Pwmco, LLC 13F 持仓 · 最近申报 2020年Q1
Pwmco 在 2020年Q1（报告期截至 2020-03-31）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 2.99 亿美元。前几大持仓：BRKB（10.91%）、LH（10.13%）、LAMR（6.70%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | Berkshire Hathaway, Inc. - Class B | $32.6M | 10.91% | 178,449 | 增持 |
| 2 | LH | Laboratory Corporation of America Hldgs | $30.3M | 10.13% | 239,487 | 增持 |
| 3 | LAMR | Lamar Advertising Co. | $20.0M | 6.70% | 390,660 | 增持 |
| 4 | ELS | Equity Lifestyle Properties Inc. | $19.5M | 6.53% | 337,960 | 减持 |
| 5 | SUI | Sun Communities | $15.3M | 5.11% | 121,810 | 减持 |
| 6 | JNJ | Johnson & Johnson | $13.2M | 4.40% | 100,300 | 减持 |
| 7 | CASY | Casey's General Stores, Inc. | $12.7M | 4.26% | 96,175 | 减持 |
| 8 | AAPL | Apple Inc. | $12.5M | 4.19% | 49,245 | 减持 |
| 9 | FHN | First Horizon Natl | $12.2M | 4.08% | 1.5M | 增持 |
| 10 | KSU | Kansas City Southern | $11.8M | 3.94% | 92,400 | 减持 |
| 11 | CFG | Citizens Financial Group | $10.8M | 3.60% | 572,225 | 增持 |
| 12 | SCHW | Schwab (Charles) Corp. | $10.3M | 3.45% | 306,650 | 增持 |
| 13 | WY | Weyerhaeuser Co. | $8.7M | 2.90% | 510,600 | 增持 |
| 14 | PCH | Potlatch Corp. | $7.4M | 2.47% | 235,550 | 增持 |
| 15 | SLB | Schlumberger Ltd. | $7.3M | 2.44% | 534,100 | 增持 |
| 16 | FFIV | F5 Networks Inc. | $6.8M | 2.28% | 63,790 | 新建仓 |
| 17 | HOMB | Home Bancshares | $5.5M | 1.85% | 462,400 | 减持 |
| 18 | PAGP | Plains Group Holdings | $5.2M | 1.74% | 927,650 | 增持 |
| 19 | FCCO | First Community Corp | $4.3M | 1.45% | 276,100 | 减持 |
| 20 | COLD | Americold Realty TRUST | $4.2M | 1.39% | 121,750 | 减持 |
| 21 | PNFP | Pinnacle Finl Partners Inc | $3.4M | 1.13% | 90,203 | 减持 |
| 22 | KR | Kroger Co. | $3.3M | 1.11% | 110,550 | 减持 |
| 23 | CHKP | Check Point Software Technologies | $3.0M | 1.01% | 29,900 | 增持 |
| 24 | FUN | Cedar Fair -L.P. | $3.0M | 1.00% | 163,660 | 增持 |
| 25 | RYCEY | Rolls-Royce Hldgs | $2.7M | 0.92% | 639,700 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2020-03-31
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