Steel Partners Holdings L.P.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Steel Partners Holdings L.P. reported 7 stock positions worth $79.0 million. Its top holding was Steel Connect (STCN) at 49.8% of the portfolio, followed by DMC Global (BOOM, 36.0%) and Contextlogic Class A (5.8%). Compared with Q1 2024, it sold out of 3, added to 3 and reduced 1. The biggest buy was DMC Global (BOOM, shares +610%) and the biggest sale an exit from Whole Earth Brands (FREE).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001452857
- Portfolio Value
- $79.0M (Q2 2024)
- SEC Filing
- 0000921895-24-001584 ↗ filed Jul 17, 2024
Holdings Value
Holdings 7 stocks · $79.0M
| STCN Steel Connect Inc. | 49.78% | 3,061,313 | $39.3M | Add +51.7% |
| BOOM DMC Global Inc. | 36.03% | 1,973,039 | $28.5M | Add +610.5% |
| CONTEXTLOGIC INC - A | 5.78% | 799,713 | $4.6M | Add +981.8% |
| LXFR Luxfer Holdings PLC | 3.89% | 265,279 | $3.1M | Reduce -9.3% |
| MRCY Mercury Systems Inc. | 2.27% | 66,543 | $1.8M | No change |
| NPK National Presto Inds Inc. | 1.20% | 12,563 | $944K | No change |
| 23ANDME HOLDING CO | 1.04% | 2,095,493 | $820K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| BOOM DMC Global Inc. | Add +610.5% | 36.03% | +23.86 |
| STCN Steel Connect Inc. | Add +51.7% | 49.78% | +6.71 |
| CONTEXTLOGIC INC - A | Add +981.8% | 5.78% | +4.84 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $78.0M | INMD, MATW, SPRU, RICK, BOOM |
| Q1 2026 | 10 | $96.4M | INMD, MATW, GDOT, SPRU, NPK |
| Q4 2025 | 10 | $125.1M | GDOT, MATW, SPRU, BOOM, INMD |
| Q3 2024 | 9 | $81.2M | STCN, BOOM, CONTEXTLOGIC INC - A, TRS, LXFR |
| Q2 2024 | 7 | $79.0M | STCN, BOOM, CONTEXTLOGIC INC - A, LXFR, MRCY |
| Q1 2024 | 10 | $44.5M | STCN, FREE, BOOM, SCX, LXFR |