Schroder Investment Management Group
MBUU icon

Schroder Investment Management Group’s Malibu Boats MBUU Stock Holding History

Schroder Investment Management Group’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 		– Sell
-216,766
Closed -$5.64M – 1217
2026
Q1 		$5.64M Sell
216,766
-47,237
-18% -$1.41M ﹤0.01% 762
2025
Q4 		$7.54M Sell
264,003
-7,401
-3% -$215K 0.01% 683
2025
Q3 		$8.79M Buy
271,404
+52,244
+24% +$1.79M 0.01% 687
2025
Q2 		$7.06M Sell
219,160
-38,596
-15% -$1.16M 0.01% 698
2025
Q1 		$7.62M Buy
257,756
+71,141
+38% +$2.45M 0.01% 682
2024
Q4 		$6.89M Buy
+186,615
New +$7.73M 0.01% 717
2023
Q3 		– Sell
-70,319
Closed -$4.12M – 1226
2023
Q2 		$4.12M Sell
70,319
-10,342
-13% -$581K 0.01% 821
2023
Q1 		$4.55M Buy
80,661
+14,526
+22% +$850K 0.01% 803
2022
Q4 		$3.52M Sell
66,135
-34,322
-34% -$1.84M 0.01% 842
2022
Q3 		$4.82M Sell
100,457
-2,343
-2% -$138K 0.01% 776
2022
Q2 		$5.54M Buy
102,800
+1,979
+2% +$107K 0.01% 773
2022
Q1 		$6.1M Buy
100,821
+26,381
+35% +$1.7M 0.01% 789
2021
Q4 		$5.12M Sell
74,440
-38,893
-34% -$2.73M 0.01% 755
2021
Q3 		$7.93M Sell
113,333
-26,928
-19% -$2.02M 0.01% 680
2021
Q2 		$10.3M Sell
140,261
-3,794
-3% -$302K 0.01% 669
2021
Q1 		$11.5M Buy
144,055
+67,287
+88% +$5.19M 0.01% 628
2020
Q4 		$4.79M Buy
76,768
+22,834
+42% +$1.32M 0.01% 811
2020
Q3 		$2.89M Buy
53,934
+53,157
+6,841% +$2.89M ﹤0.01% 833
2020
Q2 		$40K Sell
777
-58,685
-99% -$2.34M ﹤0.01% 1195
2020
Q1 		$1.21M Sell
59,462
-53,138
-47% -$2.11M ﹤0.01% 882
2019
Q4 		$4.61M Buy
112,600
+64,400
+134% +$2.33M 0.01% 767
2019
Q3 		$1.45M Buy
+48,200
New +$1.49M ﹤0.01% 932

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
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

Schroder Investment Management Group's MBUU Position: Q2 2026 in Review

Schroder Investment Management Group sold out of Malibu Boats (MBUU) in Q2 2026, closing a stake of 216,766 shares — an estimated $5.64M sold.

Schroder Investment Management Group first reported a position in MBUU in Q3 2019 and held it in 22 quarters. The position peaked at $11.5M in Q1 2021. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Schroder Investment Management Group reported no remaining Malibu Boats position as of Q2 2026 after selling out during the quarter.
  • Schroder Investment Management Group sold 216,766 Malibu Boats shares in Q2 2026, an estimated $5.64M.
  • Schroder Investment Management Group first reported a position in Malibu Boats in Q3 2019 and held it in 22 quarters.
  • Schroder Investment Management Group's Malibu Boats position peaked at $11.5M in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.