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Kendall Capital Management’s Malibu Boats MBUU Stock Holding History

Kendall Capital Management’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
Q4 		– Sell
-6,288
Closed -$244K – 224
2024
Q3 		$244K Sell
6,288
-2,340
-27% -$84.3K 0.08% 196
2024
Q2 		$302K Sell
8,628
-915
-10% -$33.5K 0.1% 176
2024
Q1 		$413K Sell
9,543
-740
-7% -$33.9K 0.14% 151
2023
Q4 		$564K Buy
10,283
+3,705
+56% +$178K 0.22% 129
2023
Q3 		$322K Buy
+6,578
New +$353K 0.14% 153

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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 $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kendall Capital Management's MBUU Position: Q4 2024 in Review

Kendall Capital Management sold out of Malibu Boats (MBUU) in Q4 2024, closing a stake of 6,288 shares — an estimated $244K sold.

Kendall Capital Management first reported a position in MBUU in Q3 2023 and held it in 5 quarters. The position peaked at $564K in Q4 2023. 150 funds tracked by Wall St. Rank hold MBUU as of Q4 2024.

  • Kendall Capital Management reported no remaining Malibu Boats position as of Q4 2024 after selling out during the quarter.
  • Kendall Capital Management sold 6,288 Malibu Boats shares in Q4 2024, an estimated $244K.
  • Kendall Capital Management first reported a position in Malibu Boats in Q3 2023 and held it in 5 quarters.
  • Kendall Capital Management's Malibu Boats position peaked at $564K in Q4 2023.
  • 150 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2024.

Based on Kendall Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.