Anthracite Investment Company, Inc. 13F 持仓 · 最近申报 2025年Q2
Anthracite Investment Company 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 1.98 亿美元。前几大持仓：REVG（6.05%）、EWZ（4.75%）、NXE（4.60%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | REVG | REV GROUP INC | $12.0M | 6.05% | 252,449 | 增持 |
| 2 | EWZ | ISHARES INC | $9.4M | 4.75% | 327,000 | 减持 |
| 3 | NXE | NEXGEN ENERGY LTD | $9.1M | 4.60% | 1.3M | 持平 |
| 4 | IBIT | ISHARES BITCOIN TRUST ETF | $8.8M | 4.44% | 143,900 | 新建仓 |
| 5 | GDX | VANECK ETF TRUST | $8.0M | 4.01% | 153,000 | 减持 |
| 6 | VST | VISTRA CORP | $6.8M | 3.42% | 35,000 | 增持 |
| 7 | CCJ | CAMECO CORP | $6.7M | 3.37% | 90,000 | 减持 |
| 8 | DAKT | DAKTRONICS INC | $6.7M | 3.36% | 441,214 | 增持 |
| 9 | NRG | NRG ENERGY INC | $6.6M | 3.33% | 41,200 | 增持 |
| 10 | SLV | ISHARES SILVER TR | $6.6M | 3.31% | 200,000 | 减持 |
| 11 | FLUT | FLUTTER ENTMT PLC | $5.7M | 2.88% | 20,000 | 减持 |
| 12 | CASY | CASEYS GEN STORES INC | $5.7M | 2.85% | 11,100 | 持平 |
| 13 | PM | PHILIP MORRIS INTL INC | $5.5M | 2.79% | 30,400 | 减持 |
| 14 | SPOT | SPOTIFY TECHNOLOGY S A | $5.4M | 2.71% | 7,000 | 增持 |
| 15 | ET | ENERGY TRANSFER L P | $4.9M | 2.49% | 272,500 | 增持 |
| 16 | MELI | MERCADOLIBRE INC | $4.8M | 2.41% | 1,829 | 增持 |
| 17 | AEM | AGNICO EAGLE MINES LTD | $4.8M | 2.40% | 40,000 | 持平 |
| 18 | TATT | TAT TECHNOLOGIES LTD | $4.4M | 2.23% | 144,892 | 增持 |
| 19 | GOOGL | ALPHABET INC | $4.2M | 2.13% | 24,000 | 增持 |
| 20 | DKNG | DRAFTKINGS INC NEW | $4.2M | 2.12% | 98,000 | 减持 |
| 21 | AZO | AUTOZONE INC | $4.1M | 2.06% | 1,100 | 增持 |
| 22 | WWD | WOODWARD INC | $3.7M | 1.85% | 15,000 | 新建仓 |
| 23 | AJG | GALLAGHER ARTHUR J & CO | $3.2M | 1.61% | 10,000 | 持平 |
| 24 | GRND | GRINDR INC | $3.2M | 1.61% | 140,985 | 持平 |
| 25 | BTI | BRITISH AMERN TOB PLC | $3.0M | 1.51% | 63,100 | 持平 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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