Adams Hill Capital LLC — Q1 2014 13F 持股

Name: Adams Hill Capital LLC — 13F Holdings, Q1 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001570394

申报总市值

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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	CTRA	Coterra Energy INC	股票-能源	16.56%	-13.06%	EXIT
2	RS	Reliance INC	股票-原材料	15.54%	—	—
3	✓	Axiall CORP	股票-其他	14.93%	-6.19%	EXIT
4	VC	Visteon CORP	股票-其他	12.10%	—	+38.61%
5	STLD	Steel Dynamics INC	股票-原材料	11.30%	—	—
6	WCC	Wesco International INC	股票-工业	10.17%	—	—
7	AKS1EUR	Ak Steel Holding CORP	股票-其他	7.06%	-4.16%	EXIT
8	CR1USD	Crane Co	股票-其他	5.22%	—	-25.00%
9	EXP	Eagle Materials INC	股票-原材料	4.33%	—	—
10	TROX	Tronox Holdings plc	股票-其他	2.40%	-5.01%	EXIT
11	✓	Sesa Goa LTD Sponsored Adr Added	股票-其他	0.38%	—	—

Adams Hill Capital LLC 于截至 Q1 2014 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	CTRA	Coterra Energy INC	+14.8%	+400.00%	加仓
2	VC	Visteon CORP	+8.3%	+38.61%	加仓
3	✓	Axiall CORP	+7.6%	+1.49%	加仓
4	CR1USD	Crane Co	+2.1%	-25.00%	减仓
5	HUN	Huntsman CORP	—	EXIT	清仓
6	UPS	United Parcel Service, Inc.	—	EXIT	清仓
7	PPG	Ppg Industries INC	—	EXIT	清仓
8	RS	Reliance INC	—	NEW	新建仓
9	CSTM	Constellium SE	—	EXIT	清仓
10	LPX	Louisiana-pacific CORP	—	EXIT	清仓
11	TEX	Terex CORP	—	EXIT	清仓
12	JCI	Johnson Controls Internation	—	EXIT	清仓
13	STLD	Steel Dynamics INC	—	NEW	新建仓
14	ETN	Eaton Corporation plc	—	EXIT	清仓
15	WCC	Wesco International INC	—	NEW	新建仓
16	GM	General Motors Co	—	EXIT	清仓
17	IR	Ingersoll-rand PLC	—	EXIT	清仓
18	JNJ	Johnson & Johnson	—	EXIT	清仓
19	AKS1EUR	Ak Steel Holding CORP	—	NEW	新建仓
20	TPC	Tutor Perini CORP	—	EXIT	清仓
21	USX1	United States Steel CORP	—	EXIT	清仓
22	GRA1EUR	Wr Grace & Co	—	EXIT	清仓
23	SUNEQUSD	Sunedison INC	—	EXIT	清仓
24	HON	Honeywell International INC	—	EXIT	清仓
25	EXP	Eagle Materials INC	—	NEW	新建仓
26	TROX	Tronox Holdings plc	—	NEW	新建仓
27	IIIN	Insteel Industries INC	—	EXIT	清仓
28	✓	Sesa Goa LTD Sponsored Adr Added	—	NEW	新建仓