13D Management LLC
- SEC CIK
- 0001600133
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 33
- 較 2021 年第 4 季 +4
- 總值
- $2.63 億
- 較 2021 年第 4 季 +$205.8 萬 (+0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DLTRDollar Tree, Inc. | COM | 81,688 | $1,308 萬 | 5.0% | +17,288+26.8% | 加碼 | 歷史 |
| MRCYMercury Systems Inc | COM | 199,150 | $1,284 萬 | 4.9% | +199,150 | 新進 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 336,936 | $1,211 萬 | 4.6% | −29,767−8.1% | 減碼 | 歷史 |
| OLNOLIN Corp | Stock | 226,176 | $1,183 萬 | 4.5% | −19,982−8.1% | 減碼 | 歷史 |
| HHCHoward Hughes Corp | COM | 113,173 | $1,173 萬 | 4.5% | −9,999−8.1% | 減碼 | 歷史 |
| LPSNLiveperson Inc | COM | 480,000 | $1,172 萬 | 4.5% | +480,000 | 新進 | 歷史 |
| EVAEnviva, LLC | COM | 139,714 | $1,106 萬 | 4.2% | −12,344−8.1% | 減碼 | 歷史 |
| ARMKAramark | COM | 293,979 | $1,105 萬 | 4.2% | −25,973−8.1% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 389,267 | $1,024 萬 | 3.9% | −34,393−8.1% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 114,750 | $960.5 萬 | 3.7% | +114,750 | 新進 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 269,825 | $871.5 萬 | 3.3% | −209,403−43.7% | 減碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 331,322 | $864.4 萬 | 3.3% | −29,272−8.1% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 187,137 | $849.8 萬 | 3.2% | −16,533−8.1% | 減碼 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 80,676 | $849.4 萬 | 3.2% | −34,772−30.1% | 減碼 | 歷史 |
| GDOTGreen Dot Corp | CL A | 292,236 | $803.1 萬 | 3.1% | +120,020+69.7% | 加碼 | 歷史 |
| THSTreeHouse Foods, Inc. | COM | 240,353 | $775.4 萬 | 2.9% | −21,236−8.1% | 減碼 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 760,299 | $758.0 萬 | 2.9% | −67,175−8.1% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 80,321 | $722.1 萬 | 2.7% | −7,097−8.1% | 減碼 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 563,103 | $708.4 萬 | 2.7% | −49,750−8.1% | 減碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 324,472 | $694.7 萬 | 2.6% | −28,666−8.1% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 64,512 | $692.4 萬 | 2.6% | −5,699−8.1% | 減碼 | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 192,000 | $672.4 萬 | 2.6% | +192,000 | 新進 | 歷史 |
| ACIWAci Worldwide, Inc. | Stock | 212,109 | $667.9 萬 | 2.5% | −18,739−8.1% | 減碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 2,024,000 | $665.9 萬 | 2.5% | +2,024,000 | 新進 | 歷史 |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 326,918 | $650.2 萬 | 2.5% | −28,883−8.1% | 減碼 | – |
| MDPediatrix Medical Group, Inc. | COM | 275,109 | $645.9 萬 | 2.5% | −24,306−8.1% | 減碼 | 歷史 |
| DANDANA Inc | COM | 356,500 | $626.3 萬 | 2.4% | +356,500 | 新進 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 159,141 | $598.8 萬 | 2.3% | −14,061−8.1% | 減碼 | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 34,112 | $546.5 萬 | 2.1% | −3,014−8.1% | 減碼 | 歷史 |
| ALVAutoliv Inc | COM | 65,642 | $501.8 萬 | 1.9% | −5,799−8.1% | 減碼 | 歷史 |
| EHTHeHealth, Inc. | COM | 189,007 | $234.6 萬 | 0.9% | +77,300+69.2% | 加碼 | 歷史 |
| ARNCArconic Corp | COM | 84,200 | $215.7 萬 | 0.8% | −7,439−8.1% | 減碼 | 歷史 |
| APPHAppHarvest, Inc. | COM | 275,077 | $147.9 萬 | 0.6% | −24,301−8.1% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（2 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。