MondegarAI
STEINBERG ASSET MANAGEMENT LLC

Q4 2024 · 13F-HR

STEINBERG ASSET MANAGEMENT LLCholdings as filed

Filed 2025-02-14 · accession 0001667731-25-000276

$135.5M
Reported value
41
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G9456A100GLNGGOLAR LNG LTD$63.9M47.2%1,509,864CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$10.6M7.86%693,577CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$7.3M5.37%78,767CommonSOLE
02079K107GOOGALPHABET INC$5.9M4.32%30,751CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$3.6M2.67%16,006CommonSOLE
46266C105IQVIQVIA HLDGS INC$3.2M2.39%16,515CommonSOLE
00766T100ACMAECOM$3.2M2.38%30,198CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.7M1.96%534CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$2.6M1.94%94,913CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M1.69%5,061CommonSOLE
79466L302CRMSALESFORCE INC$2.1M1.56%6,320CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$2.1M1.52%47,785CommonSOLE
872590104TMUST-MOBILE US INC$1.9M1.38%8,449CommonSOLE
Y2573F102FLEXFLEX LTD$1.8M1.35%47,732CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M1.34%8,241CommonSOLE
92839U206VCVISTEON CORP$1.5M1.11%17,015CommonSOLE
384637104GHCGRAHAM HLDGS CO$1.4M1.02%1,580CommonSOLE
156504300CCSCENTURY CMNTYS INC$1.4M1.00%18,435CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.92%7,008CommonSOLE
31428X106FDXFEDEX CORP$1.2M0.91%4,353CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.2M0.89%4,031CommonSOLE
358054104FRSHFRESHWORKS INC$1.1M0.79%66,111CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.76%1,966CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$930,5550.69%12,204CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$889,9980.66%67,732CommonSOLE
G3922B107GGENPACT LIMITED$832,5000.61%19,383CommonSOLE
644393100NFENEW FORTRESS ENERGY INC$825,5970.61%54,603CommonSOLE
92552V100VSATVIASAT INC$759,6620.56%89,267CommonSOLE
98379L100XPELXPEL INC$676,4640.50%16,937CommonSOLE
521865204LEALEAR CORP$662,9950.49%7,001CommonSOLE
172967424CCITIGROUP INC$602,7500.44%8,563CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$602,4900.44%1,028CommonSOLE
688239201OSKOSHKOSH CORP$571,4660.42%6,011CommonSOLE
700517105PKPARK HOTELS & RESORTS INC$555,2530.41%37,721CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$544,9360.40%30,580CommonSOLE
256677105DGDOLLAR GEN CORP NEW$439,3770.32%5,795CommonSOLE
H1467J104CBCHUBB LIMITED$415,8150.31%1,500CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$349,5210.26%1,223CommonSOLE
904767704UNILEVER PLC$281,2320.21%4,960CommonSOLE
G98196101W9N0WNS HLDGS LTD$265,3370.20%5,599CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$260,6730.19%2,262CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.