Walthausen & Co., LLC 13F 持仓 · 最近申报 2022年Q3
Walthausen & Co. 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 95 只证券，申报市值合计 1.20 亿美元。前几大持仓：LUCK（1.74%）、BECN（1.60%）、KEX（1.57%）。本季前 25 大持仓中：新建仓 1 只、增持 1 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LUCK | Bowlero Corp | $2.1M | 1.74% | 169,330 | 减持 |
| 2 | BECN | Beacon Roofing Supply Inc | $1.9M | 1.60% | 34,950 | 减持 |
| 3 | KEX | Kirby Corporation | $1.9M | 1.57% | 31,000 | 减持 |
| 4 | CHCO | City Holding Company | $1.8M | 1.53% | 20,738 | 减持 |
| 5 | HCCI | Heritage Crystal Clean Inc | $1.8M | 1.53% | 62,204 | 减持 |
| 6 | EXE | Chesapeake Energy Corp | $1.8M | 1.52% | 19,360 | 减持 |
| 7 | R | Ryder System Inc | $1.8M | 1.50% | 23,750 | 减持 |
| 8 | CMC | Commercial Metals Co | $1.8M | 1.49% | 50,270 | 减持 |
| 9 | AJRD | Aerojet Rocketdyne Holdings In | $1.8M | 1.47% | 44,040 | 减持 |
| 10 | MGRC | McGrath Rentcorp | $1.7M | 1.45% | 20,732 | 减持 |
| 11 | WSBC | Wesbanco Inc | $1.7M | 1.41% | 50,780 | 减持 |
| 12 | TITN | Titan Machinery Inc | $1.7M | 1.40% | 59,443 | 减持 |
| 13 | GPOR | Gulfport Energy Corp | $1.7M | 1.39% | 18,925 | 减持 |
| 14 | HUBG | Hub Group Inc | $1.7M | 1.39% | 24,100 | 减持 |
| 15 | NBTB | NBT Bancorp Inc | $1.6M | 1.37% | 43,322 | 减持 |
| 16 | INDB | Independent Bank Corp | $1.6M | 1.36% | 21,860 | 减持 |
| 17 | HWC | Hancock Whitney Corporation | $1.6M | 1.35% | 35,300 | 减持 |
| 18 | WSFS | WSFS Financial Corp | $1.6M | 1.35% | 34,913 | 减持 |
| 19 | FIX | Comfort Systems USA Inc | $1.6M | 1.34% | 16,487 | 减持 |
| 20 | AAON | AAON Inc | $1.6M | 1.33% | 29,510 | 增持 |
| 21 | EME | EMCOR Group Inc | $1.6M | 1.32% | 13,678 | 减持 |
| 22 | EBC | Eastern Bankshares Inc | $1.6M | 1.31% | 80,140 | 减持 |
| 23 | PNFP | Pinnacle Financial Partners In | $1.6M | 1.31% | 19,310 | 新建仓 |
| 24 | SEB | Seaboard Corp | $1.6M | 1.30% | 456 | 减持 |
| 25 | TCBK | Trico Bancshares | $1.5M | 1.28% | 34,380 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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