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Ziegler Capital Management’s Malibu Boats MBUU Stock Holding History

Ziegler Capital 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
Q1 		$7.19M Buy
166,022
+112,108
+208% +$5.14M 0.27% 122
2023
Q4 		$2.96M Buy
+53,914
New +$2.59M 0.13% 181

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ziegler Capital Management's MBUU Position: Q1 2024 in Review

Ziegler Capital Management increased its Malibu Boats (MBUU) stake by 208% in Q1 2024, buying an estimated $5.14M and bringing the position to 166,022 shares worth $7.19M. The position accounts for 0.27% of the portfolio, ranked #122.

Ziegler Capital Management first reported a position in MBUU in Q4 2023 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Ziegler Capital Management held 166,022 shares of Malibu Boats worth $7.19M as of Q1 2024.
  • Ziegler Capital Management bought 112,108 Malibu Boats shares in Q1 2024, an estimated $5.14M.
  • Malibu Boats made up 0.27% of Ziegler Capital Management's portfolio in Q1 2024, its #122 holding.
  • Ziegler Capital Management first reported a position in Malibu Boats in Q4 2023 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.