Steamboat Capital Partners, LLC
Top Portfolio Positions
54 positions ·
$380,311,803 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CRC |
California Resources Corp
Energy
|
247,165 | $17,108,761 | 4.50% | |
| CENX |
Century Aluminum Co
Basic Materials
|
276,248 | $16,212,995 | 4.26% | |
| AVGO |
Broadcom Inc.
Technology
|
45,000 | $13,927,950 | 3.66% | |
| ZM |
Zoom Communications, Inc.
Technology
|
148,114 | $11,906,884 | 3.13% | |
| TIPT |
Tiptree Inc.
Financial Services
|
690,000 | $11,674,800 | 3.07% | |
| META |
Meta Platforms, Inc.
Communication Services
|
20,096 | $11,497,524 | 3.02% | |
| MU |
Micron Technology Inc
Technology
|
33,000 | $11,148,720 | 2.93% | |
| ICLR |
Icon PLC
Healthcare
|
100,299 | $11,099,087 | 2.92% | |
| COMP |
Compass, Inc.
Real Estate
|
1,492,844 | $10,912,689 | 2.87% | |
| AER |
AerCap Holdings N.V.
Industrials
|
75,356 | $10,337,336 | 2.72% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACMR
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,790,435 | 223,391 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,889,151 | 504,161 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,543,250 | 525,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,021,352 | 579,975 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,086,500 | 475,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,308,767 | 748,925 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,873,862 | 979,008 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,123,736 | 699,208 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,398,000 | 700,000 | Shares | Sole | 2024-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||