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Portfolio (Quarterly) Guide ↗

O'Keefe Stevens Advisory, Inc.

· CIK 0001780565
13F Portfolio $488M AUM 81 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 34 Added 8 Reduced 3 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GD GENERAL DYNAMICS CORP Industrials 567.0 $201K 0.04% NEW $354.24 +8.3%
Page 5 of 5  ·  81 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
Technology 30.0%
Healthcare 13.3%
Financial Services 12.2%
Industrials 8.5%
Energy 8.1%
Communication Services 7.1%
Consumer Cyclical 6.9%
Real Estate 6.8%
Basic Materials 5.8%
Utilities 0.8%