Phoenix Investment Adviser LLC 13F 持仓 · 最近申报 2019年Q3
Phoenix Investment Adviser 在 2019年Q3（报告期截至 2019-09-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 2,847.30 万美元。前几大持仓：CCO（14.32%）、BHC（9.70%）、PRTY（8.53%）。本季前 25 大持仓中：新建仓 7 只、增持 5 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | $4.1M | 14.32% | 1.6M | 新建仓 |
| 2 | BHC | BAUSCH HEALTH COS INC | $2.8M | 9.70% | 126,414 | 增持 |
| 3 | PRTY | PARTY CITY HOLDCO INC | $2.4M | 8.53% | 425,445 | 增持 |
| 4 | PYXSQ | PYXUS INTL INC | $2.4M | 8.44% | 183,637 | 减持 |
| 5 | THC | TENET HEALTHCARE CORP | $2.3M | 8.15% | 104,932 | 增持 |
| 6 | ENLC | ENLINK MIDSTREAM LLC | $2.3M | 8.00% | 268,000 | 新建仓 |
| 7 | AM | ANTERO MIDSTREAM CORP | $2.2M | 7.61% | 292,970 | 新建仓 |
| 8 | GNCIQ | GNC HLDGS INC | $1.5M | 5.10% | 0 | 减持 |
| 9 | CSTM | CONSTELLIUM SE | $1.1M | 3.95% | 88,400 | 减持 |
| 10 | HL | HECLA MNG CO | $981,000 | 3.45% | 557,391 | 新建仓 |
| 11 | YELLQ | YRC WORLDWIDE INC | $798,000 | 2.80% | 264,274 | 增持 |
| 12 | TSG | STARS GROUP INC | $698,000 | 2.45% | 46,594 | 减持 |
| 13 | LKSDQ | LSC COMMUNICATIONS INC | $639,000 | 2.24% | 462,800 | 新建仓 |
| 14 | WTI | W & T OFFSHORE INC | $634,000 | 2.23% | 145,000 | 增持 |
| 15 | WGHTQ | WW INTL INC | $503,000 | 1.77% | 13,306 | 新建仓 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $500,000 | 1.76% | 2,406 | 减持 |
| 17 | CURO | CURO GROUP HLDGS CORP | $474,000 | 1.66% | 35,690 | 减持 |
| 18 | RADCQ | RITE AID CORP | $417,000 | 1.46% | 60,000 | 减持 |
| 19 | NOG | NORTHERN OIL & GAS INC NEV | $314,000 | 1.10% | 160,000 | 减持 |
| 20 | DBRG | COLONY CAP INC NEW | $276,000 | 0.97% | 45,800 | 持平 |
| 21 | ROCC | PENN VA CORP NEW | $218,000 | 0.77% | 7,500 | 减持 |
| 22 | SPY | SPDR S&P 500 ETF TR | $205,000 | 0.72% | 690 | 持平 |
| 23 | VTI | VANGUARD INDEX FDS | $202,000 | 0.71% | 1,340 | 持平 |
| 24 | CMLSQ | CUMULUS MEDIA INC | $110,000 | 0.39% | 7,553 | 持平 |
| 25 | HOUS | REALOGY HLDGS CORP | $107,000 | 0.38% | 16,000 | 新建仓 |
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