Brenner West Capital Advisors, LP 13F 持仓 · 最近申报 2018年Q3
Brenner West Capital Advisors 在 2018年Q3（报告期截至 2018-09-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 8.04 亿美元。前几大持仓：XPO（9.50%）、MTCH（8.50%）、DAR（8.23%）。本季前 25 大持仓中：新建仓 4 只、增持 3 只、减持 13 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XPO | XPO LOGISTICS INC | $76.4M | 9.50% | 669,119 | 减持 |
| 2 | MTCH | IAC INTERACTIVECORP | $68.4M | 8.50% | 315,533 | 减持 |
| 3 | DAR | DARLING INGREDIENTS INC | $66.2M | 8.23% | 3.4M | 增持 |
| 4 | ALLY | ALLY FINL INC | $65.8M | 8.18% | 2.5M | 减持 |
| 5 | OEC | ORION ENGINEERED CARBONS S A | $54.2M | 6.74% | 1.7M | 增持 |
| 6 | DHI | D R HORTON INC | $52.3M | 6.50% | 1.2M | 减持 |
| 7 | EXPE | EXPEDIA GROUP INC | $48.5M | 6.03% | 371,614 | 减持 |
| 8 | NXST | NEXSTAR MEDIA GROUP INC | $39.1M | 4.86% | 480,358 | 减持 |
| 9 | MGP | MGM GROWTH PPTYS LLC | $37.0M | 4.60% | 1.3M | 减持 |
| 10 | GOOG | ALPHABET INC | $35.3M | 4.39% | 29,559 | 减持 |
| 11 | LOGM | LOGMEIN INC | $35.1M | 4.36% | 393,415 | 新建仓 |
| 12 | AVYA | AVAYA HLDGS CORP | $35.0M | 4.35% | 1.6M | 减持 |
| 13 | LGF/B | LIONS GATE ENTMNT CORP | $34.0M | 4.23% | 1.5M | 新建仓 |
| 14 | MGM | MGM RESORTS INTERNATIONAL | $33.4M | 4.15% | 1.2M | 新建仓 |
| 15 | BABA | ALIBABA GROUP HLDG LTD | $32.3M | 4.02% | 196,000 | 新建仓 |
| 16 | DXC | DXC TECHNOLOGY CO | $24.5M | 3.04% | 261,613 | 减持 |
| 17 | ADSK | AUTODESK INC | $21.0M | 2.61% | 134,517 | 减持 |
| 18 | ADMS | ADAMAS PHARMACEUTICALS INC | $20.2M | 2.52% | 1.0M | 增持 |
| 19 | CWH | CAMPING WORLD HLDGS INC | $18.0M | 2.24% | 845,278 | 减持 |
| 20 | FOR | FORESTAR GROUP INC | $7.6M | 0.95% | 360,457 | 减持 |
| 21 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | 清仓 |
| 22 | CZR2 | CAESARS ENTMT CORP | $0 | 0.00% | 0 | 清仓 |
| 23 | DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | 清仓 |
| 24 | FLEX | FLEX LTD | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2018-09-30
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