SWS Partners’s MarineMax HZO Stock Holding History

SWS Partners’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 Q3	$1.57M	Hold	29,957	–	–	0.34%	78
2026 Q2	$1.1M	Buy	29,957 +740	+3%	+$23.8K	0.24%	83
2026 Q1	$791K	Buy	29,217 +825	+3%	+$22.9K	0.2%	93
2025 Q4	$688K	Buy	28,392 +5,423	+24%	+$134K	0.17%	100
2025 Q3	$582K	Buy	22,969 +795	+4%	+$20.3K	0.14%	105
2025 Q2	$557K	Buy	22,174 +931	+4%	+$20.6K	0.15%	104
2025 Q1	$457K	Buy	21,243 +691	+3%	+$18.4K	0.15%	97
2024 Q4	$595K	Buy	+20,552	New	+$631K	0.18%	102
2024 Q2	–	Sell	-14,150	Closed	-$471K	–	313
2024 Q1	$471K	Buy	+14,150	New	+$453K	0.14%	100
2023 Q2	–	Sell	-7,701	Closed	-$221K	–	116
2023 Q1	$221K	Buy	+7,701	New	+$242K	0.08%	114

Other funds holding HZO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return

Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

SWS Partners's HZO Position: Q3 2026 in Review

SWS Partners held its MarineMax (HZO) position steady in Q3 2026 at 29,957 shares worth $1.57M. The position accounts for 0.34% of the portfolio, ranked #78.

SWS Partners first reported a position in HZO in Q1 2023 and has held it in 10 quarters since. 81 funds tracked by Wall St. Rank hold HZO as of Q3 2026.

SWS Partners held 29,957 shares of MarineMax worth $1.57M as of Q3 2026.
SWS Partners left its MarineMax share count unchanged in Q3 2026.
MarineMax made up 0.34% of SWS Partners's portfolio in Q3 2026, its #78 holding.
SWS Partners first reported a position in MarineMax in Q1 2023 and has held it in 10 quarters since.
81 funds tracked by Wall St. Rank held MarineMax as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.