PAR CAPITAL MANAGEMENT INC

报告期 2026-03-31 · CIK 0001051359

持仓数

前50大市值合计

$3.45B

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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 27 项建仓 4增持 9减持 12清仓 2

方向

标的

Δ市值

现股数(环比)

减持

DAL DELTA AIR LINES INC DEL

-$48.4M

4,500,000 -0%

减持

LUV SOUTHWEST AIRLS CO

-$31.8M

1,500,000 -25%

减持

UBER UBER TECHNOLOGIES INC

-$26.3M

6,000,000

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

ALK ALASKA AIR GROUP INC

-$23.8M

1,080,000 -10%

减持

ULCC FRONTIER GROUP HLDGS INC

-$22.4M

2,000,000 -40%

减持

AAL AMERICAN AIRLS GROUP INC

-$18.2M

2,500,000 -11%

增持

EXPE EXPEDIA GROUP INC

-$16.3M

3,450,000 +1%

增持

CAR AVIS BUDGET GROUP

+$15.2M

731,359 +44%

减持

SNCY SUN CTRY AIRLS HLDGS INC

-$12.7M

1,414,200 -6%

增持

WEX WEX INC

+$11.3M

1,854,900 +0%

增持

HTZ HERTZ GLOBAL HLDGS INC

+$10.0M

1,112,571 +456%

增持

CVNA CARVANA CO

+$9.6M

402,000 +43%

减持

SABR SABRE CORP

+$6.0M

5,000,000 -3%

增持

SQ BLOCK INC

+$5.5M

500,000 +100%

增持

MAR MARRIOTT INTL INC NEW

+$4.0M

22,800 +714%

建仓

GBTG GLOBAL BUSINESS TRAVEL GROUP

+$3.0M

541,851

减持

TRIP TRIPADVISOR INC

-$2.8M

5,200,000 -4%

增持

— VACASA INC

+$2.4M

9,413,300 +236%

清仓

DASH DOORDASH INC

-$917.0K

0 -100%

减持

VLRS CONTROLADORA VUELA COMP DE A

-$772.2K

54,737 -33%

建仓

— WIX COM LTD

+$504.9K

5,500

建仓

JPM JPMORGAN CHASE & CO

+$435.1K

3,000

清仓

KMX CARMAX INC

-$418.5K

0 -100%

建仓

MA MASTERCARD INCORPORATED

+$395.9K

1,000

增持

H HYATT HOTELS CORP

-$254.4K

121,961 +6%

减持

— SPIRIT AIRLS INC

-$143.2K

100,000 -4%

减持

GOOGL ALPHABET INC

-$14.1K

26,500 -9%