DOSSIER · 13F-HR · Q2 2026
O'Keefe Stevens Advisory, Inc.
$488M in tracked AUM across 81 positions as of Q2 2026.
OS
CIK 0001780565 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of O'Keefe Stevens Advisory, Inc. 13F Filing
1. Portfolio Overview
O'Keefe Stevens Advisory, Inc. has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 84.1%, growing from $209.30M to $385.33M. This substantial increase is not merely a function of market appreciation but is driven by a massive restructuring of the portfolio's composition.
The firm dramatic...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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