Richard Pzena
Pzena Investment Management
Richard Pzena Malibu Boats Inc stake
total: 584
Pzena Investment Management MBUU trades
- Total transactions:
- 9
- New positions:
- 1
- Added:
- 6
- Reduced:
- 2
- Held since:
- 2024 Q2
- Held for:
- 9 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Richard Pzena holds 1,794,261 Malibu Boats Inc (MBUU) shares with a market value of roughly $49.22M accounting for 0.14% of the overall portfolio. To date, the estimated cost basis is nearly $34.33 for "buy" trades and estimated average "sell" price is $32.53. Pzena Investment Management first purchased MBUU in 2024 Q2, initially acquiring about 1.48M shares. Since the initial investment in Malibu Boats Inc (MBUU), Pzena Investment Management has made 8 more transactions.
When did Richard Pzena buy Malibu Boats Inc (MBUU)?
Richard Pzena first invested in Malibu Boats Inc (MBUU) in 2024 Q2 at the reported quarter-end price of $35.04 per share.
What's the cost basis of Pzena Investment Management's MBUU stake?
The estimated cost basis for Malibu Boats Inc (MBUU) stake is around $34.33 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $34.33
- Weighted AVG sell price:
- $32.53
Richard Pzena's historical trades in Malibu Boats Inc
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.14%
|
1,794,261
|
$27.43
|
$49,216,579
|
+5.70% (+96,804)
|
+0.01%
|
|
2026 Q1
|
0.14%
|
1,697,457
|
$25.92
|
$43,998,085
|
-1.42% (-24,500)
|
-0%
|
|
2025 Q4
|
0.15%
|
1,721,957
|
$28.21
|
$48,576,407
|
+2.48% (+41,713)
|
+0%
|
|
2025 Q3
|
0.18%
|
1,680,244
|
$32.45
|
$54,523,918
|
+0.55% (+9,267)
|
+0%
|
|
2025 Q2
|
0.17%
|
1,670,977
|
$31.34
|
$52,368,419
|
+8.87% (+136,138)
|
+0.01%
|
|
2025 Q1
|
0.16%
|
1,534,839
|
$30.68
|
$47,088,861
|
+0.75% (+11,486)
|
+0%
|
|
2024 Q4
|
0.19%
|
1,523,353
|
$37.59
|
$57,262,839
|
-2.06% (-31,978)
|
-0%
|
|
2024 Q3
|
0.19%
|
1,555,331
|
$38.81
|
$60,362,396
|
+5.21% (+77,015)
|
+0.01%
|
|
2024 Q2
|
0.18%
|
1,478,316
|
$35.04
|
$51,800,193
|
new
|
+0.18%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.