Position in HZO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,609,833
+$1,293,110 QoQ
Shares Held
170,356
+24.5% QoQ
Ownership
0.773%
of shares outstanding
% of Portfolio
4.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HZO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Simcoe Capital LLC holds $8,417,901 across 2 Specialty Retail names. HZO ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HZO |
Marinemax Inc
This page
|
170,356 | $4,609,833 | |
| 2 | ARHS |
Arhaus, Inc.
|
561,662 | $3,808,068 |
All Filings in HZO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||