Steamboat Capital Partners’s Global Payments GPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Buy	147,367 +7,367	+5%	+$507K	2.29%	11
2026 Q1	$9.42M	Buy	140,000 +3,860	+3%	+$285K	2.34%	16
2025 Q4	$10.5M	Sell	136,140 -396	-0.3%	-$31.9K	2.89%	9
2025 Q3	$11.3M	Sell	136,536 -10,079	-7%	-$849K	2.95%	9
2025 Q2	$11.7M	Buy	+146,615	New	+$11.6M	3.34%	9
2020 Q4	–	Sell	-116,187	Closed	-$20.6M	–	48
2020 Q3	$20.6M	Buy	116,187 +13,745	+13%	+$2.38M	3.36%	9
2020 Q2	$17.4M	Buy	102,442 +1,713	+2%	+$285K	3.23%	10
2020 Q1	$14.5M	Buy	+100,729	New	+$18.4M	2.85%	14

Other funds holding GPN

GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steamboat Capital Partners's GPN Position: Q2 2026 in Review

Steamboat Capital Partners increased its Global Payments (GPN) stake by 5.3% in Q2 2026, buying an estimated $507K and bringing the position to 147,367 shares worth $10.7M. The position accounts for 2.29% of the portfolio, ranked #11.

Steamboat Capital Partners first reported a position in GPN in Q1 2020 and has held it in 8 quarters since. The position peaked at $20.6M in Q3 2020. 790 funds tracked by Wall St. Rank hold GPN as of Q2 2026.

Steamboat Capital Partners held 147,367 shares of Global Payments worth $10.7M as of Q2 2026.
Steamboat Capital Partners bought 7,367 Global Payments shares in Q2 2026, an estimated $507K.
Global Payments made up 2.29% of Steamboat Capital Partners's portfolio in Q2 2026, its #11 holding.
Steamboat Capital Partners first reported a position in Global Payments in Q1 2020 and has held it in 8 quarters since.
Steamboat Capital Partners's Global Payments position peaked at $20.6M in Q3 2020.
790 funds tracked by Wall St. Rank held Global Payments as of Q2 2026.

Based on Steamboat Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.