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O'Keefe Stevens Advisory, Inc.

hedge fundUpdated 59 days ago

Managed by O'Keefe Stevens Advisory, Inc. • Latest filing Q2 2026

Portfolio value
$487.7M
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
27.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table
PeriodPortfolio value
Q2 2023$232.9M
Q3 2023$219.7M
Q4 2023$248.2M
Q1 2024$304.7M
Q2 2024$299.2M
Q3 2024$330.5M
Q4 2024$323.3M
Q1 2025$305M
Q2 2025$355.7M
Q3 2025$369.3M
Q4 2025$385.3M
Q1 2026$404.7M
Q2 2026$487.7M

Top holdings

81 positions as of Q2 2026

View filing
N

NVIDIA CORPORATION

-0.9%
Value
$72.3M
Shares
361.4K
% Port
14.83%
G
2.GLW

CORNING INC

-14.1%
Value
$39.3M
Shares
153.9K
% Port
8.06%
S

SPHERE ENTERTAINMENT CO

+0.2%
Value
$29.2M
Shares
169.0K
% Port
6.00%
?
4.N/A

WARRIOR MET COAL INC

-0.7%
Value
$23.6M
Shares
290.6K
% Port
4.84%
Q

QUALCOMM INC

-13.7%
Value
$23.3M
Shares
126.3K
% Port
4.78%
A
6.AER

AERCAP HOLDINGS NV

+4.7%
Value
$22.4M
Shares
153.7K
% Port
4.59%
C

CALLAWAY GOLF CO

+1.1%
Value
$22.3M
Shares
1.19M
% Port
4.58%
C
8.CMP

COMPASS MINERALS INTL INC

+3.4%
Value
$19.7M
Shares
631.3K
% Port
4.03%
?
9.N/A

BGC GROUP INC

+1.6%
Value
$19.6M
Shares
1.83M
% Port
4.02%
L
10.L

LOEWS CORP

+2.1%
Value
$19.5M
Shares
171.8K
% Port
3.99%
A
11.AMGN

AMGEN INC

-0.1%
Value
$18.7M
Shares
51.8K
% Port
3.84%
B

BERKSHIRE HATHAWAY INC DEL

+6.1%
Value
$15.9M
Shares
31.8K
% Port
3.27%
W
13.WY

WEYERHAEUSER CO

+8.4%
Value
$15.2M
Shares
634.3K
% Port
3.11%
?
14.N/A

FIVE POINT HOLDINGS LLC

+11.0%
Value
$14.6M
Shares
2.77M
% Port
3.00%
B
15.BAX

BAXTER INTL INC

+19.1%
Value
$14.3M
Shares
672.1K
% Port
2.94%
S
16.SHC

SOTERA HEALTH CO

Value
$14.2M
Shares
800.4K
% Port
2.91%
M

M & T BK CORP

+1.3%
Value
$11.5M
Shares
48.4K
% Port
2.36%
U
18.UNP

UNION PAC CORP

+10.3%
Value
$9.6M
Shares
35.3K
% Port
1.97%
P
19.PRGO

PERRIGO CO PLC

+14.0%
Value
$8.7M
Shares
835.7K
% Port
1.78%
A
20.ARCO

ARCOS DORADOS HLDGS INC

+7.1%
Value
$5.5M
Shares
676.7K
% Port
1.12%

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