Position in HZO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,289,756
New position
Shares Held
35,220
first reported quarter
Ownership
0.159%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#65
of 183 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026SIERRA SUMMIT ADVISORS LLC holds $2,088,922 across 2 Specialty Retail names. HZO ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HZO |
Marinemax Inc
This page
|
35,220 | $1,289,756 | |
| 2 | FIVE |
Five Below, Inc
|
4,445 | $799,166 |
All Filings in HZO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,756 | 35,220 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||