Kozak & Associates, Inc.

Position in MAR — Marriott International Inc /Md/

CIK 1764970 HIGHLANDS RANCH, CO

Position in MAR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$703,379

+$83,582 QoQ

Shares Held

1,898

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#960

of 1,737 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Kozak & Associates, Inc. holds $722,375 across 2 Lodging names. MAR ranks #1 (97.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MAR	Marriott International Inc /Md/ This page	1,898	$703,379
2	H	Hyatt Hotels Corp	98	$18,996

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,379	1,898	+0.2%	Shares	Sole	2026-07-02
2026-03-31	$619,797	1,895	+0.2%	Shares	Sole	2026-04-14
2025-12-31	$586,663	1,891	+0.2%	Shares	Sole	2026-01-12
2025-09-30	$491,710	1,888	+0.2%	Shares	Sole	2025-11-18
2025-06-30	$514,727	1,884	+0.2%	Shares	Sole	2025-07-10
2025-03-31	$447,816	1,880	+0.2%	Shares	Sole	2025-04-15
2024-12-31	$523,291	1,876	+0.2%	Shares	Sole	2025-01-06
2024-09-30	$465,627	1,873	+0.2%	Shares	Sole	2024-10-17
2024-06-30	$451,868	1,869	-25.7%	Shares	Sole	2024-07-05
2024-03-31	$635,064	2,517	+0.2%	Shares	Sole	2024-05-17
2023-12-31	$566,481	2,512	+0.2%	Shares	Sole	2024-01-17
2023-09-30	$492,972	2,508	+0.0%	Shares	Sole	2023-10-17
2023-06-30	$460,510	2,507	-3.5%	Shares	Sole	2023-07-05
2023-03-31	$431,371	2,598	+0.2%	Shares	Sole	2023-04-03
2022-12-31	$386,220	2,594	0.0%	Shares	Sole	2023-01-03
2022-09-30	$363,523	2,594	+0.2%	Shares	Sole	2022-10-12
2022-06-30	$351,993	2,588	+80.7%	Shares	Sole	2022-10-12
2022-03-31	$251,674	1,432	0.0%	Shares	Sole	2022-05-26
2021-12-31	$236,623	1,432	0.0%	Shares	Sole	2022-03-11
2021-09-30	$212,064	1,432	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.