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 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

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

LKIM

Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

SWS Partners's HZO Position: Q2 2026 in Review

SWS Partners increased its MarineMax (HZO) stake by 2.5% in Q2 2026, buying an estimated $23.8K and bringing the position to 29,957 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #83.

SWS Partners first reported a position in HZO in Q1 2023 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

SWS Partners held 29,957 shares of MarineMax worth $1.1M as of Q2 2026.
SWS Partners bought 740 MarineMax shares in Q2 2026, an estimated $23.8K.
MarineMax made up 0.24% of SWS Partners's portfolio in Q2 2026, its #83 holding.
SWS Partners first reported a position in MarineMax in Q1 2023 and has held it in 9 quarters since.
38 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.