13D Management LLC — Q3 2017 13F 持股

Name: 13D Management LLC — 13F Holdings, Q3 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001600133

申报总市值

US$6449.7万

← 返回最新季度

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	MRVL	Marvell Technology, Inc.	股票-科技	7.02%	—	+11.38%
2	BAX	Baxter International INC	股票-医疗保健	5.17%	—	+11.38%
3	HHC*	Howard Hughes Corp/the	股票-其他	5.07%	—	+11.38%
4	TEX	Terex CORP	股票-工业	5.03%	—	+11.38%
5	NXPI	NXP Semiconductors N.V.	股票-科技	4.66%	—	—
6	LNG	Cheniere Energy INC	股票-能源	4.45%	—	+11.38%
7	AWI	Armstrong World Industries	股票-工业	4.34%	—	+11.38%
8	DECK	Deckers Outdoor CORP	股票-周期性消费	4.23%	—	+11.39%
9	MFS1EUR	Welbilt INC	股票-其他	4.19%	—	+11.38%
10	✓	Gigamon INC	股票-其他	4.17%	—	+11.38%
11	PRGO	Perrigo Company plc	股票-医疗保健	4.16%	—	+11.39%
12	ABBNY	Abb Ltd-spon Adr	股票-工业	4.15%	—	+11.38%
13	✓	Imperva INC	股票-其他	4.13%	—	+11.39%
14	HAIN	Hain Celestial Group INC	股票-其他	4.11%	—	+11.38%
15	MDLZ	Mondelez International Inc-a	股票-非周期性消费	3.90%	—	+11.38%
16	STX	Seagate Technology Holdings plc	股票-科技	3.72%	—	—
17	TRN	Trinity Industries INC	股票-其他	3.66%	—	+11.38%
18	CBRE	Cbre Group INC - A	股票-房地产	3.65%	—	+11.38%
19	BFH	Bread Financial Holdings INC	股票-金融	3.36%	—	+11.39%
20	PNR	Pentair plc	股票-工业	3.07%	—	+11.38%
21	ADP	Automatic Data Processing	股票-科技	2.72%	—	—
22	CTXSEUR	Citrix Systems INC	股票-其他	2.50%	—	+11.39%
23	✓	Buffalo Wild Wings INC	股票-其他	2.35%	—	+11.38%
24	BID	Sotheby's	股票-其他	2.28%	—	+11.38%
25	MTW	The Manitowoc Company, Inc.	股票-其他	1.63%	—	+11.38%
26	HTZ-WEUR	Hertz Global Holdings INC	股票-其他	0.71%	—	+11.39%
27	LOGMEUR	Logmein INC	股票-其他	0.63%	—	+11.39%
28	HRI	Herc Holdings INC	股票-其他	0.52%	—	+11.38%
29	AFIIQ	Armstrong Flooring INC	股票-其他	0.40%	—	+11.38%

本季持股变动

13D Management LLC 于截至 Q3 2017 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	MRVL	Marvell Technology, Inc.	+1.6%	+11.38%	加仓
2	TEX	Terex CORP	+1.5%	+11.38%	加仓
3	MFS1EUR	Welbilt INC	+1.3%	+11.38%	加仓
4	AWI	Armstrong World Industries	+1.1%	+11.38%	加仓
5	PRGO	Perrigo Company plc	+1.1%	+11.39%	加仓
6	BAX	Baxter International INC	+1%	+11.38%	加仓
7	TRN	Trinity Industries INC	+1%	+11.38%	加仓
8	✓	Gigamon INC	+0.9%	+11.38%	加仓
9	HAIN	Hain Celestial Group INC	+0.9%	+11.38%	加仓
10	MTW	The Manitowoc Company, Inc.	+0.7%	+11.38%	加仓
11	CBRE	Cbre Group INC - A	+0.7%	+11.38%	加仓
12	DECK	Deckers Outdoor CORP	+0.7%	+11.39%	加仓
13	ABBNY	Abb Ltd-spon Adr	+0.7%	+11.38%	加仓
14	HHC*	Howard Hughes Corp/the	+0.7%	+11.38%	加仓
15	PNR	Pentair plc	+0.6%	+11.38%	加仓
16	MDLZ	Mondelez International Inc-a	+0.4%	+11.38%	加仓
17	LNG	Cheniere Energy INC	+0.4%	+11.38%	加仓
18	HTZ-WEUR	Hertz Global Holdings INC	+0.4%	+11.39%	加仓
19	CTXSEUR	Citrix Systems INC	+0.3%	+11.39%	加仓
20	✓	Imperva INC	+0.3%	+11.39%	加仓
21	HRI	Herc Holdings INC	+0.2%	+11.38%	加仓
22	LOGMEUR	Logmein INC	+0.1%	+11.39%	加仓
23	BFH	Bread Financial Holdings INC	+0.1%	+11.39%	加仓
24	BID	Sotheby's	+0.1%	+11.38%	加仓
25	AFIIQ	Armstrong Flooring INC	0%	+11.38%	加仓
26	✓	Buffalo Wild Wings INC	0%	+11.38%	加仓
27	BCO	Brink's Co/the	—	EXIT	清仓
28	✓	Advisory Brd Co	—	EXIT	清仓
29	NXPI	NXP Semiconductors N.V.	—	NEW	新建仓
30	STX	Seagate Technology Holdings plc	—	NEW	新建仓
31	✓	Bioverativ Inc	—	EXIT	清仓
32	✓	Pandora Media INC	—	EXIT	清仓
33	ERIC	Ericsson (lm) Tel-sp Adr	—	EXIT	清仓
34	STC	Stewart Information Services	—	EXIT	清仓
35	✓	Whole Foods Mkt INC	—	EXIT	清仓
36	ADP	Automatic Data Processing	—	NEW	新建仓
37	CMG	Chipotle Mexican Grill INC	—	EXIT	清仓
38	XXI	Twenty One Capital, Inc.	—	EXIT	清仓