AWH Capital, L.P.
DALLAS TX · SEC CIK 0001682475
$2.88亿2026Q2 申报市值
22持仓数
66.6%前十大占比 · 第一大 15.5%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GTX 加仓+$2,229.78万
GOOG 加仓+$1,489.29万
RDDT 新建仓+$1,307.06万
FCFS 加仓+$1,063.21万
IBKR 加仓+$1,012.97万
2026Q2 卖出最多 按季末市值估算
MSGE 清仓-$718.70万
MDXG 清仓-$39.50万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GTX | GARRETT MOTION INC | $4,459.55万 | 15.48% | 1,230,900 | 615,450 | 100.0% | $2,229.78万 | 加仓 |
| GOOG | ALPHABET INC | $2,978.57万 | 10.34% | 84,300 | 42,150 | 100.0% | $1,489.29万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $2,126.43万 | 7.38% | 98,300 | 49,150 | 100.0% | $1,063.21万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2,025.94万 | 7.03% | 232,760 | 116,380 | 100.0% | $1,012.97万 | 加仓 |
| REX | REX AMERICAN RES CORP | $1,331.92万 | 4.62% | 295,000 | 147,500 | 100.0% | $665.96万 | 加仓 |
| RDDT | REDDIT INC | $1,307.06万 | 4.54% | 75,300 | 75,300 | — | $1,307.06万 | 新建仓 |
| TPB | TURNING PT BRANDS INC | $1,305.23万 | 4.53% | 153,900 | 84,450 | 121.6% | $716.22万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1,292.76万 | 4.49% | 359,000 | 179,500 | 100.0% | $646.38万 | 加仓 |
| BV | BRIGHTVIEW HLDGS INC | $1,204.45万 | 4.18% | 850,000 | 557,500 | 190.6% | $789.98万 | 加仓 |
| AMRZ | AMRIZE LTD | $1,167.27万 | 4.05% | 219,000 | 109,500 | 100.0% | $583.63万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $1,164.06万 | 4.04% | 146,000 | 53,500 | 57.8% | $426.56万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,138.19万 | 3.95% | 5,470 | 2,735 | 100.0% | $569.10万 | 加仓 |
| CXW | CORECIVIC INC | $1,063.30万 | 3.69% | 350,000 | 175,000 | 100.0% | $531.65万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $1,044.23万 | 3.62% | 201,200 | 100,600 | 100.0% | $522.11万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $972.52万 | 3.37% | 470,500 | 235,250 | 100.0% | $486.26万 | 加仓 |
| VGNT | VERSIGENT PLC | $946.07万 | 3.28% | 225,200 | 225,200 | — | $946.07万 | 新建仓 |
| EOLS | EVOLUS INC | $867.50万 | 3.01% | 1,250,000 | 625,000 | 100.0% | $433.75万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $720.36万 | 2.50% | 90,000 | 45,000 | 100.0% | $360.18万 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $710.10万 | 2.46% | 49,484 | 24,742 | 100.0% | $355.05万 | 加仓 |
| POWW | OUTDOOR HOLDING CO | $462.84万 | 1.61% | 2,030,000 | 1,015,000 | 100.0% | $231.42万 | 加仓 |
| WLTH | WEALTHFRONT CORP | $321.84万 | 1.12% | 360,000 | 360,000 | — | $321.84万 | 新建仓 |
| AZUL | AZUL S A | $206.77万 | 0.72% | 230,000 | 230,000 | — | $206.77万 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $0 | 0.00% | 0 | -122,000 | -100.0% | -$718.70万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$39.50万 | 清仓 |