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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
Q2 2026 Q1 2026 · All 2 New 5 Added 4 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WD WALKER & DUNLOP INC COM Financial Services 30,334.0 $1.3M 0.87% NEW $44.38 -4.0%
2 AMZN AMAZON COM INC COM Consumer Cyclical 2,950.0 $614K 0.40% NEW $208.27 +24.1%

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 57.0%
Technology 11.1%
Financial Services 8.5%
Communication Services 6.6%
Consumer Defensive 5.0%
Industrials 4.4%
Utilities 2.9%
Healthcare 1.9%
Consumer Cyclical 1.5%
Real Estate 0.7%