382K 0.01% 775
2020
Q1 		$518K Buy
18,007
+4,590
+34% +$182K 0.01% 715
2019
Q4 		$549K Sell
13,417
-4,778
-26% -$173K 0.01% 784
2019
Q3 		$558K Buy
18,195
+9,728
+115% +$300K 0.01% 736
2019
Q2 		$329K Sell
8,467
-3,708
-30% -$147K 0.01% 924
2019
Q1 		$482K Sell
12,175
-18,019
-60% -$745K 0.01% 856
2018
Q4 		$1.05M Buy
30,194
+11,283
+60% +$496K 0.02% 622
2018
Q3 		$1.03M Sell
18,911
-14,755
-44% -$656K 0.01% 605
2018
Q2 		$1.41M Buy
+33,666
New +$1.34M 0.02% 529
2015
Q1 		– Sell
-11,106
Closed -$214K – 976
2014
Q4 		$214K Sell
11,106
-2,897
-21% -$52.4K ﹤0.01% 903
2014
Q3 		$259K Buy
14,003
+578
+4% +$11.4K ﹤0.01% 879
2014
Q2 		$270K Buy
+13,425
New +$277K ﹤0.01% 904

Other funds holding MBUU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Joel Greenblatt's MBUU Position: Q3 2024 in Review

Joel Greenblatt sold out of Malibu Boats (MBUU) in Q3 2024, closing a stake of 8,046 shares — an estimated $282K sold.

Joel Greenblatt first reported a position in MBUU in Q2 2014 and held it in 27 quarters. The position peaked at $1.41M in Q2 2018. 169 funds tracked by Wall St. Rank hold MBUU as of Q3 2024.

  • Joel Greenblatt reported no remaining Malibu Boats position as of Q3 2024 after selling out during the quarter.
  • Joel Greenblatt sold 8,046 Malibu Boats shares in Q3 2024, an estimated $282K.
  • Joel Greenblatt first reported a position in Malibu Boats in Q2 2014 and held it in 27 quarters.
  • Joel Greenblatt's Malibu Boats position peaked at $1.41M in Q2 2018.
  • 169 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2024.

Based on Gotham Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.