Stock Taper 
STEAMBOAT CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Capital One Financial Corporation | COF | 38.55K | $7.73M |
 Griffon Corporation | GFF | 39.11K | $3.81M |
 Dell Technologies Inc. | DELL | 39.54K | $17.06M |
 Gulfport Energy Corp | GPOR | 44.69K | $7.58M |
 SharkNinja, Inc. | SN | 48.18K | $7.34M |
 Broadcom Inc. | AVGO | 54.39K | $20.55M |
 Alphabet Inc. | GOOG | 60.98K | $21.54M |
 Apollo Global Management, Inc. | APO | 62.64K | $7.41M |
 Hut 8 Corp. | HUT | 63.22K | $7.3M |
 CRH plc | CRH | 68.51K | $7.33M |
 TeraWulf Inc. | WULF | 74.15K | $1.83M |
 M/I Homes, Inc. | MHO | 75.52K | $12.14M |
 Tenet Healthcare Corporation | THC | 79.07K | $14.79M |
 Victory Capital Holdings, Inc. | VCTR | 83.92K | $7.05M |
 Delta Air Lines, Inc. | DAL | 87.97K | $8.24M |
 SLM Corporation | SLM | 98.86K | $2.56M |
 Zoom Communications, Inc. | ZM | 100.06K | $8.64M |
 Halozyme Therapeutics, Inc. | HALO | 108.37K | $8.48M |
 AerCap Holdings N.V. | AER | 122.48K | $17.86M |
 Global Payments Inc. | GPN | 147.37K | $10.69M |