Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Malibu Boats, Inc. (MBUU)
← All MBUU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 0.01 $48.31–61.38 · VW $54.28i SEC
2022   Q1 128,245 0.01 Reduce 5.87% <0.01 $55.28–72.47 · VW $64.46i $7,439,000 SEC
2021   Q4 136,241 0.02 Add 30.35% <0.01 $61.57–78.10 · VW $70.16i $9,364,000 SEC
2021   Q3 104,522 0.01 Add 9.28% <0.01 $65.50–86.65 · VW $74.58i $7,314,000 SEC
2021   Q2 95,648 0.01 Add 6.39% <0.01 $68.51–89.27 · VW $78.23i $7,014,000 SEC
2021   Q1 89,901 0.02 Add 24.30% <0.01 $60.81–93.00 · VW $76.07i $7,163,000 SEC
2020   Q4 72,325 0.01 Add 30.64% <0.01 $48.27–68.94 · VW $56.90i $4,516,000 SEC
2020   Q3 55,360 0.01 Buy 0.01 $46.37–63.88 · VW $54.28i $2,744,000 SEC
Price snapshot:
Current price$26.77
52-week low$23.84
52-week high$39.65