Unison Advisors’s Malibu Boats MBUU Stock Holding History

Unison 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
2026 Q2	$240K	Hold	8,744	–	–	0.02%	172
2026 Q1	$227K	Hold	8,744	–	–	0.02%	175
2025 Q4	$247K	Hold	8,744	–	–	0.02%	176
2025 Q3	$284K	Hold	8,744	–	–	0.03%	172
2025 Q2	$274K	Hold	8,744	–	–	0.03%	171
2025 Q1	$268K	Hold	8,744	–	–	0.03%	172
2024 Q4	$329K	Hold	8,744	–	–	0.04%	171
2024 Q3	$339K	Hold	8,744	–	–	0.04%	169
2024 Q2	$306K	Hold	8,744	–	–	0.04%	166
2024 Q1	$378K	Hold	8,744	–	–	0.04%	161
2023 Q4	$479K	Hold	8,744	–	–	0.05%	148
2023 Q3	$429K	Hold	8,744	–	–	0.05%	150
2023 Q2	$513K	Buy	+8,744	New	+$491K	0.06%	133

Other funds holding MBUU

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

LHC

Lodge Hill Capital New York $596M AUM 24.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Unison Advisors's MBUU Position: Q2 2026 in Review

Unison Advisors held its Malibu Boats (MBUU) position steady in Q2 2026 at 8,744 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #172.

Unison Advisors first reported a position in MBUU in Q2 2023 and has held it in 13 quarters since. The position peaked at $513K in Q2 2023. 142 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

Unison Advisors held 8,744 shares of Malibu Boats worth $240K as of Q2 2026.
Unison Advisors left its Malibu Boats share count unchanged in Q2 2026.
Malibu Boats made up 0.02% of Unison Advisors's portfolio in Q2 2026, its #172 holding.
Unison Advisors first reported a position in Malibu Boats in Q2 2023 and has held it in 13 quarters since.
Unison Advisors's Malibu Boats position peaked at $513K in Q2 2023.
142 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.