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Algert Global’s MarineMax HZO Stock Holding History

Algert Global’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-105,535
Closed -$2.65M – 1224
2025
Q2 		$2.65M Buy
105,535
+34,845
+49% +$772K 0.06% 547
2025
Q1 		$1.52M Sell
70,690
-76,020
-52% -$2.03M 0.04% 684
2024
Q4 		$4.25M Buy
146,710
+6,381
+5% +$196K 0.1% 338
2024
Q3 		$4.95M Buy
+140,329
New +$4.58M 0.13% 261
2024
Q1 		– Sell
-14,100
Closed -$548K – 1160
2023
Q4 		$548K Buy
+14,100
New +$446K 0.02% 795
2023
Q1 		– Sell
-39,324
Closed -$1.23M – 1211
2022
Q4 		$1.23M Buy
+39,324
New +$1.24M 0.07% 491
2022
Q2 		– Sell
-15,755
Closed -$634K – 1292
2022
Q1 		$634K Sell
15,755
-2,701
-15% -$127K 0.04% 725
2021
Q4 		$1.09M Buy
18,456
+5,350
+41% +$286K 0.14% 249
2021
Q3 		$636K Buy
+13,106
New +$654K 0.08% 437
2021
Q1 		– Sell
-18,882
Closed -$661K – 474
2020
Q4 		$661K Sell
18,882
-23,970
-56% -$751K 0.19% 176
2020
Q3 		$1.1M Sell
42,852
-1,720
-4% -$47.3K 0.35% 106
2020
Q2 		$998K Buy
44,572
+20,300
+84% +$334K 0.34% 103
2020
Q1 		$253K Buy
+24,272
New +$395K 0.11% 272
2019
Q4 		– Sell
-22,750
Closed -$352K – 409
2019
Q3 		$352K Buy
+22,750
New +$348K 0.13% 193
2019
Q1 		– Sell
-64,329
Closed -$1.18M – 347
2018
Q4 		$1.18M Buy
64,329
+18,162
+39% +$379K 0.33% 104
2018
Q3 		$981K Buy
46,167
+7,419
+19% +$155K 0.21% 181
2018
Q2 		$734K Buy
+38,748
New +$838K 0.15% 219
2017
Q3 		– Sell
-56,767
Closed -$1.11M – 322
2017
Q2 		$1.11M Buy
56,767
+2,010
+4% +$39.3K 0.31% 144
2017
Q1 		$1.19M Buy
+54,757
New +$1.15M 0.32% 137
2016
Q4 		– Sell
-34,439
Closed -$721K – 369
2016
Q3 		$721K Buy
+34,439
New +$677K 0.21% 186

Other funds holding HZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Algert Global's HZO Position: Q3 2025 in Review

Algert Global sold out of MarineMax (HZO) in Q3 2025, closing a stake of 105,535 shares — an estimated $2.65M sold.

Algert Global first reported a position in HZO in Q3 2016 and held it in 20 quarters. The position peaked at $4.95M in Q3 2024. 170 funds tracked by Wall St. Rank hold HZO as of Q3 2025.

  • Algert Global reported no remaining MarineMax position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 105,535 MarineMax shares in Q3 2025, an estimated $2.65M.
  • Algert Global first reported a position in MarineMax in Q3 2016 and held it in 20 quarters.
  • Algert Global's MarineMax position peaked at $4.95M in Q3 2024.
  • 170 funds tracked by Wall St. Rank held MarineMax as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.