Steamboat Capital Partners
$468M 13F equity value
65 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Steamboat Capital Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ACMR | ACM Research Inc | 182,773 | $23M | 5.0% |
| GOOG | Alphabet Inc | 60,976 | $22M | 4.6% |
| AVGO | Broadcom Inc | 54,388 | $21M | 4.4% |
| MU | Micron Technology Inc | 16,806 | $19M | 4.1% |
| AER | AerCap Holdings NV | 122,485 | $18M | 3.8% |
| COMP | Compass Inc | 1,384,358 | $17M | 3.7% |
| DELL | Dell Technologies Inc | 39,540 | $17M | 3.6% |
| THC | Tenet Healthcare Corp | 79,074 | $15M | 3.2% |
| CENX | Century Aluminum Co | 296,666 | $14M | 2.9% |
| MHO | M/I Homes Inc | 75,523 | $12M | 2.6% |
Track Steamboat Capital Partners's 13F portfolio: $468M in reported holdings, 65 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}