STEAMBOAT CAPITAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRTH | 1.39M | $9.54M |
 | SAN | 1.38M | $14.44M |
 | OSUR | 1.35M | $4.34M |
 | COMP | 837K | $6.72M |
 | ACMR | 525K | $20.54M |
 | CENX | 472K | $13.86M |
 | TIPT | 396K | $7.60M |
 | REZI | 380K | $16.39M |
 | GAMB | 365K | $2.98M |
 | CMPO | 326K | $6.78M |
 | HNRG | 293K | $5.73M |
 | EQH | 185K | $9.41M |
 | SLM | 184K | $5.11M |
 | IAC | 160K | $5.46M |
 | TMHC | 148K | $9.78M |
 | HALO | 143K | $10.46M |
 | GPN | 137K | $11.34M |
 | CMPOW | 121K | $1.55M |
 | PSFE | 114K | $1.48M |
 | AER | 111K | $13.40M |
Priority Technology Holdings, Inc.
PRTH
Shares Held
1.39M
Value
$9.54M
Banco Santander, S.A.
SAN
Shares Held
1.38M
Value
$14.44M
OraSure Technologies, Inc.
OSUR
Shares Held
1.35M
Value
$4.34M
Compass, Inc.
COMP
Shares Held
837K
Value
$6.72M
ACM Research, Inc.
ACMR
Shares Held
525K
Value
$20.54M
Century Aluminum Company
CENX
Shares Held
472K
Value
$13.86M
Tiptree Inc.
TIPT
Shares Held
396K
Value
$7.60M
Resideo Technologies, Inc.
REZI
Shares Held
380K
Value
$16.39M
Gambling.com Group Limited
GAMB
Shares Held
365K
Value
$2.98M
CompoSecure, Inc.
CMPO
Shares Held
326K
Value
$6.78M
Hallador Energy Company
HNRG
Shares Held
293K
Value
$5.73M
Equitable Holdings, Inc.
EQH
Shares Held
185K
Value
$9.41M
SLM Corporation
SLM
Shares Held
184K
Value
$5.11M
IAC InterActive Corp.
IAC
Shares Held
160K
Value
$5.46M
Taylor Morrison Home Corporation
TMHC
Shares Held
148K
Value
$9.78M
Halozyme Therapeutics, Inc.
HALO
Shares Held
143K
Value
$10.46M
Global Payments Inc.
GPN
Shares Held
137K
Value
$11.34M
CompoSecure, Inc.
CMPOW
Shares Held
121K
Value
$1.55M
Paysafe Limited
PSFE
Shares Held
114K
Value
$1.48M
AerCap Holdings N.V.
AER
Shares Held
111K
Value
$13.40M