O'Keefe Stevens Advisory, Inc.: 13F holdings
CIK 17805652026Q2
| Positions | 81 |
|---|
| Reported value | $487.7m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 81 (+5 vs prior quarter) |
|---|
| Reported value | $487.7m (+20.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 361,379 | $72.3m | 14.8% |
| GLW CORNING INC | 153,868 | $39.3m | 8.1% |
| SPHR SPHERE ENTERTAINMENT CO | 169,033 | $29.2m | 6.0% |
| HCC WARRIOR MET COAL INC | 290,569 | $23.6m | 4.8% |
| QCOM QUALCOMM INC | 126,261 | $23.3m | 4.8% |
| AERCAP HOLDINGS NV | 153,702 | $22.4m | 4.6% |
| CALY CALLAWAY GOLF CO | 1,188,723 | $22.3m | 4.6% |
| CMP COMPASS MINERALS INTL INC | 631,272 | $19.7m | 4.0% |
| BGC BGC GROUP INC | 1,833,931 | $19.6m | 4.0% |
| L LOEWS CORP | 171,820 | $19.5m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1780565")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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