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Shellback Capital’s Malibu Boats MBUU Stock Holding History

Shellback Capital’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
2025
Q3 		– Sell
-31,450
Closed -$986K – 127
2025
Q2 		$986K Hold
31,450
– – 0.07% 99
2025
Q1 		$965K Hold
31,450
– – 0.09% 84
2024
Q4 		$1.18M Hold
31,450
– – 0.08% 114
2024
Q3 		$1.22M Sell
31,450
-130,879
-81% -$4.71M 0.1% 97
2024
Q2 		$5.69M Sell
162,329
-90,000
-36% -$3.29M 0.42% 70
2024
Q1 		$10.9M Buy
252,329
+183,600
+267% +$8.42M 0.73% 52
2023
Q4 		$3.77M Buy
68,729
+31,566
+85% +$1.51M 0.33% 77
2023
Q3 		$1.82M Sell
37,163
-16,200
-30% -$870K 0.18% 79
2023
Q2 		$3.13M Sell
53,363
-145,000
-73% -$8.14M 0.28% 73
2023
Q1 		$11.2M Sell
198,363
-44,414
-18% -$2.6M 1.26% 29
2022
Q4 		$12.9M Sell
242,777
-20,000
-8% -$1.07M 2.32% 13
2022
Q3 		$12.6M Buy
262,777
+324
+0.1% +$19.1K 1.82% 17
2022
Q2 		$13.8M Sell
262,453
-25,000
-9% -$1.36M 2.4% 12
2022
Q1 		$16.7M Sell
287,453
-32,547
-10% -$2.1M 2.21% 17
2021
Q4 		$22M Hold
320,000
– – 1.27% 33
2021
Q3 		$22.4M Buy
320,000
+149,200
+87% +$11.2M 1.31% 30
2021
Q2 		$12.5M Buy
170,800
+130,800
+327% +$10.4M 0.68% 52
2021
Q1 		$3.19M Sell
40,000
-17,531
-30% -$1.35M 0.19% 103
2020
Q4 		$3.59M Sell
57,531
-2,693
-4% -$155K 0.29% 88
2020
Q3 		$2.98M Sell
60,224
-158,507
-72% -$8.61M 0.23% 80
2020
Q2 		$11.4M Sell
218,731
-33,172
-13% -$1.33M 1.18% 32
2020
Q1 		$7.25M Buy
251,903
+115,017
+84% +$4.56M 1.61% 25
2019
Q4 		$5.61M Sell
136,886
-140,000
-51% -$5.06M 0.63% 49
2019
Q3 		$8.49M Buy
276,886
+4,198
+2% +$129K 0.89% 37
2019
Q2 		$10.6M Buy
272,688
+180,977
+197% +$7.19M 1.32% 24
2019
Q1 		$3.63M Buy
91,711
+6,925
+8% +$286K 0.43% 70
2018
Q4 		$2.95M Buy
+84,786
New +$3.73M 0.53% 44
2015
Q1 		– Sell
-99,200
Closed -$1.91M – 105
2014
Q4 		$1.91M Buy
+99,200
New +$1.79M 0.22% 78

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

Shellback Capital's MBUU Position: Q3 2025 in Review

Shellback Capital sold out of Malibu Boats (MBUU) in Q3 2025, closing a stake of 31,450 shares — an estimated $986K sold.

Shellback Capital first reported a position in MBUU in Q4 2014 and held it in 28 quarters. The position peaked at $22.4M in Q3 2021. 153 funds tracked by Wall St. Rank hold MBUU as of Q3 2025.

  • Shellback Capital reported no remaining Malibu Boats position as of Q3 2025 after selling out during the quarter.
  • Shellback Capital sold 31,450 Malibu Boats shares in Q3 2025, an estimated $986K.
  • Shellback Capital first reported a position in Malibu Boats in Q4 2014 and held it in 28 quarters.
  • Shellback Capital's Malibu Boats position peaked at $22.4M in Q3 2021.
  • 153 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2025.

Based on Shellback Capital's 13F filing for Q3 2025, filed 14 Nov 2025.