Smith, Graham & Co., Investment Advisors, LP 13F 持仓 · 最近申报 2023年Q4
Smith, Graham & Co., Investment Advisors 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 141 只证券，申报市值合计 8.68 亿美元。前几大持仓：HIBB（1.74%）、KOP（1.74%）、DY（1.70%）。本季前 25 大持仓中：新建仓 1 只、增持 1 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HIBB | HIBBETT INC | $15.1M | 1.74% | 209,371 | 减持 |
| 2 | KOP | KOPPERS HOLDINGS INC | $15.1M | 1.74% | 294,724 | 减持 |
| 3 | DY | DYCOM INDS INC | $14.8M | 1.70% | 128,368 | 减持 |
| 4 | GFF | GRIFFON CORP | $14.4M | 1.66% | 236,146 | 减持 |
| 5 | GPI | GROUP 1 AUTOMOTIVE INC | $13.6M | 1.57% | 44,723 | 减持 |
| 6 | LAD | LITHIA MTRS INC | $13.6M | 1.56% | 41,245 | 减持 |
| 7 | SIGI | SELECTIVE INS GROUP INC | $12.3M | 1.42% | 123,962 | 减持 |
| 8 | MDC | M D C HLDGS INC | $12.2M | 1.41% | 221,097 | 减持 |
| 9 | DECK | DECKERS OUTDOOR CORP | $12.1M | 1.40% | 18,157 | 减持 |
| 10 | SCSC | SCANSOURCE INC | $12.1M | 1.39% | 304,422 | 减持 |
| 11 | WBS | WEBSTER FINL CORP | $11.2M | 1.29% | 221,253 | 减持 |
| 12 | UCTT | ULTRA CLEAN HLDGS INC | $10.9M | 1.26% | 320,400 | 减持 |
| 13 | PRIM | PRIMORIS SVCS CORP | $10.1M | 1.16% | 303,528 | 减持 |
| 14 | PR | PERMIAN RESOURCES CORP | $10.0M | 1.15% | 735,873 | 新建仓 |
| 15 | ITGR | INTEGER HLDGS CORP | $9.9M | 1.14% | 99,565 | 减持 |
| 16 | TTEK | TETRA TECH INC NEW | $9.8M | 1.13% | 58,854 | 减持 |
| 17 | GBX | GREENBRIER COS INC | $9.7M | 1.12% | 219,346 | 增持 |
| 18 | ECPG | ENCORE CAP GROUP INC | $9.7M | 1.11% | 190,387 | 减持 |
| 19 | SEM | SELECT MED HLDGS CORP | $9.6M | 1.11% | 409,945 | 减持 |
| 20 | TTMI | TTM TECHNOLOGIES INC | $9.7M | 1.11% | 610,841 | 减持 |
| 21 | ACH | OWENS & MINOR INC NEW | $9.5M | 1.09% | 491,489 | 减持 |
| 22 | LZB | LA Z BOY INC | $8.9M | 1.02% | 240,845 | 减持 |
| 23 | PWR | QUANTA SVCS INC | $8.9M | 1.02% | 41,013 | 减持 |
| 24 | CRUS | CIRRUS LOGIC INC | $8.5M | 0.98% | 101,910 | 减持 |
| 25 | AEIS | ADVANCED ENERGY INDS | $8.4M | 0.97% | 77,567 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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