Position in HZO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$644,512
+$168,256 QoQ
Shares Held
17,600
0.0% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#79
of 184 holders
Holding Since
Dec 2024
7 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, 2026Ameliora Wealth Management Ltd. holds $667,061 across 2 Specialty Retail names. HZO ranks #1 (96.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HZO |
Marinemax Inc
This page
|
17,600 | $644,512 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
50 | $22,549 |
All Filings in HZO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,512 | 17,600 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $476,256 | 17,600 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $426,448 | 17,600 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $445,808 | 17,600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $442,464 | 17,600 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $378,400 | 17,600 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $509,520 | 17,600 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||