AWH Capital, L.P.
DALLAS TX · SEC CIK 0001682475
$1.10亿2026Q1 申报市值
20持仓数
71.9%前十大占比 · 第一大 11.0%
2 / 2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
VSNT 新建仓+$664.51万
POWW 加仓+$88.44万
MDXG 新建仓+$39.50万
BV 加仓+$23.58万
2026Q1 卖出最多 按季末市值估算
OZK 清仓-$407.74万
SOUTHLAND HLDGS 清仓-$116.37万
CXW 减仓-$42.55万
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 |
|---|---|---|---|---|---|---|---|---|
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | -88,600 | -100.0% | -$407.74万 | 清仓 |
| — | SOUTHLAND HLDGS INC | $0 | 0.00% | 0 | -350,500 | -100.0% | -$116.37万 | 清仓 |
| MDXG | MIMEDX GROUP INC | $39.50万 | 0.36% | 100,000 | 100,000 | — | $39.50万 | 新建仓 |
| POWW | OUTDOOR HOLDING CO | $204.01万 | 1.85% | 1,015,000 | 440,000 | 76.5% | $88.44万 | 加仓 |
| EOLS | EVOLUS INC | $256.88万 | 2.33% | 625,000 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $290.02万 | 2.63% | 45,000 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INC | $330.93万 | 3.01% | 175,000 | -22,500 | -11.4% | -$42.55万 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $332.41万 | 3.02% | 24,742 | 0 | 0.0% | — | 不变 |
| BV | BRIGHTVIEW HLDGS INC | $344.86万 | 3.13% | 292,500 | 20,000 | 7.3% | $23.58万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $349.10万 | 3.17% | 92,500 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $429.56万 | 3.90% | 100,600 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $515.45万 | 4.68% | 2,735 | 0 | 0.0% | — | 不变 |
| TPB | TURNING PT BRANDS INC | $602.76万 | 5.47% | 69,450 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $613.42万 | 5.57% | 109,500 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $613.53万 | 5.57% | 235,250 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $664.51万 | 6.04% | 179,500 | 179,500 | — | $664.51万 | 新建仓 |
| REX | REX AMERICAN RES CORP | $672.16万 | 6.11% | 147,500 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $718.70万 | 6.53% | 122,000 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $780.56万 | 7.09% | 116,380 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $924.02万 | 8.39% | 49,150 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $1,118.27万 | 10.16% | 615,450 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,209.11万 | 10.98% | 42,150 | 0 | 0.0% | — | 不变 |