Irving Magee Investment Management 13F 持仓 · 最近申报 2017年Q1
Irving Magee Investment Management 在 2017年Q1(报告期截至 2017-03-31)的 SEC 13F 申报中报告了 51 只证券,申报市值合计 2.60 亿美元。前几大持仓:EVR(5.16%)、TCBI(4.62%)、SLAB(4.39%)。本季前 25 大持仓中:增持 6 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EVR | EVERCORE PARTNERS INC | $13.4M | 5.16% | 171,970 | 持平 |
| 2 | TCBI | TEXAS CAPITAL BANCSHARES INC | $12.0M | 4.62% | 143,701 | 持平 |
| 3 | SLAB | SILICON LABORATORIES INC | $11.4M | 4.39% | 155,151 | 持平 |
| 4 | ELS | EQUITY LIFESTYLE PPTYS INC | $10.9M | 4.21% | 141,812 | 增持 |
| 5 | NTGR | NETGEAR INC | $10.1M | 3.88% | 203,653 | 持平 |
| 6 | AAWW | ATLAS AIR WORLDWIDE HOLDINGS, INC. | $8.4M | 3.22% | 150,735 | 持平 |
| 7 | PRAA | PRA GROUP INC | $8.0M | 3.07% | 240,534 | 持平 |
| 8 | TTC | TORO CO | $7.0M | 2.68% | 111,634 | 持平 |
| 9 | AIR | AAR CORP | $6.5M | 2.52% | 194,634 | 持平 |
| 10 | CAVM | CAVIUM INC | $6.4M | 2.45% | 88,795 | 持平 |
| 11 | CACI | CACI INTL INC | $6.1M | 2.34% | 51,811 | 持平 |
| 12 | RNST | RENASANT CORP | $5.9M | 2.26% | 148,232 | 增持 |
| 13 | MTZ | MASTEC INC | $5.8M | 2.22% | 143,735 | 减持 |
| 14 | KOP | KOPPERS HOLDINGS INC | $5.7M | 2.21% | 135,690 | 持平 |
| 15 | IRDM | IRIDIUM COMMUNICATIONS INC | $5.5M | 2.13% | 573,120 | 持平 |
| 16 | GBX | GREENBRIER COS INC | $5.5M | 2.12% | 127,718 | 持平 |
| 17 | SMCI | SUPER MICRO COMPUTER INC | $5.5M | 2.12% | 216,975 | 增持 |
| 18 | KND | KINDRED HEALTHCARE INC | $5.3M | 2.04% | 635,907 | 增持 |
| 19 | CAA | CALATLANTIC GROUP INC | $5.3M | 2.03% | 140,809 | 增持 |
| 20 | HMN | HORACE MANN EDUCATORS CORP N | $4.9M | 1.89% | 119,466 | 持平 |
| 21 | RUSHA | RUSH ENTERPRISES INC | $4.9M | 1.87% | 146,661 | 持平 |
| 22 | EE1 | EL PASO ELEC CO | $4.6M | 1.77% | 91,199 | 持平 |
| 23 | SIVB | SVB FINL GROUP | $4.6M | 1.76% | 24,553 | 持平 |
| 24 | VR2 | VALIDUS HOLDINGS LTD | $4.5M | 1.73% | 79,795 | 持平 |
| 25 | FOSL | FOSSIL GROUP INC | $4.4M | 1.70% | 253,378 | 增持 |
来源:SEC 13F 申报文件 · 截至 2017-03-31
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