MarineMax, Inc.
US ˙ NYSE ˙ US5679081084

SecurityHZO / MarineMax, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,044,643 shares
Ownership 4.80%
Dimensional Fund Advisors Lp ownership in HZO / MarineMax, Inc.

2026-01-21 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,044,643 shares of MarineMax, Inc. (US:HZO). This represents 4.8 percent ownership of the company. In their previous filing dated 2024-10-31 , Dimensional Fund Advisors Lp had reported owning 1,481,741 shares, indicating a decrease of -29.50 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-01-21 2026-01-21 13G/A 1,481,741 1,044,643 -29.50 4.80 -27.27
2024-10-31 2024-10-31 13G/A 1,218,587 1,481,741 21.60 6.60 20.00
2024-02-09 2024-02-09 13G/A 1,740,957 1,218,587 -30.00 5.50 -31.25
2023-02-10 2023-02-10 13G/A 1,605,890 1,740,957 8.41 8.00 9.59
2022-02-08 2022-02-08 13G/A 1,780,631 1,605,890 -9.81 7.30 -8.75
2021-02-12 2021-02-12 13G/A 2,137,700 1,780,631 -16.70 8.00 -19.52
2020-02-12 2020-02-12 13G/A 2,297,005 2,137,700 -6.94 9.94 -1.19
2019-03-06 2019-03-06 13G/A 2,264,041 2,297,005 1.46 10.06 21.35
2019-02-08 2019-02-08 13G/A 2,214,040 2,264,041 2.26 8.29 -0.60
2018-02-09 2018-02-09 13G/A 2,177,944 2,214,040 1.66 8.34 -0.12
2017-02-09 2017-02-09 13G/A 1,949,766 2,177,944 11.70 8.35 9.87
2016-02-09 2016-02-09 13G/A 1,949,766 7.60
2015-02-05 2015-02-05 13G/A 2,000,544 7.98
2014-02-10 2014-02-10 13G/A 1,939,040 7.90
2013-02-11 2013-02-11 13G/A 1,843,889 7.76
2012-02-14 2012-02-14 13G/A 1,764,336 7.53

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-07 2026-03-31 13F MARINEMAX COM 567908108 966,614 -78,029 -7.47 26,155 3.33 0.0054
2026-02-12 2025-12-31 13F MARINEMAX COM 567908108 1,044,643 -201,740 -16.19 25,312 -19.83 0.0053
2025-11-12 2025-09-30 13F MARINEMAX COM 567908108 1,246,383 -38,788 -3.02 31,572 -2.29 0.0068
2025-08-12 2025-06-30 13F MARINEMAX COM 567908108 1,285,171 -98,152 -7.10 32,311 8.64 0.0075
2025-05-13 2025-03-31 13F MARINEMAX COM 567908108 1,383,323 -76,781 -5.26 29,742 -29.64 0.0074
2025-02-13 2024-12-31 13F MARINEMAX COM 567908108 1,460,104 -21,637 -1.46 42,268 -19.12 0.0102
2024-11-07 2024-09-30 13F MARINEMAX COM 567908108 1,481,741 36,972 2.56 52,262 11.75 0.0127
2024-08-09 2024-06-30 13F MARINEMAX COM 567908108 1,444,769 110,601 8.29 46,767 5.39 0.0122
2024-05-10 2024-03-31 13F MARINEMAX COM 567908108 1,334,168 115,581 9.48 44,374 -6.39 0.0120
2024-02-07 2023-12-31 13F MARINEMAX COM 567908108 1,218,587 -173,352 -12.45 47,404 3.77 0.0138
2023-11-09 2023-09-30 13F MARINEMAX COM 567908108 1,391,939 -107,612 -7.18 45,683 -10.82 0.0150
2023-08-09 2023-06-30 13F MARINEMAX COM 567908108 1,499,551 -113,171 -7.02 51,223 10.48 0.0163
2023-05-12 2023-03-31 13F MARINEMAX COM 567908108 1,612,722 -128,235 -7.37 46,364 85,759.26 0.0156
2023-02-09 2022-12-31 13F MARINEMAX COM 567908108 1,740,957 10,768 0.62 54 -99.90 0.0161
2022-11-10 2022-09-30 13F MARINEMAX COM 567908108 1,730,189 39,261 2.32 51,544 -15.61 0.0198
2022-08-12 2022-06-30 13F MARINEMAX COM 567908108 1,690,928 78,760 4.89 61,077 -5.90 0.0219
2022-05-13 2022-03-31 13F MARINEMAX COM 567908108 1,612,168 6,278 0.39 64,909 -31.54 0.0200
2022-02-09 2021-12-31 13F MARINEMAX COM 567908108 1,605,890 -15,129 -0.93 94,811 20.54 0.0287
2021-11-12 2021-09-30 13F MARINEMAX COM 567908108 1,621,019 -36,498 -2.20 78,654 -2.64 0.0253
2021-08-12 2021-06-30 13F MARINEMAX COM 567908108 1,657,517 -52,256 -3.06 80,787 -4.28 0.0256
2021-05-14 2021-03-31 13F MARINEMAX COM 567908108 1,709,773 -70,858 -3.98 84,396 35.30 0.0279
2021-03-08 2020-12-31 13F/A-2 MARINEMAX COM 567908108 1,780,631 -26,331 -1.46 62,376 34.48 0.0225
2021-02-11 2020-12-31 13F MARINEMAX COM 567908108 1,780,631 -26,331 62,376 22,526.8957
2020-11-12 2020-09-30 13F MARINEMAX COM 567908108 1,806,962 -3,297 -0.18 46,384 14.44 0.0197
2020-08-13 2020-06-30 13F MARINEMAX COM 567908108 1,810,259 -72,780 -3.87 40,531 106.58 0.0178
2020-05-14 2020-03-31 13F MARINEMAX COM 567908108 1,883,039 -254,661 -11.91 19,620 -45.01 0.0102
2020-02-14 2019-12-31 13F MARINEMAX COM 567908108 2,137,700 28,481 1.35 35,678 9.27 0.0130
2019-11-12 2019-09-30 13F MARINEMAX COM 567908108 2,109,219 69,110 3.39 32,651 -2.65 0.0127
2019-08-13 2019-06-30 13F MARINEMAX COM 567908108 2,040,109 -115,504 -5.36 33,539 -18.80 0.0130
2019-08-12 2019-03-31 13F/A-2 MARINEMAX COM 567908108 2,155,613 -108,428 -4.79 41,302 -0.37 0.0164
2019-05-10 2019-03-31 13F MARINEMAX COM 567908108 2,155,613 -108,428 41,302
2019-02-26 2018-12-31 13F/A-1 MARINEMAX COM 567908108 2,264,041 -5,535 -0.24 41,455 -14.05 0.0188
2019-02-13 2018-12-31 13F MARINEMAX COM 567908108 2,264,041 -5,535 41,455
2018-11-13 2018-09-30 13F MARINEMAX COM 567908108 2,269,576 23,839 1.06 48,229 13.33 0.0184
2018-08-10 2018-06-30 13F MARINEMAX COM 567908108 2,245,737 -186 -0.01 42,557 -2.58 0.0170
2018-05-11 2018-03-31 13F MARINEMAX COM 567908108 2,245,923 31,883 1.44 43,683 4.39 0.0182
2018-02-12 2017-12-31 13F MARINEMAX COM 567908108 2,214,040 56,159 2.60 41,846 17.17 0.0173
2017-11-13 2017-09-30 13F MARINEMAX COM 567908108 2,157,881 -48,692 -2.21 35,713 -17.21 0.0156
2017-08-11 2017-06-30 13F MARINEMAX COM 567908108 2,206,573 9,452 0.43 43,138 -9.31 0.0199
2017-05-12 2017-03-31 13F MARINEMAX COM 567908108 2,197,121 19,177 0.88 47,568 12.87 0.0227
2017-02-09 2016-12-31 13F MARINEMAX COM 567908108 2,177,944 -8,919 -0.41 42,143 -8.01 0.0210
2016-11-10 2016-09-30 13F MARINEMAX COM 567908108 2,186,863 5,406 0.25 45,815 23.76 0.0248
2016-08-09 2016-06-30 13F MARINEMAX COM 567908108 2,181,457 76,509 3.63 37,019 -9.67 0.0213
2016-05-13 2016-03-31 13F MARINEMAX COM 567908108 2,104,948 155,182 7.96 40,983 14.11 0.0245
2016-02-10 2015-12-31 13F MARINEMAX COM 567908108 1,949,766 -137,105 -6.57 35,915 21.80 0.0224
2015-11-13 2015-09-30 13F MARINEMAX COM 567908108 2,086,871 25,282 1.23 29,487 -39.16 0.0194
2015-08-14 2015-06-30 13F MARINEMAX COM 567908108 2,061,589 71,848 3.61 48,467 -8.12 0.0297
2015-05-14 2015-03-31 13F MARINEMAX COM 567908108 1,989,741 -10,803 -0.54 52,748 31.51 0.0333
2015-02-06 2014-12-31 13F MARINEMAX COM 567908108 2,000,544 -8,444 -0.42 40,111 18.49 0.0263
2014-11-13 2014-09-30 13F MARINEMAX COM 567908108 2,008,988 44,444 2.26 33,852 2.94 0.0240
2014-08-08 2014-06-30 13F MARINEMAX COM 567908108 1,964,544 53,732 2.81 32,886 13.30 0.0229
2014-05-14 2014-03-31 13F MARINEMAX COM 567908108 1,910,812 -28,228 -1.46 29,025 -6.91 0.0217
2014-02-12 2013-12-31 13F MARINEMAX COM 567908108 1,939,040 16,468 0.86 31,180 32.94 0.0243
2013-11-13 2013-09-30 13F MARINEMAX COM 567908108 1,922,572 15,752 0.83 23,455 8.57 0.0203
2013-08-15 2013-06-30 13F MARINEMAX COM 567908108 1,906,820 1,906,820 21,604 0.0203
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.