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
Selz Capital LLC (CIK 1288125) reported $569.8M across 61 reported positions in its SEC 13F filing for 2019-12-31. Largest positions: AL ($48.0M, 8.42%), SPXC ($36.5M, 6.40%), TMQ ($34.0M, 5.98%), ATH ($26.6M, 4.67%), WSC ($25.8M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AL | AIR LEASE CORP USD0.01 | $48.0M | 8.42% | 1.0M | Hold |
| 2 | SPXC | SPX CORP COM USD10 | $36.5M | 6.40% | 716,444 | Hold |
| 3 | TMQ | TRILOGY METALS INC NEWCOM NPV | $34.0M | 5.98% | 13.1M | Trimmed |
| 4 | ATH | ATHENE HOLDING LTD | $26.6M | 4.67% | 565,200 | Trimmed |
| 5 | WSC | WILLSCOT CORP COM | $25.8M | 4.54% | 1.4M | Added |
| 6 | AMZN | AMAZON.COM INC | $25.5M | 4.48% | 13,800 | Trimmed |
| 7 | AAL | AMERICAN AIRLINES GROUPINC COM | $24.2M | 4.25% | 845,000 | New |
| 8 | WPX | WPX ENERGY INC COM USD1 | $19.2M | 3.37% | 1.4M | Hold |
| 9 | BRKB | BERKSHIRE HATHAWAY INCCOM USD0 | $17.0M | 2.98% | 75,000 | New |
| 10 | MSFT | MICROSOFT CORP | $15.3M | 2.68% | 97,000 | Trimmed |
| 11 | UNP | UNION PACIFIC CORP COM | $15.0M | 2.63% | 83,000 | New |
| 12 | LII | LENNOX INTERNATIONAL INCCOM US | $13.2M | 2.32% | 54,084 | New |
| 13 | HEI | HEICO CORP | $12.3M | 2.15% | 107,500 | New |
| 14 | WORK | SLACK TECHNOLOGIES INCCOM CL A | $12.2M | 2.14% | 542,000 | New |
| 15 | LSXMK | LIBERTY MEDIA CORP SIRIUSXM C | $11.1M | 1.95% | 230,250 | Added |
| 16 | NXST | NEXSTAR MEDIA GROUP INCCL A | $10.7M | 1.89% | 91,600 | Added |
| 17 | CME | CME GROUP INC COM | $10.6M | 1.87% | 53,000 | New |
| 18 | GOOGL | ALPHABET INC CAP STK CLA | $10.4M | 1.83% | 7,800 | Trimmed |
| 19 | FIS | FIDELITY NATL INFORMATIONSERVI | $10.2M | 1.78% | 73,000 | New |
| 20 | SBGI | SINCLAIR BROADCAST GROUPINC CL | $9.7M | 1.71% | 291,600 | Added |
| 21 | FDX | FEDEX CORP COM USD0.10 | $9.5M | 1.67% | 63,000 | New |
| 22 | B | BARRICK GOLD CORP COMNPV ISIN# | $9.3M | 1.63% | 500,000 | Hold |
| 23 | CRWD | CROWDSTRIKE HLDGS INCCL A WHEN | $9.1M | 1.59% | 182,000 | Added |
| 24 | WCN | WASTE CONNECTIONS INC(CA) COM | $9.0M | 1.59% | 99,500 | New |
| 25 | RNG | RINGCENTRAL INC-CLASSA | $8.6M | 1.52% | 51,200 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2019-12-31