Bay Street Capital Partners LLC 13F 持仓 · 最近申报 2018年Q1
Bay Street Capital Partners 在 2018年Q1（报告期截至 2018-03-31）的 SEC 13F 申报中报告了 11 只证券，申报市值合计 8,186.50 万美元。前几大持仓：ECL（33.49%）、RSG（16.18%）、RTX（8.07%）。本季前 25 大持仓中：新建仓 5 只、增持 1 只、减持 7 只、清仓 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ECL | ECOLAB INC | $27.4M | 33.49% | 2,000 | 减持 |
| 2 | RSG | REPUBLIC SVCS INC | $13.2M | 16.18% | 2,000 | 减持 |
| 3 | RTX | UNITED TECHNOLOGIES CORP | $6.6M | 8.07% | 52,500 | 新建仓 |
| 4 | CE | CELANESE CORP DEL | $5.5M | 6.73% | 55,000 | 增持 |
| 5 | HXL | HEXCEL CORP NEW | $5.0M | 6.11% | 77,500 | 减持 |
| 6 | DOV | DOVER CORP | $4.9M | 6.00% | 50,000 | 新建仓 |
| 7 | BG | BUNGE LIMITED | $4.8M | 5.87% | 65,000 | 减持 |
| 8 | DD | DOWDUPONT INC | $4.5M | 5.45% | 70,000 | 新建仓 |
| 9 | CCK | CROWN HOLDINGS INC | $3.8M | 4.65% | 75,000 | 新建仓 |
| 10 | ESI | PLATFORM SPECIALTY PRODS COR | $2.2M | 2.71% | 230,000 | 减持 |
| 11 | AXTA | AXALTA COATING SYS LTD | $1.7M | 2.03% | 55,000 | 新建仓 |
| 12 | MOS | MOSAIC CO NEW | $1.2M | 1.48% | 50,000 | 减持 |
| 13 | GPRE | GREEN PLAINS INC | $1.0M | 1.23% | 60,000 | 减持 |
| 14 | AGCO | AGCO CORP | $0 | 0.00% | 0 | 清仓 |
| 15 | AGU | AGRIUM INC | $0 | 0.00% | 0 | 清仓 |
| 16 | ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 17 | CP | CANADIAN PAC RY LTD | $0 | 0.00% | 0 | 清仓 |
| 18 | FDX | FEDEX CORP | $0 | 0.00% | 0 | 清仓 |
| 19 | FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | 清仓 |
| 20 | FMC | F M C CORP | $0 | 0.00% | 0 | 清仓 |
| 21 | GE | GENERAL ELECTRIC CO | $0 | 0.00% | 0 | 清仓 |
| 22 | GRA | GRACE W R & CO DEL NEW | $0 | 0.00% | 0 | 清仓 |
| 23 | LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | 清仓 |
| 24 | MON2 | MONSANTO CO NEW | $0 | 0.00% | 0 | 清仓 |
| 25 | SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2018-03-31
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