Soviero Asset Management’s MarineMax HZO Stock Holding History

Soviero Asset 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	$3.39M	Buy	125,160 +15,160	+14%	+$421K	1.69%	31
2025 Q4	$2.67M	Sell	110,000 -10,000	-8%	-$247K	1.28%	37
2025 Q3	$3.04M	Sell	120,000 -22,000	-15%	-$561K	1.58%	29
2025 Q2	$3.57M	Buy	+142,000	New	+$3.15M	2.16%	18

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 $1.49B AUM 30.44% 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

Soviero Asset Management's HZO Position: Q1 2026 in Review

Soviero Asset Management increased its MarineMax (HZO) stake by 14% in Q1 2026, buying an estimated $421K and bringing the position to 125,160 shares worth $3.39M. The position accounts for 1.69% of the portfolio, ranked #31.

Soviero Asset Management first reported a position in HZO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.57M in Q2 2025. 172 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

Soviero Asset Management held 125,160 shares of MarineMax worth $3.39M as of Q1 2026.
Soviero Asset Management bought 15,160 MarineMax shares in Q1 2026, an estimated $421K.
MarineMax made up 1.69% of Soviero Asset Management's portfolio in Q1 2026, its #31 holding.
Soviero Asset Management first reported a position in MarineMax in Q2 2025 and has held it in 4 quarters since.
Soviero Asset Management's MarineMax position peaked at $3.57M in Q2 2025.
172 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Soviero Asset Management's 13F filing for Q1 2026, filed 15 May 2026.