Steinberg Asset Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 5, 2026, Steinberg Asset Management Llc disclosed 39 stock positions valued at approximately $160.74M as of quarter-end June 30, 2026. The largest holdings include GOLAR LNG LTD SHS, ALPHABET INC CAP STK CL C, and ARCH CAP GROUP LTD ORD.

Report Period
June 30, 2026
No. of Stocks
39
Portfolio Value
$160.74M
Holdings by Sector
Steinberg Asset Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
GOLAR LNG LTD SHSGLNGEnergy43.99%1,418,687+44+0.00%$70,707,360
ALPHABET INC CAP STK CL CGOOGCommunication Services7.42%33,773-40-0.12%$11,933,014
ARCH CAP GROUP LTD ORDACGLFinancial Services4.48%74,252+3+0.00%$7,206,899
MADISON SQUARE GRDN SPRT CORP CL AMSGSCommunication Services4.22%16,876-5,942-26.04%$6,781,452
IQVIA HLDGS INC COMIQVHealthcare3.03%25,245+4,438+21.33%$4,877,839
VIASAT INC COMVSATTechnology2.58%46,129-39,723-46.27%$4,142,845
BROOKFIELD RENEWABLE CORP CL A EX SUB VTGBEPCOther2.34%101,312-290-0.29%$3,760,701
PRIMO BRANDS CORPORATION CLASS A COM SHSPRMBConsumer Defensive2.32%152,420+22+0.01%$3,725,145
BAXTER INTL INC COMBAXHealthcare1.80%136,019+136,019+100.00%$2,900,685
UBER TECHNOLOGIES INC COMUBERTechnology1.58%35,102+4,403+14.34%$2,532,960
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services1.56%5,002-23-0.46%$2,502,951
DOLLAR GEN CORP COMDGConsumer Defensive1.53%21,422+3+0.01%$2,465,886
FISERV INC COMFITechnology1.37%44,942+10,356+29.94%$2,204,405
INTERNATIONAL BUSINESS MACHS COMIBMTechnology1.32%7,569--$2,128,478
AECOM COMACMIndustrials1.22%28,190--$1,967,662
MASTERCARD INCORPORATED CL AMAFinancial Services1.12%3,498+769+28.18%$1,796,573
FLEX LTD ORDFLEXOther1.06%10,526--$1,705,949
GRAHAM HLDGS CO COM CL BGHCConsumer Defensive1.04%1,471--$1,679,029
UNITY SOFTWARE INC COMUTechnology1.04%58,543+58,543+100.00%$1,673,159
WALKER & DUNLOP INC COMWDFinancial Services1.03%30,334--$1,659,270
ABBVIE INC COMABBVHealthcare1.01%6,451-12-0.19%$1,623,330
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVAHealthcare0.94%44,459+44,459+100.00%$1,506,271
T-MOBILE US INC COMTMUSCommunication Services0.87%8,375-49-0.58%$1,404,739
AMRIZE LTD SHSAMRZOther0.86%25,842+14,456+126.96%$1,377,277
SCHEIN HENRY INC COMHSICHealthcare0.84%16,126-365-2.21%$1,346,844
REMITLY GLOBAL INC COMRELYTechnology0.82%58,661-25,129-29.99%$1,314,593
SALESFORCE INC COMCRMTechnology0.82%8,349+1+0.01%$1,311,628
FEDEX CORP COMFDXIndustrials0.77%3,947--$1,240,739
VISTEON CORP COM NEWVCConsumer Cyclical0.71%11,480-4,726-29.16%$1,138,931
FRESHWORKS INC CLASS A COMFRSHTechnology0.70%111,543-3,131-2.73%$1,128,815
Showing 30 of 39 holdings in the latest reporting period.