Steamboat Capital Partners, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$384.1B
Holdings
60
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACMRACM RESEARCH INC | 525,000 | $20.5B | 5.35% | |
| 2 | REZIRESIDEO TECHNOLOGIES INC | 379,598 | $16.4B | 4.27% | |
| 3 | SANBANCO SANTANDER SA | 1,377,546 | $14.4B | 3.76% | |
| 4 | AVGOBROADCOM INC | 42,134 | $13.9B | 3.62% | |
| 5 | CENXCENTURY ALUMINUM COMPANY | 471,929 | $13.9B | 3.61% | |
| 6 | GOOGALPHABET INC | 55,907 | $13.6B | 3.54% | |
| 7 | AERAERCAP HOLDINGS NV | 110,710 | $13.4B | 3.49% | |
| 8 | METAMETA PLATFORMS INC-CLASS A | 16,336 | $12.0B | 3.12% | |
| 9 | GPNGLOBAL PAYMENTS INC | 136,536 | $11.3B | 2.95% | |
| 10 | MHOM/I HOMES INC | 76,990 | $11.1B | 2.89% | |
| 11 | APOAPOLLO GLOBAL MANAGEMENT INC | 83,131 | $11.1B | 2.88% | |
| 12 | HALOHALOZYME THERAPEUTICS INC | 142,577 | $10.5B | 2.72% | |
| 13 | THCTENET HEALTHCARE CORP | 51,216 | $10.4B | 2.71% | |
| 14 | TMHCTAYLOR MORRISON HOME CORP | 148,098 | $9.8B | 2.54% | |
| 15 | PRTHPRIORITY TECHNOLOGY HOLDINGS | 1,388,841 | $9.5B | 2.48% | |
| 16 | DELLDELL TECHNOLOGIES -C | 66,600 | $9.4B | 2.46% | |
| 17 | EQHEQUITABLE HOLDINGS INC | 185,227 | $9.4B | 2.45% | |
| 18 | TMUST-MOBILE US INC | 37,106 | $8.9B | 2.31% | |
| 19 | GPORGULFPORT ENERGY CORP | 45,673 | $8.3B | 2.15% | |
| 20 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 28,078 | $7.8B | 2.04% | |
| 21 | MSFTMICROSOFT CORP | 14,888 | $7.7B | 2.01% | |
| 22 | TIPTTIPTREE INC | 396,380 | $7.6B | 1.98% | |
| 23 | IESCIES HOLDINGS INC | 18,109 | $7.2B | 1.87% | |
| 24 | 4I1PHILIP MORRIS INTERNATIONAL | 44,361 | $7.2B | 1.87% | |
| 25 | VCTRVICTORY CAPITAL HOLDING | 106,152 | $6.9B | 1.79% | |
| 26 | GPGICOMPOSECURE INC | 325,811 | $6.8B | 1.77% | |
| 27 | COMPCOMPASS INC | 836,683 | $6.7B | 1.75% | |
| 28 | TLNTALEN ENERGY CORP | 15,677 | $6.7B | 1.74% | |
| 29 | HNRGHALLADOR ENERGY CO | 292,947 | $5.7B | 1.49% | |
| 30 | MUMICRON TECHNOLOGY INC | 33,245 | $5.6B | 1.45% | |
| 31 | 0J7QIAC INC | 160,205 | $5.5B | 1.42% | |
| 32 | AMZNAMAZON.COM INC | 24,249 | $5.3B | 1.39% | |
| 33 | SLMSLM CORP | 184,437 | $5.1B | 1.33% | |
| 34 | SNSHARKNINJA INC | 47,970 | $4.9B | 1.29% | |
| 35 | EP3ORASURE TECHNOLOGIES INC | 1,351,581 | $4.3B | 1.13% | |
| 36 | RHCRH PLC | 34,599 | $4.1B | 1.08% | |
| 37 | ACGLARCH CAPITAL GROUP LTD | 45,498 | $4.1B | 1.07% | |
| 38 | BXBLACKSTONE INC | 21,775 | $3.7B | 0.97% | |
| 39 | LOWLOWE'S COS INC | 14,599 | $3.7B | 0.96% | |
| 40 | T7DTRANSDIGM GROUP INC | 2,760 | $3.6B | 0.95% | |
| 41 | VSTVISTRA CORP | 18,132 | $3.6B | 0.92% | |
| 42 | DALDELTA AIR LINES INC | 59,892 | $3.4B | 0.88% | |
| 43 | NRANRG ENERGY INC | 18,492 | $3.0B | 0.78% | |
| 44 | GAMBGAMBLING.COM GROUP LTD | 364,876 | $3.0B | 0.78% | |
| 45 | LADLITHIA MOTORS INC | 8,753 | $2.8B | 0.72% | |
| 46 | CITHE CIGNA GROUP | 9,270 | $2.7B | 0.70% | |
| 47 | GFFGRIFFON CORP | 27,086 | $2.1B | 0.54% | |
| 48 | THSTREEHOUSE FOODS INC | 98,554 | $2.0B | 0.52% | |
| 49 | RDNRADIAN GROUP INC | 49,280 | $1.8B | 0.46% | |
| 50 | JDJD.COM INC | 44,278 | $1.5B | 0.40% | |
| 51 | CMPOWCOMPOSECURE INC | 120,980 | $1.5B | 0.40% | |
| 52 | TRIPTRIPADVISOR INC | 93,138 | $1.5B | 0.39% | |
| 53 | PSFEPAYSAFE LTD | 114,421 | $1.5B | 0.38% | |
| 54 | HOVHOVNANIAN ENTERPRISES INC | 11,291 | $1.5B | 0.38% | |
| 55 | BABAALIBABA GROUP HOLDING | 7,896 | $1.4B | 0.37% | |
| 56 | BRK-BBERKSHIRE HATHAWAY INC | 1 | $754.2M | 0.20% | |
| 57 | KSPIJSKASPI KZ JSC | 8,488 | $693.3M | 0.18% | |
| 58 | FISVFISERV INC | 5,000 | $644.6M | 0.17% | |
| 59 | NRDSNERDWALLET INC-CL A | 40,784 | $438.8M | 0.11% | |
| 60 | SAROSTANDARDAERO INC | 8,774 | $239.4M | 0.06% |