STEAMBOAT CAPITAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VCTR | 106K | $6.87M |
 | THS | 99K | $1.99M |
 | TRIP | 93K | $1.51M |
 | APO | 83K | $11.08M |
 | MHO | 77K | $11.12M |
 | DELL | 67K | $9.44M |
 | DAL | 60K | $3.40M |
 | GOOG | 56K | $13.62M |
 | THC | 51K | $10.40M |
 | RDN | 49K | $1.78M |
 | SN | 48K | $4.95M |
 | GPOR | 46K | $8.27M |
 | ACGL | 45K | $4.13M |
 | PM | 44K | $7.20M |
 | JD | 44K | $1.55M |
 | AVGO | 42K | $13.90M |
 | NRDS | 41K | $438.84K |
 | TMUS | 37K | $8.88M |
 | CRH | 35K | $4.15M |
 | MU | 33K | $5.56M |
Victory Capital Holdings, Inc.
VCTR
Shares Held
106K
Value
$6.87M
TreeHouse Foods, Inc.
THS
Shares Held
99K
Value
$1.99M
Tripadvisor, Inc.
TRIP
Shares Held
93K
Value
$1.51M
Apollo Global Management, Inc.
APO
Shares Held
83K
Value
$11.08M
M/I Homes, Inc.
MHO
Shares Held
77K
Value
$11.12M
Dell Technologies Inc.
DELL
Shares Held
67K
Value
$9.44M
Delta Air Lines, Inc.
DAL
Shares Held
60K
Value
$3.40M
Alphabet Inc.
GOOG
Shares Held
56K
Value
$13.62M
Tenet Healthcare Corporation
THC
Shares Held
51K
Value
$10.40M
Radian Group Inc.
RDN
Shares Held
49K
Value
$1.78M
SharkNinja, Inc.
SN
Shares Held
48K
Value
$4.95M
Gulfport Energy Corporation
GPOR
Shares Held
46K
Value
$8.27M
Arch Capital Group Ltd.
ACGL
Shares Held
45K
Value
$4.13M
Philip Morris International Inc.
PM
Shares Held
44K
Value
$7.20M
JD.com, Inc.
JD
Shares Held
44K
Value
$1.55M
Broadcom Inc.
AVGO
Shares Held
42K
Value
$13.90M
NerdWallet, Inc.
NRDS
Shares Held
41K
Value
$438.84K
T-Mobile US, Inc.
TMUS
Shares Held
37K
Value
$8.88M
CRH plc
CRH
Shares Held
35K
Value
$4.15M
Micron Technology, Inc.
MU
Shares Held
33K
Value
$5.56M