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SignatureFD’s Malibu Boats MBUU Stock Holding History

SignatureFD’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
Q1 		– Sell
-38
Closed -$1.43K – 3392
2024
Q4 		$1.43K Hold
38
– – ﹤0.01% 2962
2024
Q3 		$1.48K Buy
38
+19
+100% +$684 ﹤0.01% 2911
2024
Q2 		$666 Sell
19
-10
-34% -$366 ﹤0.01% 2956
2024
Q1 		$1.25K Buy
+29
New +$1.33K ﹤0.01% 2914
2023
Q4 		– Sell
-4
Closed -$196 – 3209
2023
Q3 		$196 Buy
+4
New +$215 ﹤0.01% 3098
2023
Q2 		– Sell
-10
Closed -$565 – 3314
2023
Q1 		$565 Hold
10
– – ﹤0.01% 3082
2022
Q4 		$533 Hold
10
– – ﹤0.01% 3098
2022
Q3 		$0 Sell
10
-34
-77% -$2K ﹤0.01% 3249
2022
Q2 		$2K Sell
44
-17
-28% -$923 ﹤0.01% 2768
2022
Q1 		$4K Buy
61
+30
+97% +$1.93K ﹤0.01% 2598
2021
Q4 		$2K Buy
31
+4
+15% +$281 ﹤0.01% 2753
2021
Q3 		$2K Buy
27
+16
+145% +$1.2K ﹤0.01% 2672
2021
Q2 		$1K Buy
+11
New +$876 ﹤0.01% 2767
2019
Q3 		– Sell
-87
Closed -$3K – 2157
2019
Q2 		$3K Buy
+87
New +$3.46K ﹤0.01% 1690

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

SignatureFD's MBUU Position: Q1 2025 in Review

SignatureFD sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 38 shares — an estimated $1.43K sold.

SignatureFD first reported a position in MBUU in Q2 2019 and held it in 14 quarters. The position peaked at $4K in Q1 2022. 138 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

  • SignatureFD reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
  • SignatureFD sold 38 Malibu Boats shares in Q1 2025, an estimated $1.43K.
  • SignatureFD first reported a position in Malibu Boats in Q2 2019 and held it in 14 quarters.
  • SignatureFD's Malibu Boats position peaked at $4K in Q1 2022.
  • 138 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on SignatureFD's 13F filing for Q1 2025, filed 2 May 2025.