Cygnus Capital Advisors, LLC 13F 持仓 · 2026年Q2
Cygnus Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 1.47 亿美元。前几大持仓：OPI（8.55%）、NWL（5.66%）、AAP（4.89%）。本季前 25 大持仓中：新建仓 4 只、增持 15 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | OPI | Office Properties Income Trust | $12.6M | 8.55% | 740,803 | 新建仓 |
| 2 | NWL | Newell Brands Inc | $8.3M | 5.66% | 1.4M | 增持 |
| 3 | AAP | Advance Auto Parts Inc | $7.2M | 4.89% | 115,690 | 减持 |
| 4 | NINE | Nine Energy Service Inc | $6.5M | 4.42% | 500,358 | 增持 |
| 5 | ADBE | Adobe Inc | $6.5M | 4.41% | 31,672 | 增持 |
| 6 | WW | Ww International Inc | $6.2M | 4.22% | 388,655 | 增持 |
| 7 | UPS | United Parcel Service Inc | $5.9M | 4.03% | 55,186 | 减持 |
| 8 | CBZ | CBIZ Inc | $5.2M | 3.56% | 163,214 | 新建仓 |
| 9 | MNRO | Monro Muffler Brake Inc | $5.2M | 3.54% | 304,495 | 增持 |
| 10 | TRIP | TripAdvisor Inc | $5.0M | 3.41% | 365,683 | 增持 |
| 11 | KD | Kyndryl Holdings Inc | $4.8M | 3.24% | 421,750 | 增持 |
| 12 | INTU | Intuit Inc | $4.7M | 3.20% | 18,031 | 新建仓 |
| 13 | GOOG | ALPHABET INC | $4.5M | 3.07% | 12,800 | 增持 |
| 14 | NBIS | Nebius Group NV | $4.4M | 2.96% | 15,800 | 减持 |
| 15 | CNNE | Cannae Holdings Inc | $4.3M | 2.94% | 300,240 | 增持 |
| 16 | YELP | Yelp Inc | $4.1M | 2.78% | 167,050 | 增持 |
| 17 | ALIT | ALIGHT INC | $4.0M | 2.72% | 7.1M | 新建仓 |
| 18 | HUSQF | Husqvarna AB | $3.9M | 2.65% | 1.0M | 持平 |
| 19 | NONOF | Novo Nordisk A/S | $3.8M | 2.57% | 78,800 | 增持 |
| 20 | SRG | Seritage Growth Properties | $3.3M | 2.25% | 1.3M | 增持 |
| 21 | TGT | Target Corp | $3.3M | 2.24% | 25,280 | 减持 |
| 22 | WDAY | Workday Inc | $3.1M | 2.08% | 24,960 | 增持 |
| 23 | VEON | VEON Ltd | $2.8M | 1.89% | 53,180 | 增持 |
| 24 | VITL | Vital Farms Inc | $2.7M | 1.84% | 232,480 | 增持 |
| 25 | PFE | Pfizer Inc | $2.5M | 1.71% | 104,460 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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