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PPF group holds 8.1% MarineMax stake after reorg

MarineMax, Inc. (HZO) has a Schedule 13D/A (Amendment No. 4) reporting updated beneficial ownership information by entities affiliated with PPF Group a.s.

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Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

MarineMax, Inc. (HZO) has a Schedule 13D/A (Amendment No. 4) reporting updated beneficial ownership information by entities affiliated with PPF Group a.s. Matsuba Limited is now the owner of record of 1,790,680 shares of MarineMax common stock, representing 8.1% of the outstanding shares based on 22,086,746 shares outstanding as of July 20, 2026.

The filing explains that these shares were transferred by PPF IM Ltd. to Matsuba Limited as part of an internal reorganization within the PPF group, completed on August 7, 2026. The transfer was an intercompany transaction among affiliates under common ultimate ownership and control, at prices equal to the trading price on the transfer date, using Matsuba’s working capital. The reporting persons state that the reorganization did not change the ultimate beneficial ownership, voting power, or dispositive power over the shares and was not undertaken to change or influence control of MarineMax.

Positive

  • None.

Negative

  • None.

Filing Explained

Matsuba holds record title to the reported 8.1% stake, with shared voting and dispositive powers disclosed through the same ownership chain.

The August 27, 2026 amendment identifies Matsuba Limited as the record owner of 1,790,680 shares, while Renata Kellnerova, Amalar, PPF Group, and Vox Ventures are reported through the ownership chain with shared voting and dispositive power over those shares.

Schedules 13D and 13G disclose ownership above 5% and amendments track changes in stake or stated intent; here, the filing states that the reporting persons have no current plans or proposals concerning the listed actions beyond the internal reorganization.

For the 60 days covered by Item 5(c), the filing reports no Common Stock transactions by the reporting persons other than the intercompany transfer.

Shares beneficially owned 1,790,680 shares of Common Stock Owned of record by Matsuba Limited as of Amendment No. 4
Percent of class 8.1% Percentage of outstanding MarineMax common stock represented by 1,790,680 shares
Shares outstanding 22,086,746 shares MarineMax common stock outstanding as of July 20, 2026, per Form 10-Q
Completion date of internal reorganization August 7, 2026 Date the PPF group internal reorganization, including the intercompany transfer, was completed
Trading-price-based transfer Price equal to trading price on date of transfer Shares transferred internally at trading price using Matsuba Limited working capital
Schedule 13D regulatory
"If the filing person has previously filed a statement on Schedule 13G to report the acquisition"
A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.
beneficial ownership financial
"may be deemed to have indirect beneficial ownership of the shares of Common Stock"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
dispositive power financial
"ultimate voting or dispositive power over, the shares of Common Stock reported herein"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
intercompany transfer financial
"were transferred by PPF IM Ltd. to Matsuba Limited by way of an intercompany transfer"
internal reorganization financial
"as part of an internal reorganization of the PPF group of companies"
Joint Filing Agreement regulatory
"entered into a Joint Filing Agreement dated August 27, 2026"

FAQ

How many MarineMax (HZO) shares do the PPF-affiliated entities report owning in this Schedule 13D/A?

They report that Matsuba Limited is the owner of record of 1,790,680 shares of MarineMax common stock. These shares are attributed for beneficial ownership purposes to the reporting persons due to their ownership structure, subject to each party’s disclaimer except for its pecuniary interest.

What percentage of MarineMax (HZO) does the reporting group hold according to this filing?

The reporting group holds approximately 8.1% of MarineMax’s outstanding common stock. This percentage is based on 22,086,746 shares outstanding as of July 20, 2026, as reported in MarineMax’s Form 10-Q filed July 23, 2026.

Did the internal reorganization change control or ultimate ownership of MarineMax (HZO) shares?

No. The filing states the transactions were undertaken solely for an internal reorganization of the PPF group and did not change the ultimate beneficial ownership, or the ultimate voting or dispositive power, over the MarineMax shares reported.

Who is the direct holder of MarineMax (HZO) shares and how is ownership structured?

Matsuba Limited is the sole shareholder of record of the 1,790,680 MarineMax shares. Matsuba is wholly owned by Vox Ventures B.V., which is wholly owned by PPF Group a.s. Amalar Holding s. is the majority shareholder of PPF Group, and Renata Kellnerova is the majority owner of Amalar.

What transaction triggered this MarineMax (HZO) Schedule 13D/A amendment?

The amendment reflects an intercompany transfer of MarineMax shares from PPF IM Ltd. to Matsuba Limited, completed on August 7, 2026, as part of an internal reorganization of the PPF group of companies.

Have there been any other MarineMax (HZO) share transactions by the reporting persons recently?

The filing states that, aside from the intercompany transfer from PPF IM Ltd. to Matsuba Limited described, there have been no transactions in MarineMax common stock by the reporting persons during the past 60 days.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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567908108

(CUSIP Number)
Scott Levi
White & Case LLP, 1221 Avenue of the Americas
New York, NY, 10020-1095
212 819 8320

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
08/07/2026

(Date of Event Which Requires Filing of This Statement)


If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).




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SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D


Renata Kellnerova
Signature:/s/ Lubomir Kral
Name/Title:Lubomir Kral, Attorney-in-Fact
Date:08/27/2026
AMALAR HOLDING s.r.o.
Signature:/s/ Lubomir Kral
Name/Title:Lubomir Kral, Attorney-in-Fact
Date:08/27/2026
PPF Group a.s.
Signature:/s/ Lubomir Kral
Name/Title:Lubomir Kral, Attorney-in-Fact
Date:08/27/2026
Vox Ventures B.V.
Signature:/s/ Lubomir Kral
Name/Title:Lubomir Kral, Attorney-in-Fact
Date:08/27/2026
Matsuba Limited
Signature:/s/ Lubomir Kral
Name/Title:Lubomir Kral, Attorney-in-Fact
Date:08/27/2026