Holders — by stockHoldings — by fund
Steamboat Capital Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1635663
$467.6M
disclosed book value
59
positions
5%
largest position share
Positions, as of 2026-06-30
top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ACMRACM Research Inc | 182,773 | $23.2M | 5% |
| 2 | GOOGAlphabet Inc | 60,976 | $21.5M | 4.6% |
| 3 | AVGOBroadcom Inc | 54,388 | $20.5M | 4.4% |
| 4 | MUMicron Technology Inc | 16,806 | $19.4M | 4.1% |
| 5 | AerCap Holdings NV | 122,485 | $17.9M | 3.8% |
| 6 | COMPCompass Inc | 1.4M | $17.1M | 3.7% |
| 7 | DELLDell Technologies Inc | 39,540 | $17.1M | 3.6% |
| 8 | THCTenet Healthcare Corp | 79,074 | $14.8M | 3.2% |
| 9 | CENXCentury Aluminum Co | 296,666 | $13.6M | 2.9% |
| 10 | MHOM/I Homes Inc | 75,523 | $12.1M | 2.6% |
| 11 | GPNGlobal Payments Inc | 147,367 | $10.7M | 2.3% |
| 12 | CRCCalifornia Resources Corp | 197,755 | $10.5M | 2.2% |
| 13 | Versigent PLC | 247,200 | $10.4M | 2.2% |
| 14 | CORZCore Scientific Inc | 400,127 | $10.2M | 2.2% |
| 15 | CPAYCorpay Inc | 29,778 | $9.9M | 2.1% |
| 16 | GMRSGMR Solutions Inc | 594,018 | $9.2M | 2% |
| 17 | IESCIES Holdings Inc | 12,481 | $9.2M | 2% |
| 18 | PRTHPriority Technology Holdings I | 1.3M | $8.9M | 1.9% |
| 19 | ZMZoom Communications Inc | 100,060 | $8.6M | 1.8% |
| 20 | HALOHalozyme Therapeutics Inc | 108,366 | $8.5M | 1.8% |
| 21 | METAMeta Platforms Inc | 14,828 | $8.4M | 1.8% |
| 22 | SANBanco Santander SA | 600,166 | $8.3M | 1.8% |
| 23 | DALDelta Air Lines Inc | 87,966 | $8.2M | 1.8% |
| 24 | TLNTalen Energy Corp | 20,156 | $7.7M | 1.7% |
| 25 | COFCapital One Financial Corp | 38,546 | $7.7M | 1.7% |
| 26 | GPORGulfport Energy Corp | 44,694 | $7.6M | 1.6% |
| 27 | MEDMedifast Inc | 706,699 | $7.5M | 1.6% |
| 28 | APOApollo Global Management Inc | 62,638 | $7.4M | 1.6% |
| 29 | SharkNinja Inc | 48,182 | $7.3M | 1.6% |
| 30 | CRH PLC | 68,506 | $7.3M | 1.6% |
| 31 | HUTHut 8 Corp | 63,216 | $7.3M | 1.6% |
| 32 | APLDApplied Digital Corp | 193,105 | $7.2M | 1.5% |
| 33 | VCTRVictory Capital Holdings Inc | 83,915 | $7.1M | 1.5% |
| 34 | TSMTSMC | 14,640 | $7.0M | 1.5% |
| 35 | REZIResideo Technologies Inc | 218,198 | $6.8M | 1.5% |
| 36 | TMUST-Mobile US Inc | 36,709 | $6.2M | 1.3% |
| 37 | CIFRCipher Digital Inc | 244,922 | $6.0M | 1.3% |
| 38 | NVDANVIDIA Corp | 29,345 | $5.9M | 1.3% |
| 39 | AMZNAmazon.com Inc | 24,148 | $5.8M | 1.2% |
| 40 | MSFTMicrosoft Corp | 14,721 | $5.5M | 1.2% |
| 41 | BRBRBellRing Brands Inc | 395,521 | $5.1M | 1.1% |
| 42 | TDAYUSA TODAY Co Inc | 487,213 | $4.2M | 0.9% |
| 43 | ECHOEchoStar Corp | 39,551 | $4.0M | 0.9% |
| 44 | TOLToll Brothers Inc | 24,135 | $4.0M | 0.9% |
| 45 | GFFGriffon Corp | 39,106 | $3.8M | 0.8% |
| 46 | TIPTTiptree Inc | 185,259 | $3.3M | 0.7% |
| 47 | LOWLowe's Cos Inc | 14,435 | $3.2M | 0.7% |
| 48 | Arch Capital Group Ltd | 29,543 | $2.9M | 0.6% |
| 49 | VSTVistra Corp | 17,726 | $2.8M | 0.6% |
| 50 | BSINBig Sky Industrial Inc | 2.5M | $2.8M | 0.6% |
| 51 | NRGNRG Energy Inc | 18,101 | $2.6M | 0.6% |
| 52 | SLMSLM Corp | 98,864 | $2.6M | 0.5% |
| 53 | BXBlackstone Inc | 21,528 | $2.5M | 0.5% |
| 54 | CICigna Group/The | 9,165 | $2.5M | 0.5% |
| 55 | WULFTerawulf Inc | 74,149 | $1.8M | 0.4% |
| 56 | Wix.com Ltd | 33,728 | $1.5M | 0.3% |
| 57 | BABAAlibaba Group Holding Ltd | 14,820 | $1.4M | 0.3% |
| 58 | BRK/ABerkshire Hathaway Inc | 1 | $748,850 | 0.2% |
| 59 | AXRAMREP Corp | 11,173 | $281,783 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.