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Versor Investments’s Malibu Boats MBUU Stock Holding History

Versor Investments’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
Q1 		– Sell
-10,000
Closed -$376K – 862
2024
Q4 		$376K Buy
10,000
+4,400
+79% +$182K 0.06% 489
2024
Q3 		$217K Buy
+5,600
New +$202K 0.03% 691
2023
Q4 		– Sell
-5,061
Closed -$248K – 799
2023
Q3 		$248K Buy
+5,061
New +$272K 0.05% 540
2023
Q2 		– Sell
-4,131
Closed -$233K – 747
2023
Q1 		$233K Sell
4,131
-25
-0.6% -$1.46K 0.03% 586
2022
Q4 		$222K Sell
4,156
-2,483
-37% -$133K 0.02% 610
2022
Q3 		$319K Sell
6,639
-977
-13% -$57.6K 0.02% 581
2022
Q2 		$401K Buy
+7,616
New +$413K 0.02% 554

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Versor Investments's MBUU Position: Q1 2025 in Review

Versor Investments sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 10,000 shares — an estimated $376K sold.

Versor Investments first reported a position in MBUU in Q2 2022 and held it in 7 quarters. The position peaked at $401K in Q2 2022. 138 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

  • Versor Investments reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
  • Versor Investments sold 10,000 Malibu Boats shares in Q1 2025, an estimated $376K.
  • Versor Investments first reported a position in Malibu Boats in Q2 2022 and held it in 7 quarters.
  • Versor Investments's Malibu Boats position peaked at $401K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on Versor Investments's 13F filing for Q1 2025, filed 13 May 2025.