River Global Investors’s Malibu Boats MBUU Stock Holding History

River Global Investors’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
2023 Q3	–	Sell	-3,070	Closed	-$180K	–	208
2023 Q2	$180K	Hold	3,070	–	–	0.04%	197
2023 Q1	$173K	Hold	3,070	–	–	0.04%	189
2022 Q4	$164K	Buy	+3,070	New	+$165K	0.04%	185

Other funds holding MBUU

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

River Global Investors's MBUU Position: Q3 2023 in Review

River Global Investors sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 3,070 shares — an estimated $180K sold.

River Global Investors first reported a position in MBUU in Q4 2022 and held it in 3 quarters. The position peaked at $180K in Q2 2023. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

River Global Investors reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
River Global Investors sold 3,070 Malibu Boats shares in Q3 2023, an estimated $180K.
River Global Investors first reported a position in Malibu Boats in Q4 2022 and held it in 3 quarters.
River Global Investors's Malibu Boats position peaked at $180K in Q2 2023.
180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on River Global Investors's 13F filing for Q3 2023, filed 13 Nov 2023.