Fund Holdings

O'Keefe Stevens Advisory, Inc.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
CORNING INC(GLW)317,119315,101-2,01816,677,27925,847,7117.00%+9,170,432
TRI POINTE HOMES INC273,349433,698+160,3498,733,50114,732,7213.99%+5,999,220
ALIBABA GROUP HLDG LTD(BABA)82,81884,221+1,4039,392,38915,052,8194.08%+5,660,430
WARRIOR MET COAL INC(HCC)287,526291,172+3,64613,177,33618,530,1755.02%+5,352,839
SPHERE ENTERTAINMENT CO(SPHR)208,182206,694-1,4888,702,00812,839,8313.48%+4,137,823
AERCAP HOLDINGS NV(AER)111,293139,178+27,88513,021,29316,840,5614.56%+3,819,268
TOPGOLF CALLAWAY BRANDS CORP(CALY)13,202347,008+333,806106,2763,296,5760.89%+3,190,300
FIVE POINT HOLDINGS LLC2,282,4542,324,088+41,63412,553,49714,246,6593.86%+1,693,162
LOEWS CORP(L)166,196167,051+85515,233,51016,770,2754.54%+1,536,765
QUALCOMM INC(QCOM)142,273143,440+1,16722,658,35323,862,6946.46%+1,204,341
BERKSHIRE HATHAWAY INC DEL27,58928,073+48413,401,90914,113,4203.82%+711,511
PHILLIPS 66(PSX)24,14424,696+5522,880,4313,359,1110.91%+478,680
UNION PAC CORP(UNP)26,13227,017+8856,012,5006,385,9341.73%+373,434
AMGEN INC(AMGN)49,98050,475+49513,955,02014,244,0693.86%+289,049
HUNTINGTON INGALLS INDS INC(HII)5,7185,758+401,380,7571,657,7790.45%+277,022
JPMORGAN CHASE & CO.(JPM)9,7559,785+302,828,0623,086,5620.84%+258,500
M & T BK CORP(MTB)45,97546,416+4418,918,6559,172,8222.48%+254,167
APPLE INC(AAPL)5,1945,038-1561,065,7231,282,7160.35%+216,993
TKO GROUP HOLDINGS INC(TKO)8,3148,539+2251,512,7541,724,4420.47%+211,688
CHEVRON CORP NEW(CVX)01,337+1,3370207,6230.06%+207,623
ENBRIDGE INC(ENB)30,84331,377+5341,397,8051,583,2830.43%+185,478
EXXON MOBIL CORP29,29629,623+3273,158,1093,339,9930.90%+181,884
APA CORPORATION(APA)29,53229,538+6540,136717,1720.19%+177,036
GENUINE PARTS CO(GPC)7,9568,161+205965,1421,131,1150.31%+165,973
BLACKROCK INC(BLK)1,2431,259+161,304,5071,468,2230.40%+163,716
OMNICOM GROUP INC(OMC)10,69511,163+468769,398910,1190.25%+140,721
JOHNSON & JOHNSON(JNJ)3,5843,5840547,456664,5450.18%+117,089
MEDTRONIC PLC(MDT)11,11811,366+248969,1561,082,4980.29%+113,342
SOUTHWEST GAS HLDGS INC(SWX)18,30618,678+3721,361,7601,463,2350.40%+101,475
ALPHABET INC(GOOG)1,5311,5310271,584372,8750.10%+101,291
ROKU INC(ROKU)6,1206,233+113537,887624,1100.17%+86,223
LOCKHEED MARTIN CORP(LMT)1,8901,927+37875,548961,7680.26%+86,220
DUKE ENERGY CORP NEW(DUK)9,6709,899+2291,141,0601,225,0010.33%+83,941
CALUMET INC(CLMT)26,81727,416+599422,502500,3420.14%+77,840
APPLIED MATLS INC3,2343,2340592,048662,1290.18%+70,081
SEAPORT ENTMT GROUP INC12,32113,055+734229,787299,2210.08%+69,434
BANK NEW YORK MELLON CORP3,1543,1540287,361343,6600.09%+56,299
GE AEROSPACE(GE)9479470243,631284,9110.08%+41,280
WILLIAMS COS INC(WMB)19,21019,520+3101,206,5911,236,5790.33%+29,988
BROADSTONE NET LEASE INC(BNL)16,12816,1280258,854288,2070.08%+29,353
MICROSOFT CORP(MSFT)1,3711,3710681,949710,1090.19%+28,160
ROCKWELL AUTOMATION INC(ROK)1,6001,6000531,472559,2480.15%+27,776
ILLINOIS TOOL WKS INC(ITW)9409400232,415245,1140.07%+12,699
MERCK & CO INC(MRK)2,5442,5440201,343213,4760.06%+12,133
SCHWAB CHARLES CORP(SCHW)2,6652,6650243,155254,4280.07%+11,273
MCDONALDS CORP(MCD)1,3291,300-29388,294395,0570.11%+6,763
ABBOTT LABS1,6151,6150219,656216,3130.06%-3,343
META PLATFORMS INC(META)295290-5217,737212,9700.06%-4,767
AIR PRODS & CHEMS INC4,0244,137+1131,135,0091,128,2430.31%-6,766
PROCTER AND GAMBLE CO(PG)2,7782,7780442,591426,8400.12%-15,751
COMPASS MINERALS INTL INC(CMP)545,828570,027+24,19910,965,68510,944,5182.96%-21,167
DISNEY WALT CO(DIS)2,6492,6490328,502303,3110.08%-25,191
PHILIP MORRIS INTL INC(PM)1,7821,7820324,556289,0400.08%-35,516
COCA COLA CO(KO)15,34915,813+4641,085,9421,048,7180.28%-37,224
STARBUCKS CORP(SBUX)11,43311,868+4351,047,6051,004,0150.27%-43,590
QUEST DIAGNOSTICS INC(DGX)2,5001,875-625449,075357,3380.10%-91,737
PFIZER INC(PFE)102,30493,208-9,0962,479,8582,374,9490.64%-104,909
UNITED PARCEL SERVICE INC(UPS)9,36110,017+656944,936836,7500.23%-108,186
WEYERHAEUSER CO MTN BE(WY)361,251367,831+6,5809,280,5479,118,5212.47%-162,026
PAYCHEX INC(PAYX)8,7228,72201,268,7021,105,6010.30%-163,101
ORACLE CORP(ORCL)2,1591,073-1,086472,022301,7710.08%-170,251
STEPAN CO(SCL)73,28977,518+4,2294,000,1353,697,6121.00%-302,523
FRANKLIN COVEY CO16,9280-16,928386,2970-386,297
ARCOS DORADOS HOLDINGS INC(ARCO)517,208516,856-3524,080,7743,488,7750.94%-591,999
PERRIGO CO PLC(PRGO)221,859224,403+2,5445,928,0724,997,4551.35%-930,617
BGC GROUP INC1,724,9381,747,103+22,16517,646,11216,527,5904.48%-1,118,522
NVIDIA CORPORATION(NVDA)483,836385,561-98,27576,441,19071,938,01519.48%-4,503,175
LAZARD INC(LAZ)218,8900-218,89010,502,3420-10,502,342
DONNELLEY FINL SOLUTIONS INC(DFIN)234,3633,970-230,39314,448,479204,1770.06%-14,244,302
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