Position
Shellback Capital, LP in Marinemax Inc
Back to the book · All holders of HZO
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $460.6K$24.23 → $27.06
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 179.1K | $4.34M | — | — | — | 0.4% |
| Q1 2026 | 162.8K | $4.4M | $27.06 | $460.6K | −$394.9K | 0.6% |