Universe · entity
Steamboat Capital Partners, LLC
Institutional manager (13F) · CIK 1635663
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $394M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET | $22M | 75,000 |
| 2 | CALIFORNIA RESOURCES CORP | $17M | 247,165 |
| 3 | CENTURY ALUMINUM COMPANY | $16M | 276,248 |
| 4 | BROADCOM INC | $14M | 45,000 |
| 5 | ZOOM COMMUNICATIONS INC | $12M | 148,114 |
| 6 | TIPTREE INC | $12M | 690,000 |
| 7 | META PLATFORMS INC | $11M | 20,096 |
| 8 | MICRON TECHNOLOGY INC | $11M | 33,000 |
| 9 | ICON PLC | $11M | 100,299 |
| 10 | COMPASS INC | $11M | 1,492,844 |
| 11 | AERCAP HOLDINGS | $10M | 75,356 |
| 12 | CORPAY INC | $10M | 35,000 |
| 13 | BANCO SANTANDER SA | $10M | 900,000 |
| 14 | DELL TECHNOLOGIES | $10M | 60,651 |
| 15 | GULFPORT ENERGY CORP | $10M | 45,259 |
| 16 | GLOBAL PAYMENTS INC | $9M | 140,000 |
| 17 | M/I HOMES INC | $9M | 76,478 |
| 18 | TENET HEALTHCARE CORP | $9M | 49,584 |
| 19 | ACM RESEARCH | $9M | 223,391 |
| 20 | IES HOLDINGS INC | $9M | 17,953 |
| 21 | RESIDEO TECHNOLOGIES INC | $8M | 248,721 |
| 22 | T-MOBILE US INC | $8M | 37,172 |
| 23 | TERAWULF INC | $8M | 521,798 |
| 24 | CRH PLC | $7M | 69,374 |
| 25 | MEDIFAST INC | $7M | 707,590 |
| 26 | CAPITAL ONE FINANCIAL CORP | $7M | 39,109 |
| 27 | HALOZYME THERAPEUTICS INC | $7M | 109,737 |
| 28 | APOLLO GLOBAL MANAGEMENT INC | $7M | 63,552 |
| 29 | TALEN ENERGY CORP | $7M | 20,410 |
| 30 | IAC INC | $6M | 158,866 |
| 31 | CORE SCIENTIFIC INC NEW | $6M | 404,720 |
| 32 | PRIORITY TECHNOLOGY HOLDINGS | $6M | 1,277,396 |
| 33 | DELTA AIR LINES INC | $6M | 89,078 |
| 34 | TAYLOR MORRISON HOME CORP | $6M | 100,821 |
| 35 | ECHOSTAR CORP | $6M | 50,000 |
| 36 | VICTORY CAPITAL HOLDING | $6M | 85,000 |
| 37 | MICROSOFT CORP | $6M | 14,908 |
| 38 | NVIDIA CORPORATION | $5M | 29,717 |
| 39 | SHARKNINJA INC | $5M | 48,792 |
| 40 | AMAZON COM | $5M | 24,454 |
| 41 | TAIWAN SEMICONDUCTOR MFG LTD | $5M | 15,000 |
| 42 | SLM CORP | $4M | 184,741 |
| 43 | LOWE'S COS INC | $3M | 14,618 |
| 44 | HALLADOR ENERGY CO | $3M | 201,139 |
| 45 | WIX.COM LTD | $3M | 34,221 |
| 46 | GRIFFON CORP | $3M | 39,600 |
| 47 | ARCH CAPITAL GROUP LTD | $3M | 29,917 |
| 48 | VISTRA CORP | $3M | 17,951 |
| 49 | NRG ENERGY INC | $3M | 18,331 |
| 50 | BLACKSTONE INC | $3M | 21,801 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.