Steamboat Capital Partners, LLC holds a diversified book of 56 stocks worth $402.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened California Resources Corp and trimmed Century Aluminum Company. Their largest long position is Alphabet Inc-CL C at 5% of the equity book.
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.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1635663/holdings"
Use Arkolith to show Steamboat Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Capital Stock Class C | $21.5M | 75.0K | 5.3% | ▲+32% Added · +18K sh | |
| 2 | California Resources Corp Common Stock | $17.1M | 247.2K | 4.3% | ▲New New position | |
| 3 | Century Aluminum Company Common Stock | $16.2M | 276.2K | 4.0% | ▼−35% Reduced · −148K sh | |
| 4 | Broadcom Inc Common Stock | $13.9M | 45.0K | 3.5% | ▲+26% Added · +9K sh | |
| 5 | Zoom Communications Inc Class A Ordinary Shares | $11.9M | 148.1K | 3.0% | ▲New New position | |
| 6 | Tiptree Inc Common Stock | $11.7M | 690.0K | 2.9% | ▲+40% Added · +196K sh | |
| 7 | Meta Platforms Inc Class A | $11.5M | 20.1K | 2.9% | ▲+21% Added · +4K sh | |
| 8 | Micron Technology Inc Common Stock | $11.1M | 33.0K | 2.8% | ▼−0.8% Reduced · −282 sh | |
| 9 | Icon PLC Ordinary Shares | $11.1M | 100.3K | 2.8% | ▲New New position | |
| 10 | Compass Inc Class A | $10.9M | 1.49M | 2.7% | ▲+52% Added · +512K sh | |
| 11 | Aercap Holdings Shares | $10.3M | 75.4K | 2.6% | ▼−25% Reduced · −25K sh | |
| 12 | Corpay Inc Common Shares | $10.2M | 35.0K | 2.5% | ▲New New position | |
| 13 | Banco Santander Sa ADR | $10.2M | 900.0K | 2.5% | ▼−0.4% Reduced · −4K sh | |
| 14 | Dell Technologies Class C | $10.0M | 60.7K | 2.5% | ▼−1.9% Reduced · −1K sh | |
| 15 | Gulfport Energy Corp Common Shares | $9.6M | 45.3K | 2.4% | ▼−0.6% Reduced · −294 sh | |
| 16 | Global Payments Inc Common Stock | $9.4M | 140.0K | 2.3% | ▲+2.8% Added · +4K sh | |
| 17 | M/i Homes Inc Common Stock | $9.4M | 76.5K | 2.3% | ▼−0.6% Reduced · −498 sh | |
| 18 | Tenet Healthcare Corp Common Stock, New | $9.4M | 49.6K | 2.3% | ▼−3.4% Reduced · −2K sh | |
| 19 | Acm Research Common Stock, Class A | $8.8M | 223.4K | 2.2% | ▼−56% Reduced · −281K sh | |
| 20 | Ies Holdings Inc Common Stock | $8.6M | 18.0K | 2.1% | ▼−0.6% Reduced · −117 sh | |
| 21 | Resideo Technologies Inc Common Stock | $8.4M | 248.7K | 2.1% | ▼−17% Reduced · −51K sh | |
| 22 | T-Mobile US Inc Common Stock | $7.8M | 37.2K | 1.9% | ▼−0.6% Reduced · −242 sh | |
| 23 | Terawulf Inc Common Stock | $7.5M | 521.8K | 1.9% | ▲New New position | |
| 24 | CRH PLC Ordinary Shares | $7.3M | 69.4K | 1.8% | ▲+99% Added · +35K sh | |
| 25 | Medifast Inc Common Stock | $7.2M | 707.6K | 1.8% | ▲+156% Added · +431K sh | |
| 26 | Capital One Financial Corp Common Stock | $7.1M | 39.1K | 1.8% | ▲New New position | |
| 27 | Halozyme Therapeutics Inc Common Stock | $7.1M | 109.7K | 1.8% | ▼−24% Reduced · −35K sh | |
| 28 | Apollo Global Management Inc Common Stock Class A | $7.1M | 63.6K | 1.8% | ▲12× Added · +58K sh | |
| 29 | Talen Energy Corp Common Stock | $6.5M | 20.4K | 1.6% | ▼−0.6% Reduced · −133 sh | |
| 30 | Iac Inc Common New | $6.4M | 158.9K | 1.6% | ▼−0.6% Reduced · −1K sh | |
| 31 | Core Scientific Inc New Common Stock | $6.1M | 404.7K | 1.5% | ▲+106% Added · +208K sh | |
| 32 | Priority Technology Holdings Common Stock | $6.0M | 1.28M | 1.5% | ▼−19% Reduced · −299K sh | |
| 33 | Delta Air Lines Inc Common Stock, New | $5.9M | 89.1K | 1.5% | ▲+49% Added · +29K sh | |
| 34 | Taylor Morrison Home Corp Common Stock | $5.9M | 100.8K | 1.5% | ▼−32% Reduced · −49K sh | |
| 35 | Echostar Corp Class A | $5.9M | 50.0K | 1.5% | ▲New New position | |
| 36 | Victory Capital Holding Common Stock Class A | $5.6M | 85.0K | 1.4% | ▼−21% Reduced · −22K sh | |
| 37 | Microsoft Corp Common Stock | $5.5M | 14.9K | 1.4% | ▼−0.6% Reduced · −96 sh | |
| 38 | Nvidia Corporation Common Stock | $5.2M | 29.7K | 1.3% | ▲+51% Added · +10K sh | |
| 39 | Sharkninja Inc Common Shares | $5.2M | 48.8K | 1.3% | ▼−0.6% Reduced · −317 sh | |
| 40 | Amazon Com Common Stock | $5.1M | 24.5K | 1.3% | ▼−0.6% Reduced · −159 sh | |
| 41 | Taiwan Semiconductor MFG Ltd Sponsored ADS | $5.1M | 15.0K | 1.3% | ▼−46% Reduced · −13K sh | |
| 42 | SLM Corp Common Stock | $4.0M | 184.7K | 1.0% | ▲+0.9% Added · +2K sh | |
| 43 | Lowe's Cos Inc Common Stock | $3.5M | 14.6K | 0.9% | ▼−0.7% Reduced · −96 sh | |
| 44 | Hallador Energy Co Common Stock | $3.3M | 201.1K | 0.8% | ▼−31% Reduced · −91K sh | |
| 45 | Wix.com Ltd Ordinary Shares | $3.1M | 34.2K | 0.8% | ▲New New position | |
| 46 | Griffon Corp Common Stock | $2.9M | 39.6K | 0.7% | ▲+47% Added · +13K sh | |
| 47 | Arch Capital Group Ltd Ordinary Shares | $2.9M | 29.9K | 0.7% | ▼−0.6% Reduced · −193 sh | |
| 48 | Vistra Corp Common Stock | $2.7M | 18.0K | 0.7% | ▼−0.6% Reduced · −117 sh | |
| 49 | NRG Energy Inc Common Stock, New | $2.7M | 18.3K | 0.7% | ▼−0.6% Reduced · −118 sh | |
| 50 | Blackstone Inc Common Stock Class A | $2.5M | 21.8K | 0.6% | ▼−0.6% Reduced · −141 sh |
As-of date vs the date the SEC received each filing
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.