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Hestia Capital Management, LLC
特别关注No.9354最新持仓市值 (Q2 2026)
$7,550.3万
环比变动 Q1 2026
-$3,587.9万-32.2%
| 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 |
|---|
 PITNEY BOWESPBI |
| 78.97% | 80.91% | $5,962.8万 | 340.3万股 | $9,012.2万 | 815.6万股 | -475.2万股-58.27% | 减仓 |
| KKOHLS COMKSS |
| 7.08% | 3.47% | $534.3万 | 30.2万股 | $386.4万 | 30.0万股 | +2,000股+0.67% | 加仓 |
 FLOWERS FOODSFLO |
| 3.8% | 2% | $286.8万 | 36.3万股 | $222.7万 | 27.3万股 | +9.0万股+32.82% | 加仓 |
| CCARVANA CL ACVNA |
| 2.65% | 0.34% | $200.1万 | 3.0万股 | $37.7万 | 6,000股 | +2.4万股+406.67% | 加仓 |
 AMETEK COMAME |
| 2.05% | — | $154.8万 | 6,400股 | $0 | 0股 | +6,400股 | 新买入 |
| KKB HOMEKBH |
| 1.54% | 0.89% | $116.4万 | 1.9万股 | $98.8万 | 1.9万股 | -500股-2.62% | 减仓 |
| BBANK OF AMERBAC |
| 1.43% | 0.83% | $108.3万 | 1.9万股 | $92.6万 | 1.9万股 | 00.00% | 持仓不变 |
 永利度假村WYNN |
| 1.36% | 0.97% | $102.9万 | 1.1万股 | $107.6万 | 1.1万股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 1.11% | 0.47% | $84.0万 | 3,300股 | $52.8万 | 3,500股 | -200股-5.71% | 减仓 |
