Position in HZO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,092,980
+$1,284,585 QoQ
Shares Held
111,769
+7.7% QoQ
Ownership
0.506%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#36
of 184 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HZO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Empowered Funds, LLC holds $76,405,986 across 21 Specialty Retail names. HZO ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
193,778 | $14,703,871 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
21,677 | $9,775,889 | |
| 3 | WSM |
Williams Sonoma Inc
|
36,408 | $8,486,700 | |
| 4 | FIVE |
Five Below, Inc
|
47,014 | $8,452,645 | |
| 5 | SBH |
Sally Beauty Holdings, Inc.
|
513,695 | $7,263,646 | |
| 6 | CASY |
Caseys General Stores Inc
|
6,307 | $5,012,736 | |
| 7 | ARKO |
ARKO Corp.
|
581,717 | $4,671,186 | |
| 8 | HZO |
Marinemax Inc
This page
|
111,769 | $4,092,980 |
All Filings in HZO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,092,980 | 111,769 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $2,808,395 | 103,784 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $2,157,001 | 85,156 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,891,307 | 75,231 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $491,554 | 22,863 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $650,767 | 22,479 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $757,352 | 21,473 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $660,380 | 20,401 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $2,969,286 | 89,275 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $3,214,112 | 82,625 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,468,884 | 75,225 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $2,359,192 | 69,063 | Shares | Other | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||