Jwest, LLC 13F 持仓 · 最近申报 2014年Q3
Jwest 在 2014年Q3（报告期截至 2014-09-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 1.10 亿美元。前几大持仓：FLY（15.02%）、USCR（14.84%）、INN（13.37%）。本季前 25 大持仓中：新建仓 4 只、增持 8 只、减持 5 只、清仓 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FLY | FLY LEASING LTD COM | $16.6M | 15.02% | 1.4M | 增持 |
| 2 | USCR | U S CONCRETE INC COM | $16.4M | 14.84% | 640,932 | 增持 |
| 3 | INN | SUMMIT HOTEL PPTYS INC COM | $14.8M | 13.37% | 1.4M | 增持 |
| 4 | SHLM | SCHULMAN A INC COM | $11.5M | 10.39% | 335,850 | 增持 |
| 5 | RLOGQ | RAND LOGISTICS INC COM | $8.2M | 7.41% | 1.5M | 增持 |
| 6 | FCH-PA | FELCOR LODGING TRUST INC PFD $ 1.95 SER A CONV/CALL | $7.7M | 6.96% | 298,424 | 减持 |
| 7 | SOHO | SOTHERLY HOTELS INC COM | $6.9M | 6.28% | 906,729 | 减持 |
| 8 | GEO | GEO GROUP INC REIT COM | $4.9M | 4.46% | 130,966 | 新建仓 |
| 9 | MBTF | MBT FINANCIAL CORP COM | $4.7M | 4.21% | 952,086 | 增持 |
| 10 | AMN | AMN HEALTHCARE SERVICES INC COM | $3.8M | 3.47% | 250,155 | 新建仓 |
| 11 | KFX | KOFAX LTD COM | $3.3M | 3.03% | 448,886 | 减持 |
| 12 | ESSX | ESSEX RENTAL CORP COM | $3.2M | 2.91% | 1.5M | 减持 |
| 13 | CCRN | CROSS COUNTRY HEALTHCARE INC COM | $2.2M | 1.97% | 242,585 | 新建仓 |
| 14 | RVSB | RIVERVIEW BANCORP COM | $1.9M | 1.68% | 477,002 | 减持 |
| 15 | SBFG | SB FINANCIAL GROUP INC COM | $1.8M | 1.61% | 196,963 | 增持 |
| 16 | TSBK | TIMBERLAND BANCORP INC COM | $1.3M | 1.22% | 125,335 | 增持 |
| 17 | MINI | MOBILE MINI INC COM | $1.3M | 1.17% | 36,820 | 新建仓 |
| 18 | ADM | ARCHER DANIELS MIDLAND CO COM | $0 | 0.00% | 0 | 清仓 |
| 19 | ALSN | ALLISON TRANSMISSION HOLDINGS COM | $0 | 0.00% | 0 | 清仓 |
| 20 | AMT | AMERICAN TOWER CORP REIT | $0 | 0.00% | 0 | 清仓 |
| 21 | ANDE | ANDERSONS INC. COM | $0 | 0.00% | 0 | 清仓 |
| 22 | EEFT | EURONET WORLDWIDE INC COM | $0 | 0.00% | 0 | 清仓 |
| 23 | EMMS | EMMIS COMMUNICATIONS CORP CL A | $0 | 0.00% | 0 | 清仓 |
| 24 | EOXLQ | EMERALD OIL INC COM | $0 | 0.00% | 0 | 清仓 |
| 25 | FET | FORUM ENERGY TECHNOLOGIES INC COM | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2014-09-30
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