Here’s Why Ace River Capital Decided to Sell MarineMax (HZO)
Ace River Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Prescott Group Capital Management Phil Frohlich | 222,490 | $6,020,579 | +68% | 0.6% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.37 | 1,000 | $23,370.00 | 2,000 | 2025-03-11 | Filing | |
| $26.50 | 1,000 | $26,500.00 | 1,000 | 2025-02-24 | Filing | |
| $14.15 | 1,000 | $14,150.00 | 60,267 | 2017-07-24 | Filing | |
| $22.00 | 1,000 | $22,000.00 | 45,821 | 2015-04-29 | Filing | |
| $16.20 | 1,500 | $24,300.00 | 1,500 | 2014-05-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $28.17 | 600 | $16,902.00 | 173,038 | 2025-08-25 | Filing | |
| $27.52 | 59,400 | $1,634,688.00 | 173,638 | 2025-08-25 | Filing | |
| $30.63 | 4,100 | $125,583.00 | 23,560 | 2025-01-27 | Filing | |
| $31.06 | 4,000 | $124,240.00 | 11,451 | 2025-01-27 | Filing | |
| $32.08 | 12,500 | $401,000.00 | 67,114 | 2024-11-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 966,614 | $26,155,255 | 0.01% | |
| 2. | 854,676 | $23,127,533 | 0% | |
| 3. | 476,692 | $12,899,286 | 0% | |
| 4. | 360,976 | $9,768,011 | 0.52% | |
| 5. | 220,610 | $5,969,707 | 1.38% |