MIM
MBUU icon

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
Q2 		$9.86M Buy
359,568
+144,374
+67% +$3.84M 3.13% 8
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 $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meros Investment Management's MBUU Position: Q2 2026 in Review

Meros Investment Management increased its Malibu Boats (MBUU) stake by 67% in Q2 2026, buying an estimated $3.84M and bringing the position to 359,568 shares worth $9.86M. The position accounts for 3.13% of the portfolio, ranked #8.

Meros Investment Management first reported a position in MBUU in Q3 2024 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Meros Investment Management held 359,568 shares of Malibu Boats worth $9.86M as of Q2 2026.
  • Meros Investment Management bought 144,374 Malibu Boats shares in Q2 2026, an estimated $3.84M.
  • Malibu Boats made up 3.13% of Meros Investment Management's portfolio in Q2 2026, its #8 holding.
  • Meros Investment Management first reported a position in Malibu Boats in Q3 2024 and has held it in 8 quarters since.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Meros Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.