Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s MarineMax HZO Stock Holding History

Hotchkis & Wiley 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
2026
Q1 		– Sell
-259,845
Closed -$6.3M – 497
2025
Q4 		$6.3M Sell
259,845
-2,700
-1% -$66.6K 0.02% 367
2025
Q3 		$6.65M Sell
262,545
-24,975
-9% -$636K 0.02% 340
2025
Q2 		$7.23M Buy
287,520
+73,700
+34% +$1.63M 0.02% 321
2025
Q1 		$4.6M Sell
213,820
-2,810
-1% -$75K 0.02% 392
2024
Q4 		$6.27M Buy
216,630
+32,900
+18% +$1.01M 0.02% 364
2024
Q3 		$6.48M Sell
183,730
-128,680
-41% -$4.2M 0.02% 337
2024
Q2 		$10.1M Buy
312,410
+35,260
+13% +$1.03M 0.04% 227
2024
Q1 		$9.22M Buy
277,150
+25,700
+10% +$824K 0.03% 260
2023
Q4 		$9.78M Sell
251,450
-4,600
-2% -$146K 0.03% 231
2023
Q3 		$8.4M Sell
256,050
-15,230
-6% -$530K 0.03% 233
2023
Q2 		$9.27M Buy
271,280
+13,490
+5% +$397K 0.03% 205
2023
Q1 		$7.41M Buy
257,790
+29,300
+13% +$921K 0.03% 251
2022
Q4 		$7.13M Sell
228,490
-29,760
-12% -$935K 0.03% 254
2022
Q3 		$7.69M Buy
258,250
+105,380
+69% +$3.95M 0.03% 194
2022
Q2 		$5.52M Buy
152,870
+19,070
+14% +$766K 0.02% 302
2022
Q1 		$5.39M Buy
133,800
+24,905
+23% +$1.17M 0.02% 334
2021
Q4 		$6.43M Sell
108,895
-3,970
-4% -$212K 0.02% 292
2021
Q3 		$5.48M Buy
112,865
+12,100
+12% +$604K 0.02% 315
2021
Q2 		$4.91M Buy
100,765
+16,220
+19% +$846K 0.02% 323
2021
Q1 		$4.17M Sell
84,545
-16,415
-16% -$774K 0.01% 355
2020
Q4 		$3.54M Buy
+100,960
New +$3.16M 0.01% 340

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management's HZO Position: Q1 2026 in Review

Hotchkis & Wiley Capital Management sold out of MarineMax (HZO) in Q1 2026, closing a stake of 259,845 shares — an estimated $6.3M sold.

Hotchkis & Wiley Capital Management first reported a position in HZO in Q4 2020 and held it in 21 quarters. The position peaked at $10.1M in Q2 2024. 172 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

  • Hotchkis & Wiley Capital Management reported no remaining MarineMax position as of Q1 2026 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 259,845 MarineMax shares in Q1 2026, an estimated $6.3M.
  • Hotchkis & Wiley Capital Management first reported a position in MarineMax in Q4 2020 and held it in 21 quarters.
  • Hotchkis & Wiley Capital Management's MarineMax position peaked at $10.1M in Q2 2024.
  • 172 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2026, filed 15 May 2026.