Weber Alan W 13F 持仓 · 最近申报 2020年Q4
Weber Alan W 在 2020年Q4（报告期截至 2020-12-31）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 3.36 亿美元。前几大持仓：RDNT（19.37%）、FLNT（9.21%）、KRA（7.49%）。本季前 25 大持仓中：新建仓 3 只、增持 5 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RDNT | RadNet Inc | $65.0M | 19.37% | 3.3M | 持平 |
| 2 | FLNT | Fluent Co | $30.9M | 9.21% | 5.8M | 持平 |
| 3 | KRA | Kraton Performance Polymers | $25.1M | 7.49% | 904,087 | 持平 |
| 4 | DAN | Dana Incorporated | $24.3M | 7.25% | 1.3M | 增持 |
| 5 | XPEL | Xpel Inc | $20.2M | 6.03% | 392,296 | 持平 |
| 6 | SPWH | Sportsmans Warehouse Holdings Inc | $16.6M | 4.94% | 944,754 | 增持 |
| 7 | BXC | Bluelinx Holdings Inc | $13.4M | 4.00% | 458,649 | 增持 |
| 8 | BMCH | BMC Stock Holdings Inc | $10.5M | 3.12% | 195,250 | 减持 |
| 9 | HBP | Huttig Building Prods Inc | $9.2M | 2.73% | 2.5M | 持平 |
| 10 | TSE | Trinseo SA | $8.6M | 2.55% | 167,001 | 持平 |
| 11 | ARCH | Arch Resources Inc | $7.7M | 2.28% | 175,000 | 新建仓 |
| 12 | RYZ | Ryerson Holding Corporation | $7.4M | 2.19% | 539,394 | 持平 |
| 13 | VCTR | Victory Cap Holdings Inc | $6.4M | 1.90% | 256,812 | 增持 |
| 14 | LCUT | Lifetime Brands | $6.0M | 1.79% | 395,859 | 持平 |
| 15 | EAF | Graftech INTL LTD | $5.8M | 1.73% | 545,000 | 持平 |
| 16 | SBGI | Sinclair Broadcast Group Inc | $5.7M | 1.71% | 180,000 | 持平 |
| 17 | OPY | Oppenheimer Holdings Inc | $5.0M | 1.48% | 157,645 | 新建仓 |
| 18 | TCS | Container Store Group Inc | $5.0M | 1.48% | 519,954 | 持平 |
| 19 | GTN | Gray Television Inc | $4.8M | 1.43% | 267,300 | 增持 |
| 20 | CSV | Carriage Services Inc | $4.1M | 1.23% | 131,315 | 持平 |
| 21 | BLDR | Builders FirstSource Inc | $4.1M | 1.22% | 100,000 | 持平 |
| 22 | III | Information Services Group Inc | $3.4M | 1.02% | 1.0M | 持平 |
| 23 | PKOH | Park Ohio Holdings Corp | $3.0M | 0.89% | 96,820 | 持平 |
| 24 | CIGI | Colliers Intl Group Inc | $2.7M | 0.80% | 30,104 | 持平 |
| 25 | CVEO | Civeo Corporation | $2.7M | 0.80% | 193,750 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2020-12-31
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