What Steamboat Capital Partners, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1635663 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 61K |
| New |
| $21.5M |
| 4.6% |
AVGOBroadcom Inc. | 54.4K | New | $20.5M | 4.4% |
MUMicron Technology Inc | 16.8K | New | $19.4M | 4.1% |
AERAerCap Holdings N.V. | 122.5K | New | $17.9M | 3.8% |
COMPCompass, Inc. | 1.4M | New | $17.1M | 3.7% |
DELLDell Technologies Inc. | 39.5K | New | $17.1M | 3.6% |
THCTenet Healthcare Corp | 79.1K | New | $14.8M | 3.2% |
CENXCentury Aluminum Co | 296.7K | New | $13.6M | 2.9% |
MHOM/I Homes, Inc. | 75.5K | New | $12.1M | 2.6% |
GPNGlobal Payments Inc | 147.4K | New | $10.7M | 2.3% |
CRCCalifornia Resources Corp | 197.8K | New | $10.5M | 2.2% |
VGNTVersigent PLC | 247.2K | New | $10.4M | 2.2% |
CORZCore Scientific, Inc./tx | 400.1K | New | $10.2M | 2.2% |
CPAYCorpay, Inc. | 29.8K | New | $9.9M | 2.1% |
GMRSGMR Solutions Inc. | 594K | New | $9.2M | 2% |
IESCIES Holdings, Inc. | 12.5K | New | $9.2M | 2% |
PRTHPriority Technology Holdings, Inc. | 1.3M | New | $8.9M | 1.9% |
ZMZoom Communications, Inc. | 100.1K | New | $8.6M | 1.8% |
HALOHalozyme Therapeutics, Inc. | 108.4K | New | $8.5M | 1.8% |
METAMeta Platforms, Inc. | 14.8K | New | $8.4M | 1.8% |
SANBanco Santander, S.A. | 600.2K | −33.3% | $8.3M | 1.8% |
DALDelta Air Lines, Inc. | 88K | New | $8.2M | 1.8% |
TLNTalen Energy Corp | 20.2K | New | $7.7M | 1.7% |
COFCapital One Financial Corp | 38.5K | New | $7.7M | 1.7% |
GPORGulfport Energy Corp | 44.7K | New | $7.6M | 1.6% |
MEDMedifast Inc | 706.7K | New | $7.5M | 1.6% |
APOApollo Global Management, Inc. | 62.6K | New | $7.4M | 1.6% |
SNSharkNinja, Inc. | 48.2K | New | $7.3M | 1.6% |
CRHCRH Public Ltd Co | 68.5K | New | $7.3M | 1.6% |
HUTHut 8 Corp. | 63.2K | New | $7.3M | 1.6% |
APLDApplied Digital Corp. | 193.1K | New | $7.2M | 1.5% |
VCTRVictory Capital Holdings, Inc. | 83.9K | New | $7.1M | 1.5% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 14.6K | New | $7M | 1.5% |
REZIResideo Technologies, Inc. | 218.2K | New | $6.8M | 1.5% |
TMUST-Mobile US, Inc. | 36.7K | New | $6.2M | 1.3% |
CIFRCipher Digital Inc. | 244.9K | New | $6M | 1.3% |
NVDANVIDIA Corp | 29.3K | New | $5.9M | 1.3% |
AMZNAmazon Com Inc | 24.1K | New | $5.8M | 1.2% |
MSFTMicrosoft Corp | 14.7K | New | $5.5M | 1.2% |
BRBRBellring Brands, Inc. | 395.5K | New | $5.1M | 1.1% |
TDAYUSA TODAY Co., Inc. | 487.2K | New | $4.2M | 0.9% |
ECHOEchoStar CORP | 39.6K | New | $4M | 0.9% |
TOLToll Brothers, Inc. | 24.1K | New | $4M | 0.9% |
GFFGriffon Corp | 39.1K | New | $3.8M | 0.8% |
TIPTTiptree Inc. | 185.3K | New | $3.3M | 0.7% |
LOWLowe's Companies Inc | 14.4K | New | $3.2M | 0.7% |
ACGLArch Capital Group Ltd. | 29.5K | New | $2.9M | 0.6% |
VSTVistra Corp. | 17.7K | New | $2.8M | 0.6% |
BSINBig Sky Industrial Inc. | 2.5M | New | $2.8M | 0.6% |
NRGNRG Energy, Inc. | 18.1K | New | $2.6M | 0.6% |
SLMSLM Corp | 98.9K | New | $2.6M | 0.5% |
BXBlackstone Inc. | 21.5K | New | $2.5M | 0.5% |
CICigna Group | 9.2K | New | $2.5M | 0.5% |
WULFTerawulf Inc. | 74.1K | New | $1.8M | 0.4% |
WIXWix.com Ltd. | 33.7K | New | $1.5M | 0.3% |
BABAAlibaba Group Holding Ltd | 14.8K | New | $1.4M | 0.3% |
Berkshire Hathaway IncCL A | 1 | New | $748.9K | 0.2% |
AXRAmrep Corp. | 11.2K | New | $281.8K | 0.1% |
