Steamboat Capital Partners, LLC - Q12026 Holdings

Steamboat Capital Partners, LLC holds 56 stocks with a total portfolio value of $ 402.54M as of Q12026. In Q12026, Steamboat Capital Partners, LLC added 10 new positions, increased stakes in 16 stocks, reduced 29 holdings, and fully exited 13 positions. The largest holding is Alphabet (GOOG), representing 5.34% of the total portfolio.