Pzena Investment Management’s Malibu Boats MBUU Stock Holding History

Pzena Investment 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	$44M	Sell	1,697,457 -24,500	-1%	-$731K	0.14%	90
2025 Q4	$48.6M	Buy	1,721,957 +41,713	+2%	+$1.21M	0.15%	82
2025 Q3	$54.5M	Buy	1,680,244 +9,267	+0.6%	+$317K	0.18%	75
2025 Q2	$52.4M	Buy	1,670,977 +136,138	+9%	+$4.1M	0.17%	76
2025 Q1	$47.1M	Buy	1,534,839 +11,486	+0.8%	+$396K	0.16%	73
2024 Q4	$57.3M	Sell	1,523,353 -31,978	-2%	-$1.33M	0.19%	69
2024 Q3	$60.4M	Buy	1,555,331 +77,015	+5%	+$2.77M	0.19%	68
2024 Q2	$51.8M	Buy	+1,478,316	New	+$54.1M	0.18%	75

Other funds holding MBUU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TLM

Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

LHC

Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FWIA

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pzena Investment Management's MBUU Position: Q1 2026 in Review

Pzena Investment Management reduced its Malibu Boats (MBUU) stake by 1.4% in Q1 2026, selling an estimated $731K and leaving 1,697,457 shares worth $44M. The position accounts for 0.14% of the portfolio, ranked #90.

Pzena Investment Management first reported a position in MBUU in Q2 2024 and has held it in 8 quarters since. The position peaked at $60.4M in Q3 2024. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

Pzena Investment Management held 1,697,457 shares of Malibu Boats worth $44M as of Q1 2026.
Pzena Investment Management sold 24,500 Malibu Boats shares in Q1 2026, an estimated $731K.
Malibu Boats made up 0.14% of Pzena Investment Management's portfolio in Q1 2026, its #90 holding.
Pzena Investment Management first reported a position in Malibu Boats in Q2 2024 and has held it in 8 quarters since.
Pzena Investment Management's Malibu Boats position peaked at $60.4M in Q3 2024.
135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Pzena Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.