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TFC Financial Management’s Malibu Boats MBUU Stock Holding History

TFC Financial Management’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
Q4 		– Sell
-1
Closed -$33 – 1028
2025
Q3 		$33 Buy
+1
New +$34 ﹤0.01% 977

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $128M AUM 14.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TFC Financial Management's MBUU Position: Q4 2025 in Review

TFC Financial Management sold out of Malibu Boats (MBUU) in Q4 2025, closing a stake of 1 share — an estimated $33 sold.

TFC Financial Management first reported a position in MBUU in Q3 2025 and held it in 1 quarter. The position peaked at $33 in Q3 2025. 143 funds tracked by Wall St. Rank hold MBUU as of Q4 2025.

  • TFC Financial Management reported no remaining Malibu Boats position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Malibu Boats share in Q4 2025, an estimated $33.
  • TFC Financial Management first reported a position in Malibu Boats in Q3 2025 and held it in 1 quarter.
  • TFC Financial Management's Malibu Boats position peaked at $33 in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.