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Koss-Olinger Consulting’s Malibu Boats MBUU Stock Holding History

Koss-Olinger Consulting’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
2025
Q1 		– Sell
-36,196
Closed -$1.36M – 324
2024
Q4 		$1.36M Sell
36,196
-10,866
-23% -$450K 0.12% 83
2024
Q3 		$1.83M Sell
47,062
-2,847
-6% -$103K 0.16% 81
2024
Q2 		$1.75M Buy
+49,909
New +$1.82M 0.16% 78
2024
Q1 		– Sell
-29,680
Closed -$1.63M – 201
2023
Q4 		$1.63M Buy
+29,680
New +$1.42M 0.16% 68
2022
Q4 		– Sell
-11,221
Closed -$538K – 255
2022
Q3 		$538K Sell
11,221
-3,037
-21% -$179K 0.09% 96
2022
Q2 		$752K Buy
14,258
+2,246
+19% +$122K 0.14% 64
2022
Q1 		$697K Buy
12,012
+4,772
+66% +$308K 0.11% 85
2021
Q4 		$498K Buy
7,240
+1,870
+35% +$131K 0.08% 108
2021
Q3 		$376K Buy
+5,370
New +$403K 0.06% 149

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Koss-Olinger Consulting's MBUU Position: Q1 2025 in Review

Koss-Olinger Consulting sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 36,196 shares — an estimated $1.36M sold.

Koss-Olinger Consulting first reported a position in MBUU in Q3 2021 and held it in 9 quarters. The position peaked at $1.83M in Q3 2024. 138 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

  • Koss-Olinger Consulting reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 36,196 Malibu Boats shares in Q1 2025, an estimated $1.36M.
  • Koss-Olinger Consulting first reported a position in Malibu Boats in Q3 2021 and held it in 9 quarters.
  • Koss-Olinger Consulting's Malibu Boats position peaked at $1.83M in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on Koss-Olinger Consulting's 13F filing for Q1 2025, filed 12 May 2025.