STEAMBOAT CAPITAL PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRTH | 1.58M | $8.59M |
 | COMP | 981K | $10.37M |
 | SAN | 904K | $10.60M |
 | ACMR | 504K | $19.89M |
 | TIPT | 494K | $9.02M |
 | CENX | 424K | $16.60M |
 | OSUR | 400K | $968.00K |
 | CMPO | 331K | $6.37M |
 | REZI | 300K | $10.54M |
 | HNRG | 292K | $5.56M |
 | MED | 276K | $2.95M |
 | GCI | 246K | $1.26M |
 | CORZ | 196K | $2.86M |
 | SLM | 183K | $4.96M |
 | IAC | 160K | $6.25M |
 | TMHC | 149K | $8.79M |
 | CWAN | 147K | $3.55M |
 | HALO | 144K | $9.71M |
 | GPN | 136K | $10.54M |
 | VCTR | 107K | $6.75M |
Priority Technology Holdings, Inc.
PRTH
Shares Held
1.58M
Value
$8.59M
Compass, Inc.
COMP
Shares Held
981K
Value
$10.37M
Banco Santander, S.A.
SAN
Shares Held
904K
Value
$10.60M
ACM Research, Inc.
ACMR
Shares Held
504K
Value
$19.89M
Tiptree Inc.
TIPT
Shares Held
494K
Value
$9.02M
Century Aluminum Company
CENX
Shares Held
424K
Value
$16.60M
OraSure Technologies, Inc.
OSUR
Shares Held
400K
Value
$968.00K
CompoSecure, Inc.
CMPO
Shares Held
331K
Value
$6.37M
Resideo Technologies, Inc.
REZI
Shares Held
300K
Value
$10.54M
Hallador Energy Company
HNRG
Shares Held
292K
Value
$5.56M
Medifast, Inc.
MED
Shares Held
276K
Value
$2.95M
Gannett Co., Inc.
GCI
Shares Held
246K
Value
$1.26M
Core Scientific, Inc.
CORZ
Shares Held
196K
Value
$2.86M
SLM Corporation
SLM
Shares Held
183K
Value
$4.96M
IAC InterActive Corp.
IAC
Shares Held
160K
Value
$6.25M
Taylor Morrison Home Corporation
TMHC
Shares Held
149K
Value
$8.79M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
147K
Value
$3.55M
Halozyme Therapeutics, Inc.
HALO
Shares Held
144K
Value
$9.71M
Global Payments Inc.
GPN
Shares Held
136K
Value
$10.54M
Victory Capital Holdings, Inc.
VCTR
Shares Held
107K
Value
$6.75M