Steamboat Capital Partners, LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
13D/G filings
13D on 1 security, 13G on 1 security
Location
Rye, NY
CIK
0001635663
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 59 467,564 ACMR, GOOG, AVGO, MU 13F-HR 8/14/2026 000163566326000007
Q1 2026 56 402,544 GOOG, CRC, CENX, AVGO 13F-HR 5/15/2026 000163566326000005
Q4 2025 59 364,514 ACMR, GOOG, CENX, AER 13F-HR 2/17/2026 000163566326000003
Q3 2025 60 384,144 ACMR, REZI, SAN, AVGO 13F-HR 11/14/2025 000163566325000008
Q2 2025 58 351,186 ACMR, PRTH, AER, META 13F-HR 8/14/2025 000163566325000006
Q1 2025 55 330,631 PRTH, GOOG, FISV, APO 13F-HR 5/15/2025 000163566325000003
Q4 2024 56 323,781 GPGI, APO, GOOG, AVGO 13F-HR 2/14/2025 000163566325000002
Q3 2024 49 317,254 GPGI, APO, ACMR, META 13F-HR 11/14/2024 000163566324000007
Q2 2024 41 272,487 GOOG, WFRD, META, ACMR 13F-HR 8/14/2024 000163566324000005
Q1 2024 37 290,265 WFRD, ACMR, GOOG, META 13F-HR 5/7/2024 000163566324000004
Q4 2023 42 266,249 WFRD, MHO, AVGO, META 13F-HR 2/14/2024 000163566324000002
Q3 2023 43 269,796 WFRD, GPGI, MHO, VMW 13F-HR 11/14/2023 000163566323000009
Q2 2023 43 290,183 VMW, WFRD, MHO, IMXI 13F-HR 8/14/2023 000163566323000008
Q1 2023 39 301,622 PMTS, IMXI, WFRD, ASO 13F-HR 5/15/2023 000163566323000004
Q4 2022 29 246,431 IMXI, CI, ATVI, PMTS 13F-HR 2/14/2023 000163566323000003
Q3 2022 27 201,538 TWTR, CI, IMXI, SBNY 13F-HR 11/14/2022 000163566322000005
Q2 2022 39 290,511 IMXI, EOG, EEFT, SBNY 13F-HR 8/15/2022 000163566322000004
Q1 2022 39 338,446 VRTS, VCTR, IMXI, EOG 13F-HR 5/16/2022 000163566322000003
Q4 2021 40 326,859 VRTS, VCTR, META, UPBD 13F-HR 2/14/2022 000163566322000002
Q3 2021 42 431,034 VRTS, UPBD, ASO, HOV 13F-HR 11/15/2021 000163566321000010
Q2 2021 49 388,039 IMXI, UPBD, HOV, VRTS 13F-HR 8/13/2021 000163566321000007
Q1 2021 48 339,162 IMXI, VCTR, UPBD, META 13F-HR 5/17/2021 000163566321000005
Q4 2020 32 350,864 VCTR, IMXI, AER, MIK 13F-HR 2/16/2021 000163566321000004
Q3 2020 59 614,134 IMXI, FISV, VCTR, META 13F-HR 11/16/2020 000163566320000006
Q2 2020 50 537,233 TESLA INC, IMXI, VCTR, AER 13F-HR 8/14/2020 000163566320000005
Q1 2020 54 509,437 EEFT, VCTR, IMXI, META 13F-HR 5/15/2020 000163566320000004
Q4 2019 30 353,130 CASH, VCTR, UNH, META 13F-HR 2/14/2020 000163566320000003
Q3 2019 33 324,144 CASH, UNH, IMXI, TMO 13F-HR 11/14/2019 000163566319000007
Q2 2019 33 381,055 UNH, CASH, TMO, FLT 13F-HR 8/14/2019 000163566319000006
Q1 2019 30 279,736 UNH, TMO, V, CASH 13F-HR 5/15/2019 000163566319000002
Q4 2018 29 234,297 FOX, TMO, DHR, FLT 13F-HR 2/14/2019 000163566319000001
Q3 2018 26 229,562 FOX, TMO, BAC, CACC 13F-HR 11/14/2018 000163566318000004
Q2 2018 20 187,708 CACC, FOX, BAC, TMO 13F-HR 8/14/2018 000163566318000003
Q1 2018 27 256,313 FLT, LGIH, FOX, GLIBA 13F-HR 5/15/2018 000163566318000002
Q4 2017 29 239,625 LGIH, FOX, FLT, LVNTA 13F-HR 2/14/2018 000163566318000001
Q3 2017 24 149,971 LVNTA, BFH, FLT, TCX 13F-HR 11/14/2017 000163566317000006
Q2 2017 22 116,817 LVNTA, BFH, TCX, AOS 13F-HR 8/14/2017 000163566317000005
Q1 2017 17 93,756 LVNTA, BFH, TCX, AZO 13F-HR 5/15/2017 000163566317000003
Q4 2016 18 75,334 BFH, AZO, PATK, AOS 13F-HR 2/14/2017 000163566317000002
Q3 2016 19 113,079 BFH, MCK, HELEN OF TROY LTD, AZO 13F-HR 11/15/2016 000163566316000008
Q2 2016 13 118,026 MCK, BFH, PATK, AZO 13F-HR 8/15/2016 000163566316000007
Q1 2016 15 103,565 MCK, BFH, AZO, PATK 13F-HR 5/16/2016 000163566316000005
Q4 2015 15 105,270 MCK, LyondellBasell Industries NV, PATK, AZO 13F-HR 2/16/2016 000163566316000004

13D and 13G Filings

All 13D and 13G filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.

Issuer % of Class Filed
Medifast Inc 13D/A
MED · 58470H101
 7.1% 8/21/2026
Event 8/20/2026

1 other security where the latest filing is a 13G, filed 11/14/2024. View all