MarineMax, Inc.
DE ˙ DB ˙ US5679081084
29,80 € ↑0,20 (0,68%)
2026-06-03
DEL PRIS
SecurityDE:MLW / MarineMax, Inc.
InstitutionSWS Partners
Latest Disclosed Ownership29,217 shares
Latest Disclosed Value $ 790,612
SWS Partners reports 2.91% increase in ownership of MLW / MarineMax, Inc.

On April 21, 2026 - SWS Partners filed a 13F-HR form disclosing ownership of 29,217 shares of MarineMax, Inc. (DE:MLW) valued at $663,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 28,392 shares of MarineMax, Inc.. This represents a change in shares of 2.91% during the quarter. The current value of the position is $870,667 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F MARINEMAX COM 567908108 29,217 825 2.91 791 14.99 0.1950
2026-01-16 2025-12-31 13F MARINEMAX COM 567908108 28,392 5,423 23.61 688 18.24 0.1661
2025-10-16 2025-09-30 13F MARINEMAX COM 567908108 22,969 795 3.59 582 4.31 0.1420
2025-07-17 2025-06-30 13F MARINEMAX COM 567908108 22,174 931 4.38 557 22.15 0.1504
2025-05-27 2025-03-31 13F/A-1 MARINEMAX COM 567908108 21,243 691 3.36 457 -23.23 0.1499
2025-05-19 2025-03-31 13F MARINEMAX COM 567908108 20,552 0 595 0.1802
2025-02-06 2024-12-31 13F MARINEMAX COM 567908108 20,552 20,552 595 0.1802
2024-07-17 2024-06-30 13F Marinemax HZO-US 567908108 0 -14,150 -100.00 0 -100.00
2024-04-30 2024-03-31 13F Marinemax HZO-US 567908108 14,150 14,150 471 0.1407
2023-08-17 2023-06-30 13F/A-2 Marinemax COM 567908108 0 -7,701 -100.00 0 -100.00
2023-08-10 2023-06-30 13F/A-1 Marinemax COM 567908108 0 0
2023-07-26 2023-06-30 13F Marinemax COM 567908108 0 -7,701 0
2023-05-09 2023-03-31 13F Marinemax COM 567908108 7,701 7,701 221 0.0824
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.