Connacht Asset Management LP 13F 持仓 · 最近申报 2023年Q3
Connacht Asset Management 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 1,687.14 万美元。前几大持仓：CWST（5.37%）、AXON（4.51%）、ENOV（4.07%）。本季前 25 大持仓中：新建仓 3 只、增持 9 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CWST | CASELLA WASTE SYS INC | $905,986 | 5.37% | 11,874 | 减持 |
| 2 | AXON | AXON ENTERPRISE INC | $761,336 | 4.51% | 3,826 | 减持 |
| 3 | ENOV | ENOVIS CORPORATION | $686,966 | 4.07% | 13,028 | 增持 |
| 4 | NOG | NORTHERN OIL & GAS INC | $615,076 | 3.65% | 15,289 | 增持 |
| 5 | WCC | WESCO INTL INC | $557,590 | 3.30% | 3,877 | 增持 |
| 6 | ATSG | AIR TRANSPORT SERVICES GRP I | $552,345 | 3.27% | 26,466 | 增持 |
| 7 | CHEF | CHEFS WHSE INC | $517,978 | 3.07% | 24,456 | 增持 |
| 8 | MP | MP MATERIALS CORP | $442,394 | 2.62% | 23,162 | 增持 |
| 9 | DBRG | DIGITALBRIDGE GROUP INC | $433,874 | 2.57% | 24,680 | 减持 |
| 10 | OLED | UNIVERSAL DISPLAY CORP | $428,269 | 2.54% | 2,728 | 减持 |
| 11 | BLCO | BAUSCH PLUS LOMB CORP | $423,309 | 2.51% | 24,974 | 增持 |
| 12 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $422,577 | 2.50% | 30,533 | 减持 |
| 13 | SONO | SONOS INC | $394,775 | 2.34% | 30,579 | 新建仓 |
| 14 | TKR | TIMKEN CO | $393,686 | 2.33% | 5,357 | 减持 |
| 15 | EWBC | EAST WEST BANCORP INC | $375,611 | 2.23% | 7,126 | 减持 |
| 16 | POST | POST HLDGS INC | $374,855 | 2.22% | 4,372 | 减持 |
| 17 | COLD | AMERICOLD REALTY TRUST INC | $370,485 | 2.20% | 12,183 | 增持 |
| 18 | EXE | CHESAPEAKE ENERGY CORP | $371,306 | 2.20% | 4,306 | 减持 |
| 19 | TCBI | TEXAS CAP BANCSHARES INC | $367,242 | 2.18% | 6,235 | 新建仓 |
| 20 | FIVN | FIVE9 INC | $346,063 | 2.05% | 5,382 | 减持 |
| 21 | DV | DOUBLEVERIFY HLDGS INC | $344,819 | 2.04% | 12,337 | 增持 |
| 22 | CIVI | CIVITAS RESOURCES INC | $341,352 | 2.02% | 4,221 | 减持 |
| 23 | SKX | SKECHERS U S A INC | $327,622 | 1.94% | 6,693 | 减持 |
| 24 | THC | TENET HEALTHCARE CORP | $314,164 | 1.86% | 4,768 | 新建仓 |
| 25 | ALSN | ALLISON TRANSMISSION HLDGS I | $312,368 | 1.85% | 5,289 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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