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Meros Investment Management’s Malibu Boats MBUU Stock Holding History

Meros Investment 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 		$5.58M Buy
215,194
+57,319
+36% +$1.71M 2.42% 16
2025
Q4 		$4.45M Buy
157,875
+22,782
+17% +$661K 1.77% 28
2025
Q3 		$4.38M Sell
135,093
-255
-0.2% -$8.72K 1.87% 26
2025
Q2 		$4.24M Buy
135,348
+17,407
+15% +$524K 2.01% 25
2025
Q1 		$3.62M Buy
117,941
+12,218
+12% +$421K 2.12% 22
2024
Q4 		$3.97M Sell
105,723
-369
-0.3% -$15.3K 1.78% 28
2024
Q3 		$4.12M Buy
+106,092
New +$3.82M 1.86% 27

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
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
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Meros Investment Management's MBUU Position: Q1 2026 in Review

Meros Investment Management increased its Malibu Boats (MBUU) stake by 36% in Q1 2026, buying an estimated $1.71M and bringing the position to 215,194 shares worth $5.58M. The position accounts for 2.42% of the portfolio, ranked #16.

Meros Investment Management first reported a position in MBUU in Q3 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Meros Investment Management held 215,194 shares of Malibu Boats worth $5.58M as of Q1 2026.
  • Meros Investment Management bought 57,319 Malibu Boats shares in Q1 2026, an estimated $1.71M.
  • Malibu Boats made up 2.42% of Meros Investment Management's portfolio in Q1 2026, its #16 holding.
  • Meros Investment Management first reported a position in Malibu Boats in Q3 2024 and has held it in 7 quarters since.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

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