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SG Capital Management’s Malibu Boats MBUU Stock Holding History

SG 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 		– Sell
-20,000
Closed -$564K – 103
2025
Q4 		$564K Buy
+20,000
New +$580K 0.05% 63

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
TLM
Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
LHC
Lodge Hill Capital New York $596M AUM 24.4% 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

SG Capital Management's MBUU Position: Q1 2026 in Review

SG Capital Management sold out of Malibu Boats (MBUU) in Q1 2026, closing a stake of 20,000 shares — an estimated $564K sold.

SG Capital Management first reported a position in MBUU in Q4 2025 and held it in 1 quarter. The position peaked at $564K in Q4 2025. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • SG Capital Management reported no remaining Malibu Boats position as of Q1 2026 after selling out during the quarter.
  • SG Capital Management sold 20,000 Malibu Boats shares in Q1 2026, an estimated $564K.
  • SG Capital Management first reported a position in Malibu Boats in Q4 2025 and held it in 1 quarter.
  • SG Capital Management's Malibu Boats position peaked at $564K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on SG Capital Management's 13F filing for Q1 2026, filed 8 May 2026.