StockDriftsStockDriftsTop 50 Steamboat Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET | 5.34% | 75.0K | $21.5M | +32.18%(+18.26K) | $146.42(+143.26%) | 2026-03-31 | |
| CRC | CALIFORNIA RESOURCES CORP | 4.25% | 247.2K | $17.1M | new | $56.97(-10.01%) | 2026-03-31 | |
| CENX | CENTURY ALUMINUM COMPANY | 4.03% | 276.2K | $16.2M | -34.82%(-147.56K) | $20.67(+111.71%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.46% | 45.0K | $13.9M | +26.16%(+9.33K) | $112.40(+220.67%) | 2026-03-31 | |
| ZM | ZOOM COMMUNICATIONS INC | 2.96% | 148.1K | $11.9M | new | $83.34(+4.57%) | 2026-03-31 | |
| TIPT | TIPTREE INC | 2.9% | 690.0K | $11.7M | +39.72%(+196.15K) | $19.49(-6.61%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.86% | 20.1K | $11.5M | +21.21%(+3.52K) | $341.08(+70.90%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.77% | 33.0K | $11.1M | -0.85%(-282) | $133.40(+631.30%) | 2026-03-31 | |
| ICLR | ICON PLC | 2.76% | 100.3K | $11.1M | new | $146.44(+18.18%) | 2026-03-31 | |
| COMP | COMPASS INC | 2.71% | 1.49M | $10.9M | +52.12%(+511.50K) | $7.97(+58.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.99% | +77.13% |
| Top 20 Holdings Unweighted | +23.40% | +87.93% |
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