# EDGAR Filing Document

**Accession Number:** 0001635663
**File Stem:** 0001635663-25-000006
**Filing Date:** 2025-8
**Character Count:** 9856
**Document Hash:** 8c06a272c61a833f3f22ccedd350d3c7
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001635663-25-000006.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001635663-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Steamboat Capital Partners, LLC
- **CENTRAL INDEX KEY:** 0001635663

**ORGANIZATION NAME:**
- **EIN:** 455206506
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17274
- **FILM NUMBER:** 251216952

**BUSINESS ADDRESS:**
- **STREET 1:** 24 MAPLE AVENUE
- **CITY:** RYE
- **STATE:** NY
- **ZIP:** 10580
- **BUSINESS PHONE:** 2129861702

**MAIL ADDRESS:**
- **STREET 1:** 24 MAPLE AVENUE
- **CITY:** RYE
- **STATE:** NY
- **ZIP:** 10580

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Steamboat Capital Partners LLC<br>**Address:** 24 MAPLE AVENUE<br>RYE, NY 10580

**Form 13F File Number:** 028-17274

**CRD Number (if applicable):** 000173141

**SEC File Number (if applicable):** 801-108071

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeffrey Rose<br>**Title:** COO/CFO<br>**Phone:** 212-986-1702

**Signature, Place, and Date of Signing:**

Jeffrey M Rose  New York, NY  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $351186664

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACM RESEARCH INC | Common Stock Class A | 00108J109 |  | 15021353 | 579975 | SH |  | SOLE |  | 579975 | 0 | 0 |
| AERCAP HOLDINGS NV | Shares | N00985106 |  | 13748085 | 117505 | SH |  | SOLE |  | 117505 | 0 | 0 |
| ALIBABA GROUP HOLDING | Sponsored ADS | 01609W102 |  | 2140387 | 18873 | SH |  | SOLE |  | 18873 | 0 | 0 |
| ALPHABET INC | Capital Stock Class C | 02079K107 |  | 10444191 | 58877 | SH |  | SOLE |  | 58877 | 0 | 0 |
| AMAZON.COM INC | Common Stock | 023135106 |  | 5555832 | 25324 | SH |  | SOLE |  | 25324 | 0 | 0 |
| APOLLO GLOBAL MANAGEMENT INC | Common Stock Class A | 03769M106 |  | 12519886 | 88249 | SH |  | SOLE |  | 88249 | 0 | 0 |
| ARCH CAPITAL GROUP LTD | Ordinary Shares | G0450A105 |  | 4396440 | 48286 | SH |  | SOLE |  | 48286 | 0 | 0 |
| BANCO SANTANDER SA | ADR | 05964H105 |  | 12239495 | 1474638 | SH |  | SOLE |  | 1474638 | 0 | 0 |
| BERKSHIRE HATHAWAY INC | Common Stock - Class A | 084670108 |  | 728800 | 1 | SH |  | SOLE |  | 1 | 0 | 0 |
| BLACKSTONE INC | Common Stock Class A | 09260D107 |  | 3457093 | 23112 | SH |  | SOLE |  | 23112 | 0 | 0 |
| BROADCOM INC | Common Stock | 11135F101 |  | 12190621 | 44225 | SH |  | SOLE |  | 44225 | 0 | 0 |
| CENTURY ALUMINUM COMPANY | Common Stock | 156431108 |  | 3448686 | 191381 | SH |  | SOLE |  | 191381 | 0 | 0 |
| THE CIGNA GROUP | Common Stock | 125523100 |  | 3252577 | 9839 | SH |  | SOLE |  | 9839 | 0 | 0 |
| COMPOSECURE INC | Common Stock Class A | 20459V105 |  | 5543767 | 393454 | SH |  | SOLE |  | 393454 | 0 | 0 |
| COMPOSECURE INC | Warrant Exp 12/27/2025 | 20459V113 |  | 1172838 | 187654 | SH |  | SOLE |  | 187654 | 0 | 0 |
| CORE SCIENTIFIC INC | Common Stock | 21874A106 |  | 5014876 | 293783 | SH |  | SOLE |  | 293783 | 0 | 0 |
| CRH PLC | Ordinary Shares | G25508105 |  | 3371171 | 36723 | SH |  | SOLE |  | 36723 | 0 | 0 |
| CRONOS GROUP INC | Common Stock | 22717L101 |  | 191000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| DELL TECHNOLOGIES -C | Class C | 24703L202 |  | 6045161 | 49308 | SH |  | SOLE |  | 49308 | 0 | 0 |
| DELTA AIR LINES INC | Common Stock New | 247361702 |  | 3137094 | 63788 | SH |  | SOLE |  | 63788 | 0 | 0 |
| EQUITABLE HOLDINGS INC | Common Stock | 29452E101 |  | 11040480 | 196800 | SH |  | SOLE |  | 196800 | 0 | 0 |
| FISERV INC | Common Stock | 337738108 |  | 8456711 | 49050 | SH |  | SOLE |  | 49050 | 0 | 0 |
| GAMBLING.COM GROUP LTD | Ordinary Shares | G3R239101 |  | 4649442 | 391038 | SH |  | SOLE |  | 391038 | 0 | 0 |
| GLOBAL PAYMENTS INC | Common Stock | 37940X102 |  | 11735065 | 146615 | SH |  | SOLE |  | 146615 | 0 | 0 |
| GRIFFON CORP | Common Stock | 398433102 |  | 2088164 | 28854 | SH |  | SOLE |  | 28854 | 0 | 0 |
| GULFPORT ENERGY CORP | Common Shares | 402635502 |  | 9849887 | 48963 | SH |  | SOLE |  | 48963 | 0 | 0 |
| HALLADOR ENERGY CO | Common Stock | 40609P105 |  | 6191920 | 391151 | SH |  | SOLE |  | 391151 | 0 | 0 |
| HALOZYME THERAPEUTICS INC | Common Stock | 40637H109 |  | 8921430 | 171500 | SH |  | SOLE |  | 171500 | 0 | 0 |
| HOVNANIAN ENTERPRISES INC | Class A New | 442487401 |  | 1259200 | 12044 | SH |  | SOLE |  | 12044 | 0 | 0 |
| IAC INC | Common New | 44891N208 |  | 6390517 | 171144 | SH |  | SOLE |  | 171144 | 0 | 0 |
| IES HOLDINGS INC | Common Stock | 44951W106 |  | 5703909 | 19255 | SH |  | SOLE |  | 19255 | 0 | 0 |
| JD.COM INC | Sponsored ADS - Class A | 47215P106 |  | 1533754 | 46990 | SH |  | SOLE |  | 46990 | 0 | 0 |
| JSKASPI KZ JSC | Sponsored ADS | 48581R205 |  | 760614 | 8960 | SH |  | SOLE |  | 8960 | 0 | 0 |
| LITHIA MOTORS INC | Common Stock | 536797103 |  | 3137672 | 9288 | SH |  | SOLE |  | 9288 | 0 | 0 |
| LOWE'S COS INC | Common Stock | 548661107 |  | 3437654 | 15494 | SH |  | SOLE |  | 15494 | 0 | 0 |
| M/I HOMES INC | Common Stock | 55305B101 |  | 6226921 | 55538 | SH |  | SOLE |  | 55538 | 0 | 0 |
| META PLATFORMS INC-CLASS A | Class A | 30303M102 |  | 12673743 | 17171 | SH |  | SOLE |  | 17171 | 0 | 0 |
| MICRON TECHNOLOGY INC | Common Stock | 595112103 |  | 2387229 | 19369 | SH |  | SOLE |  | 19369 | 0 | 0 |
| MICROSOFT CORP | Common Stock | 594918104 |  | 7859575 | 15801 | SH |  | SOLE |  | 15801 | 0 | 0 |
| NERDWALLET INC-CL A | Common Stock Class A | 64082B102 |  | 438800 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| NRG ENERGY INC | Common Stock New | 629377508 |  | 3159090 | 19673 | SH |  | SOLE |  | 19673 | 0 | 0 |
| ORASURE TECHNOLOGIES INC | Common Stock New | 68554V108 |  | 4779150 | 1593050 | SH |  | SOLE |  | 1593050 | 0 | 0 |
| PAYSAFE LTD | Shares | G6964L206 |  | 1542517 | 122228 | SH |  | SOLE |  | 122228 | 0 | 0 |
| PHILIP MORRIS INTERNATIONAL | Common Stock | 718172109 |  | 8579598 | 47107 | SH |  | SOLE |  | 47107 | 0 | 0 |
| PHILLIPS 66 | Common Stock | 718546104 |  | 11660740 | 97743 | SH |  | SOLE |  | 97743 | 0 | 0 |
| PRIORITY TECHNOLOGY HOLDINGS | Common Stock | 74275G107 |  | 14384963 | 1848967 | SH |  | SOLE |  | 1848967 | 0 | 0 |
| SHARKNINJA INC | Common Shares | G8068L108 |  | 5040274 | 50917 | SH |  | SOLE |  | 50917 | 0 | 0 |
| SLM CORP | Common Stock | 78442P106 |  | 6450383 | 196718 | SH |  | SOLE |  | 196718 | 0 | 0 |
| STANDARDAERO INC | Common Stock | 85423L103 |  | 297700 | 9406 | SH |  | SOLE |  | 9406 | 0 | 0 |
| T-MOBILE US INC | Common Stock | 872590104 |  | 9383632 | 39384 | SH |  | SOLE |  | 39384 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | Sponsored ADS | 874039100 |  | 4435354 | 19583 | SH |  | SOLE |  | 19583 | 0 | 0 |
| TALEN ENERGY CORP | Common Stock | 87422Q109 |  | 4846554 | 16668 | SH |  | SOLE |  | 16668 | 0 | 0 |
| TAYLOR MORRISON HOME CORP | Common Stock | 87724P106 |  | 12068293 | 196488 | SH |  | SOLE |  | 196488 | 0 | 0 |
| TENET HEALTHCARE CORP | Common Stock New | 88033G407 |  | 8648816 | 49141 | SH |  | SOLE |  | 49141 | 0 | 0 |
| TIPTREE INC | Common Stock | 88822Q103 |  | 2183225 | 92588 | SH |  | SOLE |  | 92588 | 0 | 0 |
| TRANSDIGM GROUP INC | Common Stock | 893641100 |  | 4452434 | 2928 | SH |  | SOLE |  | 2928 | 0 | 0 |
| VICTORY CAPITAL HOLDING | Common Stock Class A | 92645B103 |  | 7174081 | 112676 | SH |  | SOLE |  | 112676 | 0 | 0 |
| VISTRA CORP | Common Stock | 92840M102 |  | 3737820 | 19286 | SH |  | SOLE |  | 19286 | 0 | 0 |

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