StockDriftsStockDriftsTop 26 Steel Canyon Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LSXMA | LIBERTY MEDIA CORP DEL | 10.9% | 250.1K | $6.4M | new | — | 2023-09-30 | |
| LSXMK | LIBERTY MEDIA CORP DEL | 10.15% | 232.9K | $5.9M | new | — | 2023-09-30 | |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 9.67% | 24.6K | $5.6M | +2.04%(+490) | — | 2023-09-30 | |
| ACGL | ARCH CAP GROUP LTD | 7.51% | 55.1K | $4.4M | +9.99%(+5.00K) | — | 2023-09-30 | |
| GOOG | ALPHABET INC | 6.34% | 28.1K | $3.7M | +12.23%(+3.06K) | — | 2023-09-30 | |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 6.11% | 107.0K | $3.6M | -5.68%(-6.45K) | — | 2023-09-30 | |
| V | VISA INC | 5.93% | 15.1K | $3.5M | +11.31%(+1.53K) | — | 2023-09-30 | |
| BATRK | ATLANTA BRAVES HLDGS INC | 5.81% | 95.0K | $3.4M | new | — | 2023-09-30 | |
| AN | AUTONATION INC | 5.19% | 20.0K | $3.0M | +4.35%(+836) | — | 2023-09-30 | |
| LBRDK | LIBERTY BROADBAND CORP | 4.77% | 30.5K | $2.8M | new | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Steel Canyon Capital, Llc reports $58.43M in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are LSXMA (10.9%), LSXMK (10.2%) and ABG (9.7%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Steel Canyon Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1665853). View Steel Canyon Capital, Llc’s 13F filings on SEC