Vienna Insurance Group’s Malibu Boats MBUU Stock Holding History

Vienna Insurance Group’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 Q4	–	Sell	-111,250	Closed	-$4.32M	–	88
2024 Q3	$4.32M	Hold	111,250	–	–	1.84%	16
2024 Q2	$3.9M	Hold	111,250	–	–	1.53%	19
2024 Q1	$4.81M	Hold	111,250	–	–	1.89%	16
2023 Q4	$6.1M	Hold	111,250	–	–	2.81%	10
2023 Q3	$5.45M	Hold	111,250	–	–	2.43%	10
2023 Q2	$6.53M	Hold	111,250	–	–	3.02%	9
2023 Q1	$6.28M	Hold	111,250	–	–	3.69%	10
2022 Q4	$5.93M	Buy	111,250 +26,000	+30%	+$1.39M	4.59%	5
2022 Q3	$4.09M	Hold	85,250	–	–	2.89%	17
2022 Q2	$4.49M	Buy	85,250 +27,750	+48%	+$1.51M	3.05%	12
2022 Q1	$3.34M	Buy	+57,500	New	+$3.71M	1.87%	26

Other funds holding MBUU

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vienna Insurance Group's MBUU Position: Q4 2024 in Review

Vienna Insurance Group sold out of Malibu Boats (MBUU) in Q4 2024, closing a stake of 111,250 shares — an estimated $4.32M sold.

Vienna Insurance Group first reported a position in MBUU in Q1 2022 and held it in 11 quarters. The position peaked at $6.53M in Q2 2023. 150 funds tracked by Wall St. Rank hold MBUU as of Q4 2024.

Vienna Insurance Group reported no remaining Malibu Boats position as of Q4 2024 after selling out during the quarter.
Vienna Insurance Group sold 111,250 Malibu Boats shares in Q4 2024, an estimated $4.32M.
Vienna Insurance Group first reported a position in Malibu Boats in Q1 2022 and held it in 11 quarters.
Vienna Insurance Group's Malibu Boats position peaked at $6.53M in Q2 2023.
150 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2024.

Based on Vienna Insurance Group's 13F filing for Q4 2024, filed 10 Feb 2025.