State of Wyoming’s Malibu Boats MBUU Stock Holding History

State of Wyoming’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	$301K	Buy	11,619 +1,145	+11%	+$34.2K	0.04%	669
2025 Q4	$295K	Buy	10,474 +2,927	+39%	+$84.9K	0.03%	719
2025 Q3	$245K	Sell	7,547 -38	-0.5%	-$1.3K	0.03%	808
2025 Q2	$238K	Buy	+7,585	New	+$228K	0.03%	797
2024 Q2	–	Sell	-1,895	Closed	-$82K	–	1787
2024 Q1	$82K	Buy	+1,895	New	+$86.9K	0.01%	1122
2023 Q4	–	Sell	-1,221	Closed	-$59.9K	–	1721
2023 Q3	$59.9K	Sell	1,221 -789	-39%	-$42.4K	0.01%	1180
2023 Q2	$118K	Sell	2,010 -45	-2%	-$2.53K	0.03%	723
2023 Q1	$116K	Sell	2,055 -112	-5%	-$6.55K	0.04%	683
2022 Q4	$116K	Buy	2,167 +917	+73%	+$49.2K	0.04%	659
2022 Q3	$60K	Sell	1,250 -2,986	-70%	-$176K	0.03%	914
2022 Q2	$224K	Buy	4,236 +4,230	+70,500%	+$230K	0.14%	119
2022 Q1	$0	Buy	6 +2	+50%	+$129	﹤0.01%	1934
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1935
2021 Q3	$0	Sell	4 -3	-43%	-$225	﹤0.01%	1288
2021 Q2	$1K	Buy	7 +4	+133%	+$318	﹤0.01%	1136
2021 Q1	$0	Buy	+3	New	+$231	﹤0.01%	532

Other funds holding MBUU

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return