Arkolith/Funds/O'Keefe Stevens Advisory, Inc.

O'Keefe Stevens Advisory, Inc.

CIK 1780565
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

O'Keefe Stevens Advisory, Inc. holds a focused book of 81 stocks worth $487.7M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Sotera Health Co and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 15% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what O'Keefe Stevens Advisory, Inc. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1780565/holdings"
Ask your agent
Use Arkolith to show O'Keefe Stevens Advisory, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
38
existing
Trimmed
10
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
60%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
16%
Financials
15%
Materials
14%
Consumer Discretionary
13%
Health Care
13%
Industrials
9%
Energy
7%
Real Estate
6%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

81 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$72.3M361.4K
14.8%
−0.9%
Reduced · −3K sh
2Corning Inc
COM
$39.3M153.9K
8.1%
−14%
Reduced · −25K sh
3Sphere Entertainment Co
CL A
$29.2M169.0K
6.0%
+0.2%
Added · +288 sh
4Warrior Met Coal Inc
COM
$23.6M290.6K
4.8%
−0.7%
Reduced · −2K sh
5Qualcomm Inc
COM
$23.3M126.3K
4.8%
−14%
Reduced · −20K sh
6Aercap Holdings NV
SHS
$22.4M153.7K
4.6%
+4.7%
Added · +7K sh
7Callaway Golf Co
COM
$22.3M1.19M
4.6%
+1.1%
Added · +14K sh
8Compass Minerals Intl Inc
COM
$19.7M631.3K
4.0%
+3.4%
Added · +21K sh
9BGC Group Inc
CL A
$19.6M1.83M
4.0%
+1.6%
Added · +28K sh
10Loews Corp
COM
$19.5M171.8K
4.0%
+2.1%
Added · +4K sh
11Amgen Inc
COM
$18.7M51.8K
3.8%
−0.1%
Reduced · −29 sh
12Berkshire Hathaway Inc Del
CL B NEW
$15.9M31.8K
3.3%
+6.1%
Added · +2K sh
13Weyerhaeuser Co
COM NEW
$15.2M634.3K
3.1%
+8.4%
Added · +49K sh
14Five Point Holdings LLC
COM CL A
$14.6M2.77M
3.0%
+11%
Added · +275K sh
15Baxter Intl Inc
COM
$14.3M672.1K
2.9%
+19%
Added · +108K sh
16Sotera Health Co
COM
$14.2M800.4K
2.9%
New
New position
17M & T BK Corp
COM
$11.5M48.4K
2.4%
+1.3%
Added · +603 sh
18Union Pac Corp
COM
$9.6M35.3K
2.0%
+10%
Added · +3K sh
19Perrigo Co PLC
SHS
$8.7M835.7K
1.8%
+14%
Added · +102K sh
20Arcos Dorados Hldgs Inc
SHS CLASS -A -
$5.5M676.7K
1.1%
+7.1%
Added · +45K sh
21Stepan Co
COM
$5.3M95.6K
1.1%
+12%
Added · +11K sh
22Ishares TR
CORE S&P500 ETF
$4.7M6.3K
1.0%
−0.2%
Reduced · −11 sh
23Phillips 66
COM
$4.5M26.6K
0.9%
+5.1%
Added · +1K sh
24Exxon Mobil Corp
COM
$4.1M30.3K
0.8%
−2.1%
Reduced · −649 sh
25JPMorgan Chase & Co
COM
$3.5M10.8K
0.7%
+1.5%
Added · +161 sh
26Tko Group Holdings Inc
CL A
$2.0M10.1K
0.4%
+2.8%
Added · +276 sh
27Enbridge Inc
COM
$2.0M37.0K
0.4%
+2.4%
Added · +855 sh
28Southwest Gas Hldgs Inc
COM
$2.0M22.6K
0.4%
+2.6%
Added · +582 sh
29Pfizer Inc
COM
$1.9M80.6K
0.4%
−3.1%
Reduced · −3K sh
30Huntington Ingalls Inds Inc
COM
$1.8M6.6K
0.4%
+3.9%
Added · +245 sh
31Williams Cos Inc
COM
$1.7M22.4K
0.3%
+1.9%
Added · +410 sh
32Air Products And Chemicals I
COM
$1.5M5.3K
0.3%
+3.0%
Added · +155 sh
33Coca Cola Co
COM
$1.5M18.9K
0.3%
+2.6%
Added · +486 sh
34Duke Energy Corp New
COM NEW
$1.5M12.0K
0.3%
+3.3%
Added · +382 sh
35Starbucks Corp
COM
$1.5M14.6K
0.3%
+3.7%
Added · +521 sh
36BlackRock Inc
COM
$1.5M1.5K
0.3%
+3.1%
Added · +46 sh
37Ishares TR
CORE MSCI EAFE
$1.5M15.2K
0.3%
Held
38Apple Inc
COM
$1.5M5.0K
0.3%
~0%
Added · +1 sh
39United Parcel Svcs Inc
CL B
$1.4M13.1K
0.3%
+4.2%
Added · +525 sh
40Seaport Entmt Group Inc
COMMON STOCK
$1.3M49.1K
0.3%
+3.0%
Added · +1K sh
41Genuine Parts Co
COM
$1.3M10.6K
0.3%
+3.4%
Added · +348 sh
42Lockheed Martin Corp
COM
$1.2M2.3K
0.2%
+3.6%
Added · +79 sh
43Medtronic PLC
SHS
$1.1M13.7K
0.2%
+3.9%
Added · +512 sh
44Calumet Inc
COM
$1.0M29.0K
0.2%
+1.9%
Added · +540 sh
45Apa Corporation
COM
$1.0M31.8K
0.2%
~0%
Added · +4 sh
46Omnicom Group Inc
COM
$1.0M14.0K
0.2%
+2.1%
Added · +283 sh
47Johnson & Johnson
COM
$943K3.7K
0.2%
Held
48Ishares TR
CORE S&P MCP ETF
$882K11.4K
0.2%
Held
49Paychex Inc
COM
$858K8.7K
0.2%
Held
50Home Depot Inc
COM
$818K2.3K
0.2%
+2.4%
Added · +54 sh
Showing 50 of 81 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202681$487.7M13F-HR
Q1 2026Mar 31, 2026Apr 7, 202676$404.7M13F-HR
Q4 2025Dec 31, 2025Jan 8, 202666$385.3M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202567$369.3M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202568$355.7M13F-HR
Q1 2025Mar 31, 2025Apr 9, 202568$305.0M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202573$323.3M13F-HR
Q3 2024Sep 30, 2024Oct 8, 202472$330.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.