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Twin Peaks Wealth Advisors’s Malibu Boats MBUU Stock Holding History

Twin Peaks Wealth Advisors’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
Q3 		– Sell
-2
Closed -$71 – 1312
2025
Q2 		$71 Buy
+2
New +$60 ﹤0.01% 2164

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

Twin Peaks Wealth Advisors's MBUU Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Malibu Boats (MBUU) in Q3 2025, closing a stake of 2 shares — an estimated $71 sold.

Twin Peaks Wealth Advisors first reported a position in MBUU in Q2 2025 and held it in 1 quarter. The position peaked at $71 in Q2 2025. 153 funds tracked by Wall St. Rank hold MBUU as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Malibu Boats position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2 Malibu Boats shares in Q3 2025, an estimated $71.
  • Twin Peaks Wealth Advisors first reported a position in Malibu Boats in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Malibu Boats position peaked at $71 in Q2 2025.
  • 153 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.