Steamboat Capital Partners, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $403M in reported equity holdings across 56 positions. The largest holdings are GOOGL (5.3%), CRC (4.3%), CENX (4.0%), BMY (3.5%), ZM (3.0%). The portfolio is concentrated in Other (76.6%), Financial Services (5.9%), Communication Services (4.8%). Data sourced from SEC EDGAR 13F filings (CIK 1635663).