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 Q2	$49.2M	Buy	1,794,261 +96,804	+6%	+$2.58M	0.14%	91
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

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

TLM

Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return

Pzena Investment Management's MBUU Position: Q2 2026 in Review

Pzena Investment Management increased its Malibu Boats (MBUU) stake by 5.7% in Q2 2026, buying an estimated $2.58M and bringing the position to 1,794,261 shares worth $49.2M. The position accounts for 0.14% of the portfolio, ranked #91.

Pzena Investment Management first reported a position in MBUU in Q2 2024 and has held it in 9 quarters since. The position peaked at $60.4M in Q3 2024. 141 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

Pzena Investment Management held 1,794,261 shares of Malibu Boats worth $49.2M as of Q2 2026.
Pzena Investment Management bought 96,804 Malibu Boats shares in Q2 2026, an estimated $2.58M.
Malibu Boats made up 0.14% of Pzena Investment Management's portfolio in Q2 2026, its #91 holding.
Pzena Investment Management first reported a position in Malibu Boats in Q2 2024 and has held it in 9 quarters since.
Pzena Investment Management's Malibu Boats position peaked at $60.4M in Q3 2024.
141 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.