Steamboat Capital Partners

Steamboat Capital Partners as of March 31, 2018

Portfolio Holdings for Steamboat Capital Partners

Steamboat Capital Partners holds 27 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
FleetCor Technologies 13.8 $35M 174k 202.50
Lgi Homes (LGIH) 13.3 $34M 482k 70.57
Fox News 10.8 $28M 760k 36.37
Gci Liberty Incorporated 10.0 $26M 484k 52.86
Credit Acceptance (CACC) 7.1 $18M 55k 330.40
Bank of America Corporation (BAC) 6.5 $17M 552k 29.99
Altaba 5.1 $13M 176k 74.04
Ituran Location And Control (ITRN) 4.1 $11M 340k 31.10
A. O. Smith Corporation (AOS) 3.6 $9.1M 144k 63.59
S&p Global (SPGI) 3.5 $9.1M 48k 191.06
Visa (V) 3.5 $9.0M 75k 119.62
Amazon (AMZN) 3.4 $8.7M 6.0k 1447.32
Madison Square Garden Cl A (MSGS) 2.8 $7.3M 30k 245.80
Alphabet Inc Class C cs (GOOG) 2.4 $6.2M 6.0k 1031.74
Tesla Inc convertible security 2.0 $5.1M 4.9M 1.04
Bluelinx Hldgs (BXC) 1.6 $4.1M 125k 32.59
KMG Chemicals 1.2 $3.1M 51k 59.95
Xpo Logistics Inc equity (XPO) 1.1 $2.8M 27k 101.82
Malibu Boats (MBUU) 1.0 $2.6M 78k 33.21
Discovery Communications 0.9 $2.2M 105k 21.43
Lowe's Companies (LOW) 0.7 $1.9M 22k 87.74
Turning Pt Brands (TPB) 0.6 $1.4M 75k 19.44
Alliance Data Systems Corporation (BFH) 0.6 $1.4M 6.6k 212.93
Bank Of America Corp w exp 10/201 0.4 $940k 473k 1.99
Berkshire Hathaway (BRK.A) 0.1 $299k 1.00 299000.00
Bank Of America Corporation warrant 0.1 $151k 8.3k 18.20
Citigroup Inc Com Us cmn 0.0 $83k 1.7M 0.05