Centaur Capital Partners, L.P. 13F 持仓 · 最近申报 2018年Q3
Centaur Capital Partners 在 2018年Q3（报告期截至 2018-09-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 5,408.70 万美元。前几大持仓：BRKB（11.28%）、BRO（11.24%）、AER（11.11%）。本季前 25 大持仓中：新建仓 3 只、增持 8 只、减持 9 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.1M | 11.28% | 28,500 | 减持 |
| 2 | BRO | BROWN & BROWN INC | $6.1M | 11.24% | 205,500 | 减持 |
| 3 | AER | AERCAP HOLDINGS NV | $6.0M | 11.11% | 104,500 | 减持 |
| 4 | BKNG | BOOKING HLDGS INC | $5.2M | 9.63% | 2,625 | 增持 |
| 5 | META | FACEBOOK INC | $4.4M | 8.06% | 26,500 | 增持 |
| 6 | GOOG | ALPHABET INC | $2.9M | 5.41% | 2,450 | 减持 |
| 7 | IBKR | INTERACTIVE BROKERS GROUP IN | $2.9M | 5.37% | 52,500 | 增持 |
| 8 | SONY | SONY CORP | $2.5M | 4.71% | 42,000 | 减持 |
| 9 | EA | ELECTRONIC ARTS INC | $2.0M | 3.79% | 17,000 | 新建仓 |
| 10 | SLV | ISHARES SILVER TRUST | $2.0M | 3.76% | 148,000 | 增持 |
| 11 | VWTR | PICO HLDGS INC | $1.9M | 3.60% | 155,000 | 增持 |
| 12 | STEW | BOULDER GROWTH & INCOME FD I | $1.8M | 3.27% | 158,000 | 减持 |
| 13 | FC | FRANKLIN COVEY CO | $1.7M | 3.17% | 72,500 | 增持 |
| 14 | CAF | MORGAN STANLEY CHINA A SH FD | $1.7M | 3.08% | 77,500 | 增持 |
| 15 | CET | CENTRAL SECS CORP | $1.3M | 2.35% | 43,000 | 持平 |
| 16 | SBUX | STARBUCKS CORP | $1.2M | 2.26% | 21,500 | 新建仓 |
| 17 | Y | ALLEGHANY CORP DEL | $1.2M | 2.17% | 1,800 | 减持 |
| 18 | ADX | ADAMS DIVERSIFIED EQUITY FD | $1.2M | 2.16% | 70,000 | 减持 |
| 19 | TSLA | TESLA INC | $662,000 | 1.22% | 2,500 | 新建仓 |
| 20 | AIG.WS | AMERICAN INTL GROUP INC | $621,000 | 1.15% | 42,500 | 持平 |
| 21 | DBA | INVESCO DB MLTI SECTR CMMTY | $465,000 | 0.86% | 27,500 | 减持 |
| 22 | CLCT | COLLECTORS UNIVERSE INC | $200,000 | 0.37% | 13,500 | 增持 |
| 23 | CSCO | CISCO SYS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | GLD | SPDR GOLD TRUST | $0 | 0.00% | 0 | 清仓 |
| 25 | HALL | HALLMARK FINL SVCS INC EC | $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