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
97 檔
11.8%
Q4 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 97 個不同之權益投資部位。
Cramer Rosenthal Mcglynn LLC 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 12 個全新部位及加碼 39 檔持股的同時，亦同步清倉 10 檔並減碼 46 檔標的。
整體而言，Cramer Rosenthal Mcglynn LLC 的前 5 大持股（包含 FAF, SKY, ACVA）貢獻了組合市值的 11.8%，形成該機構在 Q4 2024 季度的基本面基石。
本季最大新建倉標的
WOO
市值: US$3483.5萬
本季最大獲利了結 / 清倉標的
MRO*
前期市值: US$3116.9萬
| # | 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 | FAF | First American Financial | 股票-金融 | 2.99% | -0.09% | +2.15% | |
| 2 | SKY | Champion Homes Inc | 股票-循環性消費 | 2.98% | +0.05% | +19.12% | |
| 3 | ACVA | Acv Auctions Inc-a | 股票-其他 | 2.73% | +0.97% | +1.39% | |
| 4 | BOH | Bank Of Hawaii CORP | 股票-其他 | 2.27% | -0.11% | +9.53% | |
| 5 | VNT | Vontier CORP | 股票-科技 | 2.19% | -0.44% | +22.55% | |
| 6 | RRX | Regal Rexnord CORP | 股票-工業 | 2.16% | +0.22% | +11.61% | |
| 7 | MASI* | Masimo CORP | 股票-其他 | 2.08% | — | +20.43% | |
| 8 | CIEN | Ciena CORP | 股票-科技 | 2.04% | -0.31% | -39.16% | |
| 9 | MTDR | Matador Resources Co | 股票-能源 | 2.04% | -0.99% | +85.11% | |
| 10 | SUI | Sun Communities Inc | 股票-房地產 | 2.01% | -1.03% | -1.95% | |
| 11 | TECH | Bio-techne CORP | 股票-醫療保健 | 1.98% | +1.10% | -2.27% | |
| 12 | WOO | Foot Locker Inc | 股票-其他 | 1.97% | — | — | |
| 13 | TDY | Teledyne Technologies Inc | 股票-科技 | 1.97% | -0.46% | +12.13% | |
| 14 | PTC | Ptc Inc | 股票-科技 | 1.89% | — | -4.46% | |
| 15 | ELAN | Elanco Animal Health Inc | 股票-醫療保健 | 1.85% | — | +3.40% | |
| 16 | NI | Nisource Inc | 股票-公用事業 | 1.82% | — | +1.02% | |
| 17 | HAYW | Hayward Holdings Inc | 股票-其他 | 1.79% | -0.27% | EXIT | |
| 18 | ASH | Ashland Inc | 股票-原物料 | 1.79% | +0.27% | +3.55% | |
| 19 | HUBG | Hub Group Inc-cl A | 股票-其他 | 1.77% | -1.13% | +18.43% | |
| 20 | TRNO | Terreno Realty CORP | 股票-房地產 | 1.76% | -0.65% | -8.41% | |
| 21 | GPN | Global Payments Inc | 股票-工業 | 1.75% | -0.22% | +261.67% | |
| 22 | CON | Concentra Group Holdings Par | 股票-其他 | 1.60% | -0.80% | -19.88% | |
| 23 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.55% | -0.37% | -22.78% | |
| 24 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.54% | +0.14% | +1.85% | |
| 25 | SHOO | Steven Madden LTD | 股票-其他 | 1.50% | +0.22% | -1.06% | |
| 26 | HMN | Horace Mann Educators | 股票-其他 | 1.48% | — | -8.91% | |
| 27 | FULT | Fulton Financial CORP | 股票-金融 | 1.45% | — | +95.79% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 1.36% | — | -3.63% | |
| 29 | CLH | Clean Harbors Inc | 股票-工業 | 1.36% | — | +2.43% | |
| 30 | BLFS | Biolife Solutions Inc | 股票-其他 | 1.33% | -0.07% | -17.86% | |
| 31 | XYL | Xylem Inc | 股票-工業 | 1.26% | -0.67% | +12.72% | |
| 32 | CPT | Camden Property Trust | 股票-房地產 | 1.26% | +0.51% | +5.63% | |
| 33 | VSXY | Victoria's Secret & Co | 股票-循環性消費 | 1.25% | -1.42% | -59.27% | |
| 34 | EXP | Eagle Materials Inc | 股票-原物料 | 1.19% | -0.29% | EXIT | |
| 35 | CADE | Cadence Bank | 股票-其他 | 1.19% | — | -33.13% | |
| 36 | EVR | Evercore Inc - A | 股票-金融 | 1.19% | -0.31% | +9.03% | |
| 37 | KN | Knowles CORP | 股票-其他 | 1.15% | +0.44% | +3.72% | |
| 38 | AVY | Avery Dennison CORP | 股票-循環性消費 | 1.12% | -0.26% | +5.74% | |
| 39 | GTM | Zoominfo Technologies Inc | 股票-科技 | 1.09% | -0.39% | EXIT | |
| 40 | MC | Moelis & Co - Class A | 股票-金融 | 1.09% | +0.13% | -14.18% | |
| 41 | TFC | Truist Financial CORP | 股票-金融 | 1.07% | -0.23% | -3.62% | |
| 42 | ITRI | Itron Inc | 股票-科技 | 1.06% | — | -30.35% | |
| 43 | BKU | Bankunited Inc | 股票-其他 | 1.05% | -0.54% | — | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 1.01% | -0.54% | +79.00% | |
| 45 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 1.01% | — | +6.08% | |
| 46 | CRH | CRH plc | 股票-原物料 | 1.00% | -0.34% | -3.69% | |
| 47 | BURL | Burlington Stores Inc | 股票-循環性消費 | 0.99% | -1.08% | EXIT | |
| 48 | RRC | Range Resources CORP | 股票-能源 | 0.94% | -1.49% | — | |
| 49 | ACA | Arcosa Inc | 股票-工業 | 0.93% | — | -57.27% | |
| 50 | TFSL | Tfs Financial CORP | 股票-其他 | 0.93% | -0.17% | +4.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WOO | Foot Locker Inc | +2% | NEW | 新建倉 |
| 2 | GPN | Global Payments Inc | +1.3% | +261.67% | 加碼 |
| 3 | GTM | Zoominfo Technologies Inc | +1.1% | NEW | 新建倉 |
| 4 | MTDR | Matador Resources Co | +1.1% | +85.11% | 加碼 |
| 5 | BKU | Bankunited Inc | +1.1% | NEW | 新建倉 |
| 6 | RRC | Range Resources CORP | +0.9% | NEW | 新建倉 |
| 7 | HAPN | Happen Inc | +0.8% | NEW | 新建倉 |
| 8 | FULT | Fulton Financial CORP | +0.8% | +95.79% | 加碼 |
| 9 | MASI* | Masimo CORP | +0.7% | +20.43% | 加碼 |
| 10 | COF | Capital One Financial CORP | +0.6% | NEW | 新建倉 |
| 11 | AVGO | Broadcom Inc | +0.6% | +79.00% | 加碼 |
| 12 | VNT | Vontier CORP | +0.6% | +22.55% | 加碼 |
| 13 | COP | Conocophillips | +0.6% | NEW | 新建倉 |
| 14 | BOH | Bank Of Hawaii CORP | +0.5% | +9.53% | 加碼 |
| 15 | OMCL | Omnicell Inc | +0.4% | NEW | 新建倉 |
| 16 | CTVA | Corteva Inc | +0.4% | +131.05% | 加碼 |
| 17 | ROG | Rogers CORP | +0.4% | +92.84% | 加碼 |
| 18 | TDY | Teledyne Technologies Inc | +0.3% | +12.13% | 加碼 |
| 19 | SKY | Champion Homes Inc | +0.3% | +19.12% | 加碼 |
| 20 | IWM | Ishares Russell 2000 ETF | +0.3% | NEW | 新建倉 |
| 21 | CLW | Clearwater Paper CORP | +0.3% | +322.81% | 加碼 |
| 22 | HUBG | Hub Group Inc-cl A | +0.3% | +18.43% | 加碼 |
| 23 | XHR | Xenia Hotels & Resorts Inc | +0.3% | +43.19% | 加碼 |
| 24 | BJRI | Bj's Restaurants Inc | +0.2% | +28.45% | 加碼 |
| 25 | ACVA | Acv Auctions Inc-a | +0.2% | +1.39% | 加碼 |
| 26 | WSC | Willscot Holdings CORP | +0.2% | NEW | 新建倉 |
| 27 | MBLY | Mobileye Global Inc-a | +0.2% | +21.17% | 加碼 |
| 28 | EVR | Evercore Inc - A | +0.2% | +9.03% | 加碼 |
| 29 | WHD | Cactus Inc - A | +0.2% | +64.75% | 加碼 |
| 30 | SKT | Tanger Inc | +0.2% | NEW | 新建倉 |
| 31 | HAYW | Hayward Holdings Inc | +0.2% | +9.37% | 加碼 |
| 32 | KN | Knowles CORP | +0.2% | +3.72% | 加碼 |
| 33 | NI | Nisource Inc | +0.2% | +1.02% | 加碼 |
| 34 | 37M | Mrc Global Inc | +0.1% | +30.53% | 加碼 |
| 35 | CCC | Ccc Intelligent Solutions Ho | +0.1% | +6.08% | 加碼 |
| 36 | RRX | Regal Rexnord CORP | +0.1% | +11.61% | 加碼 |
| 37 | EL | Estee Lauder Companies-cl A | +0.1% | +119.98% | 加碼 |
| 38 | IIIV | I3 Verticals Inc-class A | +0.1% | +32.29% | 加碼 |
| 39 | MSFT | Microsoft CORP | +0.1% | +23.21% | 加碼 |
| 40 | RH | Rh | +0.1% | -3.49% | 減碼 |
| 41 | HMN | Horace Mann Educators | +0.1% | -8.91% | 減碼 |
| 42 | CTRI | Centuri Holdings Inc | +0.1% | -3.13% | 減碼 |
| 43 | DLR | Digital Realty Trust Inc | 0% | -1.25% | 減碼 |
| 44 | AIT | Applied Industrial Tech Inc | 0% | -3.85% | 減碼 |
| 45 | TFSL | Tfs Financial CORP | 0% | +4.92% | 加碼 |
| 46 | IWV | Ishares Russell 3000 ETF | 0% | NEW | 新建倉 |
| 47 | FUL | H.b. Fuller Co. | 0% | +24.38% | 加碼 |
| 48 | CBRE | Cbre Group Inc - A | 0% | -3.73% | 減碼 |
| 49 | C | Citigroup Inc | 0% | -0.98% | 減碼 |
| 50 | CPT | Camden Property Trust | 0% | +5.63% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Cramer Rosenthal Mcglynn LLC 在 Q4 2024 季度的美股持倉總市值約為 US$19.8億，共申報了 97 個公開持股部位。
在 Q4 2024 季度，Cramer Rosenthal Mcglynn LLC 按市值排列的前三大核心持股分別為：FAF (3.0%)、SKY (3.0%)、ACVA (2.7%)。其中最大持股部位 FAF 佔據整體投資組合約 3.0% 的權重。
在 Q4 2024 季度中，Cramer Rosenthal Mcglynn LLC 共進行了 107 項持倉異動，包含新建倉 12 個部位、加碼 39 個部位、減碼 46 個部位以及清倉 10 個部位。 其中最大新建倉標的為 WOO。 本季清倉部位包含 MRO*。
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。
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。
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。