Steamboat Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Steamboat Capital Partners, LLC held in its portfolio 59 assets valued at $364,514,469 (i.e. $364.51M).
The most valuable assets in the portfolio included: ACM RESEARCH INC ($19.89M), ALPHABET INC ($17.81M), and CENTURY ALUMINUM COMPANY ($16.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 59 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Steamboat Capital Partners, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ACM RESEARCH INC | 504161 | 19889151 | Common Stock, Class A |
| ALPHABET INC | 56742 | 17805640 | Capital Stock Class C |
| CENTURY ALUMINUM COMPANY | 423808 | 16604797 | Common Stock |
| AERCAP HOLDINGS NV | 100069 | 14385919 | Shares |
| BROADCOM INC | 35670 | 12345387 | Common Stock |
| META PLATFORMS INC-CLASS A | 16579 | 10943632 | Class A |
| BANCO SANTANDER SA | 903926 | 10603052 | ADR |
| RESIDEO TECHNOLOGIES INC | 300098 | 10539442 | Common Stock |
| GLOBAL PAYMENTS INC | 136140 | 10537236 | Common Stock |
| COMPASS INC | 981344 | 10372806 | Class A |
| TENET HEALTHCARE CORP | 51326 | 10199503 | Common Stock, New |
| M/I HOMES INC | 76976 | 9849079 | Common Stock |
| HALOZYME THERAPEUTICS INC | 144240 | 9707352 | Common Stock |
| MICRON TECHNOLOGY INC | 33282 | 9499016 | Common Stock |
| GULFPORT ENERGY CORP | 45553 | 9474568 | Common Shares |
| TIPTREE INC | 493854 | 9022713 | Common Stock |
| TAYLOR MORRISON HOME CORP | 149343 | 8791822 | Common Stock |
| PRIORITY TECHNOLOGY HOLDINGS | 1576734 | 8593200 | Common Stock |
| TAIWAN SEMICONDUCTOR MFG LTD | 27896 | 8477315 | Sponsored ADS |
| DELL TECHNOLOGIES -C | 61803 | 7779762 | Class C |
| TALEN ENERGY CORP | 20543 | 7700338 | Common Stock |
| T-MOBILE US INC | 37414 | 7596539 | Common Stock |
| MICROSOFT CORP | 15004 | 7256234 | Common Stock |
| IES HOLDINGS INC | 18070 | 7029591 | Common Stock |
| VICTORY CAPITAL HOLDING | 106933 | 6746403 | Common Stock Class A |
| COMPOSECURE INC | 330629 | 6374527 | Common Stock Class A |
| ARES MANAGEMENT CORPORATION | 39292 | 6350766 | Class A Common Stock |
| IAC INC | 159897 | 6251973 | Common New |
| AMAZON.COM INC | 24613 | 5681173 | Common Stock |
| HALLADOR ENERGY CO | 292029 | 5560232 | Common Stock |
| SHARKNINJA INC | 49109 | 5495297 | Common Shares |
| SLM CORP | 183142 | 4955823 | Common Stock |
| CRH PLC | 34857 | 4350154 | Ordinary Shares |
| DELTA AIR LINES INC | 59680 | 4141792 | Common Stock, New |
| NVIDIA CORPORATION | 19644 | 3663606 | Common Stock |
| TRANSDIGM GROUP INC | 2749 | 3655758 | Common Stock |
| CLEARWATER ANALYTICS HOLDINGS INC | 147349 | 3554058 | Class A |
| LOWE'S COS INC | 14714 | 3548428 | Common Stock |
| BLACKSTONE INC | 21942 | 3382140 | Common Stock Class A |
| MEDIFAST INC | 276414 | 2952102 | Common Stock |
| LITHIA MOTORS INC | 8867 | 2946770 | Common Stock |
| NRG ENERGY INC | 18449 | 2937819 | Common Stock, New |
| VISTRA CORP | 18068 | 2914910 | Common Stock |
| ARCH CAPITAL GROUP LTD | 30110 | 2888151 | Ordinary Shares |
| CORE SCIENTIFIC INC NEW | 196433 | 2860064 | Common Stock |
| THE CIGNA GROUP | 9290 | 2556887 | Common Stock |
| RESOLUTE HOLDINGS MANAGEMENT INC | 10547 | 2177217 | Common Stock |
| GRIFFON CORP | 26983 | 1987298 | Common Stock |
| RADIAN GROUP INC | 48528 | 1746523 | Common Stock |
| EQUITABLE HOLDINGS INC | 34842 | 1660221 | Common Stock |
| TRIPADVISOR INC | 92997 | 1354036 | Common Stock |
| JD.COM INC | 44250 | 1269975 | Sponsored ADS - Class A |
| USA TODAY CO INC | 245542 | 1264541 | Common Stock |
| ALIBABA GROUP HOLDING | 7912 | 1159741 | Sponsored ADS |
| ORASURE TECHNOLOGIES INC | 400000 | 968000 | Common Stock, New |
| APOLLO GLOBAL MANAGEMENT INC | 5461 | 790534 | Common Stock Class A |
| BERKSHIRE HATHAWAY INC | 1 | 754800 | Common Stock - Class A |
| FISERV INC | 5275 | 354322 | Common Stock |
| STANDARDAERO INC | 8868 | 254334 | Common Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.