Ajo, LP
- SEC CIK
- 0001013536
- 最新申報
- 2021/5/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/7 申報。只含多頭部位。
- 持股檔數
- 43
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.99 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GTGoodyear Tire & Rubber Co | COM | 666,426 | $1,171 萬 | 5.9% | – | – | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 746,637 | $996.7 萬 | 5.0% | – | – | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 188,428 | $979.8 萬 | 4.9% | – | – | 歷史 |
| RRyder System Inc | COM | 129,525 | $979.8 萬 | 4.9% | – | – | 歷史 |
| FFord Motor Co | Stock | 794,161 | $972.8 萬 | 4.9% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 514,130 | $908.9 萬 | 4.6% | – | – | 歷史 |
| AAWWAtlas Air Worldwide Holdings Inc | COM NEW | 146,685 | $886.5 萬 | 4.4% | – | – | 歷史 |
| CARAvis Budget Group, Inc. | COM | 118,691 | $860.9 萬 | 4.3% | – | – | 歷史 |
| QVCGAOld QVC Group, Inc. | COM SER A | 719,798 | $846.4 萬 | 4.2% | – | – | 歷史 |
| DXCDXC Technology Co | Stock | 265,745 | $830.7 萬 | 4.2% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 525,577 | $827.2 萬 | 4.1% | – | – | 歷史 |
| LBTYKLiberty Global Ltd. | SHS CL C | 316,911 | $809.3 萬 | 4.1% | – | – | 歷史 |
| PUMPProPetro Holding Corp. | COM | 697,271 | $743.2 萬 | 3.7% | – | – | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 117,069 | $678.7 萬 | 3.4% | – | – | 歷史 |
| SNXTD Synnex Corp | COM | 57,155 | $656.3 萬 | 3.3% | – | – | 歷史 |
| TDSTelephone & Data Systems Inc | COM NEW | 267,429 | $614.0 萬 | 3.1% | – | – | 歷史 |
| MURMurphy Oil Corp | COM | 360,481 | $591.5 萬 | 3.0% | – | – | 歷史 |
| XRXXerox Holdings Corp | COM NEW | 219,663 | $533.1 萬 | 2.7% | – | – | 歷史 |
| iShares Tr46434V423 | MSCI SAUDI ARBIA | 138,226 | $496.6 萬 | 2.5% | – | – | – |
| HCCWarrior Met Coal, Inc. | COM | 283,333 | $485.3 萬 | 2.4% | – | – | 歷史 |
| HRIHerc Holdings Inc | COM | 35,986 | $364.6 萬 | 1.8% | – | – | 歷史 |
| DNOWDNOW Inc. | COM | 316,219 | $319.0 萬 | 1.6% | – | – | 歷史 |
| HPQHP Inc | Stock | 99,998 | $317.4 萬 | 1.6% | – | – | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 422,735 | $301.4 萬 | 1.5% | – | – | 歷史 |
| ATROAstronics Corp | COM | 163,276 | $294.5 萬 | 1.5% | – | – | 歷史 |
| UFSDomtar CORP | COM NEW | 74,210 | $274.2 萬 | 1.4% | – | – | 歷史 |
| DHTDHT Holdings, Inc. | SHS NEW | 403,518 | $239.2 萬 | 1.2% | – | – | 歷史 |
| AAAlcoa Corp | Stock | 62,597 | $203.3 萬 | 1.0% | – | – | 歷史 |
| EQTEQT Corp | Stock | 106,802 | $198.4 萬 | 1.0% | – | – | 歷史 |
| KSSKOHLS Corp | Stock | 32,651 | $194.6 萬 | 1.0% | – | – | 歷史 |
| DACDanaos Corp | SHS | 38,576 | $191.3 萬 | 1.0% | – | – | 歷史 |
| AUDAudacy, Inc. | COM | 325,421 | $170.8 萬 | 0.9% | – | – | 歷史 |
| CAI International, Inc.12477X106 | COM | 34,550 | $157.2 萬 | 0.8% | – | – | – |
| ARCHArch Resources, Inc. | CL A | 36,870 | $153.3 萬 | 0.8% | – | – | 歷史 |
| KRAKraton Corp | COM | 39,783 | $145.5 萬 | 0.7% | – | – | 歷史 |
| DCHDauch Corp | COM | 129,842 | $125.4 萬 | 0.6% | – | – | 歷史 |
| CMTLComtech Telecommunications Corp | COM NEW | 45,852 | $113.8 萬 | 0.6% | – | – | 歷史 |
| Lydall Inc550819106 | COM | 31,566 | $106.5 萬 | 0.5% | – | – | – |
| YELPYelp Inc | CL A | 23,172 | $90.3 萬 | 0.5% | – | – | 歷史 |
| CYDChina Yuchai International Ltd | COM | 28,598 | $44.2 萬 | 0.2% | – | – | 歷史 |
| AGROAdecoagro S.A. | COM | 49,127 | $38.6 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 4,746 | $20.0 萬 | 0.1% | – | – | – |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 10,428 | $15.3 萬 | 0.1% | – | – | 歷史 |