首页 › 机构 › OAKVIEW CAPITAL MANAGEMENT, L.P.
OAKVIEW CAPITAL MANAGEMENT, L.P.
特别关注No.9762 数据截至 2024Q3最新持仓市值 (Q3 2024)
$2,149.0万
环比变动 Q2 2024
-$1,029.6万-32.4%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q3 2024 市值 | Q3 2024 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 空气化工APD |
| 18.95% | 12.01% | $407.1万 | 1.4万股 | $381.7万 | 1.5万股 | -1,117股-7.55% | 减仓 |
 迪尔DE |
| 17.93% | 12.61% | $385.4万 | 9,234股 | $400.7万 | 1.1万股 | -1,491股-13.90% | 减仓 |
 CHUBB LIMITEDCB |
| 10.97% | 7.45% | $235.7万 | 8,173股 | $236.9万 | 9,286股 | -1,113股-11.99% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 9.18% | 6.48% | $197.3万 | 1.1万股 | $205.9万 | 1.3万股 | -1,424股-11.06% | 减仓 |
 T-MOBILE US COMTMUS |
| 8.63% | 5.7% | $185.4万 | 8,984股 | $181.0万 | 1.0万股 | -1,292股-12.57% | 减仓 |
 鲍尔公司BALL |
| 8.27% | 5.53% | $177.7万 | 2.6万股 | $175.9万 | 2.9万股 | -3,143股-10.73% | 减仓 |
 德州仪器TXN |
| 7% | 8.42% | $150.4万 | 7,279股 | $267.8万 | 1.4万股 | -6,485股-47.12% | 减仓 |
 DOW COMDOW |
| 6.91% | 5.22% | $148.5万 | 2.7万股 | $165.8万 | 3.1万股 | -4,076股-13.04% | 减仓 |
| CCARMAXKMX |
| 6.34% | 4.7% | $136.3万 | 1.8万股 | $149.4万 | 2.0万股 | -2,759股-13.54% | 减仓 |
 CORTEVA COMCTVA |
| 5.52% | 4.11% | $118.6万 | 2.0万股 | $130.7万 | 2.4万股 | -4,048股-16.71% | 减仓 |
 CANNAECNNE |
| 0.31% | — | $6.7万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
