Kenmare Capital Partners, L.L.C. 13F 持仓 · 最近申报 2019年Q3
Kenmare Capital Partners 在 2019年Q3（报告期截至 2019-09-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 7,595.10 万美元。前几大持仓：GOOG（21.67%）、CCK（14.31%）、ALLY（10.95%）。本季前 25 大持仓中：新建仓 3 只、增持 3 只、减持 2 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $16.5M | 21.67% | 13,500 | 持平 |
| 2 | CCK | CROWN HOLDINGS INC | $10.9M | 14.31% | 164,500 | 持平 |
| 3 | ALLY | ALLY FINL INC | $8.3M | 10.95% | 250,898 | 减持 |
| 4 | META | FACEBOOK INC | $7.8M | 10.25% | 43,700 | 减持 |
| 5 | EXPE | EXPEDIA GROUP INC | $7.1M | 9.39% | 53,044 | 增持 |
| 6 | BIDU | BAIDU INC | $5.7M | 7.51% | 55,490 | 增持 |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.4M | 4.52% | 11 | 持平 |
| 8 | BAC | BANK AMER CORP | $2.9M | 3.84% | 100,000 | 持平 |
| 9 | TCOM | CTRIP COM INTL LTD | $2.1M | 2.83% | 73,399 | 新建仓 |
| 10 | GEN | SYMANTEC CORP | $1.6M | 2.05% | 65,842 | 持平 |
| 11 | TWNK | HOSTESS BRANDS INC | $1.5M | 2.01% | 109,270 | 持平 |
| 12 | WFC | WELLS FARGO CO NEW | $1.3M | 1.77% | 26,600 | 持平 |
| 13 | WAL | WESTERN ALLIANCE BANCORP | $1.3M | 1.67% | 27,500 | 持平 |
| 14 | LKQ | LKQ CORP | $1.2M | 1.58% | 38,267 | 持平 |
| 15 | PACW | PACWEST BANCORP DEL | $1.2M | 1.55% | 32,500 | 持平 |
| 16 | EGBN | EAGLE BANCORP INC MD | $897,000 | 1.18% | 20,100 | 增持 |
| 17 | WB | WEIBO CORP | $877,000 | 1.15% | 19,600 | 持平 |
| 18 | JPM | JPMORGAN CHASE & CO | $588,000 | 0.77% | 5,000 | 持平 |
| 19 | SFBS | SERVISFIRST BANCSHARES INC | $438,000 | 0.58% | 13,200 | 新建仓 |
| 20 | CC | CHEMOURS CO | $214,000 | 0.28% | 14,325 | 新建仓 |
| 21 | ZVOI | ZOVIO INC | $106,000 | 0.14% | 53,661 | 持平 |
| 22 | GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 23 | LEXEA | LIBERTY EXPEDIA HLDGS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | 清仓 |
| 25 | TWNKW | HOSTESS BRANDS 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