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Malibu Boats
MBUU

Overview Fund Activity

146 hedge funds and large institutions have $637M invested in Malibu Boats in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
49
Reduced
43
Closed
16
Calls
$2.21M
Puts
$673K
Net Calls
+$1.53M
Net Calls Change
+$1.24M

Top Buyers

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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$39.5M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.1M
3
Raymond James Financial
Raymond James Financial
Florida
$2.89M
4
BlackRock
BlackRock
New York
$47.5M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pzena Investment Management
1
Pzena Investment Management
New York
$52.4M +$4.27M +136,138 +9%
Capital World Investors
2
Capital World Investors
California
$50.9M – – –
BlackRock
3
BlackRock
New York
$47.5M -$2.07M -65,978 -4%
CB
4
Cooke & Bieler
Pennsylvania
$43.1M +$248K +7,910 +0.6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$39.5M -$10.7M -341,092 -21%
Vanguard Group
6
Vanguard Group
Pennsylvania
$37.7M -$380K -12,126 -1%
Macquarie Group
7
Macquarie Group
Australia
$33.9M -$651K -20,769 -2%
TLM
8
Twin Lions Management
Connecticut
$33.9M +$12.7M +405,838 +60%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$30.8M -$1.49M -47,647 -5%
LHC
10
Lodge Hill Capital
New York
$24.6M +$4.15M +132,340 +20%
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.1M -$4.24M -135,228 -16%
American Century Companies
12
American Century Companies
Missouri
$17.6M -$607K -19,353 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.4M -$613K -19,567 -4%
State Street
14
State Street
Massachusetts
$14.2M -$35.9K -1,144 -0.3%
FWIA
15
Fort Washington Investment Advisors
Ohio
$12.3M +$13.4K +426 +0.1%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$11.8M +$32.8K +1,047 +0.3%
Bank of America
17
Bank of America
North Carolina
$11.3M +$2.71M +86,526 +31%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$11.1M +$515K +16,422 +5%
Fidelity International
19
Fidelity International
Bermuda
$9.07M – – –
Charles Schwab
20
Charles Schwab
California
$8.77M +$1.89M +60,172 +27%
OAM
21
Oberweis Asset Management
Illinois
$7.47M +$1.48M +47,300 +25%
Ameriprise
22
Ameriprise
Minnesota
$7.09M +$443K +14,148 +7%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$7.06M -$1.24M -38,596 -15%
Morgan Stanley
24
Morgan Stanley
New York
$6.74M +$20.2K +646 +0.3%
Northern Trust
25
Northern Trust
Illinois
$5.62M -$248K -7,922 -4%
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