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Portfolio (Quarterly) Guide ↗

STEINBERG ASSET MANAGEMENT LLC

· CIK 0001169883
13F Portfolio $154M AUM 40 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 5 Added 4 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 152,398.0 $2.9M 1.86% +52K +51.9% $18.83 +26.3%
2 UBER UBER TECHNOLOGIES INC COM Technology 30,699.0 $2.2M 1.43% +10K +47.4% $71.93 -1.7%
3 FISV FISERV INC COM Technology 34,586.0 $1.9M 1.25% +24K +216.4% $55.80 -0.2%
4 MA MASTERCARD INCORPORATED CL A Financial Services 2,729.0 $1.4M 0.88% +763.0 +38.8% $499.66 -1.3%
5 FRSH FRESHWORKS INC CLASS A COM Technology 114,674.0 $921K 0.60% +2K +1.4% $8.03 +12.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 53.3%
Communication Services 12.7%
Technology 10.4%
Financial Services 7.9%
Consumer Defensive 4.7%
Industrials 4.1%
Utilities 2.7%
Healthcare 1.8%
Consumer Cyclical 1.4%
Real Estate 0.6%