O'Keefe Stevens Advisory, Inc.
Q3 2025 13F Holdings
- Locationrochester, NY
- Num holdings
67
- Value ($000)
$369,313
- Date Filed 10/14/2025
- Form type13F-HR
- CIK 0001780565
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
N NVIDIA CORPORATION | COM | 67066G104 | $71.94M | 20 % | 385,561 | ||
G CORNING INC | COM | 219350105 | $25.85M | 7 % | 315,101 | ||
Q QUALCOMM INC | COM | 747525103 | $23.86M | 7 % | 143,440 | ||
H WARRIOR MET COAL INC | COM | 93627C101 | $18.53M | 5 % | 291,172 | ||
A AERCAP HOLDINGS NV | SHS | N00985106 | $16.84M | 5 % | 139,178 | ||
L LOEWS CORP | COM | 540424108 | $16.77M | 5 % | 167,051 | ||
B BGC GROUP INC | CL A | 088929104 | $16.53M | 5 % | 1,747,103 | ||
B ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | $15.05M | 4 % | 84,221 | ||
TRI POINTE HOMES INC | COM | 87265H109 | $14.73M | 4 % | 433,698 | ||
F FIVE POINT HOLDINGS LLC | COM CL A | 33833Q106 | $14.25M | 4 % | 2,324,088 |
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