Karsch Capital Management LP 13F 持仓 · 最近申报 2013年Q3
Karsch Capital Management 在 2013年Q3（报告期截至 2013-09-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 8,447.70 万美元。前几大持仓：JAH（8.85%）、LBTYK（8.85%）、DIS（7.18%）。本季前 25 大持仓中：新建仓 19 只、减持 5 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JAH | JARDEN CORP | $7.5M | 8.85% | 154,500 | 新建仓 |
| 2 | LBTYK | LIBERTY GLOBAL PLC | $7.5M | 8.85% | 99,070 | 减持 |
| 3 | DIS | DISNEY WALT CO | $6.1M | 7.18% | 94,000 | 新建仓 |
| 4 | JCI | JOHNSON CTLS INC | $6.0M | 7.10% | 144,630 | 新建仓 |
| 5 | TFCFA | TWENTY FIRST CENTY FOX INC | $5.5M | 6.46% | 162,980 | 新建仓 |
| 6 | VIAB | VIACOM INC NEW | $3.9M | 4.59% | 46,400 | 减持 |
| 7 | CMCSA | COMCAST CORP NEW | $3.7M | 4.42% | 82,740 | 新建仓 |
| 8 | MCO | MOODYS CORP | $3.6M | 4.21% | 50,520 | 新建仓 |
| 9 | PARA | CBS CORP NEW | $3.2M | 3.79% | 58,100 | 减持 |
| 10 | A | AGILENT TECHNOLOGIES INC | $3.0M | 3.55% | 58,500 | 新建仓 |
| 11 | VC | VISTEON CORP | $2.9M | 3.40% | 38,000 | 新建仓 |
| 12 | DG | DOLLAR GEN CORP NEW | $2.9M | 3.38% | 50,560 | 新建仓 |
| 13 | KATE | FIFTH & PAC COS INC | $2.8M | 3.36% | 112,940 | 新建仓 |
| 14 | CONNQ | CONNS INC | $2.8M | 3.26% | 55,000 | 新建仓 |
| 15 | GOOGL | GOOGLE INC | $2.7M | 3.25% | 3,130 | 新建仓 |
| 16 | YHOO | YAHOO INC | $2.7M | 3.22% | 82,000 | 减持 |
| 17 | BEAM2 | BEAM INC | $2.7M | 3.21% | 42,000 | 新建仓 |
| 18 | LOW | LOWES COS INC | $2.7M | 3.21% | 57,000 | 新建仓 |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $2.6M | 3.12% | 28,590 | 减持 |
| 20 | CCOI | COGENT COMM GROUP INC | $2.2M | 2.61% | 68,500 | 新建仓 |
| 21 | HRB | BLOCK H & R INC | $2.2M | 2.56% | 81,000 | 新建仓 |
| 22 | HOUS | REALOGY HLDGS CORP | $2.1M | 2.50% | 49,000 | 新建仓 |
| 23 | STZ | CONSTELLATION BRANDS INC | $1.7M | 2.06% | 30,370 | 新建仓 |
| 24 | GWW | GRAINGER W W INC | $1.6M | 1.86% | 6,000 | 新建仓 |
| 25 | ADBE | ADOBE SYS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2013-09-30
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