0001635663-24-000004.txt : 20240507 0001635663-24-000004.hdr.sgml : 20240507 20240507092932 ACCESSION NUMBER: 0001635663-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240507 DATE AS OF CHANGE: 20240507 EFFECTIVENESS DATE: 20240507 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Steamboat Capital Partners, LLC CENTRAL INDEX KEY: 0001635663 ORGANIZATION NAME: 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: 24920021 BUSINESS ADDRESS: STREET 1: 24 MAPLE AVENUE CITY: RYE STATE: NY ZIP: 10580 BUSINESS PHONE: 2129861703 MAIL ADDRESS: STREET 1: 24 MAPLE AVENUE CITY: RYE STATE: NY ZIP: 10580 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001635663 XXXXXXXX 03-31-2024 03-31-2024 Steamboat Capital Partners, LLC

24 MAPLE AVENUE RYE NY 10580

13F HOLDINGS REPORT 028-17274 000173141 801-108071 N Jeffrey Rose 212-986-1703 Jeffrey M Rose New York NY 05-07-2024 0 37 290265826 false INFORMATION TABLE 2 Steamboat.13F.Q1.2024.xml INFORMATION TABLE ACADEMY SPORTS & OUTDOORS IN Common Stock 00402L107 6754000 100000 SH SOLE 100000 0 0 ACM RESEARCH INC Common Stock, Class A 00108J109 20398000 700000 SH SOLE 700000 0 0 ALPHABET INC Capital Stock Class C 02079K107 19032500 125000 SH SOLE 125000 0 0 AMAZON.COM INC Common Stock 023135106 4736057 26256 SH SOLE 26256 0 0 APOLLO GLOBAL MANAGEMENT INC Common Stock Class A 03769M106 13831350 123000 SH SOLE 123000 0 0 BERKSHIRE HATHAWAY INC Common Stock - Class A 084670108 634440 1 SH SOLE 1 0 0 BLACKSTONE GROUP INC/THE Common Stock Class A 09260D107 6733763 51258 SH SOLE 51258 0 0 BROADCOM INC Common Stock 11135F101 16368814 12350 SH SOLE 12350 0 0 BURFORD CAPITAL LTD Ordinary Shares G17977110 697298 43663 SH SOLE 43663 0 0 CENTURY ALUMINUM COMPANY Common Stock 156431108 6110923 397071 SH SOLE 397071 0 0 COMPOSECURE INC Common Stock Class A 20459V105 10122000 1400000 SH SOLE 1400000 0 0 CPI CARD GROUP INC Common New 12634H200 4375700 245000 SH SOLE 245000 0 0 DELL TECHNOLOGIES Class C 24703L202 11411000 100000 SH SOLE 100000 0 0 ECOVYST INC Common Stock 27923Q109 3487954 312821 SH SOLE 312821 0 0 EPLUS INC Common Stock 294268107 3885531 49472 SH SOLE 49472 0 0 FISERV INC Common Stock 337738108 10713214 67033 SH SOLE 67033 0 0 HALOZYME THERAPEUTICS INC Common Stock 40637H109 6994885 171949 SH SOLE 171949 0 0 HESS CORP Common Stock 42809H107 7246431 47474 SH SOLE 47474 0 0 HIPPO HOLDINGS INC Common Stock, New 433539202 157506 8621 SH SOLE 8621 0 0 INTERNATIONAL MONEY EXPRESS Common Stock 46005L101 3424500 150000 SH SOLE 150000 0 0 JAMES RIVER GROUP HOLDINGS L Common Stock G5005R107 930000 100000 SH SOLE 100000 0 0 LITHIA MOTORS INC Common Stock 536797103 9195184 30563 SH SOLE 30563 0 0 LOWE'S COS INC Common Stock 548661107 4130192 16214 SH SOLE 16214 0 0 M/I HOMES INC Common Stock 55305B101 6828947 50106 SH SOLE 50106 0 0 META PLATFORMS INC Class A 30303M102 16837001 34674 SH SOLE 34674 0 0 MICROSOFT CORP Common Stock 594918104 7609142 18086 SH SOLE 18086 0 0 MODIVCARE INC Common Stock 60783X104 495076 21112 SH SOLE 21112 0 0 NERDWALLET INC Common Stock Class A 64082B102 3557885 242033 SH SOLE 242033 0 0 NETEASE INC Sponsored ADS 64110W102 5106141 49349 SH SOLE 49349 0 0 SHARKNINJA INC Common Shares G8068L108 3709992 59560 SH SOLE 59560 0 0 TAYLOR MORRISON HOME CORP Common Stock 87724P106 9276386 149210 SH SOLE 149210 0 0 TENET HEALTHCARE CORP Common Stock, New 88033G407 10504378 99937 SH SOLE 99937 0 0 TFI INTERNATIONAL INC Common Stock 87241L109 11214377 70293 SH SOLE 70293 0 0 TIPTREE INC Common Stock 88822Q103 3426849 198313 SH SOLE 198313 0 0 T-MOBILE US INC Common Stock 872590104 7023357 43030 SH SOLE 43030 0 0 VICTORY CAPITAL HOLDING Common Stock Class A 92645B103 5000376 117850 SH SOLE 117850 0 0 WEATHERFORD INTERNATIONAL PL Ordinary Shares G48833118 28304677 245232 SH SOLE 245232 0 0