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VELA Investment Management’s Malibu Boats MBUU Stock Holding History

VELA Investment 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
2024
Q2 		– Sell
-23,070
Closed -$998K – 169
2024
Q1 		$998K Buy
23,070
+15,319
+198% +$702K 0.34% 101
2023
Q4 		$425K Buy
+7,751
New +$372K 0.16% 134
2022
Q3 		– Sell
-48,327
Closed -$2.55M – 142
2022
Q2 		$2.55M Buy
48,327
+10,599
+28% +$575K 1.46% 20
2022
Q1 		$2.19M Buy
37,728
+6,276
+20% +$404K 1.37% 22
2021
Q4 		$2.16M Buy
+31,452
New +$2.21M 1.45% 21

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

VELA Investment Management's MBUU Position: Q2 2024 in Review

VELA Investment Management sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 23,070 shares — an estimated $998K sold.

VELA Investment Management first reported a position in MBUU in Q4 2021 and held it in 5 quarters. The position peaked at $2.55M in Q2 2022. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

  • VELA Investment Management reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
  • VELA Investment Management sold 23,070 Malibu Boats shares in Q2 2024, an estimated $998K.
  • VELA Investment Management first reported a position in Malibu Boats in Q4 2021 and held it in 5 quarters.
  • VELA Investment Management's Malibu Boats position peaked at $2.55M in Q2 2022.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on VELA Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.