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Jeffrey Rose

Steamboat Capital Partners, Llc

Assets Managed
$402.544M
Holdings
56
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
10.44%(2Q avg: 2.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Steamboat Capital Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Steamboat Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 402.544M in assets, with a quarterly growth rate of 10.44% and a 2-quarter average growth rate of 2.67%. The portfolio is managed by Jeffrey Rose, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 32.18%
5.35%
$21.514M
75,000 shares@ $286.86 avg price
CRC
California Resources Corp
Recent Activity
New Position
4.26%
$17.109M
247,165 shares@ $69.22 avg price
CENX
Century Aluminum Company
Recent Activity
Decreased -34.81%
4.03%
$16.213M
276,248 shares@ $58.69 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 26.16%
3.46%
$13.928M
45,000 shares@ $309.51 avg price
ZM
Zoom Communications Inc
Recent Activity
New Position
2.96%
$11.907M
148,114 shares@ $80.39 avg price
TIPT
Tiptree Inc
Recent Activity
Increased 39.72%
2.91%
$11.675M
690,000 shares@ $16.92 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 21.22%
2.86%
$11.498M
20,096 shares@ $572.13 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -0.84%
2.77%
$11.149M
33,000 shares@ $337.84 avg price
ICLR
Icon Plc
Recent Activity
New Position
2.76%
$11.099M
100,299 shares@ $110.66 avg price
COMP
Compass Inc - Class A
Recent Activity
Increased 52.13%
2.72%
$10.913M
1.493M shares@ $7.32 avg price

1-10 of 56