13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001089755
申报总市值
US$7.4亿
US$7.4亿
31 檔
26.9%
Southernsun Asset Management, LLC 在 Q1 2026 季度的美股仓位总计估值为 US$7.4亿，分散于 31 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Southernsun Asset Management, LLC 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 15 档、减仓 16 档与清仓 1 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Southernsun Asset Management, LLC 的前 5 大核心持股（包含 DAR, MUSA, BOOT 等）合计占整体申报市值的 26.9%，反映机构在主要关键仓位上的权重分布。
| # | 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 | DAR | Darling Ingredients Inc | 股票-非周期性消费 | 6.99% | -1.38% | -31.26% | |
| 2 | MUSA | Murphy USA Inc | 股票-周期性消费 | 6.07% | -0.27% | -8.16% | |
| 3 | BOOT | Boot Barn Holdings Inc | 股票-周期性消费 | 5.78% | +0.16% | +40.95% | |
| 4 | LPX | Louisiana-pacific CORP | 股票-工业 | 5.12% | +1.00% | +6.26% | |
| 5 | EXTR | Extreme Networks Inc | 股票-其他 | 5.02% | +2.32% | +16.59% | |
| 6 | LOB | Live Oak Bancshares Inc | 股票-其他 | 4.95% | +0.19% | +0.43% | |
| 7 | USPH | U.s. Physical Therapy Inc | 股票-其他 | 4.78% | +0.10% | -8.26% | |
| 8 | BCO | Brink's Co/the | 股票-工业 | 4.76% | -0.68% | -23.88% | |
| 9 | CXT | Crane Nxt Co | 股票-工业 | 4.61% | +1.10% | +17.30% | |
| 10 | BDC | Belden Inc | 股票-科技 | 4.30% | -4.30% | EXIT | |
| 11 | AGCO | Agco CORP | 股票-工业 | 4.15% | +0.77% | -8.44% | |
| 12 | MSA | Msa Safety Inc | 股票-工业 | 4.05% | +0.64% | -8.16% | |
| 13 | AWI | Armstrong World Industries | 股票-工业 | 4.02% | +0.32% | +0.92% | |
| 14 | DORM | Dorman Products Inc | 股票-周期性消费 | 3.73% | +1.11% | +29.36% | |
| 15 | EPAC | Enerpac Tool Group CORP | 股票-其他 | 3.51% | +0.59% | +10.69% | |
| 16 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 3.46% | -0.71% | -55.60% | |
| 17 | CSW | Csw Industrials Inc | 股票-工业 | 3.34% | +0.21% | +32.34% | |
| 18 | SCL | Stepan Co | 股票-其他 | 2.74% | -2.74% | EXIT | |
| 19 | NGVT | Ingevity CORP | 股票-其他 | 2.59% | -0.13% | -8.04% | |
| 20 | SAM | Boston Beer Company Inc-a | 股票-非周期性消费 | 2.50% | +0.64% | -0.94% | |
| 21 | AEIS | Advanced Energy Industries | 股票-工业 | 2.20% | -0.26% | -61.84% | |
| 22 | KAI | Kadant Inc | 股票-其他 | 1.82% | +0.24% | -4.47% | |
| 23 | THO | Thor Industries Inc | 股票-周期性消费 | 1.52% | +0.90% | -7.98% | |
| 24 | APG | Api Group CORP | 股票-工业 | 1.50% | -0.10% | +1.00% | |
| 25 | GNRC | Generac Holdings Inc | 股票-工业 | 1.38% | +0.21% | -12.52% | |
| 26 | BR | Broadridge Financial Solutio | 股票-科技 | 1.07% | -0.27% | +1.01% | |
| 27 | WSO | Watsco Inc | 股票-工业 | 0.98% | +0.02% | +1.02% | |
| 28 | VMI | Valmont Industries | 股票-工业 | 0.96% | +0.10% | -17.95% | |
| 29 | SEIC | Sei Investments Company | 股票-金融 | 0.77% | -0.02% | +1.37% | |
| 30 | OSK | Oshkosh CORP | 股票-工业 | 0.66% | +0.24% | +53.70% | |
| 31 | FND | Floor & Decor Holdings Inc-a | 股票-周期性消费 | 0.64% | +0.03% | +15.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DAR | Darling Ingredients Inc | +1.3% | -31.26% | 减仓 |
| 2 | BOOT | Boot Barn Holdings Inc | +1% | +40.95% | 加仓 |
| 3 | MUSA | Murphy USA Inc | +0.9% | -8.16% | 减仓 |
| 4 | CSW | Csw Industrials Inc | +0.6% | +32.34% | 加仓 |
| 5 | DORM | Dorman Products Inc | +0.5% | +29.36% | 加仓 |
| 6 | SAM | Boston Beer Company Inc-a | +0.4% | -0.94% | 减仓 |
| 7 | EXTR | Extreme Networks Inc | +0.4% | +16.59% | 加仓 |
| 8 | NGVT | Ingevity CORP | +0.3% | -8.04% | 减仓 |
| 9 | GNRC | Generac Holdings Inc | +0.3% | -12.52% | 减仓 |
| 10 | OSK | Oshkosh CORP | +0.3% | +53.70% | 加仓 |
| 11 | EPAC | Enerpac Tool Group CORP | +0.3% | +10.69% | 加仓 |
| 12 | AGCO | Agco CORP | +0.2% | -8.44% | 减仓 |
| 13 | CXT | Crane Nxt Co | +0.2% | +17.30% | 加仓 |
| 14 | APG | Api Group CORP | +0.2% | +1.00% | 加仓 |
| 15 | WSO | Watsco Inc | +0.1% | +1.02% | 加仓 |
| 16 | SCL | Stepan Co | 0% | -7.10% | 减仓 |
| 17 | KAI | Kadant Inc | 0% | -4.47% | 减仓 |
| 18 | LOB | Live Oak Bancshares Inc | 0% | +0.43% | 加仓 |
| 19 | SEIC | Sei Investments Company | 0% | +1.37% | 加仓 |
| 20 | FND | Floor & Decor Holdings Inc-a | — | +15.70% | 加仓 |
| 21 | LPX | Louisiana-pacific CORP | 0% | +6.26% | 加仓 |
| 22 | MSA | Msa Safety Inc | -0.1% | -8.16% | 减仓 |
| 23 | VMI | Valmont Industries | -0.2% | -17.95% | 减仓 |
| 24 | BDC | Belden Inc | -0.3% | -8.04% | 减仓 |
| 25 | BR | Broadridge Financial Solutio | -0.3% | +1.01% | 加仓 |
| 26 | AWI | Armstrong World Industries | -0.4% | +0.92% | 加仓 |
| 27 | USPH | U.s. Physical Therapy Inc | -0.5% | -8.26% | 减仓 |
| 28 | THO | Thor Industries Inc | -0.5% | -7.98% | 减仓 |
| 29 | MOD | Modine Manufacturing Co | -1.2% | -55.60% | 减仓 |
| 30 | AEIS | Advanced Energy Industries | -1.4% | -61.84% | 减仓 |
| 31 | BCO | Brink's Co/the | -2% | -23.88% | 减仓 |
| 32 | IWM | Ishares Russell 2000 ETF | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Southernsun Asset Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$7.4亿，共申报了 31 个公开持股仓位。
在 Q1 2026 季度，Southernsun Asset Management, LLC 按市值排列的前三大核心持股分别为：DAR (7.0%)、MUSA (6.1%)、BOOT (5.8%)。其中最大持股仓位 DAR 占据整体投资组合约 7.0% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大获利了结 / 清仓标的
IWM
前期市值: US$216.6万
在 Q1 2026 季度中，Southernsun Asset Management, LLC 共进行了 32 项持仓异动，包含新建仓 0 个仓位、加仓 15 个仓位、减仓 16 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 IWM。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。