Steamboat Capital Partners

Steamboat Capital Partners as of Sept. 30, 2022

Portfolio Holdings for Steamboat Capital Partners

Steamboat Capital Partners holds 27 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Twitter Common Stock 13.1 $26M 600k 43.84
Cigna Corp Common Stock (CI) 12.4 $25M 90k 277.47
International Money Express Common Stock (IMXI) 11.3 $23M 1.0M 22.79
Signature Bank Common Stock (SBNY) 6.0 $12M 80k 151.00
Broadcom Common Stock (AVGO) 5.5 $11M 25k 444.02
T-mobile Us Common Stock (TMUS) 5.0 $10M 75k 134.17
Alphabet Capital Stock Class C (GOOG) 4.8 $9.6M 100k 96.15
Lithia Motors Class A (LAD) 4.3 $8.6M 40k 214.55
Cpi Card Group Common New (PMTS) 3.9 $7.9M 500k 15.76
Moneygram International Common Stock New 3.7 $7.5M 723k 10.40
Apollo Global Management Common Stock Class A (APO) 3.5 $7.0M 150k 46.50
Euronet Worldwide Common Stock (EEFT) 2.6 $5.3M 70k 75.76
Sandridge Energy Common Stock New (SD) 2.6 $5.2M 321k 16.31
Hovnanian Enterprises Class A New (HOV) 2.4 $4.8M 135k 35.70
Microsoft Corp Common Stock (MSFT) 2.3 $4.7M 20k 232.88
Blackstone Group Inc/the Common Stock Class A (BX) 2.3 $4.6M 55k 83.71
Wheeler Reit Pfd Cnv Ser D (WHLRD) 2.3 $4.6M 393k 11.62
Griffon Corp Common Stock (GFF) 2.1 $4.2M 141k 29.52
Activision Blizzard Common Stock 1.9 $3.8M 51k 74.34
Amazon.com Common Stock (AMZN) 1.7 $3.4M 30k 113.00
Lowe's Cos Common Stock (LOW) 1.7 $3.4M 18k 187.83
Victory Capital Holding Common Stock Class A (VCTR) 1.5 $3.0M 131k 23.31
Tenneco Class A Voting Common Stock 1.3 $2.6M 150k 17.39
Bill.com Holdings Note 12/0 (Principal) 1.0 $2.1M 1.9M 1.10
Betterware De Mexico Sapi De Shares New (BWMX) 0.5 $1.1M 147k 7.43
Wheeler Reit Cv Pfd Ser B (WHLRP) 0.2 $499k 217k 2.30
Berkshire Hathaway Common Stock - Class A (BRK.A) 0.2 $406k 1.00 406000.00