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SG Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SG Capital Management LLC
报告期 2026-03-31 · CIK 0001510099
持仓数
88
前50大市值合计
$1.33B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 93 项
建仓 29
增持 12
减持 14
清仓 38
方向
标的
Δ市值
现股数(环比)
清仓
OSK
OSHKOSH CORP
-$142.7M
0
-100%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$134.1M
35,487
-92%
清仓
—
WNS HLDGS LTD
-$95.1M
0
-100%
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
CSGP
COSTAR GROUP INC
-$67.6M
94,737
-90%
减持
HAE
HAEMONETICS CORP MASS
-$59.1M
175,000
-81%
建仓
—
GENPACT LIMITED
+$58.8M
1,402,850
建仓
MIDD
MIDDLEBY CORP
+$55.3M
415,705
建仓
TTMI
TTM TECHNOLOGIES INC
+$53.8M
934,078
减持
GLW
CORNING INC
-$47.6M
498,061
-70%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$45.6M
328,703
清仓
DXCM
DEXCOM INC
-$44.0M
0
-100%
增持
LRN
STRIDE INC
+$43.4M
330,492
+719%
建仓
IESC
IES HLDGS INC
+$38.6M
97,094
建仓
ONTO
ONTO INNOVATION INC
+$35.0M
270,846
增持
BLKB
BLACKBAUD INC
+$34.1M
598,547
+777%
清仓
CIEN
CIENA CORP
-$32.9M
0
-100%
增持
LITE
LUMENTUM HLDGS INC
+$30.2M
214,121
+340%
清仓
ABM
ABM INDS INC
-$29.1M
0
-100%
建仓
EFOR
ASGN INC
+$28.3M
598,715
清仓
DY
DYCOM INDS INC
-$26.0M
0
-100%
建仓
—
HILLENBRAND INC
+$25.9M
956,290
增持
AZZ
AZZ INC
+$24.2M
376,040
+111%
清仓
PSN
PARSONS CORP DEL
-$23.2M
0
-100%
建仓
CGNX
COGNEX CORP
+$22.6M
500,000
清仓
CCOI
COGENT COMMUNICATIONS HLDGS
-$22.3M
0
-100%
增持
HURN
HURON CONSULTING GROUP INC
+$21.9M
250,489
+132%
减持
DV
DOUBLEVERIFY HLDGS INC
-$21.7M
1,000,000
-56%
清仓
CLH
CLEAN HARBORS INC
-$20.8M
0
-100%
清仓
—
FABRINET
-$19.8M
0
-100%
清仓
BDC
BELDEN INC
-$18.9M
0
-100%
建仓
ACVA
ACV AUCTIONS INC
+$17.1M
1,725,788
清仓
AVT
AVNET INC
-$16.9M
0
-100%
减持
MTX
MINERALS TECHNOLOGIES INC
-$14.8M
400,000
-44%
建仓
—
CALAVO GROWERS INC
+$13.4M
522,247
减持
CLS
CELESTICA INC
-$12.5M
76,383
-62%
清仓
FCFS
FIRSTCASH HOLDINGS INC
-$12.4M
0
-100%
建仓
FELE
FRANKLIN ELEC INC
+$12.3M
129,050
清仓
PRIM
PRIMORIS SVCS CORP
-$12.1M
0
-100%
清仓
CRMT
AMERICAS CAR-MART INC
-$11.9M
0
-100%
建仓
ATRO
ASTRONICS CORP
+$11.6M
254,707
增持
KRE
SPDR SERIES TRUST
+$11.0M
287,728
+138%
建仓
SANM
SANMINA CORPORATION
+$10.1M
87,399
清仓
—
VERINT SYS INC
-$9.1M
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$8.9M
0
-100%
清仓
BCO
BRINKS CO
-$8.8M
0
-100%
建仓
TILE
INTERFACE INC
+$8.8M
302,440
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$8.7M
174,654
+68%
减持
OSIS
OSI SYSTEMS INC
-$8.7M
13,764
-74%
建仓
CWST
CASELLA WASTE SYS INC
+$8.6M
91,151
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$8.6M
0
-100%
清仓
MTZ
MASTEC INC
-$8.5M
0
-100%
建仓
AAON
AAON INC
+$8.4M
90,113
建仓
—
AXALTA COATING SYS LTD
+$8.1M
284,462
建仓
RAL
RALLIANT CORP
+$8.1M
186,120
清仓
ETD
ETHAN ALLEN INTERIORS INC
-$8.1M
0
-100%
清仓
ADTN
ADTRAN HOLDINGS INC
-$7.6M
0
-100%
清仓
SKY
CHAMPION HOMES INC
-$7.1M
0
-100%
清仓
HNI
HNI CORP
-$6.8M
0
-100%
增持
—
AMBARELLA INC
+$6.7M
232,713
+23%
建仓
KEX
KIRBY CORP
+$6.7M
80,000
建仓
ICFI
ICF INTL INC
+$6.5M
69,918
清仓
CALX
CALIX INC
-$6.4M
0
-100%
清仓
PRDO
PERDOCEO ED CORP
-$6.3M
0
-100%
清仓
CDNA
CAREDX INC
-$6.2M
0
-100%
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$5.7M
107,496
建仓
PRLB
PROTO LABS INC
+$5.7M
113,587
增持
MNRO
MONRO INC
+$5.2M
694,037
+43%
增持
SON
SONOCO PRODS CO
+$4.7M
300,000
+60%
清仓
NSSC
NAPCO SEC TECHNOLOGIES INC
-$4.6M
0
-100%
清仓
GATX
GATX CORP
-$4.3M
0
-100%
减持
VECO
VEECO INSTRS INC DEL
+$4.2M
678,169
-16%
减持
CVSA
ADTALEM GLOBAL ED INC
-$4.0M
76,056
-39%
清仓
LINC
LINCOLN EDL SVCS CORP
-$3.9M
0
-100%
减持
MSM
MSC INDL DIRECT INC
-$3.9M
360,988
-17%
建仓
PHIN
PHINIA INC
+$3.9M
67,817
建仓
SVV
SAVERS VALUE VLG INC
+$3.8M
290,088
清仓
TPB
TURNING PT BRANDS INC
-$3.3M
0
-100%
建仓
IIIN
INSTEEL INDS INC
+$3.3M
85,131
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$3.2M
675,486
-15%
清仓
—
REV GROUP INC
-$3.2M
0
-100%
清仓
HEI
HEICO CORP NEW
-$3.2M
0
-100%
清仓
PWR
QUANTA SVCS INC
-$3.2M
0
-100%
清仓
ALG
ALAMO GROUP INC
-$3.1M
0
-100%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$3.0M
53,234
建仓
LGCY
LEGACY ED INC
+$2.3M
235,214
清仓
SNBRQ
SLEEP NUMBER CORP
-$2.1M
0
-100%
增持
—
GENIUS SPORTS LIMITED
+$2.1M
417,251
+42%
清仓
BELFB
BEL FUSE INC
-$2.1M
0
-100%
减持
OPLN
OPENLANE INC
-$1.2M
710,180
-20%
增持
WLY
WILEY JOHN & SONS INC
-$1.1M
1,474,796
+8%
减持
ESI
ELEMENT SOLUTIONS INC
-$437.5K
1,025,797
-12%
清仓
MAMA
MAMAS CREATIONS INC
-$371.3K
0
-100%
建仓
HVT
HAVERTY FURNITURE COS INC
+$325.0K
14,820
