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Richard Pzena’s Malibu Boats MBUU Stock Holding History

Richard Pzena’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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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

Richard Pzena's MBUU Position: Q2 2026 in Review

Richard Pzena 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.

Richard Pzena 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.

  • Richard Pzena held 1,794,261 shares of Malibu Boats worth $49.2M as of Q2 2026.
  • Richard Pzena bought 96,804 Malibu Boats shares in Q2 2026, an estimated $2.58M.
  • Malibu Boats made up 0.14% of Richard Pzena's portfolio in Q2 2026, its #91 holding.
  • Richard Pzena first reported a position in Malibu Boats in Q2 2024 and has held it in 9 quarters since.
  • Richard Pzena'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.