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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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Legato Capital Management's MBUU Position: Q1 2026 in Review

Legato Capital Management sold out of Malibu Boats (MBUU) in Q1 2026, closing a stake of 8,760 shares — an estimated $247K sold.

Legato Capital Management first reported a position in MBUU in Q3 2023 and held it in 10 quarters. The position peaked at $2.04M in Q3 2025. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Legato Capital Management reported no remaining Malibu Boats position as of Q1 2026 after selling out during the quarter.
  • Legato Capital Management sold 8,760 Malibu Boats shares in Q1 2026, an estimated $247K.
  • Legato Capital Management first reported a position in Malibu Boats in Q3 2023 and held it in 10 quarters.
  • Legato Capital Management's Malibu Boats position peaked at $2.04M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.