Zelman Capital LLC 13F 持仓 · 最近申报 2016年Q4
Zelman Capital 在 2016年Q4（报告期截至 2016-12-31）的 SEC 13F 申报中报告了 14 只证券，申报市值合计 8,190.00 万美元。前几大持仓：BLDR（18.36%）、PRMW1（10.51%）、DOOR（9.76%）。本季前 25 大持仓中：新建仓 3 只、减持 10 只、清仓 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BLDR | BUILDERS FIRSTSOURCE INC | $15.0M | 18.36% | 1.4M | 减持 |
| 2 | PRMW1 | PRIMO WATER CORP | $8.6M | 10.51% | 701,048 | 减持 |
| 3 | DOOR | MASONITE INTERNATIONAL CORP(NYS) | $8.0M | 9.76% | 121,429 | 减持 |
| 4 | CCS | CENTURY COMMUNITIES INC | $7.3M | 8.86% | 345,486 | 减持 |
| 5 | TGLS | TECNOGLASS INC | $7.2M | 8.82% | 589,799 | 减持 |
| 6 | TWNK | HOSTESS BRANDS INC (NAS) | $6.9M | 8.47% | 533,464 | 新建仓 |
| 7 | CNR | NCI BUILDING SYSTEMS INC(NYS) | $6.2M | 7.59% | 445,614 | 减持 |
| 8 | USCR | US CONCRETE INC (NAS) | $5.6M | 6.83% | 85,340 | 减持 |
| 9 | SUM | SUMMIT MATERIALS INC -CL A | $5.4M | 6.55% | 225,349 | 减持 |
| 10 | ATKR | ATKORE INTERNATIONAL GROUP I | $4.1M | 4.96% | 170,000 | 新建仓 |
| 11 | CBPX | CONTINENTAL BUILDING PRODUCT(NYS) | $3.5M | 4.26% | 151,184 | 减持 |
| 12 | REIS | REIS INC(NSM) | $2.0M | 2.39% | 87,920 | 减持 |
| 13 | ICHR | ICHOR HOLDINGS LTD | $1.6M | 1.98% | 150,000 | 新建仓 |
| 14 | CPAA1 | CONYERS PARK ACQUISIT - UNIT | $543,000 | 0.66% | 50,000 | 持平 |
| 15 | CVOVQ | CENVEO INC(NYS) | $0 | 0.00% | 0 | 清仓 |
| 16 | DXYN | DIXIE GROUP INC(NMS) | $0 | 0.00% | 0 | 清仓 |
| 17 | HW | HEADWATERS INC(NYS) | $0 | 0.00% | 0 | 清仓 |
| 18 | IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | 清仓 |
| 19 | MRT | MEDEQUITIES REALTY TRUST INC(NYS) | $0 | 0.00% | 0 | 清仓 |
| 20 | PGTI | PGT INC(NMS) | $0 | 0.00% | 0 | 清仓 |
| 21 | TREE | LENDINGTREE INC | $0 | 0.00% | 0 | 清仓 |
| 22 | TWNK | GORES HOLDINGS INC-A | $0 | 0.00% | 0 | 清仓 |
| 23 | WMS | ADVANCED DRAINAGE SYSTEMS IN | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2016-12-31
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