13F Insight
DOSSIER · 13F-HR · Q1 2026

Steamboat Capital Partners, LLC

$403M in tracked AUM across 56 positions as of Q1 2026.

SC
CIK 0001635663 · last filed Mar 31, 2026
Total AUM
$403M
as of Q1 2026
Holdings
56
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Steamboat Capital Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET
$22M75K5.3%02
CRC
CALIFORNIA RESOURCES CORP
$17M247K4.3%03
CENX
CENTURY ALUMINUM COMPANY
$16M276K4.0%04
AVGO
BROADCOM INC
$14M45K3.5%05
ZM
ZOOM COMMUNICATIONS INC
$12M148K3.0%06
TIPT
TIPTREE INC
$12M690K2.9%07
META
META PLATFORMS INC
$11M20K2.9%08
MU
MICRON TECHNOLOGY INC
$11M33K2.8%09
G4705A100
ICON PLC
$11M100K2.8%10
COMP
COMPASS INC
$11M1.5M2.7%

Filing history

2026Q1Mar 31
$403M▲ 10.4%
56 positionsView →2025Q4Dec 31
$365M▲ 28.9%
59 positionsView →2025Q3Sep 30
$283M▼ 19.5%
39 positionsView →2025Q2Jun 30
$351M▲ 6.2%
58 positionsLocked2025Q1Mar 31
$331M▲ 2.1%
55 positionsLocked2024Q4Dec 31
$324M▲ 2.1%
56 positionsLocked2024Q3Sep 30
$317M▲ 16.4%
49 positionsLocked2024Q2Jun 30
$272M▼ 6.1%
41 positionsLocked2024Q1Mar 31
$290M▲ 9.0%
37 positionsLocked2023Q4Dec 31
$266M▼ 1.3%
42 positionsLocked2023Q3Sep 30
$270M▼ 7.0%
43 positionsLocked2023Q2Jun 30
$290M▼ 3.8%
43 positionsLocked
Showing 12 of 38