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Steamboat Capital Partners, LLC - Portfolio Stock Holdings

Steamboat Capital Partners, LLC disclosed 69 stock positions in a recent SEC 13F filing. $400,524,650 of stock holdings were filed, with the largest holdings including GOOG, CRC, and CENX. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $515,639,073 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

69

Est. Stock Holding Value:

$400,524,650

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Steamboat Capital Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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