OBERWEIS ASSET MANAGEMENT INC/ MBUU Malibu Boats, Inc.

Ownership history in OBERWEIS ASSET MANAGEMENT INC/  ·  27 quarters on record

AI Ownership Summary

OBERWEIS ASSET MANAGEMENT INC/ reported Malibu Boats, Inc. (MBUU) in 27 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q2. The latest visible filing shows MBUU at 0.25% 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 OBERWEIS ASSET MANAGEMENT INC/'s position in Malibu Boats, Inc., 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 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 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.

How OBERWEIS ASSET MANAGEMENT INC/ 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 244,100 +5,900 +2.5% 0.25% $6.9M 2026-02-14 (Est.) $31.52
2025 Q3 UNCHANGED 238,200 0% 0.30% $7.7M 2025-11-17 $24.21
2025 Q2 ADDED 238,200 +47,300 +24.8% 0.32% $7.5M 2025-08-14 $36.48
2025 Q1 ADDED 190,900 +24,000 +14.4% 0.29% $5.9M 2025-05-15 $32.24
2024 Q4 ADDED 166,900 +155,360 +1346.3% 0.30% $6.3M 2025-02-14 $37.37
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OBERWEIS ASSET MANAGEMENT INC/ and MBUU

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

How long has OBERWEIS ASSET MANAGEMENT INC/ reported owning MBUU?

OBERWEIS ASSET MANAGEMENT INC/ reported MBUU across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MBUU position in OBERWEIS ASSET MANAGEMENT INC/'s portfolio?

The largest reported portfolio weight for MBUU was 0.32% in 2025 Q2.

What is the latest reported MBUU position on this page?

The most recent filing on this page is 2025 Q4, when OBERWEIS ASSET MANAGEMENT INC/ reported 244,100 shares, equal to 0.25% of portfolio, with an estimated market value of $6.9M.

What does the chart on this MBUU ownership page compare?

The chart compares OBERWEIS ASSET MANAGEMENT INC/'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 OBERWEIS ASSET MANAGEMENT INC/ time their MBUU position?

Based on 13F filing dates vs. subsequent MBUU price moves, OBERWEIS ASSET MANAGEMENT INC/ correctly timed 15 out of 25 reported position changes (60%). The annualised alpha on MBUU relative to SPY over the holding period was -34.8%.

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