Springhouse Capital Management, LP 13F 持仓 · 最近申报 2023年Q3
Springhouse Capital Management 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 5,526.05 万美元。前几大持仓：REAL（31.25%）、C（15.91%）、WILC（11.89%）。本季前 25 大持仓中：新建仓 3 只、增持 2 只、减持 4 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | REAL | THE REALREAL INC | $17.3M | 31.25% | 0 | 增持 |
| 2 | C | CITIGROUP INC | $8.8M | 15.91% | 213,797 | 持平 |
| 3 | WILC | G WILLI FOOD INTL LTD | $6.6M | 11.89% | 635,654 | 持平 |
| 4 | REAL | THE REALREAL INC | $5.2M | 9.44% | 0 | 增持 |
| 5 | EXPE | EXPEDIA GROUP INC | $3.5M | 6.34% | 34,000 | 持平 |
| 6 | GBLI | GLOBAL INDEMNITY GROUP LLC | $3.5M | 6.32% | 101,622 | 减持 |
| 7 | BUR | BURFORD CAP LTD | $2.0M | 3.60% | 142,147 | 减持 |
| 8 | ET | ENERGY TRANSFER L P | $1.5M | 2.73% | 107,700 | 持平 |
| 9 | BABA | ALIBABA GROUP HLDG LTD | $1.5M | 2.67% | 17,000 | 持平 |
| 10 | GEL | GENESIS ENERGY L P | $1.1M | 1.94% | 103,948 | 减持 |
| 11 | VIPS | VIPSHOP HLDGS LTD | $909,528 | 1.65% | 56,810 | 持平 |
| 12 | VTRS | VIATRIS INC | $690,200 | 1.25% | 70,000 | 持平 |
| 13 | AMC | AMC ENTMT HLDGS INC | $559,300 | 1.01% | 70,000 | 新建仓 |
| 14 | TME | TENCENT MUSIC ENTMT GROUP | $524,436 | 0.95% | 82,200 | 持平 |
| 15 | UBS | UBS GROUP AG | $505,325 | 0.91% | 20,500 | 持平 |
| 16 | REAL | THE REALREAL INC | $361,118 | 0.65% | 171,146 | 减持 |
| 17 | SKIN | THE BEAUTY HEALTH COMPANY | $289,670 | 0.52% | 48,118 | 新建仓 |
| 18 | ASPS | ALTISOURCE PORTFOLIO SOLNS S | $172,412 | 0.31% | 43,211 | 持平 |
| 19 | BCOV | BRIGHTCOVE INC | $141,799 | 0.26% | 43,100 | 持平 |
| 20 | FARM | FARMER BROS CO | $88,120 | 0.16% | 34,155 | 持平 |
| 21 | ICAD | ICAD INC | $83,356 | 0.15% | 39,505 | 持平 |
| 22 | PRPL | PURPLE INNOVATION INC | $43,815 | 0.08% | 25,623 | 新建仓 |
| 23 | AKA | A K A BRANDS HLDG CORP | $0 | 0.00% | 0 | 清仓 |
| 24 | CLMT | CALUMET SPECIALTY PRODS PART | $0 | 0.00% | 0 | 清仓 |
| 25 | SPNT | SIRIUSPOINT LTD | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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