Dmitry Balyasny’s MarineMax HZO Stock Holding History

Dmitry Balyasny’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
2024 Q4	–	Sell	-9,560	Closed	-$337K	–	2973
2024 Q3	$337K	Buy	+9,560	New	+$312K	﹤0.01%	2424
2024 Q1	–	Sell	-10,627	Closed	-$413K	–	2829
2023 Q4	$413K	Sell	10,627 -5,858	-36%	-$185K	﹤0.01%	2022
2023 Q3	$541K	Sell	16,485 -3,681	-18%	-$128K	﹤0.01%	1734
2023 Q2	$689K	Buy	+20,166	New	+$594K	﹤0.01%	1758
2023 Q1	–	Sell	-397	Closed	-$12.4K	–	2883
2022 Q4	$12.4K	Sell	397 -33,208	-99%	-$1.04M	﹤0.01%	2536
2022 Q3	$1M	Sell	33,605 -168,978	-83%	-$6.33M	﹤0.01%	1797
2022 Q2	$7.32M	Buy	+202,583	New	+$8.14M	0.02%	778
2022 Q1	–	Sell	-63,975	Closed	-$3.78M	–	2636
2021 Q4	$3.78M	Buy	63,975 +29,002	+83%	+$1.55M	0.01%	946
2021 Q3	$1.7M	Buy	+34,973	New	+$1.75M	0.01%	1185
2020 Q3	–	Sell	-10,286	Closed	-$230K	–	1428
2020 Q2	$230K	Buy	+10,286	New	+$169K	﹤0.01%	1030

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dmitry Balyasny's HZO Position: Q4 2024 in Review

Dmitry Balyasny sold out of MarineMax (HZO) in Q4 2024, closing a stake of 9,560 shares — an estimated $337K sold.

Dmitry Balyasny first reported a position in HZO in Q2 2020 and held it in 10 quarters. The position peaked at $7.32M in Q2 2022. 156 funds tracked by Wall St. Rank hold HZO as of Q4 2024.

Dmitry Balyasny reported no remaining MarineMax position as of Q4 2024 after selling out during the quarter.
Dmitry Balyasny sold 9,560 MarineMax shares in Q4 2024, an estimated $337K.
Dmitry Balyasny first reported a position in MarineMax in Q2 2020 and held it in 10 quarters.
Dmitry Balyasny's MarineMax position peaked at $7.32M in Q2 2022.
156 funds tracked by Wall St. Rank held MarineMax as of Q4 2024.

Based on Balyasny Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.