Villanova Investment Management’s Malibu Boats MBUU Stock Holding History

Villanova 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
2026 Q1	$1.07M	Sell	41,214 -15,332	-27%	-$457K	1.09%	49
2025 Q4	$1.6M	Buy	56,546 +233	+0.4%	+$6.76K	1.12%	49
2025 Q3	$1.83M	Buy	56,313 +15,177	+37%	+$519K	1.27%	40
2025 Q2	$1.29M	Buy	41,136 +25,734	+167%	+$774K	1.34%	38
2025 Q1	$1.37M	Sell	15,402 -29,227	-65%	-$1.01M	1.36%	38
2024 Q4	$1.68M	Buy	44,629 +4,321	+11%	+$179K	1.49%	29
2024 Q3	$1.56M	Buy	40,308 +46	+0.1%	+$1.66K	1.67%	30
2024 Q2	$1.41M	Buy	+40,262	New	+$1.47M	1.5%	32

Other funds holding MBUU

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

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

TLM

Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

LHC

Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return

Villanova Investment Management's MBUU Position: Q1 2026 in Review

Villanova Investment Management reduced its Malibu Boats (MBUU) stake by 27% in Q1 2026, selling an estimated $457K and leaving 41,214 shares worth $1.07M. The position accounts for 1.09% of the portfolio, ranked #49.

Villanova Investment Management first reported a position in MBUU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.83M in Q3 2025. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

Villanova Investment Management held 41,214 shares of Malibu Boats worth $1.07M as of Q1 2026.
Villanova Investment Management sold 15,332 Malibu Boats shares in Q1 2026, an estimated $457K.
Malibu Boats made up 1.09% of Villanova Investment Management's portfolio in Q1 2026, its #49 holding.
Villanova Investment Management first reported a position in Malibu Boats in Q2 2024 and has held it in 8 quarters since.
Villanova Investment Management's Malibu Boats position peaked at $1.83M in Q3 2025.
135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Villanova Investment Management's 13F filing for Q1 2026, filed 8 May 2026.