NFJ Investment Group’s Malibu Boats MBUU Stock Holding History

NFJ Investment Group’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	-59,097	Closed	-$1.92M	–	273
2025 Q3	$1.92M	Hold	59,097	–	–	0.07%	186
2025 Q2	$1.85M	Sell	59,097 -296	-0.5%	-$8.9K	0.06%	210
2025 Q1	$1.82M	Hold	59,393	–	–	0.06%	204
2024 Q4	$2.23M	Sell	59,393 -732	-1%	-$30.3K	0.07%	199
2024 Q3	$2.33M	Sell	60,125 -2,778	-4%	-$100K	0.07%	200
2024 Q2	$2.2M	Sell	62,903 -3,980	-6%	-$146K	0.07%	198
2024 Q1	$2.89M	Sell	66,883 -53	-0.1%	-$2.43K	0.08%	179
2023 Q4	$3.67M	Sell	66,936 -5,094	-7%	-$244K	0.1%	158
2023 Q3	$3.53M	Buy	72,030 +686	+1%	+$36.8K	0.1%	156
2023 Q2	$4.19M	Sell	71,344 -64	-0.1%	-$3.59K	0.11%	142
2023 Q1	$4.03M	Sell	71,408 -1,620	-2%	-$94.7K	0.11%	165
2022 Q4	$3.89M	Sell	73,028 -27,932	-28%	-$1.5M	0.1%	176
2022 Q3	$8.89M	Buy	100,960 +4,059	+4%	+$239K	0.23%	153
2022 Q2	$5.11M	Buy	96,901 +13,660	+16%	+$742K	0.12%	168
2022 Q1	$4.83M	Buy	83,241 +3,471	+4%	+$224K	0.1%	211
2021 Q4	$5.48M	Buy	+79,770	New	+$5.6M	0.1%	210

Other funds holding MBUU

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return