Harvest Capital Strategies LLC 13F 持仓 · 最近申报 2019年Q3
Harvest Capital Strategies 在 2019年Q3（报告期截至 2019-09-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 7,366.30 万美元。前几大持仓：TSN（6.67%）、CMP（6.52%）、ZTS（6.43%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 7 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSN | TYSON FOODS INC | $4.9M | 6.67% | 57,000 | 减持 |
| 2 | CMP | COMPASS MINERALS INTL INC | $4.8M | 6.52% | 85,000 | 增持 |
| 3 | ZTS | ZOETIS INC | $4.7M | 6.43% | 38,000 | 减持 |
| 4 | DE | DEERE & CO | $4.7M | 6.41% | 28,000 | 减持 |
| 5 | SBUX | STARBUCKS CORP | $4.6M | 6.24% | 52,000 | 减持 |
| 6 | GIS | GENERAL MLS INC | $4.4M | 5.99% | 80,000 | 减持 |
| 7 | NTR | NUTRIEN LTD | $4.0M | 5.42% | 80,000 | 持平 |
| 8 | TRMB | TRIMBLE INC | $3.9M | 5.27% | 100,000 | 持平 |
| 9 | TSCO | TRACTOR SUPPLY CO | $3.8M | 5.16% | 42,000 | 增持 |
| 10 | POST | POST HLDGS INC | $3.7M | 5.03% | 35,000 | 持平 |
| 11 | PPC | PILGRIMS PRIDE CORP NEW | $3.7M | 5.00% | 115,000 | 增持 |
| 12 | EAT | BRINKER INTL INC | $3.6M | 4.92% | 85,000 | 增持 |
| 13 | BG | BUNGE LIMITED | $3.1M | 4.23% | 55,000 | 增持 |
| 14 | PETQ | PETIQ INC | $3.0M | 4.07% | 110,000 | 新建仓 |
| 15 | DLTR | DOLLAR TREE INC | $2.9M | 3.87% | 25,000 | 持平 |
| 16 | ELAN | ELANCO ANIMAL HEALTH INC | $2.8M | 3.79% | 105,000 | 持平 |
| 17 | MOS | MOSAIC CO NEW | $2.6M | 3.54% | 127,000 | 增持 |
| 18 | BJRI | BJS RESTAURANTS INC | $2.2M | 3.01% | 57,000 | 增持 |
| 19 | GPP | GREEN PLAINS PARTNERS LP | $1.6M | 2.12% | 117,750 | 减持 |
| 20 | TITN | TITAN MACHY INC | $1.5M | 1.98% | 101,772 | 新建仓 |
| 21 | CVGW | CALAVO GROWERS INC | $1.4M | 1.94% | 15,000 | 持平 |
| 22 | FRPT | FRESHPET INC | $1.1M | 1.43% | 21,151 | 减持 |
| 23 | OGEN | ORAGENICS INC | $720,000 | 0.98% | 1.3M | 持平 |
| 24 | TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2019-09-30
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