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: 0001044797
申報總市值
US$22.8億
US$22.8億
57 檔
35.0%
截至 Q3 2025 季度末，New South Capital Management Inc 的美股持倉估值約為 US$22.8億，全數申報部位共有 57 檔。
New South Capital Management Inc 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 35 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 VRT, AZO, WCC）占據了總市值的 35.0%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
CCS
市值: US$1002.8萬
本季最大獲利了結 / 清倉標的
WBD
前期市值: US$3640.7萬
| # | 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 | VRT | Vertiv Holdings Co-a | 股票-工業 | 11.57% | -0.70% | -8.61% | |
| 2 | AZO | Autozone Inc | 股票-循環性消費 | 8.76% | -1.11% | -3.36% | |
| 3 | WCC | Wesco International Inc | 股票-工業 | 6.01% | +0.46% | -0.49% | |
| 4 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 5.34% | +1.15% | -1.18% | |
| 5 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 4.69% | -0.17% | +1.10% | |
| 6 | ENS | Enersys | 股票-工業 | 4.42% | +0.98% | +22.63% | |
| 7 | OTEX | Open Text CORP | 股票-其他 | 3.99% | -0.37% | +0.31% | |
| 8 | EEFT | Euronet Worldwide Inc | 股票-科技 | 3.42% | +0.34% | +19.90% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 3.28% | +0.27% | -1.60% | |
| 10 | FISV | Fiserv Inc | 股票-其他 | 2.99% | -0.09% | +4.08% | |
| 11 | BN | Brookfield CORP | 股票-金融 | 2.96% | -0.36% | +0.24% | |
| 12 | ESI | Element Solutions Inc | 股票-原物料 | 2.92% | +0.81% | +1.30% | |
| 13 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 2.63% | +0.25% | -0.31% | |
| 14 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 2.52% | -0.40% | -5.17% | |
| 15 | GTX | Garrett Motion Inc | 股票-循環性消費 | 2.35% | +1.72% | -0.27% | |
| 16 | NICE | Nice LTD - Spon Adr | 股票-科技 | 2.07% | -0.54% | +2.44% | |
| 17 | DBRG | Digitalbridge Group Inc | 股票-金融 | 2.02% | -2.92% | EXIT | |
| 18 | GIB | Cgi Inc | 股票-科技 | 1.96% | -0.42% | +0.04% | |
| 19 | ✓ | 股票-其他 | 1.87% | +0.19% | -0.93% | ||
| 20 | HN9 | Hanesbrands Inc | 股票-其他 | 1.86% | — | -0.36% | |
| 21 | KMPR | Kemper CORP | 股票-其他 | 1.85% | +0.27% | +1.76% | |
| 22 | LKQ | Lkq CORP | 股票-循環性消費 | 1.83% | -0.50% | +0.69% | |
| 23 | FDX | Fedex CORP | 股票-工業 | 1.82% | -0.75% | -0.12% | |
| 24 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.65% | -0.30% | -1.93% | |
| 25 | FCFS | Firstcash Holdings Inc | 股票-金融 | 1.36% | -0.10% | -0.85% | |
| 26 | AVTR | Avantor Inc | 股票-醫療保健 | 1.04% | +0.05% | +1.12% | |
| 27 | VAC | Marriott Vacations World | 股票-循環性消費 | 1.01% | +1.85% | +0.08% | |
| 28 | EFOR | Everforth Inc | 股票-其他 | 0.98% | +0.62% | NEW | |
| 29 | BEPC | Brookfield Renewable CORP | 股票-公用事業 | 0.98% | -0.03% | +1.75% | |
| 30 | KFRC | Kforce Inc | 股票-其他 | 0.97% | +0.41% | +18.05% | |
| 31 | RUSHA | Rush Enterprises Inc-cl A | 股票-循環性消費 | 0.89% | -0.02% | -1.22% | |
| 32 | FMC | Fmc CORP | 股票-原物料 | 0.82% | — | +0.31% | |
| 33 | SHOE | Shoe Station Group Inc | 股票-其他 | 0.64% | -0.08% | -2.04% | |
| 34 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.63% | +0.04% | -1.25% | |
| 35 | HDSN | Hudson Technologies Inc | 股票-其他 | 0.60% | -0.35% | EXIT | |
| 36 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 0.60% | -1.11% | EXIT | |
| 37 | CCSI | Consensus Cloud Solution | 股票-其他 | 0.58% | +0.39% | +38.57% | |
| 38 | HO1 | Hologic Inc | 股票-其他 | 0.50% | — | +2.55% | |
| 39 | AMN | Amn Healthcare Services Inc | 股票-其他 | 0.48% | — | -0.59% | |
| 40 | CCS | Century Communities Inc | 股票-其他 | 0.46% | +0.35% | — | |
| 41 | THS | Treehouse Foods Inc | 股票-其他 | 0.38% | — | -3.29% | |
| 42 | ARCC | Ares Capital CORP | 股票-金融 | 0.36% | -0.03% | -1.13% | |
| 43 | IMXI | International Money Express | 股票-其他 | 0.29% | — | -45.82% | |
| 44 | UNF | Unifirst Corp/ma | 股票-其他 | 0.27% | -0.03% | -1.23% | |
| 45 | AMSF | Amerisafe Inc | 股票-其他 | 0.27% | -0.01% | -3.01% | |
| 46 | WEX | Wex Inc | 股票-科技 | 0.26% | +0.93% | +1.60% | |
| 47 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.21% | -0.04% | -0.24% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.15% | -0.05% | EXIT | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.14% | -0.02% | +3.06% | |
| 50 | UPLDEUR | Upland Software Inc | 股票-其他 | 0.10% | — | -2.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +4.2% | -8.61% | 減碼 |
| 2 | ENS | Enersys | +2.2% | +22.63% | 加碼 |
| 3 | ESI | Element Solutions Inc | +1.1% | +1.30% | 加碼 |
| 4 | WCC | Wesco International Inc | +1.1% | -0.49% | 減碼 |
| 5 | OTEX | Open Text CORP | +1.1% | +0.31% | 減碼 |
| 6 | GTX | Garrett Motion Inc | +0.7% | -0.27% | 減碼 |
| 7 | BN | Brookfield CORP | +0.5% | +0.24% | 減碼 |
| 8 | RPRX | Royalty Pharma plc | +0.3% | +1.10% | 加碼 |
| 9 | DBRG | Digitalbridge Group Inc | +0.3% | -0.23% | 減碼 |
| 10 | CCSI | Consensus Cloud Solution | +0.2% | +38.57% | 加碼 |
| 11 | MSM | Msc Industrial Direct Co-a | +0.2% | -0.31% | 減碼 |
| 12 | HDSN | Hudson Technologies Inc | +0.2% | -1.23% | 減碼 |
| 13 | EFOR | Everforth Inc | +0.2% | +45.99% | 加碼 |
| 14 | BEPC | Brookfield Renewable CORP | +0.2% | +1.75% | 加碼 |
| 15 | FCFS | Firstcash Holdings Inc | +0.1% | -0.85% | 減碼 |
| 16 | IWR | Ishares Russell Mid-cap ETF | +0.1% | — | 加碼 |
| 17 | AZO | Autozone Inc | +0.1% | -3.36% | 減碼 |
| 18 | EEFT | Euronet Worldwide Inc | +0.1% | +19.90% | 加碼 |
| 19 | ✓ | +0.1% | -0.93% | 減碼 | |
| 20 | HN9 | Hanesbrands Inc | 0% | -0.36% | 減碼 |
| 21 | HO1 | Hologic Inc | 0% | +2.55% | 減碼 |
| 22 | UPLDEUR | Upland Software Inc | -0.1% | -2.82% | 減碼 |
| 23 | UNF | Unifirst Corp/ma | -0.1% | -1.23% | 減碼 |
| 24 | SHOE | Shoe Station Group Inc | -0.1% | -2.04% | 減碼 |
| 25 | KFRC | Kforce Inc | -0.1% | +18.05% | 加碼 |
| 26 | SWK | Stanley Black & Decker Inc | -0.1% | -1.25% | 減碼 |
| 27 | ARCC | Ares Capital CORP | -0.1% | -1.13% | 減碼 |
| 28 | WTW | Willis Towers Watson Public Limited Company | -0.1% | -1.93% | 減碼 |
| 29 | AMSF | Amerisafe Inc | -0.2% | -3.01% | 減碼 |
| 30 | 8TG | Thermon Group Holdings Inc | -0.2% | -1.20% | 減碼 |
| 31 | AMN | Amn Healthcare Services Inc | -0.2% | -0.59% | 減碼 |
| 32 | RUSHA | Rush Enterprises Inc-cl A | -0.2% | -1.22% | 減碼 |
| 33 | NICE | Nice LTD - Spon Adr | -0.3% | +2.44% | 加碼 |
| 34 | FMC | Fmc CORP | -0.3% | +0.31% | 減碼 |
| 35 | IMXI | International Money Express | -0.3% | -45.82% | 減碼 |
| 36 | AVTR | Avantor Inc | -0.4% | +1.12% | 加碼 |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.4% | -1.60% | 減碼 |
| 38 | THS | Treehouse Foods Inc | -0.7% | -3.29% | 減碼 |
| 39 | KMPR | Kemper CORP | -0.8% | +1.76% | 減碼 |
| 40 | LKQ | Lkq CORP | -0.8% | +0.69% | 加碼 |
| 41 | GIB | Cgi Inc | -0.8% | +0.04% | 減碼 |
| 42 | FISV | Fiserv Inc | -2.3% | +4.08% | 加碼 |
| 43 | WBD | Warner Bros Discovery Inc | — | EXIT | 清倉 |
| 44 | HHH | Howard Hughes Holdings Inc | — | EXIT | 清倉 |
| 45 | CCS | Century Communities Inc | — | NEW | 新建倉 |
| 46 | NVEEUSD | Nv5 Global Inc | — | EXIT | 清倉 |
| 47 | DOX | Amdocs Limited | — | EXIT | 清倉 |
| 48 | AFRFX | Invesco Fltng Rt Esg-r6 | — | EXIT | 清倉 |
| 49 | SIRI | Sirius Xm Holdings Inc | — | EXIT | 清倉 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，New South Capital Management Inc 在 Q3 2025 季度的美股持倉總市值約為 US$22.8億，共申報了 57 個公開持股部位。
在 Q3 2025 季度，New South Capital Management Inc 按市值排列的前三大核心持股分別為：VRT (11.6%)、AZO (8.8%)、WCC (6.0%)。其中最大持股部位 VRT 佔據整體投資組合約 11.6% 的權重。
在 Q3 2025 季度中，New South Capital Management Inc 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 13 個部位、減碼 29 個部位以及清倉 6 個部位。 其中最大新建倉標的為 CCS。 本季清倉部位包含 WBD。
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。