Sandell Asset Management Corp. 13F 持仓 · 最近申报 2020年Q3
Sandell Asset Management 在 2020年Q3（报告期截至 2020-09-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 1.79 亿美元。前几大持仓：DHR（22.30%）、AAPL（8.63%）、AMZN（8.40%）。本季前 25 大持仓中：增持 4 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DHR | DANAHER CORPORATION | $39.8M | 22.30% | 185,000 | 持平 |
| 2 | AAPL | APPLE INC | $15.4M | 8.63% | 133,148 | 增持 |
| 3 | AMZN | AMAZON COM INC | $15.0M | 8.40% | 4,764 | 持平 |
| 4 | MSFT | MICROSOFT CORP | $13.1M | 7.33% | 62,293 | 持平 |
| 5 | DIS | DISNEY WALT CO | $10.0M | 5.59% | 80,500 | 持平 |
| 6 | META | FACEBOOK INC | $8.5M | 4.78% | 32,610 | 持平 |
| 7 | GOOG | ALPHABET INC | $7.7M | 4.33% | 5,264 | 持平 |
| 8 | GLD | SPDR GOLD TR | $6.7M | 3.76% | 37,900 | 增持 |
| 9 | DISHR | DISH NETWORK CORPORATION | $6.5M | 3.62% | 7.0M | 减持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.2M | 3.50% | 29,350 | 持平 |
| 11 | PYPL | PAYPAL HLDGS INC | $5.3M | 2.97% | 26,900 | 持平 |
| 12 | NAV | NAVISTAR INTL CORP NEW | $5.0M | 2.77% | 113,700 | 持平 |
| 13 | MANU | MANCHESTER UTD PLC NEW | $4.7M | 2.60% | 320,000 | 增持 |
| 14 | VOD | VODAFONE GROUP PLC NEW | $3.8M | 2.14% | 285,000 | 增持 |
| 15 | MA | MASTERCARD INCORPORATED | $3.7M | 2.08% | 11,000 | 持平 |
| 16 | OLN | OLIN CORP | $3.5M | 1.96% | 282,464 | 减持 |
| 17 | V | VISA INC | $3.4M | 1.89% | 16,900 | 持平 |
| 18 | FIS | FIDELITY NATL INFORMATION SV | $3.2M | 1.81% | 22,008 | 持平 |
| 19 | VRT | VERTIV HOLDINGS CO | $3.1M | 1.75% | 180,000 | 减持 |
| 20 | KRA | KRATON CORPORATION | $3.0M | 1.70% | 170,000 | 减持 |
| 21 | WH | WYNDHAM HOTELS & RESORTS INC | $2.5M | 1.40% | 49,400 | 持平 |
| 22 | DAL | DELTA AIR LINES INC DEL | $2.4M | 1.37% | 80,000 | 持平 |
| 23 | AD | UNITED STATES CELLULAR CORP | $1.6M | 0.89% | 54,026 | 持平 |
| 24 | DAN | DANA INCORPORATED | $1.6M | 0.88% | 127,907 | 持平 |
| 25 | IDNA | ISHARES TR | $1.4M | 0.76% | 35,000 | 持平 |
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