Yousif Capital Management’s MarineMax HZO Stock Holding History

Yousif Capital 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 Q1	–	Sell	-7,659	Closed	-$222K	–	1910
2024 Q4	$222K	Sell	7,659 -71	-0.9%	-$2.18K	﹤0.01%	1790
2024 Q3	$273K	Sell	7,730 -450	-6%	-$14.7K	﹤0.01%	1764
2024 Q2	$265K	Sell	8,180 -910	-10%	-$26.7K	﹤0.01%	1736
2024 Q1	$302K	Sell	9,090 -810	-8%	-$26K	﹤0.01%	1735
2023 Q4	$385K	Sell	9,900 -60	-0.6%	-$1.9K	﹤0.01%	1648
2023 Q3	$327K	Sell	9,960 -1,680	-14%	-$58.4K	﹤0.01%	1672
2023 Q2	$398K	Sell	11,640 -684	-6%	-$20.1K	﹤0.01%	1595
2023 Q1	$354K	Sell	12,324 -1,255	-9%	-$39.5K	﹤0.01%	1637
2022 Q4	$424K	Sell	13,579 -5,996	-31%	-$188K	0.01%	1570
2022 Q3	$583K	Sell	19,575 -479	-2%	-$17.9K	0.01%	1450
2022 Q2	$724K	Sell	20,054 -2,390	-11%	-$96K	0.01%	1389
2022 Q1	$904K	Sell	22,444 -290	-1%	-$13.6K	0.01%	1389
2021 Q4	$1.34M	Buy	+22,734	New	+$1.22M	0.01%	1229

Other funds holding HZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

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

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

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return