Coliseum Capital Management, LLC
Rowayton CT · SEC CIK 0001409751
$12.20亿2026Q1 申报市值
13持仓数
95.6%前十大占比 · 第一大 19.8%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BLDR 加仓+$1.08亿
SONO 加仓+$4,208.25万
WSC 加仓+$1,923.27万
MBC 加仓+$1,597.26万
ATKORE INC CMN 加仓+$811.57万
2026Q1 卖出最多 按季末市值估算
NATL 减仓-$4,560.31万
INNV 减仓-$1,490.21万
PRMB 减仓-$761.16万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SONO | SONOS INC CMN | $2.42亿 | 19.85% | 18,070,762 | 3,140,482 | 21.0% | $4,208.25万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE, INC. CMN | $1.72亿 | 14.13% | 2,093,218 | 1,312,570 | 168.1% | $1.08亿 | 加仓 |
| HRI | HERC HOLDINGS INC. CMN | $1.65亿 | 13.56% | 1,662,062 | 73,414 | 4.6% | $730.84万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INSTITUTE INC CMN | $1.43亿 | 11.75% | 3,971,440 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT MOBILE MINI HOLDINGS CORP. CMN | $1.08亿 | 8.85% | 6,219,477 | 1,107,875 | 21.7% | $1,923.27万 | 加仓 |
| MBC | MASTERBRAND INC CMN | $1.05亿 | 8.65% | 12,694,710 | 1,922,096 | 17.8% | $1,597.26万 | 加仓 |
| MCFT | MASTERCRAFT BOAT HOLDINGS INC CMN | $7,583.41万 | 6.22% | 3,697,422 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORP CMN | $6,644.75万 | 5.45% | 1,524,725 | -1,046,423 | -40.7% | -$4,560.31万 | 减仓 |
| — | ATKORE INC CMN | $5,579.19万 | 4.57% | 947,070 | 137,765 | 17.0% | $811.57万 | 加仓 |
| — | PURPLE INNOVATION INC CMN | $3,098.07万 | 2.54% | 46,855,291 | 0 | 0.0% | — | 不变 |
| ACH | ACCENDRA HEALTH INC CMN | $2,986.98万 | 2.45% | 13,100,807 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORP CMN CLASS A | $1,529.25万 | 1.25% | 812,136 | -404,225 | -33.2% | -$761.16万 | 减仓 |
| INNV | INNOVAGE HOLDING CORP CMN | $894.08万 | 0.73% | 1,114,809 | -1,858,112 | -62.5% | -$1,490.21万 | 减仓 |