Broadview Advisors LLC 13F 持仓 · 最近申报 2019年Q2
Broadview Advisors 在 2019年Q2（报告期截至 2019-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 3.24 亿美元。前几大持仓：MTG（4.76%）、CVLT（3.39%）、WSC（3.30%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MTG | MGIC INVT CORP WIS | $15.4M | 4.76% | 1.2M | 减持 |
| 2 | CVLT | COMMVAULT SYSTEMS INC | $11.0M | 3.39% | 221,554 | 减持 |
| 3 | WSC | WILLSCOT CORP | $10.7M | 3.30% | 711,625 | 减持 |
| 4 | ZWS | REXNORD CORP NEW | $9.8M | 3.03% | 324,981 | 减持 |
| 5 | TCF | CHEMICAL FINL CORP | $9.8M | 3.02% | 238,037 | 增持 |
| 6 | EHC | ENCOMPASS HEALTH CORP | $9.6M | 2.97% | 152,082 | 增持 |
| 7 | MNDT | FIREEYE INC | $9.5M | 2.94% | 642,800 | 增持 |
| 8 | WAL | WESTERN ALLIANCE BANCORP | $8.6M | 2.64% | 191,450 | 减持 |
| 9 | BC | BRUNSWICK CORP | $8.4M | 2.60% | 183,429 | 增持 |
| 10 | MAS | MASCO CORP | $8.2M | 2.52% | 208,113 | 增持 |
| 11 | RAMP | LIVERAMP HLDGS INC | $7.4M | 2.28% | 152,641 | 减持 |
| 12 | SAM | BOSTON BEER INC | $6.8M | 2.09% | 17,911 | 减持 |
| 13 | TRIP | TRIPADVISOR INC | $6.6M | 2.04% | 142,550 | 减持 |
| 14 | PRAA | PRA GROUP INC | $6.5M | 1.99% | 229,425 | 减持 |
| 15 | KMT | KENNAMETAL INC | $6.4M | 1.98% | 173,757 | 增持 |
| 16 | GMED | GLOBUS MED INC | $6.2M | 1.92% | 147,275 | 减持 |
| 17 | FLIR | FLIR SYS INC | $6.1M | 1.87% | 112,075 | 增持 |
| 18 | WBT | WELBILT INC | $5.9M | 1.82% | 352,794 | 减持 |
| 19 | CXT | CRANE CO | $5.7M | 1.76% | 68,325 | 减持 |
| 20 | CHUY | CHUYS HLDGS INC | $5.7M | 1.75% | 246,933 | 减持 |
| 21 | FOE | FERRO CORP | $5.6M | 1.72% | 353,255 | 减持 |
| 22 | OLN | OLIN CORP | $5.6M | 1.71% | 253,361 | 增持 |
| 23 | CTLT | CATALENT INC | $5.5M | 1.70% | 101,850 | 减持 |
| 24 | VCRA | VOCERA COMMUNICATIONS INC | $5.5M | 1.68% | 170,925 | 增持 |
| 25 | AVNS | AVANOS MED INC | $5.4M | 1.67% | 123,838 | 增持 |
来源：SEC 13F 申报文件 · 截至 2019-06-30
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