STEAMBOAT CAPITAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSM | 28K | $7.84M |
 | GFF | 27K | $2.06M |
 | AMZN | 24K | $5.32M |
 | BX | 22K | $3.72M |
 | NRG | 18K | $2.99M |
 | VST | 18K | $3.55M |
 | IESC | 18K | $7.20M |
 | META | 16K | $12.00M |
 | TLN | 16K | $6.67M |
 | MSFT | 15K | $7.71M |
 | LOW | 15K | $3.67M |
 | HOV | 11K | $1.45M |
 | CI | 9K | $2.67M |
 | SARO | 9K | $239.44K |
 | LAD | 9K | $2.77M |
 | BABA | 8K | $1.41M |
 | FI | 5K | $644.65K |
 | TDG | 3K | $3.64M |
 | BRK-A | 1 | $754.20K |
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
28K
Value
$7.84M
Griffon Corporation
GFF
Shares Held
27K
Value
$2.06M
Amazon.com, Inc.
AMZN
Shares Held
24K
Value
$5.32M
Blackstone Inc.
BX
Shares Held
22K
Value
$3.72M
NRG Energy, Inc.
NRG
Shares Held
18K
Value
$2.99M
Vistra Corp.
VST
Shares Held
18K
Value
$3.55M
IES Holdings, Inc.
IESC
Shares Held
18K
Value
$7.20M
Meta Platforms, Inc.
META
Shares Held
16K
Value
$12.00M
Talen Energy Corporation
TLN
Shares Held
16K
Value
$6.67M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.71M
Lowe's Companies, Inc.
LOW
Shares Held
15K
Value
$3.67M
Hovnanian Enterprises, Inc.
HOV
Shares Held
11K
Value
$1.45M
Cigna Corporation
CI
Shares Held
9K
Value
$2.67M
StandardAero, Inc.
SARO
Shares Held
9K
Value
$239.44K
Lithia Motors, Inc.
LAD
Shares Held
9K
Value
$2.77M
Alibaba Group Holding Limited
BABA
Shares Held
8K
Value
$1.41M
Fiserv, Inc.
FI
Shares Held
5K
Value
$644.65K
TransDigm Group Incorporated
TDG
Shares Held
3K
Value
$3.64M
Berkshire Hathaway Inc.
BRK-A
Shares Held
1
Value
$754.20K