Penn Capital Management’s Malibu Boats MBUU Stock Holding History

Penn Capital 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 Q2	$933K	Buy	+34,013	New	+$905K	0.06%	120
2017 Q2	–	Sell	-56,506	Closed	-$1.27M	–	275
2017 Q1	$1.27M	Sell	56,506 -308,858	-85%	-$6.25M	0.09%	196
2016 Q4	$6.97M	Sell	365,364 -69,237	-16%	-$1.17M	0.44%	93
2016 Q3	$6.48M	Sell	434,601 -1,317	-0.3%	-$18K	0.44%	94
2016 Q2	$5.27M	Sell	435,918 -127	-0%	-$1.85K	0.3%	118
2016 Q1	$7.15M	Sell	436,045 -7,675	-2%	-$112K	0.41%	95
2015 Q4	$7.26M	Sell	443,720 -2,357	-0.5%	-$35.5K	0.32%	97
2015 Q3	$6.24M	Sell	446,077 -7,231	-2%	-$130K	0.33%	130
2015 Q2	$9.11M	Buy	453,308 +130,722	+41%	+$2.83M	0.38%	105
2015 Q1	$7.53M	Buy	322,586 +135,922	+73%	+$2.82M	0.3%	133
2014 Q4	$3.6M	Sell	186,664 -9,209	-5%	-$166K	0.15%	193
2014 Q3	$3.63M	Buy	195,873 +68,167	+53%	+$1.35M	0.15%	176
2014 Q2	$2.57M	Buy	127,706 +48,269	+61%	+$994K	0.1%	207
2014 Q1	$1.76M	Buy	+79,437	New	+$1.59M	0.07%	233

Other funds holding MBUU

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

LHC

Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Penn Capital Management's MBUU Position: Q2 2026 in Review

Penn Capital Management opened a new position in Malibu Boats (MBUU) in Q2 2026: 34,013 shares worth $933K. The stake represents 0.06% of the portfolio and ranks #120 among its holdings. This is a return to the name: Penn Capital Management previously reported a position in MBUU as recently as Q1 2017.

Penn Capital Management first reported a position in MBUU in Q1 2014 and has held it in 14 quarters since. The position peaked at $9.11M in Q2 2015. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

Penn Capital Management held 34,013 shares of Malibu Boats worth $933K as of Q2 2026.
Malibu Boats was a new Penn Capital Management position in Q2 2026.
Malibu Boats made up 0.06% of Penn Capital Management's portfolio in Q2 2026, its #120 holding.
Penn Capital Management first reported a position in Malibu Boats in Q1 2014 and has held it in 14 quarters since.
Penn Capital Management's Malibu Boats position peaked at $9.11M in Q2 2015.
142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Penn Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.