Solas Capital Management, LLC 13F 持仓 · 2026年Q2
Solas Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 1.87 亿美元。前几大持仓：FENC（10.88%）、EPSN（10.06%）、ACOG（7.45%）。本季前 25 大持仓中：新建仓 2 只、增持 6 只、减持 7 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FENC | FENNEC PHARMACEUTICALS INC | $20.3M | 10.88% | 1.9M | 减持 |
| 2 | EPSN | EPSILON ENERGY LTD | $18.8M | 10.06% | 3.5M | 持平 |
| 3 | ACOG | ALPHA COGNITION INC | $13.9M | 7.45% | 1.9M | 持平 |
| 4 | SNDA | SONIDA SENIOR LIVING INC | $13.8M | 7.38% | 337,679 | 减持 |
| 5 | LEE | LEE ENTERPRISES INC | $13.7M | 7.36% | 1.5M | 减持 |
| 6 | NSP | INSPERITY INC | $11.6M | 6.24% | 281,852 | 增持 |
| 7 | ASIX | ADVANSIX INC | $11.4M | 6.09% | 571,324 | 增持 |
| 8 | GO | GROCERY OUTLET HLDG CORP | $11.4M | 6.09% | 1.1M | 减持 |
| 9 | AAP | ADVANCE AUTO PARTS INC | $10.5M | 5.64% | 169,163 | 持平 |
| 10 | KD | KYNDRYL HLDGS INC | $10.4M | 5.55% | 915,443 | 持平 |
| 11 | MOH | MOLINA HEALTHCARE INC | $9.2M | 4.93% | 40,219 | 减持 |
| 12 | EEFT | EURONET WORLDWIDE INC | $9.1M | 4.90% | 124,988 | 增持 |
| 13 | SNWV | SANUWAVE HEALTH INC | $6.1M | 3.27% | 610,968 | 增持 |
| 14 | SEG | SEAPORT ENTMT GROUP INC | $5.7M | 3.03% | 212,892 | 减持 |
| 15 | BUR | BURFORD CAPITAL LIMITED | $5.0M | 2.66% | 1.2M | 增持 |
| 16 | MAIA | MAIA BIOTECHNOLOGY INC | $4.4M | 2.34% | 3.0M | 减持 |
| 17 | NVRI | ENVIRI CORP | $4.0M | 2.16% | 183,333 | 新建仓 |
| 18 | LUXE | LUXEXPERIENCE BV | $2.6M | 1.37% | 344,529 | 新建仓 |
| 19 | ALIT | ALIGHT INC | $2.4M | 1.28% | 4.3M | 持平 |
| 20 | MODD | MODULAR MED INC | $2.0M | 1.06% | 438,095 | 增持 |
| 21 | HAIN | HAIN CELESTIAL GROUP INC | $479,567 | 0.26% | 856,064 | 持平 |
| 22 | ASTL | ALGOMA STL GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 23 | MERC | MERCER INTL INC | $0 | 0.00% | 0 | 清仓 |
| 24 | NVRI | ENVIRI CORP | $0 | 0.00% | 0 | 清仓 |
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