O'Keefe Stevens Advisory, Inc.

Q3 2025 13F Holdings

  • Location
    rochester, NY
  • Num holdings

    67

  • Value ($000)

    $369,313

  • Date Filed
    10/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$71.94M
20 %

385,561

GLW
GLW

CORNING INC

COM
$25.85M
7 %

315,101

QCOM
QCOM

QUALCOMM INC

COM
$23.86M
7 %

143,440

HCC
HCC

WARRIOR MET COAL INC

COM
$18.53M
5 %

291,172

AER
AER

AERCAP HOLDINGS NV

SHS
$16.84M
5 %

139,178

L
L

LOEWS CORP

COM
$16.77M
5 %

167,051

BGC
BGC

BGC GROUP INC

CL A
$16.53M
5 %

1,747,103

BABA
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
$15.05M
4 %

84,221

---

TRI POINTE HOMES INC

COM
$14.73M
4 %

433,698

FPH
FPH

FIVE POINT HOLDINGS LLC

COM CL A
$14.25M
4 %

2,324,088

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