DEAN INVESTMENT ASSOCIATES, LLC MBUU — Malibu Boats Inc - A

Ownership history in DEAN INVESTMENT ASSOCIATES, LLC  ·  15 quarters on record

AI Ownership Summary

DEAN INVESTMENT ASSOCIATES, LLC reported Malibu Boats Inc - A (MBUU) in 15 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.55% in 2025 Q3. The latest visible filing shows MBUU at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MBUU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DEAN INVESTMENT ASSOCIATES, LLC's position in Malibu Boats Inc - A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MBUU was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MBUU stock page DEAN INVESTMENT ASSOCIATES, LLC fund profile DEAN INVESTMENT ASSOCIATES, LLC full holdings
How DEAN INVESTMENT ASSOCIATES, LLC held MBUU — position size vs. price
% of Fund (quarterly)    MBUU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 79.9% -8.1% ✅ 24,364 -97,120 -79.9% 0.10% $687K 2026-02-17 $31.52
2025 Q3 ADDED — — — 121,484 +61,427 +102.3% 0.55% $3.9M 2025-11-14 $25.42
2025 Q2 ADDED — — — 60,057 +22,817 +61.3% 0.28% $1.9M 2025-08-12 $35.40
2025 Q1 REDUCED 49.7% +2.1% ❌ 37,240 -36,855 -49.7% 0.17% $1.1M 2025-05-13 $32.49
2024 Q4 REDUCED 8.6% -18.4% ✅ 74,095 -6,978 -8.6% 0.40% $2.8M 2025-02-13 $36.22
2024 Q3 ADDED — — — 81,073 +23,170 +40.0% 0.43% $3.1M 2024-11-15 $41.22
2024 Q2 ADDED — — — 57,903 +10,991 +23.4% 0.29% $2.0M 2024-08-13 $35.21
2024 Q1 ADDED — — — 46,912 +11,564 +32.7% 0.28% $2.0M 2024-05-14 $36.02
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MBUU

As of 2026 Q2 — sorted by position size

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.11% Unison Advisors LLC 3Y 7Y 0.02% Central Pacific Bank - Trust Division 0.01% Hennion & Walsh Asset Management, Inc. 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% GAMMA Investing LLC 0.0% Torren Management, LLC 0.0% CoreCap Advisors, LLC 3Y 0.0% FIRST HORIZON CORP 3Y 7Y 0.0%

FAQ About DEAN INVESTMENT ASSOCIATES, LLC and MBUU

These are the practical questions this page is built to answer before you even open the full history table.

How long has DEAN INVESTMENT ASSOCIATES, LLC reported owning MBUU?

DEAN INVESTMENT ASSOCIATES, LLC reported MBUU across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MBUU position in DEAN INVESTMENT ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for MBUU was 0.55% in 2025 Q3.

What is the latest reported MBUU position on this page?

The most recent filing on this page is 2025 Q4, when DEAN INVESTMENT ASSOCIATES, LLC reported 24,364 shares, equal to 0.10% of portfolio, with an estimated market value of $687K.

What does the chart on this MBUU ownership page compare?

The chart compares DEAN INVESTMENT ASSOCIATES, LLC's quarterly MBUU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DEAN INVESTMENT ASSOCIATES, LLC time their MBUU position?

Based on 13F filing dates vs. subsequent MBUU price moves, DEAN INVESTMENT ASSOCIATES, LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on MBUU relative to SPY over the holding period was -19.6%.

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