R Squared’s Malibu Boats MBUU Stock Holding History

R Squared’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
2025 Q1	–	Sell	-390	Closed	-$14.7K	–	978
2024 Q4	$14.7K	Buy	+390	New	+$16.2K	0.01%	1020

Other funds holding MBUU

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

TLM

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

R Squared's MBUU Position: Q1 2025 in Review

R Squared sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 390 shares — an estimated $14.7K sold.

R Squared first reported a position in MBUU in Q4 2024 and held it in 1 quarter. The position peaked at $14.7K in Q4 2024. 138 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

R Squared reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
R Squared sold 390 Malibu Boats shares in Q1 2025, an estimated $14.7K.
R Squared first reported a position in Malibu Boats in Q4 2024 and held it in 1 quarter.
R Squared's Malibu Boats position peaked at $14.7K in Q4 2024.
138 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.