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O'Keefe Stevens Advisory, Inc.

Q4 2025 13F Holdings

  • Location
    rochester, NY
  • Num holdings

    66

  • Value ($000)

    $385,333

  • Date Filed
    01/08/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$68.19M
18 %

365,626

G
GLW

CORNING INC

COM
219350105
$27.33M
7 %

312,154

H
HCC

WARRIOR MET COAL INC

COM
93627C101
$25.71M
7 %

291,580

Q
QCOM

QUALCOMM INC

COM
747525103
$24.26M
6 %

141,847

A
AER

AERCAP HOLDINGS NV

SHS
N00985106
$20.2M
5 %

140,479

L
L

LOEWS CORP

COM
540424108
$17.64M
5 %

167,528

A
AMGN

AMGEN INC

COM
031162100
$16.56M
4 %

50,609

S
SPHR

SPHERE ENTERTAINMENT CO

CL A
55826T102
$15.94M
4 %

167,623

B
BGC

BGC GROUP INC

CL A
088929104
$14.97M
4 %

1,676,791

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$14.28M
4 %

28,403

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