Steamboat Capital Partners, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $365M in reported equity holdings across 59 positions. The largest holdings are ACMR (5.5%), GOOGL (4.9%), CENX (4.6%), AER (3.9%), BMY (3.4%). The portfolio is concentrated in Other (78.9%), Financial Services (5.4%), Communication Services (5.1%). Data sourced from SEC EDGAR 13F filings (CIK 1635663).