Position in HZO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,110,231
+$3,500,398 QoQ
Shares Held
221,470
+30.0% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
5.14%
of 13F equity value
Holder Rank
#20
of 184 holders
Holding Since
Dec 2025
3 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, 2026Simcoe Capital LLC holds $15,912,674 across 2 Specialty Retail names. HZO ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HZO |
Marinemax Inc
This page
|
221,470 | $8,110,231 | |
| 2 | ARHS |
Arhaus, Inc.
|
926,656 | $7,802,443 |
All Filings in HZO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,110,231 | 221,470 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,609,833 | 170,356 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,316,723 | 136,885 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||