MTM Investment Management’s MarineMax HZO Stock Holding History

MTM 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
2025 Q4	–	Sell	-1,661	Closed	-$42.1K	–	726
2025 Q3	$42.1K	Hold	1,661	–	–	0.01%	360
2025 Q2	$41.8K	Buy	+1,661	New	+$36.8K	0.01%	354
2024 Q4	–	Sell	-6,522	Closed	-$216K	–	274
2024 Q3	$216K	Sell	6,522 -597	-8%	-$19.5K	0.08%	188
2024 Q2	$230K	Sell	7,119 -232	-3%	-$6.8K	0.09%	176
2024 Q1	$244K	Buy	7,351 +50	+0.7%	+$1.6K	0.1%	168
2023 Q4	$284K	Hold	7,301	–	–	0.13%	146
2023 Q3	$240K	Sell	7,301 -522	-7%	-$18.2K	0.12%	149
2023 Q2	$267K	Hold	7,823	–	–	0.13%	146
2023 Q1	$225K	Buy	7,823 +884	+13%	+$27.8K	0.12%	165
2022 Q4	$217K	Sell	6,939 -112	-2%	-$3.52K	0.11%	165
2022 Q3	$210K	Buy	+7,051	New	+$264K	0.12%	164
2022 Q1	–	Sell	-4,856	Closed	-$287K	–	291
2021 Q4	$287K	Sell	4,856 -400	-8%	-$21.4K	0.14%	137
2021 Q3	$255K	Hold	5,256	–	–	0.14%	137
2021 Q2	$256K	Buy	+5,256	New	+$274K	0.13%	134

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

LCS

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

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

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

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

MTM Investment Management's HZO Position: Q4 2025 in Review

MTM Investment Management sold out of MarineMax (HZO) in Q4 2025, closing a stake of 1,661 shares — an estimated $42.1K sold.

MTM Investment Management first reported a position in HZO in Q2 2021 and held it in 14 quarters. The position peaked at $287K in Q4 2021. 164 funds tracked by Wall St. Rank hold HZO as of Q4 2025.

MTM Investment Management reported no remaining MarineMax position as of Q4 2025 after selling out during the quarter.
MTM Investment Management sold 1,661 MarineMax shares in Q4 2025, an estimated $42.1K.
MTM Investment Management first reported a position in MarineMax in Q2 2021 and held it in 14 quarters.
MTM Investment Management's MarineMax position peaked at $287K in Q4 2021.
164 funds tracked by Wall St. Rank held MarineMax as of Q4 2025.

Based on MTM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.