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Verbena Value LP · 13F 持仓分析
期权收益计算器 机构排行

Verbena Value LP

No.3784 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.05亿
环比变动 Q1 2026
-$569.2万-0.9%
持仓股票数
31
新买入
7
加仓
7
减仓
7
清仓
2
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
CCENTURICTRI
10.97%8.47%$6,642.7万219.7万股$5,174.4万177.1万股+42.5万股+24.00%加仓
OR ROYALTIESOR
10.05%8.06%$6,084.7万192.4万股$4,923.2万129.5万股+62.9万股+48.56%加仓
GOLAR LNG LTD SHSGLNG
9.04%10.72%$5,470.0万109.8万股$6,549.5万121.0万股-11.3万股-9.33%减仓
DDNOWDNOW
7.73%6.43%$4,678.4万360.7万股$3,927.8万329.8万股+30.9万股+9.37%加仓
STANDARDAEROSARO
7.52%3.76%$4,552.0万152.2万股$2,297.8万89.0万股+63.2万股+71.08%加仓
美国电力AEP
7.43%6.41%$4,500.0万32.9万股$3,917.0万29.9万股+3.0万股+10.07%加仓
EntergyETR
5.69%4.67%$3,445.8万30.0万股$2,853.9万25.4万股+4.6万股+18.11%加仓
亚马逊AMZN
5.64%$3,413.0万14.3万股$00股+14.3万股新买入
GFL ENVIRONMENTALGFL
4.93%8.27%$2,984.8万81.1万股$5,052.7万121.1万股-40.0万股-33.01%减仓
PPL COMPPL
4.49%4.63%$2,714.6万74.7万股$2,828.7万74.1万股+6,300股+0.85%加仓
SMURFIT WESTROCK SHSSW
3.94%7.02%$2,382.9万51.5万股$4,289.9万107.7万股-56.1万股-52.15%减仓
捷普JBL
2.46%7.01%$1,489.0万3.9万股$4,282.0万16.1万股-12.3万股-76.04%减仓
ALAMOS GOLD INC NEW FCLASS AAGI
2.27%6.71%$1,376.5万45.4万股$4,101.8万92.3万股-47.0万股-50.86%减仓
BLACK HILLSBKH
2.2%$1,330.3万17.9万股$00股+17.9万股新买入
HHENNESSY CAP INVT VIIHVII
2.11%2.07%$1,277.8万122.3万股$1,265.5万122.3万股00.00%持仓不变
EVERGY COMEVRG
2.01%2%$1,219.5万14.1万股$1,223.1万14.9万股-8,200股-5.49%减仓
SOUTHWEST GASSWX
1.76%2.36%$1,065.5万12.0万股$1,444.7万16.6万股-4.6万股-27.73%减仓
MMETALS ACQUISITION II
1.63%1.49%$985.5万90.0万股$908.1万90.0万股00.00%持仓不变
BBERTO ACQUISITIONTACO
1.56%1.51%$941.7万89.8万股$920.2万89.8万股00.00%持仓不变
富达·NATL INFORMATION SVCS COMFIS
1.53%1.83%$925.1万23.8万股$1,116.1万23.8万股00.00%持仓不变
IINFINITE EAGLE ACQUISITION C
1.02%1%$615.0万60.0万股$609.0万60.0万股00.00%持仓不变
EEGH ACQUISITION
0.83%0.82%$502.0万48.8万股$498.1万48.8万股00.00%持仓不变
AAmentum Ordinary SharesAMTM
0.64%$384.9万18.6万股$00股+18.6万股新买入
CCHURCHILL CAPITAL IX
0.51%0.49%$305.9万28.1万股$300.0万28.1万股00.00%持仓不变
IIRENIC ACQUISITION CORP
0.5%$304.8万30.0万股$00股+30.0万股新买入
AARES ACQUISITION CORP III
0.5%$301.5万30.0万股$00股+30.0万股新买入
AAGRICULTURE & NAT SOL ACQ
0.47%$285.5万25.0万股$00股+25.0万股新买入
GGENERAL CATALYST GBL RESIL M
0.17%$102.9万10.0万股$00股+10.0万股新买入
SSAFEGUARD ACQUISITION CL A ORD
0.17%0.17%$102.4万10.0万股$101.1万10.0万股00.00%持仓不变
GGENERAL PURPOSE ACQUISITION CL A ORD
0.17%0.16%$101.0万10.0万股$100.1万10.0万股00.00%持仓不变
CCHURCHILL CAP XI
0.07%0.04%$40.7万2.3万股$23.1万2.3万股00.00%持仓不变

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