Steamboat Capital Partners, LLC: 13F holdings
CIK 16356632026Q2
| Positions | 59 |
|---|---|
| Reported value | $467.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ACMR ACM Research Inc | 182,773 | $23.2m | 5.0% |
| GOOG Alphabet Inc | 60,976 | $21.5m | 4.6% |
| AVGO Broadcom Inc | 54,388 | $20.5m | 4.4% |
| MU Micron Technology Inc | 16,806 | $19.4m | 4.1% |
| AerCap Holdings NV | 122,485 | $17.9m | 3.8% |
| COMP Compass Inc | 1,384,358 | $17.1m | 3.7% |
| DELL Dell Technologies Inc | 39,540 | $17.1m | 3.6% |
| THC Tenet Healthcare Corp | 79,074 | $14.8m | 3.2% |
| CENX Century Aluminum Co | 296,666 | $13.6m | 2.9% |
| MHO M/I Homes Inc | 75,523 | $12.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1635663")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.