Rockefeller Capital Management
MBUU icon

Rockefeller Capital Management’s Malibu Boats MBUU Stock Holding History

Rockefeller Capital 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 		$1.35K Buy
+52
New +$1.55K ﹤0.01% 4454
2025
Q4 		– Sell
-13
Closed -$422 – 4775
2025
Q3 		$422 Buy
+13
New +$444 ﹤0.01% 4291
2022
Q3 		– Sell
-98
Closed -$5K – 4179
2022
Q2 		$5K Buy
98
+47
+92% +$2.55K ﹤0.01% 3460
2022
Q1 		$2K Sell
51
-148
-74% -$9.54K ﹤0.01% 3618
2021
Q4 		$13K Buy
+199
New +$14K ﹤0.01% 2847
2020
Q3 		– Sell
-48
Closed -$2K – 2697
2020
Q2 		$2K Buy
+48
New +$1.92K ﹤0.01% 2335

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
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 $18.1B AUM 18.25% 1-Year Est. Return