Position in HZO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,697,658
+$12,269,398 QoQ
Shares Held
455,971
+178.6% QoQ
Ownership
2.06%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#11
of 184 holders
Holding Since
Dec 2024
4 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, 2026Divisadero Street Capital Management, LP holds $66,734,683 across 6 Specialty Retail names. HZO ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EYE |
National Vision Holdings, Inc.
|
1,899,450 | $36,108,544 | |
| 2 | HZO |
Marinemax Inc
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|
455,971 | $16,697,658 | |
| 3 | BBW |
Build-A-Bear Workshop Inc
|
210,019 | $6,428,681 | |
| 4 | FLWS |
1 800 Flowers Com Inc
|
1,033,166 | $3,595,417 | |
| 5 | BOBS |
Bob's Discount Furniture, Inc.
|
144,391 | $2,284,265 | |
| 6 | ONEW |
OneWater Marine Inc.
|
143,755 | $1,620,118 |
All Filings in HZO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,697,658 | 455,971 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,428,260 | 163,646 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $16,620,380 | 656,154 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $8,502,643 | 293,701 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||