Raveneur Investment Group LP 13F 持仓 · 最近申报 2016年Q3
Raveneur Investment Group 在 2016年Q3（报告期截至 2016-09-30）的 SEC 13F 申报中报告了 14 只证券，申报市值合计 2.54 亿美元。前几大持仓：EW（20.48%）、XOP（12.10%）、BSX（10.03%）。本季前 25 大持仓中：新建仓 2 只、增持 6 只、减持 7 只、清仓 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EW | EDWARDS LIFESCIENCES CORP | $52.1M | 20.48% | 432,060 | 增持 |
| 2 | XOP | SPDR SERIES TRUST | $30.8M | 12.10% | 800,000 | 减持 |
| 3 | BSX | BOSTON SCIENTIFIC CORP | $25.5M | 10.03% | 1.1M | 减持 |
| 4 | STZ | CONSTELLATION BRANDS INC | $23.3M | 9.15% | 139,732 | 增持 |
| 5 | CHTR | CHARTER COMMUNICATIONS INC N | $19.5M | 7.68% | 72,360 | 新建仓 |
| 6 | CPE | CALLON PETE CO DEL | $17.7M | 6.94% | 1.1M | 增持 |
| 7 | CI | CIGNA CORPORATION | $15.2M | 5.99% | 116,866 | 增持 |
| 8 | MHK | MOHAWK INDS INC | $14.0M | 5.52% | 70,092 | 减持 |
| 9 | PE | PARSLEY ENERGY INC | $12.7M | 4.98% | 377,970 | 增持 |
| 10 | ALLE | ALLEGION PUB LTD CO | $12.3M | 4.85% | 178,971 | 增持 |
| 11 | NFX | NEWFIELD EXPL CO | $11.2M | 4.39% | 256,736 | 减持 |
| 12 | LOW | LOWES COS INC | $7.0M | 2.74% | 96,588 | 减持 |
| 13 | SABR | SABRE CORP | $6.1M | 2.42% | 218,034 | 减持 |
| 14 | RSPP | RSP PERMIAN INC | $3.9M | 1.52% | 100,000 | 新建仓 |
| 15 | TAPA | MOLSON COORS BREWING CO | $3.1M | 1.23% | 28,513 | 减持 |
| 16 | ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | 清仓 |
| 17 | IPS | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | 清仓 |
| 18 | KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | 清仓 |
| 19 | LVLT | LEVEL 3 COMMUNICATIONS INC | $0 | 0.00% | 0 | 清仓 |
| 20 | QQQ | POWERSHARES QQQ TRUST | $0 | 0.00% | 0 | 清仓 |
| 21 | SYF | SYNCHRONY FINL | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2016-09-30
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