Broad Bay Capital Management’s MarineMax HZO Stock Holding History

Broad Bay Capital Management’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 Q4	–	Sell	-134,934	Closed	-$3.42M	–	32
2025 Q3	$3.42M	Sell	134,934 -704,153	-84%	-$17.9M	0.43%	25
2025 Q2	$21.1M	Sell	839,087 -4,669	-0.6%	-$103K	2.97%	14
2025 Q1	$18.1M	Buy	843,756 +155,750	+23%	+$4.16M	2.73%	17
2024 Q4	$19.9M	Sell	688,006 -91,360	-12%	-$2.81M	3.22%	17
2024 Q3	$27.5M	Buy	779,366 +16,766	+2%	+$547K	3.78%	12
2024 Q2	$24.7M	Buy	762,600 +60,266	+9%	+$1.77M	3.37%	11
2024 Q1	$23.4M	Sell	702,334 -1,700	-0.2%	-$54.5K	3.03%	12
2023 Q4	$27.4M	Buy	704,034 +179,034	+34%	+$5.67M	3.44%	12
2023 Q3	$17.2M	Sell	525,000 -225,000	-30%	-$7.82M	2.59%	15
2023 Q2	$25.6M	Buy	750,000 +76,200	+11%	+$2.24M	3.45%	12
2023 Q1	$19.4M	Buy	+673,800	New	+$21.2M	2.65%	14

Other funds holding HZO

BlackRock New York $5.7T 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return