Hedge Fund - Steamboat Capital Partners
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | ACMR | 525,000 | $20,543,250 | -10% | 5.35% | ||
| 2. | REZI | 379,598 | $16,391,042 | NEW | 4.27% | ||
| 3. | STD | 1,377,546 | $14,436,682 | -7% | 3.76% | ||
| 4. | AVGO | 42,134 | $13,900,428 | -5% | 3.62% | ||
| 5. | CENX | 471,929 | $13,855,835 | +147% | 3.61% |
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