Stonehill Capital Management LLC 13F 持仓 · 2026年Q2
Stonehill Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 15 只证券，申报市值合计 3.50 亿美元。前几大持仓：ECHO（57.75%）、MBC（7.83%）、TDAY（7.28%）。本季前 25 大持仓中：新建仓 6 只、增持 5 只、减持 3 只、清仓 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ECHO | ECHOSTAR CORP CL A COMMON | $202.2M | 57.75% | 2.0M | 增持 |
| 2 | MBC | MASTERBRAND INC COMMON | $27.4M | 7.83% | 2.7M | 增持 |
| 3 | TDAY | USA TODAY CO INC COMMON | $25.5M | 7.28% | 3.0M | 持平 |
| 4 | SVC | SERVICE PROPERTIES TRUST REIT | $23.9M | 6.82% | 14.1M | 增持 |
| 5 | FBIN | FORTUNE BRANDS INNOVATIONS INC COMMON | $19.2M | 5.49% | 350,000 | 新建仓 |
| 6 | RHI | ROBERT HALF INC COMMON | $11.2M | 3.19% | 363,307 | 减持 |
| 7 | MAN | MANPOWERGROUP INC COMMON | $10.1M | 2.89% | 299,945 | 减持 |
| 8 | CDZI | CADIZ INC COMMON | $8.9M | 2.54% | 2.1M | 增持 |
| 9 | DDI | DOUBLEDOWN INTERACTIVE CO LTD ADR | $7.8M | 2.22% | 677,132 | 增持 |
| 10 | HTZ | HERTZ GLOBAL HOLDINGS INC COMMON | $4.4M | 1.26% | 1.9M | 新建仓 |
| 11 | VSAT | VIASAT INC COMMON | $2.8M | 0.81% | 31,477 | 新建仓 |
| 12 | ELME | ELME COMMUNITIES REIT | $2.7M | 0.77% | 1.8M | 减持 |
| 13 | ZD | ZIFF DAVIS INC COMMON | $2.6M | 0.75% | 50,000 | 新建仓 |
| 14 | IRS | IRSA SA ADR | $1.2M | 0.36% | 80,673 | 新建仓 |
| 15 | ZIP | ZIPRECRUITER INC CL A COMMON | $194,000 | 0.06% | 51,630 | 新建仓 |
| 16 | AMWD | AMERICAN WOODMARK CORP COMMON | $0 | 0.00% | 0 | 清仓 |
| 17 | HOLX | HOLOGIC INC COMMON | $0 | 0.00% | 0 | 清仓 |
| 18 | IRS/WS | IRSA INVERSIONES SA WTS EXP 03/25/2026 | $0 | 0.00% | 0 | 清仓 |
| 19 | MOMO | HELLO GROUP INC SPN ADR | $0 | 0.00% | 0 | 清仓 |
| 20 | NFE | NEW FORTRESS ENERGY INC COMMON | $0 | 0.00% | 0 | 清仓 |
| 21 | SEAT | VIVID SEATS INC CL A COMMON | $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