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Lindbrook Capital’s Malibu Boats MBUU Stock Holding History

Lindbrook Capital’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
-52
Closed -$1.96K – 2884
2024
Q4 		$1.96K Hold
52
– – ﹤0.01% 2309
2024
Q3 		$2.02K Sell
52
-77
-60% -$2.77K ﹤0.01% 2341
2024
Q2 		$4.52K Buy
+129
New +$4.72K ﹤0.01% 2043
2023
Q4 		– Sell
-28
Closed -$1.37K – 2766
2023
Q3 		$1.37K Sell
28
-5
-15% -$269 ﹤0.01% 2257
2023
Q2 		$1.94K Buy
33
+5
+18% +$281 ﹤0.01% 2159
2023
Q1 		$1.58K Hold
28
– – ﹤0.01% 2338
2022
Q4 		$1.49K Buy
28
+17
+155% +$912 ﹤0.01% 2355
2022
Q3 		$1K Buy
+11
New +$649 ﹤0.01% 2398

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 $6.73T AUM 46.02% 1-Year Est. Return
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
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

Lindbrook Capital's MBUU Position: Q1 2025 in Review

Lindbrook Capital sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 52 shares — an estimated $1.96K sold.

Lindbrook Capital first reported a position in MBUU in Q3 2022 and held it in 8 quarters. The position peaked at $4.52K in Q2 2024. 138 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

  • Lindbrook Capital reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 52 Malibu Boats shares in Q1 2025, an estimated $1.96K.
  • Lindbrook Capital first reported a position in Malibu Boats in Q3 2022 and held it in 8 quarters.
  • Lindbrook Capital's Malibu Boats position peaked at $4.52K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.