Seven Six Capital Management, LLC 13F 持仓 · 2026年Q2
Seven Six Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 1.10 亿美元。前几大持仓：BYD（9.50%）、AMCR（8.39%）、CCK（6.19%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BYD | BOYD GAMING CORP | $10.4M | 9.50% | 117,800 | 减持 |
| 2 | AMCR | AMCOR PLC | $9.2M | 8.39% | 211,940 | 减持 |
| 3 | CCK | CROWN HLDGS INC | $6.8M | 6.19% | 60,587 | 增持 |
| 4 | LEG | LEGGETT & PLATT INC | $6.1M | 5.58% | 521,501 | 增持 |
| 5 | DIN | DINE BRANDS GLOBAL INC | $6.0M | 5.52% | 168,250 | 减持 |
| 6 | GPK | GRAPHIC PACKAGING HLDG CO | $5.9M | 5.43% | 562,206 | 减持 |
| 7 | ABG | ASBURY AUTOMOTIVE GROUP INC | $5.5M | 5.05% | 27,508 | 增持 |
| 8 | DRVN | DRIVEN BRANDS HLDGS INC | $5.3M | 4.88% | 383,050 | 增持 |
| 9 | HRI | HERC HLDGS INC | $5.3M | 4.84% | 37,013 | 增持 |
| 10 | VNT | VONTIER CORPORATION | $5.2M | 4.73% | 178,700 | 新建仓 |
| 11 | BBCP | CONCRETE PUMPING HLDGS INC | $4.9M | 4.44% | 403,573 | 减持 |
| 12 | MAGN | MAGNERA CORP | $4.7M | 4.28% | 398,568 | 增持 |
| 13 | PENN | PENN ENTERTAINMENT INC | $4.6M | 4.21% | 215,800 | 减持 |
| 14 | ARCB | ARCBEST CORP | $4.4M | 4.06% | 30,958 | 减持 |
| 15 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $3.9M | 3.60% | 50,600 | 减持 |
| 16 | DCH | DAUCH CORP | $3.8M | 3.50% | 706,836 | 增持 |
| 17 | MAT | MATTEL INC | $3.2M | 2.96% | 233,200 | 增持 |
| 18 | JACK | JACK IN THE BOX INC | $2.6M | 2.38% | 164,600 | 减持 |
| 19 | PRGO | PERRIGO CO PLC | $2.5M | 2.28% | 240,500 | 减持 |
| 20 | LW | LAMB WESTON HLDGS INC | $2.0M | 1.78% | 45,250 | 增持 |
| 21 | JBI | JANUS INTERNATIONAL GROUP IN | $1.8M | 1.66% | 326,900 | 增持 |
| 22 | PLNT | PLANET FITNESS MASTER ISSUER | $1.6M | 1.48% | 31,100 | 新建仓 |
| 23 | WHR | WHIRLPOOL CORP | $1.3M | 1.17% | 32,600 | 减持 |
| 24 | STLA | STELLANTIS N.V | $941,934 | 0.86% | 164,100 | 减持 |
| 25 | CLW | CLEARWATER PAPER CORP | $709,159 | 0.65% | 45,227 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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