Fund HoldingsO'Keefe Stevens Advisory, Inc.

Total Portfolio Value
$219.74M
Total Bought
$30.50M
Total Sold
$42.47M
Net Transaction
-$11.97M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BGC GROUP INC01,495,625+1,495,62507,8973.59%+7,897
SPHERE ENTERTAINMENT CO(SPHR)90,002161,100+71,0982,4655,9862.72%+3,521
WARRIOR MET COAL INC(HCC)257,776260,575+2,79910,04013,3106.06%+3,270
AMGEN INC(AMGN)47,90348,474+57110,63513,0285.93%+2,392
DONNELLEY FINL SOLUTIONS INC(DFIN)218,887218,430-4579,96612,2935.59%+2,327
M & T BK CORP(MTB)22,28339,561+17,2782,7585,0022.28%+2,245
LAZARD LTD146,603213,689+67,0864,6916,6273.02%+1,935
GRAFTECH INTL LTD822,1241,534,671+712,5474,1445,8782.67%+1,734
WARNER BROS DISCOVERY INC(WBD)557,269747,976+190,7076,9888,1233.70%+1,135
LOEWS CORP(L)165,646166,109+4639,83610,5164.79%+680
PHILLIPS 66(PSX)24,37424,180-1942,3252,9051.32%+580
BERKSHIRE HATHAWAY INC DEL22,79523,741+9467,7738,3163.78%+543
FIVE POINT HOLDINGS LLC1,483,0001,524,172+41,1724,2864,5272.06%+241
PHILIP MORRIS INTL INC(PM)02,437+2,43702260.10%+226
APA CORPORATION(APA)33,46133,163-2981,1431,3630.62%+220
UNION PAC CORP(UNP)10,59011,692+1,1022,1672,3811.08%+214
CHEVRON CORP NEW(CVX)01,244+1,24402100.10%+210
UNITEDHEALTH GROUP INC(UNH)0400+40002020.09%+202
EXXON MOBIL CORP17,71917,661-581,9002,0770.95%+176
TANGER FACTORY OUTLET CTRS I(SKT)397,510393,799-3,7118,7738,9004.05%+127
COMCAST CORP NEW(CCZ)5,2516,007+7562182660.12%+48
JPMORGAN CHASE & CO(JPM)4,4934,731+2386536860.31%+33
PAYCHEX INC(PAYX)8,8078,80709851,0160.46%+30
LLOYDS BANKING GROUP PLC(LYG)27,60930,003+2,39461640.03%+3
PFIZER INC(PFE)8,1058,918+8132972960.13%-1
DISNEY WALT CO(DIS)2,4892,689+2002222180.10%-4
PROCTER AND GAMBLE CO(PG)2,6352,708+734003950.18%-5
MICROSOFT CORP(MSFT)1,1151,180+653803730.17%-7
ILLINOIS TOOL WKS INC(ITW)94094002352160.10%-19
ROCKWELL AUTOMATION INC(ROK)80080002642290.10%-35
MCDONALDS CORP(MCD)1,3001,323+233883490.16%-39
APPLE INC(AAPL)1,9731,974+13833380.15%-45
MERCK & CO INC(MRK)3,7163,71604293830.17%-46
QUEST DIAGNOSTICS INC(DGX)2,5002,50003513050.14%-47
TRINITY PL HLDGS INC446,826441,509-5,3172411610.07%-80
JOHNSON & JOHNSON(JNJ)4,7054,095-6107796380.29%-141
ARCOS DORADOS HOLDINGS INC(ARCO)501,059498,340-2,7195,1364,7142.15%-422
KIMCO RLTY CORP(KIM)365,574364,911-6637,2096,4192.92%-790
WEYERHAEUSER CO MTN BE(WY)302,835304,132+1,29710,1489,3254.24%-823
QUALCOMM INC(QCOM)132,404134,175+1,77115,76114,9026.78%-860
STEPAN CO(SCL)56,94959,022+2,0735,4424,4252.01%-1,017
TRI POINTE HOMES INC
COM
225,773228,594+2,8217,4196,2522.85%-1,167
CORNING INC(GLW)296,157295,571-58610,3779,0064.10%-1,371
HERSHA HOSPITALITY TR323,6620-323,6621,9710-1,971
BGC PARTNERS INC1,059,9460-1,059,9464,6960-4,696
NVIDIA CORPORATION(NVDA)162,09089,661-72,42968,56739,00217.75%-29,566
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