CIK: 0001385702
申报总市值
US$6.8亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGYS | Agilysys INC | 股票-其他 | 56.89% | -7.38% | — | |
| 2 | LPX | Louisiana-pacific CORP | 股票-工业 | 22.14% | — | -26.29% | |
| 3 | MAS | Masco CORP | 股票-工业 | 17.08% | — | +42.22% | |
| 4 | ✓ | Horsehead Hldg CORP | 股票-其他 | 3.89% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MAS | Masco CORP | +5.5% | +42.22% | 加仓 |
| 2 | AGYS | Agilysys INC | +2.9% | — | 不变 |
| 3 | LPX | Louisiana-pacific CORP | -3% | -26.29% | 减仓 |
| 4 | STRZ | Starz Entertainment Corp. | — | EXIT | 清仓 |
| 5 | ✓ | Horsehead Hldg CORP | — | NEW | 新建仓 |
| 6 | ✓ | Violin Memory Inc. | — | EXIT | 清仓 |
| 7 | ✓ | Gigamon INC | — | EXIT | 清仓 |
| 8 | ✓ | Chemtura CORP | — | EXIT | 清仓 |