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Lodge Hill Capital’s Malibu Boats MBUU Stock Holding History

Lodge Hill 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
2026
Q1 		$23.5M Hold
905,014
– – 4.53% 12
2025
Q4 		$25.5M Buy
905,014
+20,000
+2% +$580K 4.82% 10
2025
Q3 		$28.7M Buy
885,014
+100,000
+13% +$3.42M 5.13% 8
2025
Q2 		$24.6M Buy
785,014
+132,340
+20% +$3.98M 5.67% 8
2025
Q1 		$20M Buy
652,674
+122,160
+23% +$4.21M 4.74% 10
2024
Q4 		$19.9M Buy
530,514
+226,650
+75% +$9.39M 5.5% 7
2024
Q3 		$11.8M Buy
303,864
+165,000
+119% +$5.94M 3.67% 15
2024
Q2 		$4.87M Buy
+138,864
New +$5.08M 1.54% 20

Other funds holding MBUU

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return