HZONYSERetail-Auto & Home Supply StoresFiscal year ends September 30
MARINEMAX INC
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026
$52.01−0.36 (-0.69%)
Close on Oct 19, 2026
- Market cap
- $1.20B
- P/E (TTM)
- 371.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.4%
20M of 22M shares
Institutional holders
184
35 new, 20 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,951,576 | 13.70% | 13G (passive) amendment | Jun 30, 2025 |
| Stowers Institute for Medical Research | 2,259,828 | 10.30% | 13G (passive) amendment | May 31, 2026 |
| American Century Investment Management, Inc. | 2,165,158 | 9.90% | 13G (passive) amendment | Dec 31, 2025 |
| AMALAR HOLDING s.r.o. | 1,790,680 | 8.10% | 13D (active) amendment | Aug 7, 2026 |
| Jiri Smejc | 1,343,635 | 6.10% | 13G (passive) | Sep 18, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HZO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,178,923 | 14.39% | $116.41M | +124,129 | 0.00% |
| American Century Companies Inc | 2,275,099 | 10.30% | $83.31M | +154,697 | 0.04% |
| State Street Corp | 958,459 | 4.34% | $35.10M | +24,522 | 0.00% |
| Dimensional Fund Advisors LP | 930,530 | 4.21% | $34.08M | −36,084 | 0.01% |
| Vanguard Capital Management LLC | 873,046 | 3.95% | $31.97M | +18,370 | 0.00% |
| First Eagle Investment Management, LLC | 756,904 | 3.43% | $27.72M | +420,852 | 0.02% |
| Royce & Associates LP | 566,666 | 2.57% | $20.75M | +65,510 | 0.17% |
| Geode Capital Management, LLC | 508,014 | 2.30% | $18.61M | +32,862 | 0.00% |
| Vanguard Portfolio Management LLC | 503,144 | 2.28% | $18.43M | +26,452 | 0.00% |
| Charles Schwab Investment Management Inc | 486,271 | 2.20% | $17.81M | −88,395 | 0.00% |
| Invesco Ltd. | 460,372 | 2.08% | $16.86M | −157,962 | 0.00% |
| Divisadero Street Capital Management, LP | 455,971 | 2.06% | $16.70M | +292,325 | 0.38% |
| Goldman Sachs Group Inc | 446,057 | 2.02% | $16.33M | +59,258 | 0.00% |
| Levin Capital Strategies, L.P. | 428,047 | 1.94% | $15.68M | −178,422 | 1.05% |
| Boothbay Fund Management, LLC | 372,680 | 1.69% | $13.65M | −486,813 | 0.18% |
| Portolan Capital Management, LLC | 344,358 | 1.56% | $12.61M | New | 0.47% |
| JPMorgan Chase & Co | 289,839 | 1.31% | $10.70M | +35,077 | 0.00% |
| Shay Capital LLC | 235,148 | 1.06% | $8.61M | −21,375 | 0.55% |
| Prescott Group Capital Management, L.L.C. | 222,490 | 1.01% | $8.15M | – | 0.70% |
| Simcoe Capital LLC | 221,470 | 1.00% | $8.11M | +51,114 | 4.94% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 184 | 20M | 89.4% | 35 / 63 | 54 / 20 | 2M | 2M |
| Q1 2026 | 172 | 20M | 88.8% | 32 / 56 | 56 / 20 | 4M | 3M |
| Q4 2025 | 164 | 21M | 93.5% | 16 / 58 | 62 / 19 | 2M | 2M |
| Q3 2025 | 170 | 21M | 94.0% | 24 / 49 | 62 / 12 | 3M | 2M |
| Q2 2025 | 158 | 20M | 90.9% | 24 / 51 | 61 / 17 | 3M | 3M |
| Q1 2025 | 152 | 20M | 90.4% | 22 / 58 | 49 / 24 | 2M | 1M |
| Q4 2024 | 156 | 19M | 86.3% | 22 / 54 | 52 / 32 | 2M | 1M |
| Q3 2024 | 167 | 19M | 85.1% | 34 / 50 | 57 / 13 | 6M | 2M |
| Q2 2024 | 148 | 18M | 83.0% | 23 / 54 | 51 / 35 | 2M | 3M |
| Q1 2024 | 162 | 20M | 88.7% | 23 / 55 | 55 / 28 | 3M | 2M |
| Q4 2023 | 167 | 19M | 84.8% | 27 / 43 | 66 / 23 | 2M | 2M |
| Q3 2023 | 163 | 19M | 84.9% | 15 / 46 | 70 / 18 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HZO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,168,127 | 5.29% | $42.78M | 0.04% | Jun 30, 2026 |
| Small Cap Value Fund | 960,000 | 4.35% | $35.16M | 1.16% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 631,928 | 2.86% | $23.14M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 516,994 | 2.34% | $18.93M | 0.02% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 333,601 | 1.51% | $11.50M | 0.40% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 330,530 | 1.50% | $11.38M | 0.04% | May 31, 2026 |
| Royce Small-Cap Opportunity Fund | 266,595 | 1.21% | $9.76M | 0.69% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 266,492 | 1.21% | $9.18M | 0.10% | May 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 236,521 | 1.07% | $8.66M | 0.08% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 221,298 | 1.00% | $8.10M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 219,026 | 0.99% | $7.55M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 211,820 | 0.96% | $7.30M | 0.04% | Jul 31, 2026 |
| Invesco S&P SmallCap Value with Momentum ETF | 203,066 | 0.92% | $7.00M | 1.04% | Jul 31, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 190,183 | 0.86% | $6.55M | 0.01% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 185,081 | 0.84% | $6.78M | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| W. Brett McGill | CEO & President, Director | 242,787 | 1.10% | Nov 18, 2025 |
| Manuel A. Alvare III | General Counsel | 10,339 | 0.05% | Nov 20, 2025 |
| Kyle Langbehn | EVP, President of Retail | 60,412 | 0.27% | Nov 18, 2025 |
| Michael H. McLamb | Executive VP, CFO and Sec | 138,138 | 0.63% | Nov 18, 2025 |
| Shawn Berg | EVP, Chief Digital Officer | 30,226 | 0.14% | Nov 18, 2025 |
| Anthony E. Cassella Jr. | EVP of Finance & CAO | 19,566 | 0.09% | Nov 18, 2025 |
| Charles A. Cashman | EVP & Chief Revenue Officer | 88,199 | 0.40% | Oct 2, 2025 |
| George E. Borst | Director | 45,335 | 0.21% | May 15, 2026 |
| Adam M. Johnson | Director | 29,217 | 0.13% | Jan 2, 2026 |
| Daniel Schiappa | Director | 253 | 0.00% | Nov 18, 2025 |
| Odilon Almeida | Director | – | – | Nov 18, 2025 |
| Bonnie Biumi | Director | 6,633 | 0.03% | Nov 18, 2025 |
| Rebecca White | Director | 30,465 | 0.14% | Nov 18, 2025 |
| Mercedes Romero | Director | 19,988 | 0.09% | Nov 18, 2025 |
| Clint Moore | Director | 23,560 | 0.11% | Jan 29, 2025 |
| Evelyn V. Follit | Director | 45,050 | 0.20% | Nov 18, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| George E. Borst Director | May 7, 2026 | Option exercise | +5,000 | $16.97 | $84.85K | 45,335 |
| Adam M. Johnson Director | Dec 31, 2025 | Award | +825 | $24.23 | $19.99K | 29,217 |
| Manuel A. Alvare III General Counsel | Nov 19, 2025 | Tax withholding | −731 | $22.38 | $16.36K | 10,314 |
| Manuel A. Alvare III General Counsel | Nov 19, 2025 | Option exercise | +3,000 | – | – | 11,045 |
| Rebecca White Director | Nov 14, 2025 | Option exercise | +4,633 | – | – | 30,465 |
| Adam M. Johnson Director | Nov 14, 2025 | Option exercise | +4,633 | – | – | 28,392 |
| George E. Borst Director | Nov 14, 2025 | Option exercise | +4,633 | – | – | 40,335 |
| Bonnie Biumi Director | Nov 14, 2025 | Option exercise | +4,633 | – | – | 6,633 |
| Mercedes Romero Director | Nov 14, 2025 | Option exercise | +4,633 | – | – | 19,988 |
| Kyle Langbehn EVP, President of Retail | Sep 30, 2025 | Option exercise | +3,178 | – | – | 60,412 |
| Kyle Langbehn EVP, President of Retail | Sep 30, 2025 | Option exercise | +6,696 | – | – | 71,152 |
| Kyle Langbehn EVP, President of Retail | Sep 30, 2025 | Option exercise | +12,511 | – | – | 57,234 |
| Kyle Langbehn EVP, President of Retail | Sep 30, 2025 | Tax withholding | −8,553 | $25.33 | $216.65K | 62,599 |
| Kyle Langbehn EVP, President of Retail | Sep 30, 2025 | Option exercise | +4,044 | – | – | 64,456 |
| Michael H. McLamb Executive VP, CFO and Sec | Sep 30, 2025 | Option exercise | +4,387 | – | – | 138,138 |
| Michael H. McLamb Executive VP, CFO and Sec | Sep 30, 2025 | Tax withholding | −5,875 | $25.33 | $148.81K | 132,263 |
| Michael H. McLamb Executive VP, CFO and Sec | Sep 30, 2025 | Option exercise | +3,178 | – | – | 129,707 |
| Michael H. McLamb Executive VP, CFO and Sec | Sep 30, 2025 | Option exercise | +12,511 | – | – | 126,529 |
| Michael H. McLamb Executive VP, CFO and Sec | Sep 30, 2025 | Option exercise | +4,044 | – | – | 133,751 |
| W. Brett McGill CEO & President, Director | Sep 30, 2025 | Tax withholding | −41,142 | $25.33 | $1.04M | 242,787 |
| W. Brett McGill CEO & President, Director | Sep 30, 2025 | Option exercise | +57,664 | – | – | 230,702 |
| W. Brett McGill CEO & President, Director | Sep 30, 2025 | Option exercise | +14,648 | – | – | 245,350 |
| W. Brett McGill CEO & President, Director | Sep 30, 2025 | Option exercise | +18,683 | – | – | 264,033 |
| W. Brett McGill CEO & President, Director | Sep 30, 2025 | Option exercise | +19,896 | – | – | 283,929 |
| Charles A. Cashman EVP & Chief Revenue Officer | Sep 30, 2025 | Tax withholding | −6,464 | $25.33 | $163.73K | 88,199 |
| Charles A. Cashman EVP & Chief Revenue Officer | Sep 30, 2025 | Option exercise | +4,817 | – | – | 94,663 |
| Charles A. Cashman EVP & Chief Revenue Officer | Sep 30, 2025 | Option exercise | +4,484 | – | – | 89,846 |
| Charles A. Cashman EVP & Chief Revenue Officer | Sep 30, 2025 | Option exercise | +3,492 | – | – | 85,362 |
| Charles A. Cashman EVP & Chief Revenue Officer | Sep 30, 2025 | Option exercise | +13,747 | – | – | 81,870 |
| Shawn Berg EVP, Chief Digital Officer | Sep 30, 2025 | Tax withholding | −2,412 | $25.33 | $61.10K | 30,226 |
| Shawn Berg EVP, Chief Digital Officer | Sep 30, 2025 | Option exercise | +2,029 | – | – | 32,638 |
| Shawn Berg EVP, Chief Digital Officer | Sep 30, 2025 | Option exercise | +1,780 | – | – | 30,609 |
| Shawn Berg EVP, Chief Digital Officer | Sep 30, 2025 | Option exercise | +1,233 | – | – | 28,829 |
| Shawn Berg EVP, Chief Digital Officer | Sep 30, 2025 | Option exercise | +4,853 | – | – | 27,596 |
| Anthony E. Cassella Jr. EVP of Finance & CAO | Sep 30, 2025 | Option exercise | +1,495 | – | – | 19,566 |
| Anthony E. Cassella Jr. EVP of Finance & CAO | Sep 30, 2025 | Option exercise | +4,820 | – | – | 16,846 |
| Anthony E. Cassella Jr. EVP of Finance & CAO | Sep 30, 2025 | Option exercise | +242 | – | – | 18,071 |
| Anthony E. Cassella Jr. EVP of Finance & CAO | Sep 30, 2025 | Option exercise | +983 | – | – | 17,829 |
| Anthony E. Cassella Jr. EVP of Finance & CAO | Sep 30, 2025 | Option exercise | +1,627 | – | – | 21,193 |
| Anthony E. Cassella Jr. EVP of Finance & CAO | Sep 30, 2025 | Tax withholding | −2,236 | $25.33 | $56.64K | 18,957 |
| Manuel A. Alvare III General Counsel | Sep 30, 2025 | Option exercise | +607 | – | – | 6,778 |
| Manuel A. Alvare III General Counsel | Sep 30, 2025 | Option exercise | +2,388 | – | – | 6,171 |
| Manuel A. Alvare III General Counsel | Sep 30, 2025 | Option exercise | +506 | – | – | 7,284 |
| Manuel A. Alvare III General Counsel | Sep 30, 2025 | Option exercise | +747 | – | – | 8,031 |
| Manuel A. Alvare III General Counsel | Sep 30, 2025 | Option exercise | +1,389 | – | – | 9,420 |
| Manuel A. Alvare III General Counsel | Sep 30, 2025 | Tax withholding | −1,375 | $25.33 | $34.83K | 8,045 |
| Adam M. Johnson Director | Sep 30, 2025 | Award | +790 | $25.33 | $20.01K | 23,759 |
| W. Brett McGill CEO & President, Director | Aug 25, 2025 | Sale | −59,400 | $27.52 | $1.63M | 173,638 |
| W. Brett McGill CEO & President, Director | Aug 25, 2025 | Sale | −600 | $28.17 | $16.90K | 173,038 |
| Adam M. Johnson Director | Jun 30, 2025 | Award | +795 | $25.14 | $19.99K | 22,969 |
| Mercedes Romero Director | Mar 31, 2025 | Award | +966 | $21.50 | $20.77K | 15,355 |
| Adam M. Johnson Director | Mar 31, 2025 | Award | +931 | $21.50 | $20.02K | 22,174 |
| Bonnie Biumi Director | Mar 11, 2025 | Buy | +1,000 | $23.37 | $23.37K | 2,000 |
| Bonnie Biumi Director | Feb 24, 2025 | Buy | +1,000 | $26.50 | $26.50K | 1,000 |
| Clint Moore Director | Jan 27, 2025 | Sale(10b5-1 plan) | −4,100 | $30.63 | $125.58K | 23,560 |
| Anthony E. Cassella Jr. EVP of Finance & CAO | Jan 27, 2025 | Sale(10b5-1 plan) | −4,000 | $31.06 | $124.24K | 11,451 |
| Adam M. Johnson Director | Dec 31, 2024 | Award | +691 | $28.95 | $20.00K | 21,243 |
| Mercedes Romero Director | Dec 31, 2024 | Award | +717 | $28.95 | $20.76K | 14,389 |
| Clint Moore Director | Dec 5, 2024 | Option exercise | +5,000 | $19.50 | $97.50K | 27,660 |
| Shawn Berg EVP, Chief Digital Officer | Dec 2, 2024 | Tax withholding | −1,218 | $32.71 | $39.84K | 22,743 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Charles A. Cashman Officer | Nov 21, 2025 | 10,000 | $219.68K | Nov 21, 2025 | RSU |
| W. Brett McGill Officer, Director | Aug 25, 2025 | 60,000 | $1.68M | Aug 25, 2025 | STOCK BONUS |
| Anthony E. Cassella Jr. Officer | Jan 27, 2025 | 4,000 | $125.00K | Jan 27, 2025 | Equity Compensation |
| Clint Moore Director | Jan 27, 2025 | 4,100 | $125.12K | Jan 27, 2025 | Compensation |
| Charles A. Cashman Officer | Nov 7, 2024 | 12,500 | $402.50K | Nov 7, 2024 | Restricted Stock Units |
| Clint Moore Director | Sep 9, 2024 | 2,500 | $73.94K | Sep 9, 2024 | Compensation |
| Kyle Langbehn EVP | Aug 22, 2024 | 10,000 | $307.85K | Aug 21, 2024 | RSU |
| Kyle Langbehn Officer | Jul 30, 2024 | 10,000 | $372.42K | Jul 29, 2024 | RSU |
| Clint Moore Director | Mar 11, 2024 | 4,000 | $123.71K | Mar 11, 2024 | Compensation |
| Anthony E. Cassella Jr. Officer | Feb 15, 2024 | 5,000 | $160.00K | Feb 15, 2024 | Equity Comp |