Steinberg Asset Management LLC 13F 持仓 · 2026年Q2
Steinberg Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 1.61 亿美元。前几大持仓：GLNG（43.99%）、GOOG（7.42%）、ACGL（4.48%）。本季前 25 大持仓中：新建仓 3 只、增持 9 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLNG | GOLAR LNG LTD SHS | $70.7M | 43.99% | 1.4M | 增持 |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $11.9M | 7.42% | 33,773 | 减持 |
| 3 | ACGL | ARCH CAP GROUP LTD ORD | $7.2M | 4.48% | 74,252 | 增持 |
| 4 | MSGS | MADISON SQUARE GRDN SPRT CORP CL A | $6.8M | 4.22% | 16,876 | 减持 |
| 5 | IQV | IQVIA HLDGS INC COM | $4.9M | 3.03% | 25,245 | 增持 |
| 6 | VSAT | VIASAT INC COM | $4.1M | 2.58% | 46,129 | 减持 |
| 7 | BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $3.8M | 2.34% | 101,312 | 减持 |
| 8 | PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $3.7M | 2.32% | 152,420 | 增持 |
| 9 | BAX | BAXTER INTL INC COM | $2.9M | 1.80% | 136,019 | 新建仓 |
| 10 | UBER | UBER TECHNOLOGIES INC COM | $2.5M | 1.58% | 35,102 | 增持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2.5M | 1.56% | 5,002 | 减持 |
| 12 | DG | DOLLAR GEN CORP COM | $2.5M | 1.53% | 21,422 | 增持 |
| 13 | FISV | FISERV INC COM | $2.2M | 1.37% | 44,942 | 增持 |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS COM | $2.1M | 1.32% | 7,569 | 持平 |
| 15 | ACM | AECOM COM | $2.0M | 1.22% | 28,190 | 持平 |
| 16 | MA | MASTERCARD INCORPORATED CL A | $1.8M | 1.12% | 3,498 | 增持 |
| 17 | FLEX | FLEX LTD ORD | $1.7M | 1.06% | 10,526 | 持平 |
| 18 | GHC | GRAHAM HLDGS CO COM CL B | $1.7M | 1.04% | 1,471 | 持平 |
| 19 | U | UNITY SOFTWARE INC COM | $1.7M | 1.04% | 58,543 | 新建仓 |
| 20 | WD | WALKER & DUNLOP INC COM | $1.7M | 1.03% | 30,334 | 持平 |
| 21 | ABBV | ABBVIE INC COM | $1.6M | 1.01% | 6,451 | 减持 |
| 22 | TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $1.5M | 0.94% | 44,459 | 新建仓 |
| 23 | TMUS | T-MOBILE US INC COM | $1.4M | 0.87% | 8,375 | 减持 |
| 24 | AMRZ | AMRIZE LTD SHS | $1.4M | 0.86% | 25,842 | 增持 |
| 25 | HSIC | SCHEIN HENRY INC COM | $1.3M | 0.84% | 16,126 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR