CONTRARIAN CAPITAL MANAGEMENT, L.L.C.

报告期 2026-03-31 · CIK 0001050417

持仓数

前50大市值合计

$356.7M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

24Q2 调仓2024-03-31 → 2024-06-30 · 共 22 项建仓 2增持 9减持 8清仓 3

方向

标的

Δ市值

现股数(环比)

增持

GGB GERDAU SA

-$12.6M

20,276,940 +13%

减持

PBR PETROLEO BRASILEIRO SA PETRO

-$7.1M

4,125,803 -6%

减持

ASTL ALGOMA STL GROUP INC

-$6.8M

3,822,915 -3%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

TX TERNIUM SA

-$6.6M

1,062,813 -5%

减持

— ARCH RESOURCES INC

-$5.4M

365,910 -4%

减持

VALE VALE S A

-$4.1M

2,161,732 -7%

清仓

CLF CLEVELAND-CLIFFS INC NEW

-$3.4M

0 -100%

建仓

CZR CAESARS ENTERTAINMENT INC NE

+$3.2M

79,925

清仓

WBD WARNER BROS DISCOVERY INC

-$1.5M

0 -100%

增持

EEX EMERALD HOLDING INC

-$705.5K

730,424 +2%

增持

CCO CLEAR CHANNEL OUTDOOR HLDGS

-$516.0K

2,562,614 +2%

增持

ALTG ALTA EQUIPMENT GROUP INC

-$338.9K

258,679 +38%

建仓

EBS EMERGENT BIOSOLUTIONS INC

+$272.8K

40,000

减持

BV BRIGHTVIEW HLDGS INC

-$230.8K

249,621 -16%

增持

PBI PITNEY BOWES INC

+$211.3K

205,000 +6%

清仓

ACI ALBERTSONS COS INC

-$203.7K

0 -100%

增持

PRKS UNITED PARKS & RESORTS INC

+$165.4K

16,500 +27%

增持

M MACYS INC

-$136.6K

198,194 +1%

增持

— FRONTIER COMMUNICATIONS PARE

+$133.1K

35,500 +9%

增持

— GLATFELTER CORPORATION

+$66.1K

233,074 +81%

减持

— PLAYAGS INC

-$58.1K

74,598 -27%

减持

PBR/A PETROLEO BRASILEIRO SA PETRO

-$55.1K

14,197 -15%