Stock Taper 
STEAMBOAT CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Cigna Corporation | CI | 9.16K | $2.53M |
 IES Holdings, Inc. | IESC | 12.48K | $9.17M |
 Lowe's Companies, Inc. | LOW | 14.44K | $3.18M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 14.64K | $6.99M |
 Microsoft Corporation | MSFT | 14.72K | $5.49M |
 Alibaba Group Holding Limited | BABA | 14.82K | $1.42M |
 Meta Platforms, Inc. | META | 14.83K | $8.35M |
 Micron Technology, Inc. | MU | 16.81K | $19.4M |
 Vistra Corp. | VST | 17.73K | $2.81M |
 NRG Energy, Inc. | NRG | 18.1K | $2.64M |
 Talen Energy Corporation | TLN | 20.16K | $7.75M |
 Blackstone Inc. | BX | 21.53K | $2.53M |
 Toll Brothers, Inc. | TOL | 24.14K | $3.98M |
 Amazon.com, Inc. | AMZN | 24.15K | $5.76M |
 NVIDIA Corporation | NVDA | 29.34K | $5.87M |
 Arch Capital Group Ltd. | ACGL | 29.54K | $2.87M |
 Corpay, Inc. | CPAY | 29.78K | $9.92M |
 Wix.com Ltd. | WIX | 33.73K | $1.53M |
 T-Mobile US, Inc. | TMUS | 36.71K | $6.16M |