O'Keefe Stevens Advisory, Inc.

Q2 2025 13F Holdings

  • Location
    rochester, NY
  • Num holdings

    68

  • Value ($000)

    $355,666

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0001780565
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$76.44M
22 %

483,836

QCOM
QCOM

QUALCOMM INC

COM
747525103
$22.66M
6 %

142,273

BGC
BGC

BGC GROUP INC

CL A
088929104
$17.65M
5 %

1,724,938

GLW
GLW

CORNING INC

COM
219350105
$16.68M
5 %

317,119

L
L

LOEWS CORP

COM
540424108
$15.23M
4 %

166,196

DFIN
DFIN

DONNELLEY FINL SOLUTIONS INC

COM
25787G100
$14.45M
4 %

234,363

AMGN
AMGN

AMGEN INC

COM
031162100
$13.96M
4 %

49,980

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$13.40M
4 %

27,589

HCC
HCC

WARRIOR MET COAL INC

COM
93627C101
$13.18M
4 %

287,526

AER
AER

AERCAP HOLDINGS NV

SHS
N00985106
$13.02M
4 %

111,293

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