O'Keefe Stevens Advisory, Inc. — 13F holdings

O'Keefe Stevens Advisory, Inc. reported 81 holdings worth $489M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $80.6M (16.5%)
2. HCC WARRIOR MET COAL INC — $25.8M (5.3%)
3. QCOM QUALCOMM INC — $23.3M (4.8%)
4. GLW CORNING INC — $23.1M (4.7%)
5. AER AERCAP HOLDINGS NV — $22.9M (4.7%)
6. SPHR SPHERE ENTERTAINMENT CO — $22.6M (4.6%)
7. AMGN AMGEN INC — $22.0M (4.5%)
8. BGC BGC GROUP INC — $21.8M (4.5%)
9. L LOEWS CORP — $18.2M (3.7%)
10. BAX BAXTER INTL INC — $17.3M (3.5%)