Marshall Wace
MBUU icon

Marshall Wace’s Malibu Boats MBUU Stock Holding History

Marshall Wace’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
Q4 		– Sell
-19,003
Closed -$617K – 3256
2025
Q3 		$617K Buy
+19,003
New +$649K ﹤0.01% 2152
2023
Q3 		– Sell
-13,862
Closed -$813K – 2489
2023
Q2 		$813K Buy
+13,862
New +$778K ﹤0.01% 1807
2022
Q4 		– Sell
-13,966
Closed -$670K – 3215
2022
Q3 		$670K Sell
13,966
-19,765
-59% -$1.17M ﹤0.01% 2602
2022
Q2 		$1.78M Buy
33,731
+29,817
+762% +$1.62M ﹤0.01% 2079
2022
Q1 		$227K Sell
3,914
-5,325
-58% -$343K ﹤0.01% 3057
2021
Q4 		$635K Sell
9,239
-47,915
-84% -$3.36M ﹤0.01% 2680
2021
Q3 		$4M Buy
+57,154
New +$4.29M 0.02% 1076
2021
Q1 		– Sell
-20,996
Closed -$1.31M – 2705
2020
Q4 		$1.31M Sell
20,996
-69,065
-77% -$3.99M 0.01% 1104
2020
Q3 		$4.46M Sell
90,061
-194,480
-68% -$10.6M 0.03% 552
2020
Q2 		$14.8M Buy
284,541
+249,155
+704% +$9.95M 0.1% 206
2020
Q1 		$1.02M Sell
35,386
-71,484
-67% -$2.84M 0.01% 799
2019
Q4 		$4.38M Buy
106,870
+6,204
+6% +$224K 0.03% 573
2019
Q3 		$3.09M Buy
+100,666
New +$3.1M 0.02% 633
2019
Q2 		– Sell
-87,574
Closed -$3.47M – 1630
2019
Q1 		$3.47M Sell
87,574
-175,482
-67% -$7.26M 0.03% 577
2018
Q4 		$9.15M Sell
263,056
-174,329
-40% -$7.66M 0.09% 269
2018
Q3 		$23.9M Buy
+437,385
New +$19.4M 0.2% 136

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
TLM
Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Marshall Wace's MBUU Position: Q4 2025 in Review

Marshall Wace sold out of Malibu Boats (MBUU) in Q4 2025, closing a stake of 19,003 shares — an estimated $617K sold.

Marshall Wace first reported a position in MBUU in Q3 2018 and held it in 16 quarters. The position peaked at $23.9M in Q3 2018. 143 funds tracked by Wall St. Rank hold MBUU as of Q4 2025.

  • Marshall Wace reported no remaining Malibu Boats position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 19,003 Malibu Boats shares in Q4 2025, an estimated $617K.
  • Marshall Wace first reported a position in Malibu Boats in Q3 2018 and held it in 16 quarters.
  • Marshall Wace's Malibu Boats position peaked at $23.9M in Q3 2018.
  • 143 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.