Oberweis Asset Management’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-244,100
| Closed | -$6.89M | – | 191 |
|
|
2025
Q4 | $6.89M | Buy |
244,100
+5,900
| +2% | +$171K | 0.25% | 137 |
|
|
2025
Q3 | $7.73M | Hold |
238,200
| – | – | 0.3% | 120 |
|
|
2025
Q2 | $7.47M | Buy |
238,200
+47,300
| +25% | +$1.42M | 0.32% | 114 |
|
|
2025
Q1 | $5.86M | Buy |
190,900
+24,000
| +14% | +$827K | 0.29% | 119 |
|
|
2024
Q4 | $6.27M | Buy |
+166,900
| New | +$6.92M | 0.3% | 123 |
|
|
2022
Q3 | – | Sell |
-11,540
| Closed | -$608K | – | 177 |
|
|
2022
Q2 | $608K | Sell |
11,540
-30,630
| -73% | -$1.66M | 0.15% | 106 |
|
|
2022
Q1 | $2.45M | Buy |
42,170
+9,670
| +30% | +$623K | 0.49% | 32 |
|
|
2021
Q4 | $2.23M | Sell |
32,500
-22,250
| -41% | -$1.56M | 0.41% | 41 |
|
|
2021
Q3 | $3.83M | Buy |
54,750
+8,120
| +17% | +$610K | 0.79% | 17 |
|
|
2021
Q2 | $3.42M | Buy |
46,630
+870
| +2% | +$69.2K | 0.75% | 20 |
|
|
2021
Q1 | $3.65M | Buy |
45,760
+26,660
| +140% | +$2.06M | 0.75% | 21 |
|
|
2020
Q4 | $1.19M | Buy |
19,100
+3,200
| +20% | +$185K | 0.31% | 46 |
|
|
2020
Q3 | $788K | Buy |
15,900
+10,500
| +194% | +$571K | 0.27% | 61 |
|
|
2020
Q2 | $281K | Sell |
5,400
-53,060
| -91% | -$2.12M | 0.11% | 107 |
|
|
2020
Q1 | $1.68M | Buy |
58,460
+4,530
| +8% | +$180K | 0.93% | 21 |
|
|
2019
Q4 | $2.21M | Sell |
53,930
-100,318
| -65% | -$3.63M | 0.74% | 21 |
|
|
2019
Q3 | $4.73M | Sell |
154,248
-19,220
| -11% | -$593K | 1.07% | 27 |
|
|
2019
Q2 | $6.74M | Sell |
173,468
-11,840
| -6% | -$470K | 1.22% | 16 |
|
|
2019
Q1 | $7.33M | Buy |
185,308
+53,590
| +41% | +$2.22M | 1.47% | 14 |
|
|
2018
Q4 | $4.58M | Sell |
131,718
-10,180
| -7% | -$447K | 1.03% | 27 |
|
|
2018
Q3 | $7.76M | Buy |
141,898
+36,798
| +35% | +$1.64M | 1.51% | 19 |
|
|
2018
Q2 | $4.41M | Buy |
105,100
+55,500
| +112% | +$2.21M | 1.11% | 34 |
|
|
2018
Q1 | $1.65M | Sell |
49,600
-13,400
| -21% | -$436K | 0.43% | 56 |
|
|
2017
Q4 | $1.87M | Buy |
63,000
+10,100
| +19% | +$308K | 0.44% | 51 |
|
|
2017
Q3 | $1.67M | Buy |
52,900
+12,000
| +29% | +$332K | 0.47% | 51 |
|
|
2017
Q2 | $1.06M | Sell |
40,900
-6,200
| -13% | -$146K | 0.29% | 75 |
|
|
2017
Q1 | $1.06M | Buy |
+47,100
| New | +$953K | 0.31% | 70 |
|
Other funds holding MBUU
CB
TLM
NAMI
LHC
VCM
FWIA