Polen Capital Management
MBUU icon

Polen Capital Management’s Malibu Boats MBUU Stock Holding History

Polen 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
2022
Q2 		– Sell
-128,245
Closed -$7.44M – 90
2022
Q1 		$7.44M Sell
128,245
-7,996
-6% -$515K 0.01% 61
2021
Q4 		$9.36M Buy
136,241
+31,719
+30% +$2.23M 0.02% 62
2021
Q3 		$7.31M Buy
104,522
+8,874
+9% +$667K 0.01% 60
2021
Q2 		$7.01M Buy
95,648
+5,747
+6% +$457K 0.01% 61
2021
Q1 		$7.16M Buy
89,901
+17,576
+24% +$1.36M 0.02% 55
2020
Q4 		$4.52M Buy
72,325
+16,965
+31% +$979K 0.01% 62
2020
Q3 		$2.74M Buy
+55,360
New +$3.01M 0.01% 64

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Polen Capital Management's MBUU Position: Q2 2022 in Review

Polen Capital Management sold out of Malibu Boats (MBUU) in Q2 2022, closing a stake of 128,245 shares — an estimated $7.44M sold.

Polen Capital Management first reported a position in MBUU in Q3 2020 and held it in 7 quarters. The position peaked at $9.36M in Q4 2021. 194 funds tracked by Wall St. Rank hold MBUU as of Q2 2022.

  • Polen Capital Management reported no remaining Malibu Boats position as of Q2 2022 after selling out during the quarter.
  • Polen Capital Management sold 128,245 Malibu Boats shares in Q2 2022, an estimated $7.44M.
  • Polen Capital Management first reported a position in Malibu Boats in Q3 2020 and held it in 7 quarters.
  • Polen Capital Management's Malibu Boats position peaked at $9.36M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2022.

Based on Polen Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.