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Legato Capital Management’s Malibu Boats MBUU Stock Holding History

Legato 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
2026
Q1 		– Sell
-8,760
Closed -$247K – 828
2025
Q4 		$247K Sell
8,760
-54,011
-86% -$1.57M 0.02% 695
2025
Q3 		$2.04M Buy
62,771
+32,492
+107% +$1.11M 0.22% 131
2025
Q2 		$949K Buy
30,279
+13,593
+81% +$409K 0.11% 290
2025
Q1 		$512K Sell
16,686
-14,716
-47% -$507K 0.07% 420
2024
Q4 		$1.18M Sell
31,402
-369
-1% -$15.3K 0.15% 244
2024
Q3 		$1.23M Buy
31,771
+10,405
+49% +$375K 0.15% 239
2024
Q2 		$749K Buy
21,366
+5,291
+33% +$193K 0.1% 333
2024
Q1 		$696K Buy
16,075
+4,110
+34% +$188K 0.08% 359
2023
Q4 		$656K Buy
11,965
+7,303
+157% +$350K 0.09% 357
2023
Q3 		$229K Buy
+4,662
New +$250K 0.03% 507

Other funds holding MBUU

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CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TLM
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return