13F Insight
DOSSIER · 13F-HR · Q2 2026

Steamboat Capital Partners, LLC

$468M in tracked AUM across 59 positions as of Q2 2026.

SC
CIK 0001635663 · last filed Jun 30, 2026
Total AUM
$468M
as of Q2 2026
Holdings
59
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Steamboat Capital Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
ACMR
ACM Research Inc
$23M183K5.0%02
GOOG
Alphabet Inc
$22M61K4.6%03
AVGO
Broadcom Inc
$21M54K4.4%04
MU
Micron Technology Inc
$19M17K4.1%05
N00985106
AerCap Holdings NV
$18M122K3.8%06
COMP
Compass Inc
$17M1.4M3.7%07
DELL
Dell Technologies Inc
$17M40K3.6%08
THC
Tenet Healthcare Corp
$15M79K3.2%09
CENX
Century Aluminum Co
$14M297K2.9%10
MHO
M/I Homes Inc
$12M76K2.6%

Filing history

2026Q2Jun 30
$468M▲ 16.2%
59 positionsView →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 positionsLocked
Showing 12 of 39