Steamboat Capital Partners, LLC
Q2 2026 13F filing
Updated 27 days ago59 disclosed positions worth $467.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ACMR ACM Research Inc | $23.2M | 182.8K | 4.96% | — |
| 2 | G GOOGN Alphabet Inc | $21.5M | 61.0K | 4.61% | — |
| 3 | A AVGO Broadcom Inc | $20.5M | 54.4K | 4.39% | — |
| 4 | M MU Micron Technology Inc | $19.4M | 16.8K | 4.15% | — |
| 5 | A AER AerCap Holdings NV | $17.9M | 122.5K | 3.82% | — |
| 6 | C CONE Compass Inc | $17.1M | 1.38M | 3.65% | — |
| 7 | D DELL Dell Technologies Inc | $17.1M | 39.5K | 3.65% | — |
| 8 | T THC Tenet Healthcare Corp | $14.8M | 79.1K | 3.16% | — |
| 9 | C CENX Century Aluminum Co | $13.6M | 296.7K | 2.92% | — |
| 10 | M MGPI M/I Homes Inc | $12.1M | 75.5K | 2.60% | — |
| 11 | G GPN Global Payments Inc | $10.7M | 147.4K | 2.29% | — |
| 12 | C CRC California Resources Corp | $10.5M | 197.8K | 2.24% | — |
| 13 | V VGNT Versigent PLC | $10.4M | 247.2K | 2.22% | — |
| 14 | C CORZR Core Scientific Inc | $10.2M | 400.1K | 2.19% | — |
| 15 | C CPAY Corpay Inc | $9.9M | 29.8K | 2.12% | — |
| 16 | G GMRS GMR Solutions Inc | $9.2M | 594.0K | 1.96% | — |
| 17 | I IESC IES Holdings Inc | $9.2M | 12.5K | 1.96% | — |
| 18 | P PRTHU Priority Technology Holdings I | $8.9M | 1.34M | 1.91% | — |
| 19 | Z ZM Zoom Communications Inc | $8.6M | 100.1K | 1.85% | — |
| 20 | H HALO Halozyme Therapeutics Inc | $8.5M | 108.4K | 1.81% | — |
| 21 | M META Meta Platforms Inc | $8.4M | 14.8K | 1.79% | — |
| 22 | B BSBR Banco Santander SA | $8.3M | 600.2K | 1.77% | — |
| 23 | D DAL Delta Air Lines Inc | $8.2M | 88.0K | 1.76% | — |
| 24 | T TLN Talen Energy Corp | $7.7M | 20.2K | 1.66% | — |
| 25 | C COF-PN Capital One Financial Corp | $7.7M | 38.5K | 1.65% | — |
| 26 | G GPOR Gulfport Energy Corp | $7.6M | 44.7K | 1.62% | — |
| 27 | M MED Medifast Inc | $7.5M | 706.7K | 1.60% | — |
| 28 | A APOS Apollo Global Management Inc | $7.4M | 62.6K | 1.58% | — |
| 29 | S SN SharkNinja Inc | $7.3M | 48.2K | 1.57% | — |
| 30 | R RH CRH PLC | $7.3M | 68.5K | 1.57% | — |
| 31 | H HUT Hut 8 Corp | $7.3M | 63.2K | 1.56% | — |
| 32 | A APLD Applied Digital Corp | $7.2M | 193.1K | 1.54% | — |
| 33 | V VCTR Victory Capital Holdings Inc | $7.1M | 83.9K | 1.51% | — |
| 34 | T TSMWF TSMC | $7M | 14.6K | 1.50% | — |
| 35 | R REZI Resideo Technologies Inc | $6.8M | 218.2K | 1.45% | — |
| 36 | T TMUSL T-Mobile US Inc | $6.2M | 36.7K | 1.32% | — |
| 37 | C CIFR Cipher Digital Inc | $6M | 244.9K | 1.28% | — |
| 38 | N NVDA NVIDIA Corp | $5.9M | 29.3K | 1.26% | — |
| 39 | A AMZN Amazon.com Inc | $5.8M | 24.1K | 1.23% | — |
| 40 | M MSFT Microsoft Corp | $5.5M | 14.7K | 1.17% | — |
| 41 | B BRBR BellRing Brands Inc | $5.1M | 395.5K | 1.09% | — |
| 42 | T TDAY USA TODAY Co Inc | $4.2M | 487.2K | 0.89% | — |
| 43 | E ECHO EchoStar Corp | $4M | 39.6K | 0.86% | — |
| 44 | T TOL Toll Brothers Inc | $4M | 24.1K | 0.85% | — |
| 45 | G GFF Griffon Corp | $3.8M | 39.1K | 0.82% | — |
| 46 | T TIPT Tiptree Inc | $3.3M | 185.3K | 0.71% | — |
| 47 | L LOW Lowe's Cos Inc | $3.2M | 14.4K | 0.68% | — |
| 48 | A ACGLO Arch Capital Group Ltd | $2.9M | 29.5K | 0.61% | — |
| 49 | V VST Vistra Corp | $2.8M | 17.7K | 0.60% | — |
| 50 | B BSIN Big Sky Industrial Inc | $2.8M | 2.51M | 0.59% | — |