HoldingsChannel.com
Steamboat Capital Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
EURONET WORLDWIDE INC 343,262 +343,262 $29,424
     EEFT343,262+343,262$29,424
VICTORY CAPITAL HOLDING 1,786,537 +571,592 $29,228
     VCTR1,786,537+571,592$29,228
INTERNATIONAL MONEY EXPRESS 2,566,847 +1,045,819 $23,435
     IMXI2,566,847+1,045,819$23,435
FACEBOOK INC 134,331 +30,597 $22,406
     FB134,331+30,597$22,406
TESLA INC      $21,142
     Note 211,500,000UNCH$21,142
MICROSOFT CORP 117,684 +25,591 $18,560
     MSFT117,684+25,591$18,560
MASTERCARD INC 76,514 +19,266 $18,483
     MA76,514+19,266$18,483
THERMO FISHER SCIENTIFIC INC 62,904 +5,274 $17,840
     TMO62,904+5,274$17,840
US FOODS HOLDING CORP 947,675 +947,675 $16,783
     USFD947,675+947,675$16,783
HCA HEALTHCARE INC 178,064 +178,064 $15,999
     HCA178,064+178,064$15,999
UNITEDHEALTH GROUP INC 62,756 -14,588 $15,650
     UNH62,756-14,588$15,650
VISA INC 94,319 +532 $15,197
     V94,319+532$15,197
FISERV INC 154,892 +20,759 $14,713
     FISV154,892+20,759$14,713
GLOBAL PAYMENTS INC 100,729 +100,729 $14,528
     GPN100,729+100,729$14,528
ALPHABET INC 12,417 +2,408 $14,439
     GOOG12,417+2,408$14,439
IQVIA HOLDINGS INC 128,620 +128,620 $13,873
     IQV128,620+128,620$13,873
BLACKSTONE MORTGAGE TRUST INC      $13,784
     BXMT698,500+698,500$13,006
     NOTE 41,000,000+1,000,000$778
TALLGRASS ENERGY LP 804,998 +804,998 $13,250
     TGE804,998+804,998$13,250
RAYTHEON COMPANY 98,938 +98,938 $12,976
     RTN98,938+98,938$12,976
FLEETCOR TECHNOLOGIES INC 65,359 +18,188 $12,192
     FLT65,359+18,188$12,192
APOLLO GLOBAL MANAGEMENT INC 346,680 +346,680 $11,614
     APO346,680+346,680$11,614
PPD INC 574,553 +574,553 $10,233
     PPD574,553+574,553$10,233
AMAZON.COM INC 4,622 +27 $9,012
     AMZN4,622+27$9,012
BLACKSTONE GROUP INC THE 193,392 +89,874 $8,813
     BX193,392+89,874$8,813
ALLERGAN PLC 49,667 +280 $8,796
     AGN49,667+280$8,796
S&P GLOBAL INC 35,145 +197 $8,612
     SPGI35,145+197$8,612
META FINANCIAL GROUP INC 379,570 -350,363 $8,244
     CASH379,570-350,363$8,244
TRANSDIGM GROUP INC 24,804 +19,803 $7,942
     TDG24,804+19,803$7,942
RECRO PHARMA INC 922,924 +922,924 $7,540
     REPH922,924+922,924$7,540
ARES COMMERCIAL REAL ESTATE CORP 1,015,821 +1,015,821 $7,101
     ACRE1,015,821+1,015,821$7,101
DANAHER CORP 50,206 +283 $6,949
     DHR50,206+283$6,949
BRISTOL MYERS SQUIBB CO 120,673 +683 $6,726
     BMY120,673+683$6,726
HEICO CORP 87,859 +87,859 $6,555
     HEI87,859+87,859$6,555
KKR REAL ESTATE FINANCE TRUST INC 415,364 +415,364 $6,235
     KREF415,364+415,364$6,235
WHEELER REIT INC 694,096 +112,946 $6,122
     WHLRD694,096+112,946$6,122
APOLLO CMMRL REAL EST FIN INC      $3,475
     Common Stock5,000,000+5,000,000$3,475
AERCAP HOLDINGS NV 149,678 +149,678 $3,411
     AER149,678+149,678$3,411
DELL TECHNOLOGIES INC 84,311 -194,259 $3,335
     DELL84,311-194,259$3,335
WHEELER REIT INC 515,609 +6,752 $3,181
     WHLRP515,609+6,752$3,181
SYSCO CORP 64,824 +64,824 $2,958
     SYY64,824+64,824$2,958
PARK HOTELS & RESORTS INC 349,250 +349,250 $2,763
     PK349,250+349,250$2,763
TECH DATA CORP 19,788 +19,788 $2,589
     TECD19,788+19,788$2,589
PERFORMANCE FOOD GROUP CO 99,728 +99,728 $2,465
     PFGC99,728+99,728$2,465
TIFFANY & CO 17,706 +17,706 $2,293
     TIF17,706+17,706$2,293
LOWE S COS INC 23,527 +131 $2,024
     LOW23,527+131$2,024
XPO LOGISTICS INC 29,856 +169 $1,455
     XPO29,856+169$1,455
MADISON SQUARE GARDEN CO 5,540 +5,540 $1,171
     MSGN5,540+5,540$1,171
TAUBMAN CENTERS INC 24,932 +24,932 $1,044
     TCO24,932+24,932$1,044
CBOE GLOBAL MARKETS INC 9,763 +9,763 $871
     CBOE9,763+9,763$871
SUPERIOR GROUP OF COS INC 97,126 +97,126 $822
     SGC97,126+97,126$822

See Full List: All Stocks Held By Steamboat Capital Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Steamboat Capital Partners LLC

Size ($ in 1000's)
At 03/31/2020: $509,437
At 12/31/2019: $353,130

Steamboat Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Steamboat Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

Steamboat Capital Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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