13D Management LLC
- SEC CIK
- 0001600133
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 28
- 較 2022 年第 3 季 −3
- 總值
- $1.90 億
- 較 2022 年第 3 季 −$97.0 萬 (−0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HWMHowmet Aerospace Inc. | Stock | 317,042 | $1,249 萬 | 6.6% | −42,232−11.8% | 減碼 | 歷史 |
| THSTreeHouse Foods, Inc. | COM | 239,228 | $1,181 萬 | 6.2% | −17,044−6.7% | 減碼 | 歷史 |
| ARMKAramark | COM | 283,092 | $1,170 萬 | 6.2% | −30,369−9.7% | 減碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 77,913 | $1,102 萬 | 5.8% | −9,189−10.5% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 383,584 | $1,002 萬 | 5.3% | −31,471−7.6% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 118,930 | $889.8 萬 | 4.7% | −3,420−2.8% | 減碼 | 歷史 |
| PSOPearson PLC | SPONSORED ADR | 754,673 | $850.5 萬 | 4.5% | −55,986−6.9% | 減碼 | 歷史 |
| MRCYMercury Systems Inc | COM | 185,550 | $830.2 萬 | 4.4% | −26,800−12.6% | 減碼 | 歷史 |
| SWXSouthwest Gas Holdings, Inc. | COM | 119,477 | $739.3 萬 | 3.9% | −5,723−4.6% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 86,100 | $661.5 萬 | 3.5% | −1,700−1.9% | 減碼 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 533,562 | $661.1 萬 | 3.5% | −66,869−11.1% | 減碼 | 歷史 |
| MDUMdu Resources Group Inc | Stock | 215,400 | $653.5 萬 | 3.4% | +215,400 | 新進 | 歷史 |
| PZZAPapa Johns International Inc | Stock | 78,336 | $644.8 萬 | 3.4% | −7,686−8.9% | 減碼 | 歷史 |
| NSITInsight Enterprises Inc | COM | 62,537 | $627.1 萬 | 3.3% | −6,250−9.1% | 減碼 | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 33,105 | $593.4 萬 | 3.1% | −3,267−9.0% | 減碼 | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 252,001 | $592.7 萬 | 3.1% | −22,599−8.2% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 104,900 | $553.6 萬 | 2.9% | −2,100−2.0% | 減碼 | 歷史 |
| GFFGriffon Corp | COM | 151,643 | $542.7 萬 | 2.9% | −14,982−9.0% | 減碼 | 歷史 |
| CCKCrown Holdings, Inc. | COM | 64,800 | $532.7 萬 | 2.8% | +64,800 | 新進 | 歷史 |
| DANDANA Inc | COM | 350,401 | $530.2 萬 | 2.8% | +326,400+1,359.9% | 加碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 153,587 | $522.5 萬 | 2.7% | −16,088−9.5% | 減碼 | 歷史 |
| ALVAutoliv Inc | COM | 61,640 | $472.0 萬 | 2.5% | −8,355−11.9% | 減碼 | 歷史 |
| LPSNLiveperson Inc | COM | 458,600 | $465.0 萬 | 2.4% | −13,300−2.8% | 減碼 | 歷史 |
| GDOTGreen Dot Corp | CL A | 285,835 | $452.2 萬 | 2.4% | +266,146+1,351.7% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 79,959 | $420.7 萬 | 2.2% | −5,682−6.6% | 減碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 314,716 | $411.6 萬 | 2.2% | −31,263−9.0% | 減碼 | 歷史 |
| MDPediatrix Medical Group, Inc. | COM | 266,900 | $396.6 萬 | 2.1% | −26,441−9.0% | 減碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 2,186,900 | $264.6 萬 | 1.4% | +399,700+22.4% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（5 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。