Position in HZO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$862,591
-$162,386 QoQ
Shares Held
31,877
-24.6% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HZO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Permanent Capital Management, LP holds $1,039,069 across 2 Specialty Retail names. HZO ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HZO |
Marinemax Inc
This page
|
31,877 | $862,591 | |
| 2 | DKS |
Dick's Sporting Goods, Inc.
|
890 | $176,478 |
All Filings in HZO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $862,591 | 31,877 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,024,977 | 42,302 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,071,509 | 42,302 | Shares | Sole | 2025-10-17 | |
| 2024-06-30 | $1,465,260 | 45,266 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||