Sasco Capital Inc / Ct/ 13F 持仓 · 最近申报 2024年Q3
Sasco Capital Inc / Ct/ 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 51 只证券，申报市值合计 6.68 亿美元。前几大持仓：MDU（4.86%）、PPL（4.31%）、SWX（4.20%）。本季前 25 大持仓中：增持 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MDU | MDU RESOURCES GROUP | $32.4M | 4.86% | 1.2M | 减持 |
| 2 | PPL | PPL CORP | $28.8M | 4.31% | 870,610 | 减持 |
| 3 | SWX | SOUTHWEST GAS HOLDINGS | $28.1M | 4.20% | 380,440 | 减持 |
| 4 | ARMK | ARAMARK | $25.8M | 3.86% | 664,970 | 减持 |
| 5 | CLVT | CLARIVATE PLC. | $25.2M | 3.77% | 3.5M | 减持 |
| 6 | BERY | BERRY GLOBAL GROUP | $24.2M | 3.63% | 356,400 | 减持 |
| 7 | BRSL | INTERNATIONAL GAME TECHNOLOGY | $23.7M | 3.55% | 1.1M | 减持 |
| 8 | XRAY | DENTSPLY SIRONA, INC. | $23.1M | 3.46% | 854,940 | 减持 |
| 9 | FE | FIRSTENERGY | $22.6M | 3.39% | 509,915 | 减持 |
| 10 | USFD | US FOODS HOLDING CORP | $22.4M | 3.36% | 364,690 | 减持 |
| 11 | EXE | CHESAPEAKE ENERGY CORP | $21.6M | 3.23% | 262,210 | 增持 |
| 12 | VSTS | VESTIS CORPORATION | $21.6M | 3.23% | 1.4M | 减持 |
| 13 | CAG | CONAGRA BRANDS, INC. | $21.4M | 3.21% | 659,500 | 减持 |
| 14 | ENR | ENERGIZER HOLDINGS | $21.0M | 3.14% | 659,900 | 减持 |
| 15 | IFF | INTL FLAVORS & FRAGRANCES | $20.5M | 3.06% | 194,910 | 减持 |
| 16 | THS | TREEHOUSE FOODS INC | $18.9M | 2.82% | 449,340 | 减持 |
| 17 | CHRW | C.H. ROBINSON WORLDWIDE INC | $18.6M | 2.79% | 168,800 | 减持 |
| 18 | LH | LAB CORPORATION OF AMERICA | $18.7M | 2.79% | 83,490 | 减持 |
| 19 | PRGO | PERRIGO COMPANY PLC | $18.6M | 2.79% | 709,392 | 减持 |
| 20 | SRCL | STERICYCLE INC | $18.4M | 2.76% | 301,747 | 减持 |
| 21 | AXTA | AXALTA COATING SYSTEMS LTD | $18.2M | 2.72% | 501,530 | 增持 |
| 22 | JBTM | JOHN BEAN TECHNOLOGIES | $18.2M | 2.72% | 184,270 | 减持 |
| 23 | NWL | NEWELL BRANDS, INC | $17.4M | 2.61% | 2.3M | 减持 |
| 24 | AQN | ALGONQUIN POWER & UTILITIES | $17.2M | 2.57% | 3.2M | 减持 |
| 25 | PDCO | PATTERSON COS INC. | $16.6M | 2.49% | 759,994 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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