13D Management LLC
- SEC CIK
- 0001600133
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 31
- 較 2021 年第 1 季 +1
- 總值
- $2.91 億
- 較 2021 年第 1 季 +$2,069 萬 (+7.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HWMHowmet Aerospace Inc. | Stock | 389,209 | $1,342 萬 | 4.6% | −4,499−1.1% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 153,825 | $1,334 萬 | 4.6% | −33,692−18.0% | 減碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 382,710 | $1,328 萬 | 4.6% | +82,600+27.5% | 加碼 | 歷史 |
| BOXBox Inc | CL A | 504,512 | $1,289 萬 | 4.4% | −151,878−23.1% | 減碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 122,534 | $1,280 萬 | 4.4% | −1,416−1.1% | 減碼 | 歷史 |
| HHCHoward Hughes Corp | COM | 130,088 | $1,268 萬 | 4.4% | +23,461+22.0% | 加碼 | 歷史 |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 546,755 | $1,244 萬 | 4.3% | +236,629+76.3% | 加碼 | – |
| OLNOLIN Corp | Stock | 261,261 | $1,209 萬 | 4.2% | −70,500−21.3% | 減碼 | 歷史 |
| ARMKAramark | COM | 310,810 | $1,158 萬 | 4.0% | −12,347−3.8% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 449,600 | $1,102 萬 | 3.8% | +449,600 | 新進 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 512,500 | $1,082 萬 | 3.7% | −6,800−1.3% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 216,169 | $1,064 萬 | 3.7% | −2,499−1.1% | 減碼 | 歷史 |
| GCPGCP Applied Technologies Inc. | COM | 449,358 | $1,045 萬 | 3.6% | −5,205−1.1% | 減碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 374,797 | $1,030 萬 | 3.5% | −4,388−1.2% | 減碼 | 歷史 |
| MDPediatrix Medical Group, Inc. | COM | 317,769 | $958.0 萬 | 3.3% | −3,757−1.2% | 減碼 | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 245,000 | $909.9 萬 | 3.1% | −2,900−1.2% | 減碼 | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 136,045 | $879.6 萬 | 3.0% | −1,600−1.2% | 減碼 | 歷史 |
| TRNTrinity Industries Inc | COM | 322,444 | $867.1 萬 | 3.0% | −3,805−1.2% | 減碼 | 歷史 |
| GDOTGreen Dot Corp | CL A | 182,784 | $856.3 萬 | 2.9% | −2,115−1.1% | 減碼 | 歷史 |
| EVAEnviva, LLC | COM UNIT | 161,403 | $845.9 萬 | 2.9% | −1,800−1.1% | 減碼 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 650,455 | $837.1 萬 | 2.9% | −7,562−1.1% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 92,769 | $815.7 萬 | 2.8% | −1,127−1.2% | 減碼 | 歷史 |
| HAINHain Celestial Group Inc | COM | 202,516 | $812.5 萬 | 2.8% | −2,347−1.1% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 74,513 | $745.2 萬 | 2.6% | +74,513 | 新進 | 歷史 |
| ALVAutoliv Inc | COM | 75,827 | $741.3 萬 | 2.6% | −869−1.1% | 減碼 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 595,156 | $691.0 萬 | 2.4% | −7,000−1.2% | 減碼 | 歷史 |
| THSTreeHouse Foods, Inc. | COM | 154,045 | $685.8 萬 | 2.4% | +154,045 | 新進 | 歷史 |
| EHTHeHealth, Inc. | COM | 108,400 | $633.1 萬 | 2.2% | −1,300−1.2% | 減碼 | 歷史 |
| APPHAppHarvest, Inc. | COM | 322,300 | $515.7 萬 | 1.8% | +53,791+20.0% | 加碼 | 歷史 |
| ARNCArconic Corp | COM | 97,263 | $346.5 萬 | 1.2% | −1,125−1.1% | 減碼 | 歷史 |
| VNEArriver Holdco, Inc. | COM | 65,327 | $150.6 萬 | 0.5% | −755−1.1% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（2 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。