13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000820743
申報總市值
US$19.8億
US$19.8億
104 檔
12.5%
Q1 2024 季度申報顯示，Cramer Rosenthal Mcglynn LLC 揭露的美股組合總市值為 US$19.8億，涵蓋 104 個不同之權益投資部位。
Q1 2024 的申報記錄反映 Cramer Rosenthal Mcglynn LLC 的板塊替換策略：機構本季推動了 22 筆增持與 28 筆減持，籌碼呈現明顯的結構重組。
整體而言，Cramer Rosenthal Mcglynn LLC 的前 5 大持股（包含 BURL, TRNO, ACA）貢獻了組合市值的 12.5%，形成該機構在 Q1 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BURL | Burlington Stores Inc | 股票-循環性消費 | 2.93% | -1.08% | EXIT | |
| 2 | TRNO | Terreno Realty CORP | 股票-房地產 | 2.85% | -0.65% | +0.16% | |
| 3 | ACA | Arcosa Inc | 股票-工業 | 2.69% | — | -9.60% | |
| 4 | APY1EUR | Championx CORP | 股票-其他 | 2.51% | — | -11.50% | |
| 5 | SKY | Champion Homes Inc | 股票-循環性消費 | 2.48% | +0.05% | -6.10% | |
| 6 | ASH | Ashland Inc | 股票-原物料 | 2.41% | +0.27% | +10.30% | |
| 7 | VNT | Vontier CORP | 股票-科技 | 2.17% | -0.44% | -1.64% | |
| 8 | ITRI | Itron Inc | 股票-科技 | 2.12% | — | +36.76% | |
| 9 | SUI | Sun Communities Inc | 股票-房地產 | 2.06% | -1.03% | +20.47% | |
| 10 | SRCLEUR | Stericycle Inc | 股票-其他 | 1.93% | — | +20.75% | |
| 11 | WMS | Advanced Drainage Systems In | 股票-工業 | 1.92% | -0.07% | -12.64% | |
| 12 | PTC | Ptc Inc | 股票-科技 | 1.89% | — | -18.06% | |
| 13 | FAF | First American Financial | 股票-金融 | 1.82% | -0.09% | +52.41% | |
| 14 | MTDR | Matador Resources Co | 股票-能源 | 1.82% | -0.99% | -4.69% | |
| 15 | HUBG | Hub Group Inc-cl A | 股票-其他 | 1.76% | -1.13% | +80.02% | |
| 16 | FIS | Fidelity National Info Serv | 股票-科技 | 1.74% | — | +14.32% | |
| 17 | HMN | Horace Mann Educators | 股票-其他 | 1.71% | — | -11.09% | |
| 18 | TENB | Tenable Holdings Inc | 股票-其他 | 1.69% | — | +0.17% | |
| 19 | WBS | Webster Financial CORP | 股票-金融 | 1.68% | — | -12.61% | |
| 20 | CLH | Clean Harbors Inc | 股票-工業 | 1.67% | — | -14.84% | |
| 21 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.67% | -0.37% | -11.17% | |
| 22 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.62% | +0.14% | -2.24% | |
| 23 | RRX | Regal Rexnord CORP | 股票-工業 | 1.62% | +0.22% | +31.69% | |
| 24 | SHOO | Steven Madden LTD | 股票-其他 | 1.57% | +0.22% | -37.31% | |
| 25 | ACVA | Acv Auctions Inc-a | 股票-其他 | 1.56% | +0.97% | -9.09% | |
| 26 | KEX | Kirby CORP | 股票-工業 | 1.48% | — | -37.87% | |
| 27 | CADE | Cadence Bank | 股票-其他 | 1.47% | — | -25.96% | |
| 28 | NI | Nisource Inc | 股票-公用事業 | 1.46% | — | +0.18% | |
| 29 | TECH | Bio-techne CORP | 股票-醫療保健 | 1.45% | +1.10% | +63.24% | |
| 30 | MORN | Morningstar Inc | 股票-金融 | 1.43% | — | -7.60% | |
| 31 | MC | Moelis & Co - Class A | 股票-金融 | 1.42% | +0.13% | -11.70% | |
| 32 | WWD | Woodward Inc | 股票-工業 | 1.35% | -0.23% | -1.61% | |
| 33 | ENVUSD | Envestnet Inc | 股票-其他 | 1.34% | — | -7.84% | |
| 34 | MRO* | Marathon Oil CORP | 股票-其他 | 1.32% | — | -1.32% | |
| 35 | SN | SharkNinja, Inc. | 股票-循環性消費 | 1.32% | — | — | |
| 36 | CIEN | Ciena CORP | 股票-科技 | 1.27% | -0.31% | -19.11% | |
| 37 | HAYW | Hayward Holdings Inc | 股票-其他 | 1.18% | -0.27% | EXIT | |
| 38 | BLFS | Biolife Solutions Inc | 股票-其他 | 1.18% | -0.07% | — | |
| 39 | CLVT | Clarivate Plc | 股票-其他 | 1.17% | — | +1.42% | |
| 40 | ALL | Allstate CORP | 股票-金融 | 1.16% | — | -1.68% | |
| 41 | AVY | Avery Dennison CORP | 股票-循環性消費 | 1.15% | -0.26% | +25.24% | |
| 42 | XYL | Xylem Inc | 股票-工業 | 1.14% | -0.67% | — | |
| 43 | UE | Urban Edge Properties | 股票-其他 | 1.09% | — | -13.54% | |
| 44 | TDY | Teledyne Technologies Inc | 股票-科技 | 1.08% | -0.46% | -0.44% | |
| 45 | TFSL | Tfs Financial CORP | 股票-其他 | 1.05% | -0.17% | -13.00% | |
| 46 | EXP | Eagle Materials Inc | 股票-原物料 | 1.04% | -0.29% | EXIT | |
| 47 | EVR | Evercore Inc - A | 股票-金融 | 1.03% | -0.31% | +23.87% | |
| 48 | LMAT | Lemaitre Vascular Inc | 股票-其他 | 0.97% | — | -22.15% | |
| 49 | CRH | CRH plc | 股票-原物料 | 0.95% | -0.34% | -1.21% | |
| 50 | MLM | Martin Marietta Materials | 股票-原物料 | 0.95% | — | -25.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SN | SharkNinja, Inc. | +1.3% | NEW | 新建倉 |
| 2 | BLFS | Biolife Solutions Inc | +1.2% | NEW | 新建倉 |
| 3 | XYL | Xylem Inc | +1.1% | NEW | 新建倉 |
| 4 | ITRI | Itron Inc | +0.9% | +36.76% | 加碼 |
| 5 | RRX | Regal Rexnord CORP | +0.6% | +31.69% | 加碼 |
| 6 | TFC | Truist Financial CORP | +0.6% | +370.48% | 加碼 |
| 7 | FAF | First American Financial | +0.6% | +52.41% | 加碼 |
| 8 | ASH | Ashland Inc | +0.5% | +10.30% | 加碼 |
| 9 | FIS | Fidelity National Info Serv | +0.5% | +14.32% | 加碼 |
| 10 | VNT | Vontier CORP | +0.5% | -1.64% | 減碼 |
| 11 | TECH | Bio-techne CORP | +0.5% | +63.24% | 加碼 |
| 12 | VSXY | Victoria's Secret & Co | +0.5% | NEW | 新建倉 |
| 13 | ELAN | Elanco Animal Health Inc | +0.4% | NEW | 新建倉 |
| 14 | SRCLEUR | Stericycle Inc | +0.4% | +20.75% | 加碼 |
| 15 | KN | Knowles CORP | +0.4% | NEW | 新建倉 |
| 16 | AVY | Avery Dennison CORP | +0.3% | +25.24% | 加碼 |
| 17 | EVR | Evercore Inc - A | +0.3% | +23.87% | 加碼 |
| 18 | SUI | Sun Communities Inc | +0.3% | +20.47% | 加碼 |
| 19 | CTVA | Corteva Inc | +0.2% | +22.34% | 加碼 |
| 20 | ALL | Allstate CORP | +0.2% | -1.68% | 減碼 |
| 21 | CBRE | Cbre Group Inc - A | +0.2% | +26.37% | 加碼 |
| 22 | APY1EUR | Championx CORP | +0.2% | -11.50% | 減碼 |
| 23 | BURL | Burlington Stores Inc | +0.2% | -10.11% | 減碼 |
| 24 | MTDR | Matador Resources Co | +0.2% | -4.69% | 減碼 |
| 25 | XHR | Xenia Hotels & Resorts Inc | +0.2% | NEW | 新建倉 |
| 26 | MRO* | Marathon Oil CORP | +0.2% | -1.32% | 減碼 |
| 27 | CPF | Central Pacific Financial Co | -0.2% | -26.89% | 減碼 |
| 28 | HWC | Hancock Whitney CORP | -0.2% | -26.94% | 減碼 |
| 29 | CDP | Copt Defense Properties | -0.2% | -26.86% | 減碼 |
| 30 | IWM | Ishares Russell 2000 ETF | -0.2% | EXIT | 清倉 |
| 31 | UE | Urban Edge Properties | -0.2% | -13.54% | 減碼 |
| 32 | WBS | Webster Financial CORP | -0.2% | -12.61% | 減碼 |
| 33 | PTC | Ptc Inc | -0.3% | -18.06% | 減碼 |
| 34 | SPXC | Spx Technologies Inc | -0.3% | -52.55% | 減碼 |
| 35 | CLVT | Clarivate Plc | -0.3% | +1.42% | 加碼 |
| 36 | HUM | Humana Inc | -0.3% | EXIT | 清倉 |
| 37 | HUBG | Hub Group Inc-cl A | -0.3% | +80.02% | 加碼 |
| 38 | TFSL | Tfs Financial CORP | -0.4% | -13.00% | 減碼 |
| 39 | STC | Stewart Information Services | -0.4% | -52.88% | 減碼 |
| 40 | SMPL | Simply Good Foods Co/the | -0.5% | -67.04% | 減碼 |
| 41 | KEX | Kirby CORP | -0.5% | -37.87% | 減碼 |
| 42 | CADE | Cadence Bank | -0.6% | -25.96% | 減碼 |
| 43 | SWN1EUR | Southwestern Energy Co | -0.6% | EXIT | 清倉 |
| 44 | RPM | Rpm International Inc | -0.7% | -58.93% | 減碼 |
| 45 | LPLA | Lpl Financial Holdings Inc | -0.8% | EXIT | 清倉 |
| 46 | KVUE | Kenvue Inc | -0.8% | EXIT | 清倉 |
| 47 | SHOO | Steven Madden LTD | -0.9% | -37.31% | 減碼 |
| 48 | LW | Lamb Weston Holdings Inc | -0.9% | -75.49% | 減碼 |
| 49 | EG | Everest Group, Ltd. | -1.4% | EXIT | 清倉 |
| 50 | QDEL | Quidelortho CORP | -1.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Cramer Rosenthal Mcglynn LLC 在 Q1 2024 季度的美股持倉總市值約為 US$19.8億，共申報了 104 個公開持股部位。
在 Q1 2024 季度，Cramer Rosenthal Mcglynn LLC 按市值排列的前三大核心持股分別為：BURL (2.9%)、TRNO (2.9%)、ACA (2.7%)。其中最大持股部位 BURL 佔據整體投資組合約 2.9% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
SN
市值: US$2435.4萬
本季最大獲利了結 / 清倉標的
EG
前期市值: US$2655.7萬
在 Q1 2024 季度中，Cramer Rosenthal Mcglynn LLC 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 15 個部位、減碼 21 個部位以及清倉 7 個部位。 其中最大新建倉標的為 SN。 本季清倉部位包含 EG。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。