Steamboat Capital Partners, LLC — 13F holdings

Steamboat Capital Partners, LLC reported 59 holdings worth $468M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ACMR ACM RESH INC — $23.2M (5.0%)
2. GOOG ALPHABET INC — $21.5M (4.6%)
3. AVGO BROADCOM INC — $20.5M (4.4%)
4. MU MICRON TECHNOLOGY INC — $19.4M (4.1%)
5. AER AERCAP HOLDINGS NV — $17.9M (3.8%)
6. COMP COMPASS INC — $17.1M (3.7%)
7. DELL DELL TECHNOLOGIES INC — $17.1M (3.6%)
8. THC TENET HEALTHCARE CORP — $14.8M (3.2%)
9. CENX CENTURY ALUM CO — $13.6M (2.9%)
10. MHO M/I HOMES INC — $12.1M (2.6%)