Swiss National Bank

Swiss National Bank’s Malibu Boats MBUU Stock Holding History

Swiss National Bank’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	$972K	Hold	37,500	–	–	﹤0.01%	2167
2025 Q4	$1.06M	Hold	37,500	–	–	﹤0.01%	2157
2025 Q3	$1.22M	Hold	37,500	–	–	﹤0.01%	2081
2025 Q2	$1.18M	Sell	37,500 -700	-2%	-$21.1K	﹤0.01%	2071
2025 Q1	$1.17M	Sell	38,200 -1,100	-3%	-$37.9K	﹤0.01%	2061
2024 Q4	$1.48M	Sell	39,300 -700	-2%	-$29K	﹤0.01%	2026
2024 Q3	$1.55M	Sell	40,000 -500	-1%	-$18K	﹤0.01%	1998
2024 Q2	$1.42M	Hold	40,500	–	–	﹤0.01%	1989
2024 Q1	$1.75M	Hold	40,500	–	–	﹤0.01%	1914
2023 Q4	$2.22M	Sell	40,500 -4,900	-11%	-$235K	﹤0.01%	1774
2023 Q3	$2.23M	Buy	45,400 +800	+2%	+$43K	﹤0.01%	1768
2023 Q2	$2.62M	Buy	44,600 +700	+2%	+$39.3K	﹤0.01%	1715
2023 Q1	$2.48M	Sell	43,900 -5,600	-11%	-$327K	﹤0.01%	1705
2022 Q4	$2.64M	Buy	49,500 +900	+2%	+$48.3K	﹤0.01%	1720
2022 Q3	$2.33M	Sell	48,600 -700	-1%	-$41.3K	﹤0.01%	1762
2022 Q2	$2.6M	Hold	49,300	–	–	﹤0.01%	1733
2022 Q1	$2.86M	Buy	49,300 +3,500	+8%	+$226K	﹤0.01%	1817
2021 Q4	$3.15M	Hold	45,800	–	–	﹤0.01%	1763
2021 Q3	$3.21M	Hold	45,800	–	–	﹤0.01%	1746
2021 Q2	$3.36M	Sell	45,800 -1,600	-3%	-$127K	﹤0.01%	1765
2021 Q1	$3.78M	Buy	47,400 +900	+2%	+$69.4K	﹤0.01%	1631
2020 Q4	$2.9M	Hold	46,500	–	–	﹤0.01%	1690
2020 Q3	$2.31M	Buy	46,500 +600	+1%	+$32.6K	﹤0.01%	1650
2020 Q2	$2.38M	Buy	45,900 +6,000	+15%	+$240K	﹤0.01%	1610
2020 Q1	$1.15M	Hold	39,900	–	–	﹤0.01%	1744
2019 Q4	$1.63M	Buy	39,900 +1,200	+3%	+$43.4K	﹤0.01%	1846
2019 Q3	$1.19M	Hold	38,700	–	–	﹤0.01%	1970
2019 Q2	$1.5M	Buy	+38,700	New	+$1.54M	﹤0.01%	1874

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