New York State Common Retirement Fund
MBUU icon

New York State Common Retirement Fund’s Malibu Boats MBUU Stock Holding History

New York State Common Retirement Fund’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 		$167K Hold
6,072
– – ﹤0.01% 2443
2026
Q1 		$157K Hold
6,072
– – ﹤0.01% 2329
2025
Q4 		$171K Hold
6,072
– – ﹤0.01% 2357
2025
Q3 		$197K Hold
6,072
– – ﹤0.01% 2304
2025
Q2 		$190K Hold
6,072
– – ﹤0.01% 2281
2025
Q1 		$186K Hold
6,072
– – ﹤0.01% 2261
2024
Q4 		$228K Sell
6,072
-2,600
-30% -$108K ﹤0.01% 2245
2024
Q3 		$337K Hold
8,672
– – ﹤0.01% 2092
2024
Q2 		$304K Sell
8,672
-4,394
-34% -$161K ﹤0.01% 2248
2024
Q1 		$565K Sell
13,066
-5,609
-30% -$257K ﹤0.01% 2028
2023
Q4 		$1.02M Buy
18,675
+55
+0.3% +$2.64K ﹤0.01% 1787
2023
Q3 		$913K Sell
18,620
-40
-0.2% -$2.15K ﹤0.01% 1790
2023
Q2 		$1.09M Sell
18,660
-2,314
-11% -$130K ﹤0.01% 1734
2023
Q1 		$1.18M Sell
20,974
-4,002
-16% -$234K ﹤0.01% 1791
2022
Q4 		$1.33M Sell
24,976
-17
-0.1% -$912 ﹤0.01% 1834
2022
Q3 		$1.2M Buy
24,993
+50
+0.2% +$2.95K ﹤0.01% 1883
2022
Q2 		$1.31M Sell
24,943
-44
-0.2% -$2.39K ﹤0.01% 1871
2022
Q1 		$1.45M Buy
24,987
+16
+0.1% +$1.03K ﹤0.01% 1918
2021
Q4 		$1.72M Buy
24,971
+36
+0.1% +$2.53K ﹤0.01% 1853
2021
Q3 		$1.75M Sell
24,935
-3,644
-13% -$274K ﹤0.01% 1831
2021
Q2 		$2.1M Buy
28,579
+179
+0.6% +$14.2K ﹤0.01% 1835
2021
Q1 		$2.26M Sell
28,400
-1,700
-6% -$131K ﹤0.01% 1711
2020
Q4 		$1.88M Buy
30,100
+9,700
+48% +$560K ﹤0.01% 1717
2020
Q3 		$1.01M Buy
20,400
+1,700
+9% +$92.4K ﹤0.01% 1895
2020
Q2 		$971K Hold
18,700
– – ﹤0.01% 1887
2020
Q1 		$538K Hold
18,700
– – ﹤0.01% 1996
2019
Q4 		$766K Sell
18,700
-16,623
-47% -$601K ﹤0.01% 2084
2019
Q3 		$1.08M Buy
35,323
+2,276
+7% +$70.2K ﹤0.01% 1953
2019
Q2 		$1.28M Buy
33,047
+12,947
+64% +$514K ﹤0.01% 1885
2019
Q1 		$796K Hold
20,100
– – ﹤0.01% 2080
2018
Q4 		$699K Sell
20,100
-3,700
-16% -$163K ﹤0.01% 2111
2018
Q3 		$1.3M Sell
23,800
-6,160
-21% -$274K ﹤0.01% 1933
2018
Q2 		$1.26M Sell
29,960
-558
-2% -$22.3K ﹤0.01% 1972
2018
Q1 		$1.01M Sell
30,518
-4,850
-14% -$158K ﹤0.01% 2014
2017
Q4 		$1.05M Buy
35,368
+15,168
+75% +$463K ﹤0.01% 1995
2017
Q3 		$639K Hold
20,200
– – ﹤0.01% 2240
2017
Q2 		$523K Sell
20,200
-1
-0% -$24 ﹤0.01% 2388
2017
Q1 		$453K Buy
20,201
+3,901
+24% +$78.9K ﹤0.01% 2426
2016
Q4 		$311K Hold
16,300
– – ﹤0.01% 2597
2016
Q3 		$243K Hold
16,300
– – ﹤0.01% 2687
2016
Q2 		$197K Hold
16,300
– – ﹤0.01% 2738
2016
Q1 		$267K Hold
16,300
– – ﹤0.01% 2545
2015
Q4 		$267K Hold
16,300
– – ﹤0.01% 2614
2015
Q3 		$228K Buy
16,300
+1,243
+8% +$22.4K ﹤0.01% 2720
2015
Q2 		$302K Buy
+15,057
New +$326K ﹤0.01% 2756

Other funds holding MBUU

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund's MBUU Position: Q2 2026 in Review

New York State Common Retirement Fund held its Malibu Boats (MBUU) position steady in Q2 2026 at 6,072 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

New York State Common Retirement Fund first reported a position in MBUU in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.26M in Q1 2021. 29 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • New York State Common Retirement Fund held 6,072 shares of Malibu Boats worth $167K as of Q2 2026.
  • New York State Common Retirement Fund left its Malibu Boats share count unchanged in Q2 2026.
  • Malibu Boats made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #2443 holding.
  • New York State Common Retirement Fund first reported a position in Malibu Boats in Q2 2015 and has held it in 45 quarters since.
  • New York State Common Retirement Fund's Malibu Boats position peaked at $2.26M in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.