Lane Five Capital Management, LP 13F 持仓 · 最近申报 2014年Q2
Lane Five Capital Management 在 2014年Q2（报告期截至 2014-06-30）的 SEC 13F 申报中报告了 16 只证券，申报市值合计 5,228.10 万美元。前几大持仓：MKL（15.30%）、IL（11.33%）、EPAX（10.48%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 5 只、清仓 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MKL | Markel Corp | $8.0M | 15.30% | 12,200 | 持平 |
| 2 | IL | Intralinks Holdings, Inc. | $5.9M | 11.33% | 665,995 | 持平 |
| 3 | EPAX | Ambassadors Group Inc. | $5.5M | 10.48% | 1.2M | 持平 |
| 4 | AFHIQ | Atlas Financial Holdings Inc. | $5.4M | 10.39% | 358,381 | 减持 |
| 5 | AIG | American International Group | $3.3M | 6.27% | 60,050 | 减持 |
| 6 | FC | Franklin Covey Co | $3.0M | 5.81% | 150,866 | 新建仓 |
| 7 | NAUH | National American University Holdings | $2.6M | 5.02% | 853,073 | 持平 |
| 8 | AAPL | Apple Computer Inc. | $2.6M | 4.98% | 28,000 | 增持 |
| 9 | NWSA | News Corp / New Class A | $2.4M | 4.56% | 133,000 | 减持 |
| 10 | MA | Mastercard Inc. | $2.2M | 4.26% | 30,290 | 持平 |
| 11 | APEI | American Public Education, Inc. | $2.2M | 4.19% | 63,799 | 持平 |
| 12 | Carpetright PLC | $2.1M | 4.02% | 245,800 | 减持 | |
| 13 | CFFN | Capitol Fed Financing Inc. | $1.8M | 3.47% | 149,055 | 持平 |
| 14 | ZQKSQ | Quicksilver Inc. | $1.4M | 2.66% | 388,949 | 减持 |
| 15 | BBT | Berkshire Hills Bancorp Inc | $1.3M | 2.50% | 56,243 | 持平 |
| 16 | BODY1 | Body Central Corp | $1.2M | 2.39% | 1.4M | 增持 |
| 17 | LTRE | Learning Tree International Inc. | $1.2M | 2.37% | 483,778 | 持平 |
| 18 | BBBY | Bed, Bath & Beyond Inc. | $0 | 0.00% | 0 | 清仓 |
| 19 | COCOQ | Corinthian Colleges Inc. | $0 | 0.00% | 0 | 清仓 |
| 20 | DTV1 | DirecTV | $0 | 0.00% | 0 | 清仓 |
| 21 | EBAY | Ebay Inc. | $0 | 0.00% | 0 | 清仓 |
| 22 | RLD | Reald Inc. | $0 | 0.00% | 0 | 清仓 |
| 23 | VIAB | Viacom Inc. - Class B | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2014-06-30
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