0001635663-21-000004.txt : 20210216 0001635663-21-000004.hdr.sgml : 20210216 20210216140449 ACCESSION NUMBER: 0001635663-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Steamboat Capital Partners, LLC CENTRAL INDEX KEY: 0001635663 IRS NUMBER: 455206506 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17274 FILM NUMBER: 21636042 BUSINESS ADDRESS: STREET 1: 31 OLD WAGON ROAD CITY: OLD GREENWICH STATE: CT ZIP: 06870 BUSINESS PHONE: 2129861703 MAIL ADDRESS: STREET 1: 31 OLD WAGON ROAD CITY: OLD GREENWICH STATE: CT ZIP: 06870 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001635663 XXXXXXXX 12-31-2020 12-31-2020 Steamboat Capital Partners, LLC

31 OLD WAGON ROAD OLD GREENWICH CT 06870

13F HOLDINGS REPORT 028-17274 N Jeffrey M. Rose 212-986-1703 Jeffrey M. Rose New York NY 12-31-2020 0 32 350864 false INFORMATION TABLE 2 Steamboat.13F.2020.Q4.xml AERCAP HOLDINGS NV Shares N00985106 33157 727457 SH SOLE 664406 0 63051 ALPHABET INC-CL C Capital Stock Class C 02079K107 8854 5054 SH SOLE 4616 0 438 AMAZON.COM INC Common Stock 023135106 9875 3032 SH SOLE 2769 0 263 APOLLO GLOBAL MANAGEMENT INC Common Stock Class A 03768E105 10860 221722 SH SOLE 202505 0 19217 ARES COMMERCIAL REAL ESTATE Common Stock 04013V108 10298 864684 SH SOLE 789754 0 74930 BERKSHIRE HATHAWAY INC-CL A Common Stock - Class A 084670108 348 1 SH SOLE 1 0 0 BETTERWARE DE MEXICO SAPI DE Shares New P1666E105 7110 208205 SH SOLE 190160 0 18045 BLACKSTONE GROUP INC/THE-A Common Stock Class A 09260D107 4512 69625 SH SOLE 63848 0 5777 FACEBOOK INC-A Class A 30303M102 8646 31651 SH SOLE 28909 0 2742 FISERV INC Common Stock 337738108 23520 206571 SH SOLE 188669 0 17902 FLAGSTAR BANCORP INC Common Stock Par .001 337930705 1223 29999 SH SOLE 27398 0 2601 HCA HEALTHCARE INC Common Stock 40412C101 8312 50543 SH SOLE 46163 0 4380 INTERNATIONAL MONEY EXPRESS Common Stock 46005L101 39833 2566575 SH SOLE 2381149 0 185426 LITHIA MOTORS INC-CL A Class A 536797103 5568 19025 SH SOLE 17377 0 1648 LOWE'S COS INC Common Stock 548661107 3197 19915 SH SOLE 18189 0 1726 MASTERCARD INC - A Class A 57636Q104 4295 12033 SH SOLE 10992 0 1041 MICHAELS COS INC/THE Common stock 59408Q106 25139 1932295 SH SOLE 1764747 0 167548 MICROSOFT CORP Common stock 594918104 9109 40953 SH SOLE 37405 0 3548 PARTY CITY HOLDCO INC Common Stock 702149105 450 73109 SH SOLE 66465 0 6644 PAYPAL HOLDINGS INC Common Stock 70450Y103 7932 33867 SH SOLE 30931 0 2936 PPD INC Common Stock 69355F102 8898 260036 SH SOLE 237505 0 22531 RAYTHEON TECHNOLOGIES CORP Common Stock 75513E101 7929 110878 SH SOLE 101268 0 9610 S&P GLOBAL INC Common Stock 78409V104 6667 20280 SH SOLE 18523 0 1757 SUPERIOR GROUP OF COS INC Common Stock 868358102 3220 138542 SH SOLE 126534 0 12008 TRANSDIGM GROUP INC Common Stock 893641100 12875 20804 SH SOLE 19001 0 1803 UNITEDHEALTH GROUP INC Common Stock 91324P102 9049 25804 SH SOLE 23568 0 2236 US FOODS HOLDING CORP Common Stock 912008109 13769 413359 SH SOLE 377538 0 35821 VICTORY CAPITAL HOLDING - A Common Stock Class A 92645B103 42344 1706715 SH SOLE 1622743 0 83972 WARRIOR MET COAL INC Common Stock 93627C101 2132 100000 SH SOLE 91329 0 8671 WHEELER REIT INC PFD CNV SER D 963025606 12494 694096 SH SOLE 631515 0 62581 WHEELER REIT INC CV PFD SER B 963025309 6237 479805 SH SOLE 457198 0 22607 XPO LOGISTICS INC Common Stock 983793100 3012 25270 SH SOLE 23080 0 2190