Lawson Kroeker Investment Management’s MarineMax HZO Stock Holding History

Lawson Kroeker Investment 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 Q2	$4.31M	Sell	117,752 -12,010	-9%	-$386K	1.2%	29
2026 Q1	$3.51M	Sell	129,762 -1,736	-1%	-$48.2K	1.02%	29
2025 Q4	$3.19M	Sell	131,498 -4,100	-3%	-$101K	0.95%	32
2025 Q3	$3.43M	Sell	135,598 -2,570	-2%	-$65.5K	0.63%	44
2025 Q2	$3.47M	Buy	138,168 +7,815	+6%	+$173K	0.65%	47
2025 Q1	$2.8M	Sell	130,353 -416	-0.3%	-$11.1K	0.52%	50
2024 Q4	$3.79M	Sell	130,769 -7,575	-5%	-$233K	0.71%	42
2024 Q3	$4.88M	Sell	138,344 -12,130	-8%	-$396K	0.89%	40
2024 Q2	$4.87M	Buy	150,474 +6,470	+4%	+$190K	0.94%	38
2024 Q1	$4.79M	Sell	144,004 -1,347	-0.9%	-$43.2K	0.91%	40
2023 Q4	$5.65M	Sell	145,351 -1,230	-0.8%	-$38.9K	1.16%	36
2023 Q3	$4.81M	Buy	146,581 +1,515	+1%	+$52.7K	1.06%	35
2023 Q2	$4.96M	Sell	145,066 -12,630	-8%	-$372K	1.19%	32
2023 Q1	$4.53M	Buy	157,696 +3,317	+2%	+$104K	1.02%	39
2022 Q4	$4.82M	Buy	154,379 +24,459	+19%	+$769K	1.63%	26
2022 Q3	$3.87M	Buy	129,920 +200	+0.2%	+$7.49K	1.36%	28
2022 Q2	$4.68M	Buy	+129,720	New	+$5.21M	1.58%	25

Other funds holding HZO

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

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

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return

Lawson Kroeker Investment Management's HZO Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its MarineMax (HZO) stake by 9.3% in Q2 2026, selling an estimated $386K and leaving 117,752 shares worth $4.31M. The position accounts for 1.2% of the portfolio, ranked #29.

Lawson Kroeker Investment Management first reported a position in HZO in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.65M in Q4 2023. 60 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

Lawson Kroeker Investment Management held 117,752 shares of MarineMax worth $4.31M as of Q2 2026.
Lawson Kroeker Investment Management sold 12,010 MarineMax shares in Q2 2026, an estimated $386K.
MarineMax made up 1.2% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #29 holding.
Lawson Kroeker Investment Management first reported a position in MarineMax in Q2 2022 and has held it in 17 quarters since.
Lawson Kroeker Investment Management's MarineMax position peaked at $5.65M in Q4 2023.
60 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.