§ 13F · FUND PROFILE
Steamboat Capital Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 56Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$75M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET | 75K | $22M | 5.3% | +32% |
| 2 | CRC | CALIFORNIA RESOURCES CORP | 247K | $17M | 4.3% | NEW |
| 3 | CENX | CENTURY ALUMINUM COMPANY | 276K | $16M | 4.0% | −35% |
| 4 | AVGO | BROADCOM INC | 45K | $14M | 3.5% | +26% |
| 5 | ZM | ZOOM COMMUNICATIONS INC | 148K | $12M | 3.0% | NEW |
| 6 | TIPT | TIPTREE INC | 690K | $12M | 2.9% | +40% |
| 7 | META | META PLATFORMS INC | 20K | $11M | 2.9% | +21% |
| 8 | MU | MICRON TECHNOLOGY INC | 33K | $11M | 2.8% | −1% |
| 9 | ICLR | ICON PLC | 100K | $11M | 2.8% | NEW |
| 10 | COMP | COMPASS INC | 1.49M | $11M | 2.7% | +52% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEAMBOAT SIGNAL
AC read
Steamboat Capital Partners, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed