Institutions / Steinberg Asset Management LLC

Steinberg Asset Management LLC

CIK 1169883 · Institution · as of Mar 31, 2026
Portfolio value
$154.44M
Positions
40
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$154.44M+14.9%
$154.44M$144.44M$134.44MQ4 '25Q1 '26

Positions

40+0.0%
404040Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 40 →
CompanyClassValueShares% of portfolio
Golar Lng Ltd$76.76M1,418,64349.7%
Alphabet Inc.$9.70M33,8136.3%
Madison Square Garden Sports Corp.$7.33M22,8184.7%
Arch Capital Group Ltd.$7.13M74,2494.6%
Brookfield Renewable Corp Cl a Ex Sub Vtg$4.05M101,6022.6%
Viasat Inc$3.93M85,8522.5%
Iqvia Holdings Inc.$3.55M20,8072.3%
Primo Brands Corp$2.87M152,3981.9%
Dollar General Corp$2.54M21,4191.6%
Warren E. Buffett$2.41M5,0251.6%
Aecom$2.39M28,1901.5%
Uber Technologies, Inc$2.21M30,6991.4%
Navigator Hldgs Ltd Shs$1.98M102,1851.3%
Fiserv Inc$1.93M34,5861.2%
International Business Machines Corp$1.83M7,5691.2%
T-Mobile US, Inc.TMUSCommon Stock$1.77M8,4241.1%
Salesforce Inc$1.56M8,3481.0%
Graham Holdings Co$1.56M1,4711.0%
Visteon Corp$1.48M16,2061.0%
FedEx Corp$1.41M3,9470.9%
AbbVie Inc.$1.41M6,4630.9%
Mastercard Inc$1.36M2,7290.9%
Walker & Dunlop, Inc.$1.35M30,3340.9%
Remitly Global, Inc.$1.31M83,7900.9%
Henry Schein Inc$1.22M16,4910.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimY62132108
Common stock
$-6.93M-358K
-77.82%
102,185
1.28% of portfolio
medium
Q1 2026
as of
NewWalker & Dunlop, Inc.
Common stock
$1.35M+30K
30,334
0.87% of portfolio
low
Q1 2026
as of
AddFiserv Inc
Common stock
$1.32M+24K
+216.43%
34,586
1.25% of portfolio
low
Q1 2026
as of
TrimMadison Square Garden Sports Corp.
Common stock
$-1.04M-3K
-12.41%
22,818
4.75% of portfolio
low
Q1 2026
as of
AddPrimo Brands Corp
Common stock
$979.9K+52K
+51.85%
152,398
1.86% of portfolio
low
Q1 2026
as of
AddUber Technologies, Inc
Common stock
$710.3K+10K
+47.42%
30,699
1.43% of portfolio
low
Q1 2026
as of
NewAmazon.com Inc
Common stock
$614.4K+3K
2,950
0.40% of portfolio
low
Q1 2026
as of
TrimDollar General Corp
Common stock
$-529.3K-4K
-17.23%
21,419
1.65% of portfolio
low
Q1 2026
as of
TrimRemitly Global, Inc.
Common stock
$-435.4K-28K
-24.90%
83,790
0.85% of portfolio
low
Q1 2026
as of
AddMastercard Inc
Common stock
$381.2K+763
+38.81%
2,729
0.88% of portfolio
low