Gagnon Advisors, LLC HZO — MarineMax Inc

Ownership history in Gagnon Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Gagnon Advisors, LLC reported MarineMax Inc (HZO) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 2.99% in 2025 Q4. The latest visible filing shows HZO at 2.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HZO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gagnon Advisors, LLC's position in MarineMax Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HZO was reported at 2.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.99% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HZO stock page Gagnon Advisors, LLC fund profile Gagnon Advisors, LLC full holdings
How Gagnon Advisors, LLC held HZO — position size vs. price
% of Fund (quarterly)    HZO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 97,242 — 0% 2.26% $3.6M 2026-08-05 $36.02
2026 Q1 REDUCED 50.0% +36.4% ❌ 97,242 -97,242 -50.0% 1.94% $2.6M 2026-04-22 $29.29
2025 Q4 ADDED — — — 194,484 +42,639 +28.1% 2.99% $4.7M 2026-02-13 $29.02
2025 Q3 INITIATED — — — 151,845 — — 2.37% $3.8M 2025-11-03 $24.64

🏢 Other funds also holding HZO

As of 2026 Q2 — sorted by position size

Simcoe Capital LLC 4.94% CM Management, LLC 3Y 2.56% Soviero Asset Management, LP 3Y 1.69% GAGNON SECURITIES LLC 3Y 7Y 1.49% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 1.2% LEVIN CAPITAL STRATEGIES, L.P. 3Y 7Y 1.05% Annis Gardner Whiting Capital Advisors, LLC 0.99% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.7% De Lisle Partners LLP 0.67% Round Rock Advisors LLC 3Y 0.57%

FAQ About Gagnon Advisors, LLC and HZO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gagnon Advisors, LLC reported owning HZO?

Gagnon Advisors, LLC reported HZO across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported HZO position in Gagnon Advisors, LLC's portfolio?

The largest reported portfolio weight for HZO was 2.99% in 2025 Q4.

What is the latest reported HZO position on this page?

The most recent filing on this page is 2026 Q2, when Gagnon Advisors, LLC reported 97,242 shares, equal to 2.26% of portfolio, with an estimated market value of $3.6M.

What does the chart on this HZO ownership page compare?

The chart compares Gagnon Advisors, LLC's quarterly HZO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gagnon Advisors, LLC time their HZO position?

Based on 13F filing dates vs. subsequent HZO price moves, Gagnon Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HZO relative to SPY over the holding period was +39.8%.

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