Steamboat Capital Partners

Steamboat Capital Partners as of March 31, 2016

Portfolio Holdings for Steamboat Capital Partners

Steamboat Capital Partners holds 15 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
McKesson Corporation (MCK) 17.6 $18M 116k 157.25
Alliance Data Systems Corporation (BFH) 14.7 $15M 69k 220.00
AutoZone (AZO) 11.8 $12M 15k 796.68
Patrick Industries (PATK) 10.1 $11M 231k 45.39
FleetCor Technologies 8.5 $8.8M 59k 148.76
Helen Of Troy 8.1 $8.4M 81k 103.68
A. O. Smith Corporation (AOS) 7.3 $7.6M 100k 76.31
AutoNation (AN) 6.2 $6.5M 139k 46.68
ePlus (PLUS) 5.6 $5.8M 72k 80.50
Madison Square Garden Cl A (MSGS) 4.2 $4.4M 26k 166.37
Walt Disney Company (DIS) 2.5 $2.6M 27k 99.30
Crown Media Holdings 2.2 $2.3M 456k 5.08
Energy Select Sector SPDR (XLE) 0.3 $365k 5.9k 61.86
Materials SPDR (XLB) 0.3 $336k 7.5k 44.80
Berkshire Hathaway (BRK.A) 0.2 $213k 1.00 213000.00