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American Century and Stowers Disclose Significant MarineMax Holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

MarineMax, Inc. is reported as having sizable institutional ownership by multiple American Century entities and the Stowers Institute. American Century Capital Portfolios, Inc. reports 1,579,521 shares (7.4%) held with sole voting and dispositive power. American Century Investment Management, Inc., American Century Companies, Inc. and Stowers Institute each report beneficial ownership of 2,432,173 shares (11.3%); ACIM is shown with 2,351,303 shares in sole voting power and 2,432,173 shares in sole dispositive power. The filing states these securities are held in the ordinary course of business and not for the purpose of changing or influencing control. The disclosure clarifies ownership levels and voting/dispositive authority but does not itemize underlying client accounts or fund-level allocations behind the aggregate positions.

Positive

  • Clear disclosure of material holdings by American Century entities and Stowers, including exact share counts and percentages
  • Certification that holdings are passive (acquired/held in the ordinary course and not to change control), reducing immediate governance risk

Negative

  • Concentration in a single advisory group: American Century entities report an aggregate 11.3% stake, which could pose influence risk if voting intentions change
  • No breakdown of underlying clients or funds behind the aggregate positions, limiting transparency about which accounts drive the reported ownership

Insights

TL;DR: Institutional positions totaling 11.3% by the American Century group signal meaningful ownership but no stated intent to pursue control.

The filing documents material holdings by an investment adviser group and a related investment company, showing aggregate stakes above the 5% reporting threshold that investors track for potential influence and alignment with long-term shareholders. The declaration that holdings are in the ordinary course and not intended to change control reduces immediate governance risk. However, the filing does not break down which client accounts or funds hold the positions, limiting transparency about concentration across specific portfolios. Overall, this is notable ownership information but not an active corporate-governance event.

TL;DR: Significant passive ownership disclosed, with explicit certification of no intent to influence control; monitor for any future changes in voting intent.

The Schedule 13G shows that an adviser and affiliated entities collectively report single-digit to low-double-digit stakes with sole voting and dispositive powers documented. The Item 10 certification that the positions are held in the ordinary course and not to effect control is important: it categorizes this as passive ownership under SEC rules. For governance analysis, the absence of group formation (Item 8: not applicable) and the lack of client-level detail mean there is limited visibility into how concentrated influence might be across specific funds or stakeholders. This disclosure is material for ownership transparency but does not, by itself, imply activist intent.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



American Century Capital Portfolios, Inc.
Signature:American Century Capital Portfolios, Inc.
Name/Title:/s/ John Pak / Senior Vice President
Date:08/14/2025
American Century Investment Management, Inc.
Signature:American Century Investment Management, Inc.
Name/Title:/s/ John Pak / Senior Vice President
Date:08/14/2025
American Century Companies, Inc.
Signature:American Century Companies, Inc.
Name/Title:/s/ John Pak / Senior Vice President
Date:08/14/2025
Stowers Institute for Medical Research
Signature:Stowers Institute for Medical Research
Name/Title:/s/ Joselyn Verschelden / Authorized Signer
Date:08/14/2025
Exhibit Information

EXHIBIT Each of the undersigned hereby agrees and consents to the execution and joint filing on its behalf by American Century Investment Management, Inc. of this Schedule 13G respecting the beneficial ownership of the securities which are the subject of this schedule. Dated this 14th day of August, 2025. AMERICAN CENTURY CAPITAL PORTFOLIOS, INC. ("ACCP") AMERICAN CENTURY INVESTMENT MANAGEMENT, INC. ("ACIM") AMERICAN CENTURY COMPANIES, INC. ("ACC") By: __/s/ John Pak_______ John Pak Senior Vice President, ACCP, ACIM and ACC STOWERS INSTITUTE FOR MEDICAL RESEARCH, solely in its capacity as control entity of ACC By: __/s/ Joselyn Verschelden_______________ Joselyn Verschelden Authorized Signer

FAQ

Who filed the Schedule 13G for MarineMax (HZO)?

American Century Capital Portfolios, Inc.; American Century Investment Management, Inc.; American Century Companies, Inc.; and Stowers Institute for Medical Research are the reporting persons.

How many shares and what percentage of MarineMax does American Century report owning?

American Century Investment Management/Companies/Stowers report 2,432,173 shares, representing 11.3% of the class; American Century Capital Portfolios reports 1,579,521 shares (7.4%).

Does the filing indicate these holders intend to influence control of MarineMax (HZO)?

No. Item 10 certifies the securities are held in the ordinary course of business and were not acquired to change or influence control.

What voting and dispositive powers are reported?

Reported sole voting power: 1,579,521 for American Century Capital Portfolios and 2,351,303 for ACIM; sole dispositive power: 1,579,521 for ACCP and 2,432,173 for ACIM/ACC/Stowers.

Does the filing identify the specific client accounts holding the shares?

No. The filing states various persons and client accounts may have rights, and it does not list underlying shareholders or fund-level allocations.
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