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SummerHaven Investment Management’s MarineMax HZO Stock Holding History

SummerHaven 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 		$967K Hold
26,393
– – 0.52% 86
2026
Q1 		$714K Sell
26,393
-4,226
-14% -$117K 0.44% 121
2025
Q4 		$742K Hold
30,619
– – 0.42% 151
2025
Q3 		$776K Buy
30,619
+4,496
+17% +$115K 0.45% 143
2025
Q2 		$657K Buy
26,123
+755
+3% +$16.7K 0.43% 120
2025
Q1 		$545K Buy
25,368
+474
+2% +$12.7K 0.38% 153
2024
Q4 		$721K Hold
24,894
– – 0.44% 131
2024
Q3 		$878K Buy
24,894
+4,744
+24% +$155K 0.54% 71
2024
Q2 		$652K Buy
20,150
+567
+3% +$16.6K 0.43% 132
2024
Q1 		$651K Buy
19,583
+283
+1% +$9.07K 0.41% 149
2023
Q4 		$751K Buy
19,300
+295
+2% +$9.34K 0.48% 116
2023
Q3 		$624K Buy
19,005
+2,990
+19% +$104K 0.46% 140
2023
Q2 		$547K Sell
16,015
-4,448
-22% -$131K 0.35% 150
2023
Q1 		$588K Buy
20,463
+582
+3% +$18.3K 0.34% 172
2022
Q4 		$621K Buy
19,881
+325
+2% +$10.2K 0.37% 172
2022
Q3 		$583K Buy
19,556
+1,516
+8% +$56.8K 0.4% 181
2022
Q2 		$652K Hold
18,040
– – 0.44% 126
2022
Q1 		$726K Buy
18,040
+760
+4% +$35.7K 0.41% 146
2021
Q4 		$1.02M Hold
17,280
– – 0.55% 57
2021
Q3 		$838K Buy
+17,280
New +$862K 0.49% 105

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SummerHaven Investment Management's HZO Position: Q2 2026 in Review

SummerHaven Investment Management held its MarineMax (HZO) position steady in Q2 2026 at 26,393 shares worth $967K. The position accounts for 0.52% of the portfolio, ranked #86.

SummerHaven Investment Management first reported a position in HZO in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q4 2021. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • SummerHaven Investment Management held 26,393 shares of MarineMax worth $967K as of Q2 2026.
  • SummerHaven Investment Management left its MarineMax share count unchanged in Q2 2026.
  • MarineMax made up 0.52% of SummerHaven Investment Management's portfolio in Q2 2026, its #86 holding.
  • SummerHaven Investment Management first reported a position in MarineMax in Q3 2021 and has held it in 20 quarters since.
  • SummerHaven Investment Management's MarineMax position peaked at $1.02M in Q4 2021.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.