Andalusian Capital Partners, LP 13F 持仓 · 最近申报 2016年Q2
Andalusian Capital Partners 在 2016年Q2（报告期截至 2016-06-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 4,539.50 万美元。前几大持仓：GOOGL（17.39%）、IWM（12.66%）、DBRG（9.55%）。本季前 25 大持仓中：新建仓 2 只、减持 19 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $7.9M | 17.39% | 11,218 | 减持 |
| 2 | IWM | ISHARES TR | $5.7M | 12.66% | 50,000 | 减持 |
| 3 | DBRG | NORTHSTAR ASSET MGMT GROUP I | $4.3M | 9.55% | 424,621 | 减持 |
| 4 | VMEMQ | VIOLIN MEMORY INC | $4.3M | 9.50% | 0 | 减持 |
| 5 | ITG | INVESTMENT TECHNOLOGY GRP NE | $3.3M | 7.19% | 195,212 | 减持 |
| 6 | CABO | CABLE ONE INC | $2.4M | 5.35% | 4,751 | 减持 |
| 7 | HOUS | REALOGY HLDGS CORP | $2.4M | 5.20% | 81,400 | 新建仓 |
| 8 | CTO | CONSOLIDATED TOMOKA LD CO | $2.3M | 5.02% | 48,007 | 减持 |
| 9 | RDN | RADIAN GROUP INC | $2.2M | 4.82% | 209,809 | 减持 |
| 10 | BLD | TOPBUILD CORP | $1.6M | 3.56% | 44,706 | 减持 |
| 11 | GLBR | FXCM INC | $1.5M | 3.26% | 0 | 减持 |
| 12 | NRF | NORTHSTAR RLTY FIN CORP | $1.2M | 2.71% | 107,468 | 减持 |
| 13 | NRE | NORTHSTAR REALTY EUROPE CORP | $1.2M | 2.61% | 128,164 | 减持 |
| 14 | SXCP | SUNCOKE ENERGY PARTNERS L P | $1.1M | 2.45% | 102,953 | 减持 |
| 15 | CLNY-PC | COLONY CAP INC | $966,000 | 2.13% | 0 | 减持 |
| 16 | LXU | LSB INDS INC | $748,000 | 1.65% | 61,951 | 减持 |
| 17 | MTUS | TIMKENSTEEL CORP | $730,000 | 1.61% | 75,886 | 减持 |
| 18 | GOGO | GOGO INC | $682,000 | 1.50% | 0 | 新建仓 |
| 19 | OA | ORBITAL ATK INC | $341,000 | 0.75% | 4,000 | 减持 |
| 20 | ENSG | ENSIGN GROUP INC | $294,000 | 0.65% | 13,999 | 减持 |
| 21 | DFRG | DEL FRISCOS RESTAURANT GROUP | $200,000 | 0.44% | 13,938 | 减持 |
| 22 | AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | 清仓 |
| 23 | DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | EVC | ENTRAVISION COMMUNICATIONS C | $0 | 0.00% | 0 | 清仓 |
| 25 | HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2016-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR