Steamboat Capital Partners’s Griffon GFF Stock Holding History

Steamboat Capital Partners’s Portfolio GFF Stock Details GFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.88M	Buy	39,600 +12,617	+47%	+$1.02M	0.72%	46
2025 Q4	$1.99M	Sell	26,983 -103	-0.4%	-$7.66K	0.55%	48
2025 Q3	$2.06M	Sell	27,086 -1,768	-6%	-$136K	0.54%	47
2025 Q2	$2.09M	Sell	28,854 -554	-2%	-$38.6K	0.59%	49
2025 Q1	$2.1M	Buy	29,408 +14,465	+97%	+$1.07M	0.64%	40
2024 Q4	$1.06M	Buy	+14,943	New	+$1.08M	0.33%	47
2022 Q4	–	Sell	-140,623	Closed	-$4.15M	–	31
2022 Q3	$4.15M	Sell	140,623 -59,124	-30%	-$1.8M	2.06%	18
2022 Q2	$5.59M	Buy	+199,747	New	+$5.04M	1.92%	18

Other funds holding GFF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Steamboat Capital Partners's GFF Position: Q1 2026 in Review

Steamboat Capital Partners increased its Griffon (GFF) stake by 47% in Q1 2026, buying an estimated $1.02M and bringing the position to 39,600 shares worth $2.88M. The position accounts for 0.72% of the portfolio, ranked #46.

Steamboat Capital Partners first reported a position in GFF in Q2 2022 and has held it in 8 quarters since. The position peaked at $5.59M in Q2 2022. 339 funds tracked by Wall St. Rank hold GFF as of Q1 2026.

Steamboat Capital Partners held 39,600 shares of Griffon worth $2.88M as of Q1 2026.
Steamboat Capital Partners bought 12,617 Griffon shares in Q1 2026, an estimated $1.02M.
Griffon made up 0.72% of Steamboat Capital Partners's portfolio in Q1 2026, its #46 holding.
Steamboat Capital Partners first reported a position in Griffon in Q2 2022 and has held it in 8 quarters since.
Steamboat Capital Partners's Griffon position peaked at $5.59M in Q2 2022.
339 funds tracked by Wall St. Rank held Griffon as of Q1 2026.

Based on Steamboat Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.