Steamboat Capital Partners, LLC

10% Owner
Steamboat Capital Partners, LLC
$258,342,000.00
%
COMPANY
SHARES
NET TOTAL
12.29%
INTERNATIONAL MONEY EXPRESS
1,575,990
$31,756,000.00
9.86%
EOG RESOURCES INC
225,000
$25,475,000.00
7.96%
EURONET WORLDWIDE INC
199,751
$20,568,000.00
7.11%
SIGNATURE BANK
99,875
$18,377,000.00
6.64%
BROADCOM INC
35,000
$17,164,000.00
5.54%
LITHIA MOTORS INC
49,937
$14,315,000.00
5.35%
VICTORY CAPITAL HOLDING
569,170
$13,825,000.00
4.69%
MICROSOFT CORP
46,518
$12,107,000.00
4.39%
TWITTER INC
300,000
$11,340,000.00
3.73%
MONEYGRAM INTERNATIONAL INC
962,371
$9,624,000.00
3.39%
HOVNANIAN ENTERPRISES
198,769
$8,768,000.00
3.09%
SANDRIDGE ENERGY INC
500,000
$7,995,000.00
2.96%
VIRTUS INVESTMENT PARTNERS
42,500
$7,647,000.00
2.62%
BLACKSTONE GROUP INC/THE
74,453
$6,780,000.00
2.28%
AMAZON.COM INC
54,060
$5,888,000.00
2.16%
GRIFFON CORP
199,747
$5,591,000.00
2.08%
T-MOBILE US INC
40,018
$5,377,000.00
2.06%
WHEELER REIT INC
395,701
$5,322,000.00
1.98%
KOHLS CORP
142,338
$5,111,000.00
1.79%
WEATHERFORD INTERNATIONAL PL
200,000
$4,618,000.00
1.65%
TENNECO INC
250,000
$4,270,000.00
1.51%
ACTIVISION BLIZZARD INC
49,937
$3,893,000.00
1.36%
BETTERWARE DE MEXICO SAPI DE
370,139
$3,516,000.00
1.21%
LOWE'S COS INC
17,773
$3,130,000.00
0.73%
VONAGE HOLDINGS CORP
100,000
$1,897,000.00
0.70%
TOWNSQUARE MEDIA INC
224,735
$1,816,000.00
0.42%
XPO LOGISTICS INC
22,553
$1,091,000.00
0.20%
MANNING & NAPIER INC
41,287
$517,000.00
0.16%
BERKSHIRE HATHAWAY INC
1
$411,000.00
0.06%
CURO GROUP HOLDINGS CORP
26,742
$153,000.00