Snow Capital Management LP 13F 持仓 · 最近申报 2021年Q2
Snow Capital Management 在 2021年Q2（报告期截至 2021-06-30）的 SEC 13F 申报中报告了 138 只证券，申报市值合计 7.03 亿美元。前几大持仓：WCC（3.41%）、CMC（3.16%）、JPM（3.11%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WCC | WESCO INTERNTNL | $24.0M | 3.41% | 233,419 | 增持 |
| 2 | CMC | COMMERCIAL METALS CO COM | $22.2M | 3.16% | 724,136 | 减持 |
| 3 | JPM | JPMORGAN CHASE & CO | $21.8M | 3.11% | 140,423 | 减持 |
| 4 | CNC | CENTENE CORP | $21.7M | 3.09% | 298,136 | 减持 |
| 5 | BAC | BANK OF AMERICA CORP | $21.3M | 3.02% | 515,471 | 减持 |
| 6 | CNO | CNO FINL GROUP INC | $19.3M | 2.75% | 817,997 | 减持 |
| 7 | MPC | MARATHON PETROLEUM CORP | $19.0M | 2.70% | 314,013 | 减持 |
| 8 | HIG | HARTFORD FINL SVCS GROUP | $18.9M | 2.69% | 305,435 | 增持 |
| 9 | MET | METLIFE INC COM | $17.7M | 2.51% | 295,034 | 减持 |
| 10 | TSN | TYSON FOODS INC CL A | $16.9M | 2.41% | 229,696 | 减持 |
| 11 | XEC | CIMAREX ENERGY CO | $16.6M | 2.36% | 229,553 | 减持 |
| 12 | JBLU | JETBLUE AIRWAYS CORP DEL | $14.7M | 2.09% | 875,179 | 减持 |
| 13 | LNC | LINCOLN NTL CORP IND NPV | $14.5M | 2.06% | 230,083 | 减持 |
| 14 | BKU | BANKUNITED INC | $14.4M | 2.04% | 336,400 | 减持 |
| 15 | FNB | F N B CORP | $14.3M | 2.04% | 1.2M | 减持 |
| 16 | GD | GENL DYNAMICS CORP COM | $14.0M | 1.99% | 74,284 | 减持 |
| 17 | VYX | NCR CORP NEW | $13.8M | 1.97% | 303,203 | 减持 |
| 18 | CNK | CINEMARK HOLDINGS | $13.1M | 1.86% | 594,903 | 增持 |
| 19 | FHN | FIRST HORIZON CORP | $12.5M | 1.78% | 722,528 | 减持 |
| 20 | LITE | LUMENTUM HOLDINGS INC | $11.7M | 1.66% | 142,308 | 新建仓 |
| 21 | BFH | ALLIANCE DATA SYSTEMS CORP | $11.5M | 1.63% | 110,256 | 增持 |
| 22 | PVH | PVH CORP | $11.5M | 1.63% | 106,821 | 增持 |
| 23 | BTG | B2GOLD CORP | $10.8M | 1.53% | 2.6M | 增持 |
| 24 | LGF.A | LIONS GATE ENTERTAINMENT | $10.2M | 1.45% | 493,305 | 减持 |
| 25 | JNJ | JOHNSON AND JOHNSON COM | $10.0M | 1.42% | 60,810 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-06-30
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