Soviero Asset Management, LP: HZO position timeline

Soviero Asset Management, LP held 109,439 HZO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 109,439 shares

   Change vs previous 13F -15,721 shares

   1.94% of the 13F portfolio, value $4,007,656.

   13F-HR 0001013594-26-000896 filed by Soviero Asset Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 125,160 shares

   Change vs previous 13F +15,160 shares

   1.9% of the 13F portfolio, value $3,386,830.

   13F-HR 0001013594-26-000593 filed by Soviero Asset Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 110,000 shares

   Change vs previous 13F -10,000 shares

   1.39% of the 13F portfolio, value $2,665,300.

   13F-HR 0001013594-26-000247 filed by Soviero Asset Management, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 120,000 shares

   Change vs previous 13F -22,000 shares

   1.88% of the 13F portfolio, value $3,039,600.

   13F-HR 0001013594-25-001408 filed by Soviero Asset Management, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 142,000 shares

   Change vs previous 13F not available

   2.62% of the 13F portfolio, value $3,569,880.

   13F-HR 0001013594-25-001006 filed by Soviero Asset Management, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).