本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
HCSF Management, LLC (CIK 1562453) reported $60.3M across 6 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: IMXI ($19.9M, 32.92%), MGRC ($16.0M, 26.48%), OOMA ($11.6M, 19.30%), MOD ($10.2M, 16.95%), GVA ($2.2M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IMXI | INTERNATIONAL MNY EXPRESS IN | $19.9M | 32.92% | 871,251 | Trimmed |
| 2 | MGRC | MCGRATH RENTCORP | $16.0M | 26.48% | 190,409 | Hold |
| 3 | OOMA | OOMA INC | $11.6M | 19.30% | 946,468 | Added |
| 4 | MOD | MODINE MFG CO | $10.2M | 16.95% | 790,000 | Hold |
| 5 | GVA | GRANITE CONSTR INC | $2.2M | 3.68% | 87,395 | Hold |
| 6 | EHTH | EHEALTH INC | $400,000 | 0.66% | 102,246 | Hold |
来源：SEC 13F 申报文件 · 截至 2022-09-30