Mainstream Investment Advisers LLC 13F 持仓 · 最近申报 2013年Q2
Mainstream Investment Advisers 在 2013年Q2（报告期截至 2013-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 1.63 亿美元。前几大持仓：WY（5.96%）、NVR（5.73%）、RRC（5.18%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WY | Weyerhaeuser Co | $9.7M | 5.96% | 340,000 | 新建仓 |
| 2 | NVR | NVR Inc | $9.3M | 5.73% | 10,100 | 新建仓 |
| 3 | RRC | Range Resources Cor | $8.4M | 5.18% | 109,000 | 新建仓 |
| 4 | USG | USG Corp | $8.1M | 4.96% | 350,000 | 新建仓 |
| 5 | PCL | Plum Creek Timber C | $6.9M | 4.22% | 147,000 | 新建仓 |
| 6 | RS | Reliance Steel & Al | $6.6M | 4.03% | 100,000 | 新建仓 |
| 7 | SM | SM Energy Co | $6.3M | 3.87% | 105,000 | 新建仓 |
| 8 | AWI | Armstrong World Ind | $6.0M | 3.67% | 125,000 | 新建仓 |
| 9 | UPS | United Parcel Servi | $4.2M | 2.61% | 49,000 | 新建仓 |
| 10 | LEN | Lennar Corp | $3.9M | 2.37% | 107,000 | 新建仓 |
| 11 | LLY | Eli Lilly & Co | $3.8M | 2.33% | 77,000 | 新建仓 |
| 12 | TOL | Toll Brothers Inc | $3.7M | 2.25% | 112,000 | 新建仓 |
| 13 | AXLL | Georgia Gulf Corp | $3.6M | 2.20% | 84,000 | 新建仓 |
| 14 | VC | Visteon Corp | $3.2M | 1.94% | 50,000 | 新建仓 |
| 15 | LCC | US Airways Group In | $3.0M | 1.84% | 182,000 | 新建仓 |
| 16 | EMN | Eastman Chemical Co | $2.9M | 1.81% | 42,000 | 新建仓 |
| 17 | SGI | Tempur-Pedic Intern | $2.5M | 1.57% | 58,000 | 新建仓 |
| 18 | URBN | Urban Outfitters In | $2.5M | 1.56% | 63,000 | 新建仓 |
| 19 | JOE | St Joe Co/The | $2.4M | 1.46% | 113,000 | 新建仓 |
| 20 | TPH | TRI Pointe Homes LL | $2.2M | 1.36% | 133,000 | 新建仓 |
| 21 | DHI | DR Horton Inc | $2.2M | 1.33% | 101,600 | 新建仓 |
| 22 | STLD | Steel Dynamics Inc | $1.9M | 1.15% | 125,000 | 新建仓 |
| 23 | UFPI | Universal Forest Pr | $1.9M | 1.15% | 46,856 | 新建仓 |
| 24 | NTK | Nortek Inc | $1.8M | 1.11% | 28,000 | 新建仓 |
| 25 | KALU | Kaiser Aluminum Cor | $1.7M | 1.07% | 28,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2013-06-30
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