Wilen Investment Management Corp. 13F 持仓 · 最近申报 2022年Q3
Wilen Investment Management 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 9,807.60 万美元。前几大持仓：EGY（13.57%）、UHAL（10.23%）、HUN（6.52%）。本季前 25 大持仓中：增持 6 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EGY | VAALCO ENERGY | $13.3M | 13.57% | 3.1M | 增持 |
| 2 | UHAL | AMERCO | $10.0M | 10.23% | 19,865 | 减持 |
| 3 | HUN | HUNTSMAN CORP. | $6.4M | 6.52% | 263,746 | 增持 |
| 4 | OLN | OLIN CORP | $5.8M | 5.88% | 135,606 | 增持 |
| 5 | DLA | DELTA APPAREL | $5.6M | 5.69% | 405,561 | 增持 |
| 6 | URI | UNITED RENTALS | $5.2M | 5.28% | 19,266 | 持平 |
| 7 | IMKTA | INGLES MARKETS | $5.2M | 5.25% | 65,197 | 减持 |
| 8 | CCF | CHASE CORP. | $4.0M | 4.06% | 48,008 | 减持 |
| 9 | COP | CONOCOPHILLIPS | $4.0M | 4.06% | 39,081 | 持平 |
| 10 | QEPC | Q.E.P. CO.,INC | $2.5M | 2.52% | 170,462 | 减持 |
| 11 | MPC | MARATHON PET. | $2.4M | 2.49% | 24,682 | 减持 |
| 12 | SXI | STANDEX INTL CP | $2.3M | 2.31% | 27,913 | 减持 |
| 13 | TSE | TRINSEO SA | $2.3M | 2.31% | 125,889 | 增持 |
| 14 | LCII | LCI INDUSTRIES | $2.1M | 2.13% | 20,711 | 减持 |
| 15 | EMN | EASTMAN CHEM | $2.0M | 2.04% | 28,416 | 持平 |
| 16 | WLK | WESTLAKE CHEM | $1.9M | 1.95% | 22,183 | 持平 |
| 17 | LHX | L3 HARRIS TECH | $1.8M | 1.86% | 8,816 | 减持 |
| 18 | PSX | PHILLIPS 66 | $1.7M | 1.75% | 21,416 | 持平 |
| 19 | WTS | WATTS WATER | $1.5M | 1.52% | 11,950 | 减持 |
| 20 | KOP | KOPPERS HOLDING | $1.4M | 1.39% | 66,307 | 减持 |
| 21 | TT | TRANE TECH | $1.3M | 1.36% | 9,288 | 持平 |
| 22 | CXT | CRANE CO. | $1.3M | 1.30% | 14,666 | 持平 |
| 23 | BERY | BERRY PLASTICS | $1.0M | 1.03% | 21,918 | 增持 |
| 24 | WCC | WESCO INTL | $940,000 | 0.96% | 7,900 | 持平 |
| 25 | BMY | BRISTOL MYERS | $891,000 | 0.91% | 12,638 | 持平 |
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