Solas Capital Management, LLC

报告期 2026-03-31 · CIK 0001604867

持仓数

前50大市值合计

$173.9M

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 21 项建仓 2增持 4减持 13清仓 2

方向

标的

Δ市值

现股数(环比)

建仓

MOH MOLINA HEALTHCARE INC

+$10.9M

56,737

减持

EPSN EPSILON ENERGY LTD

-$9.0M

3,619,613 -2%

清仓

— WALGREENS BOOTS ALLIANCE INC

-$8.9M

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。

ASTL ALGOMA STL GROUP INC

建仓

SEG SEAPORT ENTMT GROUP INC

+$5.3M

232,238

减持

VTOL BRISTOW GROUP INC

-$5.3M

81,443 -67%

增持

— THE ODP CORP

+$4.8M

264,097 +87%

减持

— ZIMVIE INC

+$3.6M

530,013 -23%

增持

ACOG ALPHA COGNITION INC

-$3.6M

1,282,192 +0%

减持

SNWV SANUWAVE HEALTH INC

-$2.2M

201,304 -32%

减持

GT GOODYEAR TIRE & RUBR CO

-$2.1M

691,569 -2%

减持

FENC FENNEC PHARMACEUTICALS INC

+$1.9M

2,187,902 -2%

减持

SPWH SPORTSMANS WHSE HLDGS INC

-$1.6M

191,116 -70%

减持

GO GROCERY OUTLET HLDG CORP

-$1.3M

676,142 -31%

减持

SNDA SONIDA SENIOR LIVING INC

+$1.1M

467,709 -1%

减持

MERC MERCER INTL INC

-$1.1M

1,650,032 -1%

减持

AAP ADVANCE AUTO PARTS INC

-$949.4K

146,617 -32%

增持

ASIX ADVANSIX INC

-$564.2K

521,141 +16%

减持

REGN REGENERON PHARMACEUTICALS

+$481.6K

18,218 -2%

增持

— MODULAR MED INC

+$275.4K

3,778,480 +19%

清仓

CTRN CITI TRENDS INC

-$162.8K

0 -100%