New Generation Advisors, LLC 13F 持仓 · 最近申报 2020年Q3
New Generation Advisors 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 4,560.20 万美元。前几大持仓：GNW（19.62%）、CNR2（10.60%）、CVEO（6.76%）。本季前 25 大持仓中：新建仓 2 只、增持 3 只、减持 3 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GNW | GENWORTH FINANCIAL INC | $8.9M | 19.62% | 2.7M | 持平 |
| 2 | CNR2 | CORNERSTONE BUILDING BRANDS INC | $4.8M | 10.60% | 605,746 | 增持 |
| 3 | CVEO | CIVEO CORP | $3.1M | 6.76% | 4.6M | 增持 |
| 4 | OSG | AMBAC FINANCIAL GROUP, INC | $2.9M | 6.35% | 226,769 | 持平 |
| 5 | GSAT | GLOBALSTAR, INC | $2.8M | 6.14% | 9.1M | 减持 |
| 6 | PCG | P G & E CORP | $2.7M | 5.84% | 283,487 | 增持 |
| 7 | NCMI | NATIONAL CINEMEDIA INC | $2.6M | 5.79% | 973,281 | 持平 |
| 8 | BXC | BLUELINX HLDGS INC | $2.3M | 5.07% | 107,293 | 减持 |
| 9 | EPR | EPR PROPERTIES | $2.2M | 4.82% | 80,000 | 持平 |
| 10 | IMAX | IMAX CORP | $2.0M | 4.44% | 169,300 | 持平 |
| 11 | AMBC.WS | AMBAC FINANCIAL GROUP, INC 16.6700EXP04/30/2023 | $1.9M | 4.08% | 340,335 | 持平 |
| 12 | SIC | SELECT INTERIOR CONCEPTS, INC | $1.9M | 4.08% | 269,857 | 新建仓 |
| 13 | SD | SANDRIDGE ENERGY, INC | $1.4M | 3.13% | 865,370 | 持平 |
| 14 | ROCC | PENN VIRGINIA CORP | $1.2M | 2.62% | 121,298 | 持平 |
| 15 | IHRT | IHEARTMEDIA, INC | $1.1M | 2.48% | 139,328 | 持平 |
| 16 | CIVI | BONANZA CREEK ENERGY, INC | $1.0M | 2.27% | 55,082 | 持平 |
| 17 | CMLSQ | CUMULUS MEDIA INC | $1.0M | 2.27% | 192,450 | 持平 |
| 18 | TTI | TETRA TECHNOLOGIES INC | $592,000 | 1.30% | 1.2M | 持平 |
| 19 | SBOW | SILVERBOW RESOURCES, INC | $584,000 | 1.28% | 148,724 | 持平 |
| 20 | AMPY | AMPLIFY ENERGY | $316,000 | 0.69% | 370,399 | 减持 |
| 21 | DIGICEL GROUP 0.5 LTD | $130,000 | 0.29% | 1.0M | 新建仓 | |
| 22 | VST.WSA | VISTRA CORP 35.0000 EXP02/02/2024 | $37,000 | 0.08% | 65,434 | 持平 |
| 23 | BATL | BATTALION OIL CORP | $0 | 0.00% | 0 | 清仓 |
| 24 | EPRPRC | EPR PROPERTIES CONV PFD USD1.4375 | $0 | 0.00% | 0 | 清仓 |
| 25 | INTEQ | INTELSAT S.A. | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2020-09-30
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