O'Keefe Stevens Advisory, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$404.7M
Q ending 2026-03-31
Prior quarter
$385.3M
Q ending 2025-12-31
Change
+5.0% QoQ · +32.7% YoY
Positions
76
reported holdings

Largest positions

All 76 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$63.6M365K
Warrior Met Coal IncHCCShares$27.3M293K
Corning IncGLWShares$24.4M179K
Aercap Holdings NvShares$20.1M147K
Sphere Entertainment CoSPHRShares$19.8M169K
Qualcomm IncQCOMShares$18.8M146K
Amgen IncAMGNShares$18.2M52K
Loews CorpLShares$18.0M168K
Bgc Group IncBGCShares$17.7M1.8M
Callaway Golf CoCALYShares$16.3M1.2M
Berkshire Hathaway Inc DelBRK/BShares$14.4M30K
Weyerhaeuser CoWYShares$14.3M585K
Compass Minerals Intl IncCMPShares$14.3M610K
Five Point Holdings LlcFPHShares$12.1M2.5M
M & T Bk CorpMTBShares$9.9M48K
Baxter Intl IncBAXShares$9.5M564K
Perrigo Co PlcShares$7.9M733K
Union Pac CorpUNPShares$7.8M32K
Exxon Mobil CorpXOMShares$5.2M31K
Arcos Dorados Hldgs IncShares$5.2M632K
Phillips 66PSXShares$4.6M25K
Stepan CoSCLShares$4.2M85K
Ishares TrIVVShares$4.1M6K
Jpmorgan Chase & CoJPMShares$3.1M11K
Huntington Ingalls Inds IncHIIShares$2.4M6K
Pfizer IncPFEShares$2.3M83K
Tko Group Holdings IncTKOShares$2.0M10K
Enbridge IncENBShares$2.0M36K
Southwest Gas Hldgs IncSWXShares$1.9M22K
Williams Cos IncWMBShares$1.6M22K
Duke Energy Corp NewDUKShares$1.5M12K
Air Products And Chemicals IAPDShares$1.5M5K
Blackrock IncBLKShares$1.4M1K
Coca Cola CoKOShares$1.4M18K
Ishares TrIEFAShares$1.4M15K
Apa CorporationAPAShares$1.3M32K
Lockheed Martin CorpLMTShares$1.3M2K
Apple IncAAPLShares$1.3M5K
Starbucks CorpSBUXShares$1.3M14K
United Parcel Svcs IncUPSShares$1.2M13K
Medtronic PlcShares$1.1M13K
Genuine Parts CoGPCShares$1.1M10K
Omnicom Group IncOMCShares$1.0M14K
Seaport Entmt Group IncSEGShares$1.0M48K
Calumet IncCLMTShares$1.0M28K
Johnson & JohnsonJNJShares$907K4K
Paychex IncPAYXShares$803K9K
Ishares TrIJHShares$772K11K
Home Depot IncHDShares$746K2K
Roku IncROKUShares$683K7K
Ishares TrIJRShares$634K5K
Ishares IncIEMGShares$632K9K
Rockwell Automation IncROKShares$574K2K
Microsoft CorpMSFTShares$508K1K
Spdr Series TrustSPYVShares$443K8K
Alphabet IncGOOGShares$439K2K
Mcdonalds CorpMCDShares$404K1K
Procter & Gamble CoPGShares$401K3K
Bank New York Mellon CorpBNYShares$374K3K
Quest Diagnostics IncDGXShares$367K2K
Alibaba Group Hldg LtdBABAShares$361K3K
Ishares TrEFVShares$319K4K
Merck & Co IncMRKShares$306K3K
Broadstone Net Lease IncBNLShares$295K16K
Chevron CorporationCVXShares$277K1K
Ge AerospaceGEShares$262K923
Bristol-Myers Squibb CoBMYShares$253K4K
Philip Morris Intl IncPMShares$252K2K
Schwab Charles CorpSCHWShares$250K3K
Spdr Series TrustMDYVShares$249K3K
Illinois Tool Wks IncITWShares$245K940
Astronics CorpATROShares$239K4K
Disney Walt CoDISShares$236K2K
Rtx CorporationRTXShares$218K1K
Analog Devices IncADIShares$214K673
Novartis AgNVSShares$210K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.