LSV Asset Management
MBUU icon

LSV Asset Management’s Malibu Boats MBUU Stock Holding History

LSV Asset 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
2025
Q3 		– Sell
-18,700
Closed -$586K – 911
2025
Q2 		$586K Sell
18,700
-24,500
-57% -$737K ﹤0.01% 659
2025
Q1 		$1.32M Hold
43,200
– – ﹤0.01% 599
2024
Q4 		$1.62M Hold
43,200
– – ﹤0.01% 570
2024
Q3 		$1.68M Sell
43,200
-36,900
-46% -$1.33M ﹤0.01% 593
2024
Q2 		$2.81M Hold
80,100
– – 0.01% 576
2024
Q1 		$3.47M Sell
80,100
-7,900
-9% -$362K 0.01% 555
2023
Q4 		$4.82M Sell
88,000
-3,439
-4% -$165K 0.01% 527
2023
Q3 		$4.48M Sell
91,439
-2,000
-2% -$107K 0.01% 537
2023
Q2 		$5.48M Sell
93,439
-10,061
-10% -$565K 0.01% 512
2023
Q1 		$5.84M Hold
103,500
– – 0.01% 497
2022
Q4 		$5.52M Hold
103,500
– – 0.01% 498
2022
Q3 		$4.97M Buy
103,500
+1,400
+1% +$82.6K 0.01% 507
2022
Q2 		$5.38M Hold
102,100
– – 0.01% 498
2022
Q1 		$5.92M Sell
102,100
-1,300
-1% -$83.8K 0.01% 500
2021
Q4 		$7.11M Hold
103,400
– – 0.01% 497
2021
Q3 		$7.24M Sell
103,400
-32,300
-24% -$2.43M 0.01% 492
2021
Q2 		$9.95M Sell
135,700
-18,000
-12% -$1.43M 0.02% 461
2021
Q1 		$12.2M Sell
153,700
-19,300
-11% -$1.49M 0.02% 445
2020
Q4 		$10.8M Sell
173,000
-6,600
-4% -$381K 0.02% 452
2020
Q3 		$8.9M Sell
179,600
-21,284
-11% -$1.16M 0.02% 444
2020
Q2 		$10.4M Buy
200,884
+188,184
+1,482% +$7.52M 0.02% 432
2020
Q1 		$365K Buy
+12,700
New +$504K ﹤0.01% 820
2018
Q1 		– Sell
-21,100
Closed -$627K – 983
2017
Q4 		$627K Hold
21,100
– – ﹤0.01% 832
2017
Q3 		$667K Hold
21,100
– – ﹤0.01% 841
2017
Q2 		$545K Buy
21,100
+10,500
+99% +$248K ﹤0.01% 852
2017
Q1 		$237K Buy
+10,600
New +$214K ﹤0.01% 937

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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

LSV Asset Management's MBUU Position: Q3 2025 in Review

LSV Asset Management sold out of Malibu Boats (MBUU) in Q3 2025, closing a stake of 18,700 shares — an estimated $586K sold.

LSV Asset Management first reported a position in MBUU in Q1 2017 and held it in 26 quarters. The position peaked at $12.2M in Q1 2021. 153 funds tracked by Wall St. Rank hold MBUU as of Q3 2025.

  • LSV Asset Management reported no remaining Malibu Boats position as of Q3 2025 after selling out during the quarter.
  • LSV Asset Management sold 18,700 Malibu Boats shares in Q3 2025, an estimated $586K.
  • LSV Asset Management first reported a position in Malibu Boats in Q1 2017 and held it in 26 quarters.
  • LSV Asset Management's Malibu Boats position peaked at $12.2M in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2025.

Based on LSV Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.