SummerHaven Investment Management, LLC 13F 持仓 · 2026年Q2
SummerHaven Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 192 只证券，申报市值合计 1.87 亿美元。前几大持仓：VSXY（1.77%）、AMKR（1.68%）、NWPX（1.48%）。本季前 25 大持仓中：减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VSXY | VICTORIAS SECRET AND CO | $3.3M | 1.77% | 39,656 | 持平 |
| 2 | AMKR | AMKOR TECHNOLOGY INC | $3.1M | 1.68% | 36,418 | 持平 |
| 3 | NWPX | NWPX INFRASTRUCTURE INC | $2.8M | 1.48% | 18,453 | 持平 |
| 4 | TCMD | TACTILE SYS TECHNOLOGY INC | $2.3M | 1.26% | 78,647 | 持平 |
| 5 | PLPC | PREFORMED LINE PRODS CO | $1.9M | 1.03% | 4,684 | 持平 |
| 6 | TH | TARGET HOSPITALITY CORP | $1.9M | 1.03% | 94,484 | 持平 |
| 7 | CENX | CENTURY ALUM CO | $1.9M | 1.02% | 41,364 | 持平 |
| 8 | BHE | BENCHMARK ELECTRS INC | $1.9M | 1.01% | 19,156 | 持平 |
| 9 | PUMP | PROPETRO HLDG CORP | $1.8M | 0.95% | 123,309 | 持平 |
| 10 | MYE | MYERS INDS INC | $1.8M | 0.94% | 49,741 | 持平 |
| 11 | LBRT | LIBERTY ENERGY INC | $1.7M | 0.91% | 64,814 | 持平 |
| 12 | MEC | MAYVILLE ENGR CO INC | $1.7M | 0.91% | 45,325 | 持平 |
| 13 | MEI | METHODE ELECTRS INC | $1.7M | 0.91% | 89,540 | 持平 |
| 14 | AVNS | AVANOS MED INC | $1.5M | 0.82% | 61,441 | 持平 |
| 15 | INSW | INTERNATIONAL SEAWAYS INC | $1.5M | 0.81% | 19,799 | 持平 |
| 16 | OII | OCEANEERING INTL INC | $1.5M | 0.79% | 36,155 | 持平 |
| 17 | MD | PEDIATRIX MEDICAL GROUP INC | $1.5M | 0.78% | 57,765 | 持平 |
| 18 | FLXS | FLEXSTEEL INDS INC | $1.4M | 0.76% | 18,965 | 持平 |
| 19 | M | MACYS INC | $1.4M | 0.76% | 60,576 | 持平 |
| 20 | ANDE | ANDERSONS INC | $1.4M | 0.75% | 20,584 | 持平 |
| 21 | KSS | KOHLS CORP | $1.4M | 0.75% | 78,618 | 持平 |
| 22 | DXPE | DXP ENTERPRISES INC | $1.4M | 0.74% | 8,201 | 持平 |
| 23 | SNEX | STONEX GROUP INC | $1.4M | 0.74% | 11,712 | 减持 |
| 24 | SWBI | SMITH & WESSON BRANDS INC | $1.4M | 0.74% | 91,344 | 持平 |
| 25 | AEO | AMERICAN EAGLE OUTFITTERS IN | $1.3M | 0.71% | 77,064 | 持平 |
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