Position in HZO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,097,025
+$306,413 QoQ
Shares Held
29,957
+2.5% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#70
of 184 holders
Holding Since
Mar 2023
9 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 Jun 30, 2026SWS Partners holds $4,076,331 across 2 Specialty Retail names. HZO ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RH |
Rh
|
18,086 | $2,979,306 | |
| 2 | HZO |
Marinemax Inc
This page
|
29,957 | $1,097,025 |
All Filings in HZO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,025 | 29,957 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $790,612 | 29,217 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $687,938 | 28,392 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $581,804 | 22,969 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $557,454 | 22,174 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $456,724 | 21,243 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $594,980 | 20,552 | Shares | Sole | 2025-02-06 | |
| 2024-03-31 | $470,629 | 14,150 | Shares | Sole | 2024-04-30 | |
| 2023-03-31 | $221,403 | 7,701 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||