Fondren Management LP 13F 持仓 · 最近申报 2020年Q3
Fondren Management 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 16 只证券，申报市值合计 1,693.40 万美元。前几大持仓：BH（23.24%）、EGY（14.59%）、SPRT（13.84%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 9 只、清仓 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BH | BIGLARI HLDGS INC | $3.9M | 23.24% | 44,221 | 减持 |
| 2 | EGY | VAALCO ENERGY INC | $2.5M | 14.59% | 2.5M | 持平 |
| 3 | SPRT | SUPPORT COM INC | $2.3M | 13.84% | 1.3M | 持平 |
| 4 | LSAK | NET 1 UEPS TECHNOLOGIES INC | $2.2M | 12.84% | 645,000 | 增持 |
| 5 | SYNC | SYNACOR INC | $1.8M | 10.82% | 1.2M | 减持 |
| 6 | OPNT | OPIANT PHARMACEUTICALS INC | $1.0M | 6.05% | 137,000 | 减持 |
| 7 | PFX | MEDLEY CAP CORP | $892,000 | 5.27% | 50,000 | 新建仓 |
| 8 | BVH | BBX CAP CORP NEW | $536,000 | 3.17% | 40,000 | 新建仓 |
| 9 | CRDB | CRAWFORD & CO | $251,000 | 1.48% | 38,900 | 减持 |
| 10 | HWCC | HOUSTON WIRE & CABLE CO | $250,000 | 1.48% | 100,000 | 增持 |
| 11 | PTMN | PORTMAN RIDGE FIN CORP | $238,000 | 1.41% | 179,100 | 持平 |
| 12 | CRDA | CRAWFORD & CO | $232,000 | 1.37% | 35,500 | 减持 |
| 13 | TGA | TRANSGLOBE ENERGY CORP | $204,000 | 1.20% | 535,500 | 减持 |
| 14 | ACNT | SYNALLOY CORP | $202,000 | 1.19% | 36,556 | 减持 |
| 15 | RMCF | ROCKY MTN CHOCOLATE FACTORY | $175,000 | 1.03% | 65,462 | 减持 |
| 16 | USAP | UNIVERSAL STAINLESS & ALLOY | $173,000 | 1.02% | 31,523 | 减持 |
| 17 | ALOT | ASTRONOVA INC | $0 | 0.00% | 0 | 清仓 |
| 18 | BHA | BIGLARI HLDGS INC | $0 | 0.00% | 0 | 清仓 |
| 19 | BVH | BBX CAP CORP NEW | $0 | 0.00% | 0 | 清仓 |
| 20 | CSLT | CASTLIGHT HEALTH INC | $0 | 0.00% | 0 | 清仓 |
| 21 | HHS | HARTE-HANKS INC | $0 | 0.00% | 0 | 清仓 |
| 22 | HQI | HIREQUEST INC | $0 | 0.00% | 0 | 清仓 |
| 23 | IMMR | IMMERSION CORP | $0 | 0.00% | 0 | 清仓 |
| 24 | LUB | LUBYS INC | $0 | 0.00% | 0 | 清仓 |
| 25 | PFX | MEDLEY CAP CORP | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2020-09-30
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