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Malibu Boats
MBUU

Overview Fund Activity

144 hedge funds and large institutions have $629M invested in Malibu Boats in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 16 closing their positions.

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
48
Reduced
42
Closed
16
Calls
$1.66M
Puts
$673K
Net Calls
+$985K
Net Calls Change
+$691K

Top Buyers

1
TLM
1
Twin Lions Management
Connecticut
$33.9M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$52.4M
3
LHC
3
Lodge Hill Capital
New York
$24.6M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
TCM
5
Tybourne Capital Management
Hong Kong
$2.09M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.5M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.89M
4
BlackRock
4
BlackRock
New York
$47.5M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Pzena Investment Management
1
Pzena Investment Management
New York
$52.4M 1,670,977 +136,138 +9%
Capital World Investors
2
Capital World Investors
California
$50.9M 1,622,920 – –
BlackRock
3
BlackRock
New York
$47.5M 1,517,010 -65,978 -4%
CB
4
Cooke & Bieler
Pennsylvania
$43.1M 1,373,913 +7,910 +0.6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$39.5M 1,260,867 -341,092 -21%
Vanguard Group
6
Vanguard Group
Pennsylvania
$37.7M 1,204,143 -12,126 -1%
Macquarie Group
7
Macquarie Group
Australia
$33.9M 1,082,326 -20,769 -2%
TLM
8
Twin Lions Management
Connecticut
$33.9M 1,080,301 +405,838 +60%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$30.8M 981,310 -47,647 -5%
LHC
10
Lodge Hill Capital
New York
$24.6M 785,014 +132,340 +20%
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.1M 705,735 -135,228 -16%
American Century Companies
12
American Century Companies
Missouri
$17.6M 561,277 -19,353 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.4M 460,158 -19,567 -4%
State Street
14
State Street
Massachusetts
$14.2M 452,369 -1,144 -0.3%
FWIA
15
Fort Washington Investment Advisors
Ohio
$12.3M 393,064 +426 +0.1%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$11.8M 376,483 +1,047 +0.3%
Bank of America
17
Bank of America
North Carolina
$11.3M 361,357 +86,526 +31%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$11.1M 352,897 +16,422 +5%
Fidelity International
19
Fidelity International
Bermuda
$9.07M 289,475 – –
Charles Schwab
20
Charles Schwab
California
$8.77M 279,941 +60,172 +27%
OAM
21
Oberweis Asset Management
Illinois
$7.47M 238,200 +47,300 +25%
Ameriprise
22
Ameriprise
Minnesota
$7.09M 226,242 +14,148 +7%
Morgan Stanley
23
Morgan Stanley
New York
$6.74M 215,063 +646 +0.3%
Northern Trust
24
Northern Trust
Illinois
$5.62M 179,432 -7,922 -4%
AI
25
Atom Investors
Texas
$4.78M 152,421 +21,919 +17%
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