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Oberweis Asset Management’s Malibu Boats MBUU Stock Holding History

Oberweis Asset 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
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
LHC
Lodge Hill Capital New York $596M AUM 24.4% 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

Oberweis Asset Management's MBUU Position: Q1 2026 in Review

Oberweis Asset Management sold out of Malibu Boats (MBUU) in Q1 2026, closing a stake of 244,100 shares — an estimated $6.89M sold.

Oberweis Asset Management first reported a position in MBUU in Q1 2017 and held it in 27 quarters. The position peaked at $7.76M in Q3 2018. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Oberweis Asset Management reported no remaining Malibu Boats position as of Q1 2026 after selling out during the quarter.
  • Oberweis Asset Management sold 244,100 Malibu Boats shares in Q1 2026, an estimated $6.89M.
  • Oberweis Asset Management first reported a position in Malibu Boats in Q1 2017 and held it in 27 quarters.
  • Oberweis Asset Management's Malibu Boats position peaked at $7.76M in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Oberweis Asset Management's 13F filing for Q1 2026, filed 15 May 2026.