Stock Taper 
STEAMBOAT CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Delta Air Lines, Inc. | DAL | 87.97K | $8.24M |
 Victory Capital Holdings, Inc. | VCTR | 83.92K | $7.05M |
 Tenet Healthcare Corporation | THC | 79.07K | $14.79M |
 M/I Homes, Inc. | MHO | 75.52K | $12.14M |
 TeraWulf Inc. | WULF | 74.15K | $1.83M |
 CRH plc | CRH | 68.51K | $7.33M |
 Hut 8 Corp. | HUT | 63.22K | $7.3M |
 Apollo Global Management, Inc. | APO | 62.64K | $7.41M |
 Alphabet Inc. | GOOG | 60.98K | $21.54M |
 Broadcom Inc. | AVGO | 54.39K | $20.55M |
 SharkNinja, Inc. | SN | 48.18K | $7.34M |
 Gulfport Energy Corp | GPOR | 44.69K | $7.58M |
 Dell Technologies Inc. | DELL | 39.54K | $17.06M |
 Griffon Corporation | GFF | 39.11K | $3.81M |
 Capital One Financial Corporation | COF | 38.55K | $7.73M |
 T-Mobile US, Inc. | TMUS | 36.71K | $6.16M |
 Wix.com Ltd. | WIX | 33.73K | $1.53M |
 Corpay, Inc. | CPAY | 29.78K | $9.92M |
 Arch Capital Group Ltd. | ACGL | 29.54K | $2.87M |
 NVIDIA Corporation | NVDA | 29.34K | $5.87M |