Position in HZO
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$9,254
-$21,106 QoQ
Shares Held
342
-72.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HZO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026BFSG, LLC holds $72,804 across 6 Specialty Retail names. HZO ranks #3 (12.7% of the industry book) .
All Filings in HZO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,254 | 342 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $30,360 | 1,253 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $89,794 | 3,545 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $115,468 | 4,593 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $90,536 | 4,211 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $122,979 | 4,248 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $149,826 | 4,248 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $115,463 | 3,567 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $124,991 | 3,758 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $133,427 | 3,430 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||