Guggenheim Capital’s MarineMax HZO Stock Holding History

Guggenheim Capital’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
2026 Q1	$204K	Sell	7,551 -21,715	-74%	-$602K	﹤0.01%	1521
2025 Q4	$709K	Buy	+29,266	New	+$722K	0.01%	1108
2025 Q1	–	Sell	-7,678	Closed	-$222K	–	1659
2024 Q4	$222K	Sell	7,678 -7,164	-48%	-$220K	﹤0.01%	1562
2024 Q3	$523K	Sell	14,842 -964	-6%	-$31.4K	﹤0.01%	1388
2024 Q2	$512K	Buy	15,806 +543	+4%	+$15.9K	﹤0.01%	1425
2024 Q1	$508K	Sell	15,263 -1,183	-7%	-$37.9K	﹤0.01%	1465
2023 Q4	$640K	Buy	16,446 +1,879	+13%	+$59.5K	﹤0.01%	1353
2023 Q3	$478K	Sell	14,567 -473	-3%	-$16.4K	﹤0.01%	1448
2023 Q2	$514K	Buy	+15,040	New	+$443K	﹤0.01%	1459
2022 Q3	–	Sell	-8,970	Closed	-$324K	–	1972
2022 Q2	$324K	Sell	8,970 -3,613	-29%	-$145K	﹤0.01%	1744
2022 Q1	$507K	Buy	12,583 +437	+4%	+$20.5K	﹤0.01%	1685
2021 Q4	$717K	Sell	12,146 -5,593	-32%	-$299K	﹤0.01%	1509
2021 Q3	$861K	Sell	17,739 -499	-3%	-$24.9K	0.01%	1494
2021 Q2	$889K	Sell	18,238 -1,451	-7%	-$75.7K	0.01%	1551
2021 Q1	$972K	Sell	19,689 -17,621	-47%	-$831K	0.01%	1412
2020 Q4	$1.31M	Buy	37,310 +20,165	+118%	+$632K	0.01%	1188
2020 Q3	$440K	Buy	+17,145	New	+$471K	﹤0.01%	1491
2020 Q1	–	Sell	-16,315	Closed	-$272K	–	1916
2019 Q4	$272K	Buy	16,315 +655	+4%	+$10.7K	﹤0.01%	1874
2019 Q3	$242K	Buy	+15,660	New	+$239K	﹤0.01%	1941
2018 Q4	–	Sell	-13,748	Closed	-$292K	–	2259
2018 Q3	$292K	Buy	13,748 +3,061	+29%	+$63.9K	﹤0.01%	2218
2018 Q2	$201K	Sell	10,687 -120,665	-92%	-$2.61M	﹤0.01%	2306
2018 Q1	$2.55M	Sell	131,352 -15,058	-10%	-$310K	0.01%	1464
2017 Q4	$2.77M	Sell	146,410 -27,052	-16%	-$521K	0.01%	1424
2017 Q3	$2.87M	Buy	173,462 +25,799	+17%	+$421K	0.01%	1415
2017 Q2	$2.88M	Sell	147,663 -19,487	-12%	-$381K	0.01%	1351
2017 Q1	$3.62M	Sell	167,150 -27,101	-14%	-$571K	0.01%	1216
2016 Q4	$3.76M	Buy	194,251 +132,122	+213%	+$2.55M	0.01%	1183
2016 Q3	$1.3M	Sell	62,129 -7,979	-11%	-$157K	﹤0.01%	1913
2016 Q2	$1.19M	Buy	70,108 +10,189	+17%	+$178K	﹤0.01%	1933
2016 Q1	$1.17M	Sell	59,919 -24,680	-29%	-$424K	﹤0.01%	1957
2015 Q4	$1.56M	Sell	84,599 -25,525	-23%	-$424K	﹤0.01%	1789
2015 Q3	$1.56M	Buy	110,124 +20,654	+23%	+$363K	﹤0.01%	1777
2015 Q2	$2.1M	Buy	89,470 +15,811	+21%	+$379K	0.01%	1723
2015 Q1	$1.95M	Sell	73,659 -16,194	-18%	-$396K	﹤0.01%	1801
2014 Q4	$1.8M	Sell	89,853 -90,016	-50%	-$1.65M	﹤0.01%	1802
2014 Q3	$3.03M	Buy	179,869 +77,687	+76%	+$1.35M	0.01%	1478
2014 Q2	$1.71M	Sell	102,182 -12,667	-11%	-$200K	﹤0.01%	1936
2014 Q1	$1.74M	Sell	114,849 -41,392	-26%	-$628K	0.01%	1886
2013 Q4	$2.51M	Buy	156,241 +39,351	+34%	+$594K	0.01%	1572
2013 Q3	$1.43M	Buy	116,890 +9,296	+9%	+$111K	0.01%	1863
2013 Q2	$1.22M	Buy	+107,594	New	+$1.3M	0.01%	1893

Other funds holding HZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Guggenheim Capital's HZO Position: Q1 2026 in Review

Guggenheim Capital reduced its MarineMax (HZO) stake by 74% in Q1 2026, selling an estimated $602K and leaving 7,551 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Guggenheim Capital first reported a position in HZO in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.76M in Q4 2016. 171 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

Guggenheim Capital held 7,551 shares of MarineMax worth $204K as of Q1 2026.
Guggenheim Capital sold 21,715 MarineMax shares in Q1 2026, an estimated $602K.
MarineMax made up ﹤0.01% of Guggenheim Capital's portfolio in Q1 2026, its #1521 holding.
Guggenheim Capital first reported a position in MarineMax in Q2 2013 and has held it in 41 quarters since.
Guggenheim Capital's MarineMax position peaked at $3.76M in Q4 2016.
171 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.