Empirical Capital Partners LP 13F 持仓 · 最近申报 2014年Q4
Empirical Capital Partners 在 2014年Q4（报告期截至 2014-12-31）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 1.01 亿美元。前几大持仓：LDRH（12.16%）、RENT1（10.80%）、FREDQ（10.64%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LDRH | LDR Holding Corp | $12.3M | 12.16% | 375,425 | 新建仓 |
| 2 | RENT1 | Rentrak Corp | $10.9M | 10.80% | 150,067 | 新建仓 |
| 3 | FREDQ | Fred's Inc | $10.8M | 10.64% | 618,256 | 新建仓 |
| 4 | SMRTQ | Stein Mart Inc | $8.0M | 7.88% | 545,232 | 新建仓 |
| 5 | MRTN | Marten Transport Ltd | $7.3M | 7.24% | 335,121 | 新建仓 |
| 6 | WEN | Wendy's Company | $5.9M | 5.85% | 655,082 | 新建仓 |
| 7 | JBHT | Hunt Transport Services | $5.9M | 5.78% | 69,451 | 新建仓 |
| 8 | ECL | Ecolab Inc | $4.8M | 4.75% | 45,993 | 新建仓 |
| 9 | BH | Biglari Holdings Inc | $3.8M | 3.80% | 9,617 | 新建仓 |
| 10 | SSYS | Stratasys Ltd | $3.6M | 3.57% | 43,508 | 新建仓 |
| 11 | TWTR | Titter Inc | $3.6M | 3.53% | 99,700 | 新建仓 |
| 12 | VYX | NCR Corporation | $2.9M | 2.88% | 100,000 | 新建仓 |
| 13 | LSTR | Landstar System Inc | $2.8M | 2.80% | 39,006 | 新建仓 |
| 14 | TUESQ | Tuesday Morning Corp | $2.8M | 2.77% | 128,946 | 新建仓 |
| 15 | ETP1 | Enegry Transfer Partners LP | $2.7M | 2.71% | 42,199 | 新建仓 |
| 16 | PAY2 | Verifone Holdings Inc | $2.3M | 2.23% | 60,554 | 新建仓 |
| 17 | HOFT | Hooker Furniture Corp | $2.0M | 1.94% | 114,495 | 新建仓 |
| 18 | ESI | Platform Specialty Products Corporation | $1.9M | 1.85% | 80,500 | 新建仓 |
| 19 | MTX | Minerals Technologies Inc | $1.5M | 1.51% | 22,000 | 新建仓 |
| 20 | FIVE | Five Below | $1.4M | 1.38% | 34,300 | 新建仓 |
| 21 | KNX | Swift Transportation Company | $1.0M | 0.99% | 35,000 | 新建仓 |
| 22 | HSTM | Healthstream Inc | $737,000 | 0.73% | 25,000 | 新建仓 |
| 23 | TRAK | Park City Group Inc | $654,000 | 0.65% | 72,466 | 新建仓 |
| 24 | TRN | Trinity Industries Inc | $560,000 | 0.55% | 20,000 | 新建仓 |
| 25 | MTZ | Mastec Inc | $520,000 | 0.51% | 23,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2014-12-31
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