Stillwater Investment Management, L.P. 13F 持仓 · 最近申报 2017年Q3
Stillwater Investment Management 在 2017年Q3（报告期截至 2017-09-30）的 SEC 13F 申报中报告了 13 只证券，申报市值合计 2.34 亿美元。前几大持仓：CMCSA（17.22%）、FWONK（13.70%）、QSR（11.70%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 12 只、清仓 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CMCSA | COMCAST CORP NEW | $40.4M | 17.22% | 1.0M | 减持 |
| 2 | FWONK | LIBERTY MEDIA CORP DELAWARE | $32.1M | 13.70% | 843,073 | 减持 |
| 3 | QSR | RESTAURANT BRANDS INTL INC | $27.4M | 11.70% | 429,378 | 减持 |
| 4 | APD | AIR PRODS & CHEMS INC | $18.8M | 8.03% | 124,422 | 减持 |
| 5 | CHRW | C H ROBINSON WORLDWIDE INC | $14.6M | 6.25% | 192,500 | 减持 |
| 6 | THS | TREEHOUSE FOODS INC | $14.5M | 6.20% | 214,521 | 增持 |
| 7 | IR | GARDNER DENVER HLDGS INC | $14.0M | 5.98% | 509,250 | 减持 |
| 8 | SEE | SEALED AIR CORP NEW | $13.3M | 5.67% | 310,903 | 减持 |
| 9 | DOV | DOVER CORP | $12.0M | 5.13% | 131,656 | 减持 |
| 10 | EXPE | EXPEDIA INC DEL | $12.0M | 5.11% | 83,250 | 减持 |
| 11 | WMS | ADVANCED DRAIN SYS INC DEL | $10.0M | 4.28% | 494,882 | 减持 |
| 12 | ILG | ILG INC | $6.5M | 2.79% | 244,903 | 减持 |
| 13 | MSM | MSC INDL DIRECT INC | $6.5M | 2.79% | 86,500 | 增持 |
| 14 | HIMX | HIMAX TECHNOLOGIES INC | $6.2M | 2.64% | 565,700 | 新建仓 |
| 15 | FWONA | LIBERTY MEDIA CORP DELAWARE | $5.5M | 2.34% | 150,000 | 减持 |
| 16 | SNAP | SNAP INC | $427,000 | 0.18% | 29,370 | 新建仓 |
| 17 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | 清仓 |
| 18 | DIS | DISNEY WALT CO | $0 | 0.00% | 0 | 清仓 |
| 19 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | 清仓 |
| 20 | UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | 清仓 |
| 21 | V | VISA INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2017-09-30
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