NIG
MBUU icon

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 $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

NFJ Investment Group's MBUU Position: Q4 2025 in Review

NFJ Investment Group sold out of Malibu Boats (MBUU) in Q4 2025, closing a stake of 59,097 shares — an estimated $1.92M sold.

NFJ Investment Group first reported a position in MBUU in Q4 2021 and held it in 16 quarters. The position peaked at $8.89M in Q3 2022. 143 funds tracked by Wall St. Rank hold MBUU as of Q4 2025.

  • NFJ Investment Group reported no remaining Malibu Boats position as of Q4 2025 after selling out during the quarter.
  • NFJ Investment Group sold 59,097 Malibu Boats shares in Q4 2025, an estimated $1.92M.
  • NFJ Investment Group first reported a position in Malibu Boats in Q4 2021 and held it in 16 quarters.
  • NFJ Investment Group's Malibu Boats position peaked at $8.89M in Q3 2022.
  • 143 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2025.

Based on NFJ Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.