Springbank Value Partners LP 13F 持仓 · 最近申报 2016年Q3
Springbank Value Partners 在 2016年Q3（报告期截至 2016-09-30）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 6,553.10 万美元。前几大持仓：MKSI（8.69%）、GPN（7.72%）、WAB（7.26%）。本季前 25 大持仓中：增持 7 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MKSI | MKS INSTRUMENTS INC | $5.7M | 8.69% | 114,456 | 持平 |
| 2 | GPN | GLOBAL PAYMENTS INC | $5.1M | 7.72% | 65,900 | 减持 |
| 3 | WAB | WABTEC CORP | $4.8M | 7.26% | 58,300 | 增持 |
| 4 | EME | EMCOR GROUP INC | $4.5M | 6.92% | 76,070 | 持平 |
| 5 | THO | THOR INDUSTRIES | $4.2M | 6.38% | 49,400 | 持平 |
| 6 | TSS | TOTAL SYSTEM SERVICES INC | $4.1M | 6.22% | 86,500 | 持平 |
| 7 | COHR1 | COHERENT INC | $4.0M | 6.15% | 36,454 | 持平 |
| 8 | NSP | INSPERITY INC | $4.0M | 6.03% | 54,390 | 持平 |
| 9 | ROL | ROLLINS INC | $3.8M | 5.81% | 129,955 | 持平 |
| 10 | CSGS | CSG SYS INTL INC | $3.6M | 5.50% | 87,220 | 持平 |
| 11 | TTEK | TETRA TECH INC | $3.1M | 4.66% | 86,068 | 持平 |
| 12 | PRIM | PRIMORIS SERVICES CORP | $2.7M | 4.12% | 130,950 | 增持 |
| 13 | MSM | MSC INDUSTRIAL DIRECT CO-A | $2.3M | 3.56% | 31,800 | 持平 |
| 14 | CUB | CUBIC CORP | $2.0M | 3.01% | 42,197 | 增持 |
| 15 | XEC | CIMAREX ENERGY | $1.9M | 2.97% | 14,500 | 持平 |
| 16 | AIT | APPLIED INDUSTRIAL TECH INC | $1.7M | 2.57% | 36,000 | 持平 |
| 17 | DRQ | DRIL-QUIP INC | $1.4M | 2.12% | 24,900 | 持平 |
| 18 | LCII | DREW INDUSTRIES INC | $784,000 | 1.20% | 8,000 | 持平 |
| 19 | SRCI | SYNERGY RESOURCES CORP | $719,000 | 1.10% | 103,700 | 增持 |
| 20 | GIFI | GULF ISLAND FABRICATION INC | $615,000 | 0.94% | 66,817 | 增持 |
| 21 | RTEC | RUDOLPH TECHNOLOGIES INC | $541,000 | 0.83% | 30,500 | 增持 |
| 22 | HURC | HURCO COMPANIES INC | $532,000 | 0.81% | 18,949 | 持平 |
| 23 | ROG | ROGERS CORP | $428,000 | 0.65% | 7,000 | 持平 |
| 24 | ONTO | NANOMETRICS INC | $391,000 | 0.60% | 17,516 | 增持 |
| 25 | MRCY | MERCURY SYSTEMS INC | $351,000 | 0.54% | 14,297 | 持平 |
来源：SEC 13F 申报文件 · 截至 2016-09-30
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