Marinemax Inc (HZO) — Institutional Holders Breakdown (Q2 2026)

MarineMax (HZO) announced on August 9, 2026, that it has entered into a merger agreement with affiliates of Safe Harbor Marinas, which is part of Blackstone Infrastructure. Under the deal, each share of MarineMax common stock will be converted into the right to receive $53.00 in cash, and MarineMax will become a wholly-owned subsidiary of the buyer. The agreement follows a strategic review led by MarineMax's board, which unanimously approved the transaction and received a fairness opinion from Wells Fargo Securities.

MarineMax Inc. (HZO) issued a press release on July 23, 2026, announcing its financial results for the third fiscal quarter ended June 30, 2026. The press release is furnished as Exhibit 99.1 and incorporated by reference into this 8-K filing.

On June 29, 2026, MarineMax refinanced its existing $950 million floor plan facility with a new, expanded credit agreement. The new package includes the same $950 million floor plan, a $150 million revolving line, a $302.5 million term loan, and an $85 million delayed-draw mortgage loan, all maturing in June 2031. Interest rates vary by borrowing type but are generally tied to SOFR plus a fixed margin.