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Portfolio (Quarterly) Guide ↗

STEINBERG ASSET MANAGEMENT LLC

· CIK 0001169883
13F Portfolio $161M AUM 44 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 5 Added 7 Reduced 4 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HONEYWELL INTL INC COM 2,042.0 $457K 0.28% NEW $223.90
42 HONEYWELL AEROSPACE INC COM 2,042.0 $451K 0.28% NEW $221.08
43 SMH VANECK SEMICONDUCTOR ETF 631.0 $414K 0.26% NEW $655.89 -15.7%
44 FEDEX FGHT HLDG CO INC COMMON STOCK 1,972.0 $298K 0.18% NEW $151.00
Page 3 of 3  ·  44 positions

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 51.3%
Technology 14.5%
Financial Services 8.9%
Communication Services 5.9%
Consumer Defensive 5.7%
Healthcare 5.3%
Industrials 3.4%
Utilities 2.7%
Consumer Cyclical 1.3%
Real Estate 0.9%