STEAMBOAT CAPITAL PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 1.49M | $10.91M |
 | PRTH | 1.28M | $6.03M |
 | SAN | 900K | $10.15M |
 | MED | 708K | $7.21M |
 | TIPT | 690K | $11.67M |
 | WULF | 522K | $7.53M |
 | CORZ | 405K | $6.05M |
 | CENX | 276K | $16.21M |
 | REZI | 249K | $8.38M |
 | CRC | 247K | $17.11M |
 | ACMR | 223K | $8.79M |
 | HNRG | 201K | $3.27M |
 | SLM | 185K | $3.96M |
 | IAC | 159K | $6.36M |
 | ZM | 148K | $11.91M |
 | GPN | 140K | $9.42M |
 | HALO | 110K | $7.09M |
 | TMHC | 101K | $5.87M |
 | ICLR | 100K | $11.10M |
 | DAL | 89K | $5.92M |
Compass, Inc.
COMP
Shares Held
1.49M
Value
$10.91M
Priority Technology Holdings, Inc.
PRTH
Shares Held
1.28M
Value
$6.03M
Banco Santander, S.A.
SAN
Shares Held
900K
Value
$10.15M
Medifast, Inc.
MED
Shares Held
708K
Value
$7.21M
Tiptree Inc.
TIPT
Shares Held
690K
Value
$11.67M
TeraWulf Inc.
WULF
Shares Held
522K
Value
$7.53M
Core Scientific, Inc.
CORZ
Shares Held
405K
Value
$6.05M
Century Aluminum Company
CENX
Shares Held
276K
Value
$16.21M
Resideo Technologies, Inc.
REZI
Shares Held
249K
Value
$8.38M
California Resources Corp
CRC
Shares Held
247K
Value
$17.11M
ACM Research, Inc.
ACMR
Shares Held
223K
Value
$8.79M
Hallador Energy Company
HNRG
Shares Held
201K
Value
$3.27M
SLM Corporation
SLM
Shares Held
185K
Value
$3.96M
IAC Inc.
IAC
Shares Held
159K
Value
$6.36M
Zoom Communications, Inc.
ZM
Shares Held
148K
Value
$11.91M
Global Payments Inc.
GPN
Shares Held
140K
Value
$9.42M
Halozyme Therapeutics, Inc.
HALO
Shares Held
110K
Value
$7.09M
Taylor Morrison Home Corporation
TMHC
Shares Held
101K
Value
$5.87M
ICON Public Limited Company
ICLR
Shares Held
100K
Value
$11.10M
Delta Air Lines, Inc.
DAL
Shares Held
89K
Value
$5.92M