Levin Capital Strategies’s MarineMax HZO Stock Holding History

Levin Capital Strategies’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	$16.4M	Sell	606,469 -91,428	-13%	-$2.54M	1.25%	23
2025 Q4	$16.9M	Sell	697,897 -18,500	-3%	-$457K	1.47%	21
2025 Q3	$18.1M	Sell	716,397 -17,882	-2%	-$456K	1.66%	19
2025 Q2	$18.5M	Buy	734,279 +225,992	+44%	+$5.01M	1.81%	18
2025 Q1	$10.9M	Buy	508,287 +150,976	+42%	+$4.03M	1.16%	32
2024 Q4	$10.3M	Buy	357,311 +10,480	+3%	+$322K	0.99%	37
2024 Q3	$12.2M	Sell	346,831 -240,676	-41%	-$7.85M	1.18%	30
2024 Q2	$19M	Sell	587,507 -458,007	-44%	-$13.4M	2.01%	17
2024 Q1	$34.8M	Buy	1,045,514 +610,994	+141%	+$19.6M	3.53%	4
2023 Q4	$16.9M	Sell	434,520 -273,919	-39%	-$8.67M	1.88%	19
2023 Q3	$23.3M	Buy	708,439 +113,850	+19%	+$3.96M	2.9%	8
2023 Q2	$20.3M	Buy	594,589 +584,589	+5,846%	+$17.2M	2.35%	14
2023 Q1	$288K	Buy	+10,000	New	+$314K	0.04%	161
2015 Q3	–	Sell	-11,134	Closed	-$262K	–	382
2015 Q2	$262K	Buy	+11,134	New	+$267K	﹤0.01%	335

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM