Clifton Park Capital Management, LLC 13F 持仓 · 最近申报 2015年Q4
Clifton Park Capital Management 在 2015年Q4(报告期截至 2015-12-31)的 SEC 13F 申报中报告了 18 只证券,申报市值合计 8.81 亿美元。前几大持仓:MD(32.99%)、SNA(22.88%)、WKC(9.18%)。本季前 25 大持仓中:新建仓 2 只、增持 1 只、减持 12 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MD | MEDNAX Inc | $290.4M | 32.99% | 4.1M | 增持 |
| 2 | SNA | Snap-on Inc | $201.5M | 22.88% | 1.2M | 减持 |
| 3 | WKC | World Fuel Services Corp | $80.9M | 9.18% | 2.1M | 减持 |
| 4 | RBA | Ritchie Bros Auctioneers Inc | $76.7M | 8.71% | 3.2M | 减持 |
| 5 | DORM | Dorman Products Inc | $47.3M | 5.37% | 996,455 | 减持 |
| 6 | HCSG | Healthcare Services Group Inc | $39.7M | 4.51% | 1.1M | 减持 |
| 7 | MKTX | MarketAxess Holdings Inc | $27.9M | 3.17% | 250,000 | 持平 |
| 8 | CLVS | Clovis Oncology Inc | $21.4M | 2.43% | 612,500 | 减持 |
| 9 | MNRO | Monro Muffler Brake Inc | $19.9M | 2.26% | 300,000 | 减持 |
| 10 | AIRM | Air Methods Corp | $19.3M | 2.19% | 460,861 | 减持 |
| 11 | HMSY | HMS Holdings Corp | $19.1M | 2.17% | 1.5M | 减持 |
| 12 | VIVO | Meridian Bioscience Inc | $12.3M | 1.40% | 600,000 | 减持 |
| 13 | INWK | InnerWorkings Inc | $10.8M | 1.22% | 1.4M | 减持 |
| 14 | EARS | Auris Medical Holding AG | $7.6M | 0.86% | 1.6M | 持平 |
| 15 | LQDT | Liquidity Services Inc | $4.3M | 0.48% | 655,759 | 减持 |
| 16 | EVFM | Neothetics Inc | $869,000 | 0.10% | 625,000 | 持平 |
| 17 | TIVO | Rovi Corp | $350,000 | 0.04% | 21,000 | 新建仓 |
| 18 | NXGN | Quality Systems Inc | $271,000 | 0.03% | 16,800 | 新建仓 |
| 19 | ACTG | Acacia Research Corp | $0 | 0.00% | 0 | 清仓 |
| 20 | ESINQ | ITT Educational Services Inc | $0 | 0.00% | 0 | 清仓 |
| 21 | STRA | Strayer Education Inc | $0 | 0.00% | 0 | 清仓 |
| 22 | TNGO | Tangoe Inc | $0 | 0.00% | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2015-12-31
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