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STEINBERG ASSET MANAGEMENT LLC

Location
NEW YORK, NY
Portfolio Value
Small $144,720,522
Diversification
Highly concentrated
Filing Date
Global Rank
#4,573 / 8,232 ▲ 608
Top Industry
Oil & Gas Midstream 55.5%
3Y Alpha vs SPY
+1.8%
Period ended 2 months ago
Filed May 11, 2026 · 34d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+84.1%
SPY
+76.3%
Annualised alpha
+1.8%
Max drawdown
−23.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
53.0%
+10.5 pts
Top 5
68.5%
+4.6 pts
Top 10
78.1%
+1.6 pts
HHI
2,918
Jun 2023 → Mar 2026 · range 1,344 – 2,918
Highly concentrated+931

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Energy 54.4% $78,738,008
Technology 9.3% $13,465,566
Financial Services 9.1% $13,199,945
Communication Services 6.3% $9,102,997
Consumer Defensive 4.8% $6,967,960
Healthcare 4.3% $6,169,448
Industrials 4.2% $6,009,858
Utilities 2.8% $4,046,807
Unclassified 2.0% $2,855,331
Consumer Cyclical 1.4% $2,090,924
Basic Materials 0.8% $1,144,757
Real Estate 0.6% $928,921

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
6 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
13 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
39 positions · $144,720,522 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History