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Rothschild Investment LLC’s Malibu Boats MBUU Stock Holding History

Rothschild Investment LLC’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 		$1.26K Sell
46
-25
-35% -$665 ﹤0.01% 2965
2026
Q1 		$1.84K Sell
71
-42
-37% -$1.25K ﹤0.01% 2598
2025
Q4 		$3.19K Buy
113
+54
+92% +$1.57K ﹤0.01% 2129
2025
Q3 		$1.92K Buy
59
+4
+7% +$137 ﹤0.01% 2256
2025
Q2 		$1.72K Buy
55
+5
+10% +$150 ﹤0.01% 2166
2025
Q1 		$1.53K Sell
50
-25
-33% -$862 ﹤0.01% 2068
2024
Q4 		$2.82K Buy
75
+35
+88% +$1.45K ﹤0.01% 1602
2024
Q3 		$1.55K Buy
40
+25
+167% +$900 ﹤0.01% 1865
2024
Q2 		$526 Buy
15
+10
+200% +$366 ﹤0.01% 1980
2024
Q1 		$216 Buy
+5
New +$229 ﹤0.01% 1717

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIM
Villanova Investment Management Wayne, Pennsylvania $105M AUM 9.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.55B AUM 31.3% 1-Year Est. Return

Rothschild Investment LLC's MBUU Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Malibu Boats (MBUU) stake by 35% in Q2 2026, selling an estimated $665 and leaving 46 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

Rothschild Investment LLC first reported a position in MBUU in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.19K in Q4 2025. 39 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Rothschild Investment LLC held 46 shares of Malibu Boats worth $1.26K as of Q2 2026.
  • Rothschild Investment LLC sold 25 Malibu Boats shares in Q2 2026, an estimated $665.
  • Malibu Boats made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2965 holding.
  • Rothschild Investment LLC first reported a position in Malibu Boats in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Malibu Boats position peaked at $3.19K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.