Simplex Trading
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Simplex Trading’s Malibu Boats MBUU Stock Holding History

Simplex Trading’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 		$9.88K Buy
381
+236
+163% +$7.04K ﹤0.01% 7375
2025
Q4 		$4.09K Sell
145
-795
-85% -$23.1K ﹤0.01% 7532
2025
Q3 		$30K Buy
940
+651
+225% +$22.3K ﹤0.01% 6978
2025
Q2 		$9K Buy
+289
New +$8.7K ﹤0.01% 7397
2024
Q2 		– Sell
-5,631
Closed -$206K – 9393
2024
Q1 		$243K Buy
+5,631
New +$258K ﹤0.01% 4637
2023
Q3 		– Sell
-200
Closed -$10.7K – 9347
2023
Q2 		$11K Buy
200
+113
+130% +$6.34K ﹤0.01% 7323
2023
Q1 		$4K Buy
+87
New +$5.09K ﹤0.01% 8188
2022
Q3 		– Sell
-4,745
Closed -$280K – 10488
2022
Q2 		$250K Buy
4,745
+4,447
+1,492% +$241K ﹤0.01% 4338
2022
Q1 		$17K Sell
298
-341
-53% -$22K ﹤0.01% 8411
2021
Q4 		$43K Sell
639
-1,298
-67% -$91.1K ﹤0.01% 7448
2021
Q3 		$143K Buy
1,937
+1,821
+1,570% +$137K ﹤0.01% 6106
2021
Q2 		$8K Sell
116
-1,225
-91% -$97.5K ﹤0.01% 9224
2021
Q1 		$106K Sell
1,341
-3,986
-75% -$307K ﹤0.01% 5668
2020
Q4 		$332K Buy
+5,327
New +$307K ﹤0.01% 3942
2020
Q2 		– Sell
-396
Closed -$15.8K – 8033
2020
Q1 		$11K Sell
396
-6,167
-94% -$245K ﹤0.01% 6416
2019
Q4 		$268K Buy
6,563
+6,030
+1,131% +$218K ﹤0.01% 3432
2019
Q3 		$16K Sell
533
-439
-45% -$13.5K ﹤0.01% 5963
2019
Q2 		$37K Buy
+972
New +$38.6K ﹤0.01% 5111
2018
Q3 		– Sell
-1,034
Closed -$45.9K – 7776
2018
Q2 		$43K Buy
+1,034
New +$41.2K ﹤0.01% 5205
2018
Q1 		– Sell
-1,500
Closed -$48.8K – 6552
2017
Q4 		$44K Buy
+1,500
New +$45.7K ﹤0.01% 2574
2017
Q2 		– Sell
-832
Closed -$19.6K – 6499
2017
Q1 		$18K Buy
+832
New +$16.8K ﹤0.01% 3353
2016
Q4 		– Sell
-49
Closed – – 6241
2016
Q3 		$0 Buy
+49
New +$670 ﹤0.01% 6179

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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Simplex Trading's MBUU Position: Q1 2026 in Review

Simplex Trading increased its Malibu Boats (MBUU) stake by 163% in Q1 2026, buying an estimated $7.04K and bringing the position to 381 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #7375.

Simplex Trading first reported a position in MBUU in Q3 2016 and has held it in 22 quarters since. The position peaked at $332K in Q4 2020. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Simplex Trading held 381 shares of Malibu Boats worth $9.88K as of Q1 2026.
  • Simplex Trading bought 236 Malibu Boats shares in Q1 2026, an estimated $7.04K.
  • Malibu Boats made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7375 holding.
  • Simplex Trading first reported a position in Malibu Boats in Q3 2016 and has held it in 22 quarters since.
  • Simplex Trading's Malibu Boats position peaked at $332K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.