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Steamboat Capital Partners, LLC

Steamboat Capital Partners, LLC is an Investment Adviser institutional filer with the SEC under CIK 1635663, reporting 59 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Steamboat Capital Partners, LLC's most recent 13F filing, ranked by reported market value.

  1. ACM Research Inc (ACMR)
  2. Alphabet Inc (GOOG)
  3. Broadcom Inc (AVGO)
  4. Micron Technology Inc (MU)
  5. AerCap Holdings NV (AER)
  6. Compass Inc (COMP)
  7. Dell Technologies Inc (DELL)
  8. Tenet Healthcare Corp (THC)
  9. Century Aluminum Co (CENX)
  10. M/I Homes Inc (MHO)
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