Midas Management Corp 13F 持仓 · 最近申报 2019年Q2
Midas Management 在 2019年Q2（报告期截至 2019-06-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 2.31 亿美元。前几大持仓：CACC（2.41%）、AZO（2.36%）、PCAR（2.08%）。本季前 25 大持仓中：增持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance Corp. | $5.6M | 2.41% | 11,500 | 持平 |
| 2 | AZO | AutoZone, Inc. | $5.4M | 2.36% | 4,950 | 持平 |
| 3 | PCAR | PACCAR, Inc. | $4.8M | 2.08% | 67,000 | 持平 |
| 4 | AAPL | Apple, Inc. | $4.8M | 2.07% | 24,100 | 持平 |
| 5 | TSCO | Tractor Supply Co. | $4.8M | 2.06% | 43,700 | 持平 |
| 6 | TSN | Tyson Foods, Inc. | $4.6M | 2.01% | 57,500 | 持平 |
| 7 | TEL | TE Connectivity Ltd. | $4.2M | 1.82% | 43,800 | 持平 |
| 8 | AVGO | Broadcom, Inc. | $4.0M | 1.74% | 13,950 | 持平 |
| 9 | AYI | Acuity Brands, Inc. | $3.8M | 1.65% | 27,600 | 持平 |
| 10 | DISCA | Discovery, Inc. | $3.8M | 1.64% | 123,000 | 持平 |
| 11 | DIS | Walt Disney Co./The | $3.7M | 1.61% | 26,500 | 持平 |
| 12 | PRU | Prudential Financial, Inc. | $3.7M | 1.59% | 36,200 | 持平 |
| 13 | HD | Home Depot, Inc./The | $3.6M | 1.57% | 17,400 | 持平 |
| 14 | WSM | Williams-Sonoma, Inc. | $3.6M | 1.57% | 55,500 | 持平 |
| 15 | MA | MasterCard, Inc. | $3.5M | 1.54% | 13,400 | 持平 |
| 16 | SWKS | Skyworks Solutions, Inc. | $3.5M | 1.51% | 45,000 | 增持 |
| 17 | TROW | T. Rowe Price Group, Inc. | $3.4M | 1.48% | 31,200 | 持平 |
| 18 | VIAB | Viacom, Inc. | $3.3M | 1.44% | 111,000 | 持平 |
| 19 | INTC | Intel Corp. | $3.3M | 1.42% | 68,200 | 持平 |
| 20 | AMGN | Amgen, Inc. | $3.1M | 1.36% | 17,000 | 增持 |
| 21 | UHAL | AMERCO | $3.1M | 1.36% | 8,300 | 持平 |
| 22 | RHI | Robert Half International, Inc. | $3.1M | 1.35% | 54,500 | 增持 |
| 23 | OSK | Oshkosh Corp. | $3.1M | 1.34% | 37,100 | 持平 |
| 24 | MGA | Magna International, Inc. | $3.1M | 1.33% | 61,500 | 持平 |
| 25 | AMP | Ameriprise Financial, Inc. | $3.0M | 1.31% | 20,800 | 持平 |
来源：SEC 13F 申报文件 · 截至 2019-06-30
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