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"tickerStatus": "sec_name" }, { "nameOfIssuer": "MACYS INC", "cusip": "55616P104", "ticker": null, "titleOfClass": "COM", "shares": 3038355, "valueUsd": 54963842, "putCall": null, "key": "55616P104|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 3038355, "status": "new", "tickerStatus": "unmapped" }, { "nameOfIssuer": "LENNAR CORP", "cusip": "526057302", "ticker": null, "titleOfClass": "CL B", "shares": 237703, "valueUsd": 19995576, "putCall": null, "key": "526057302|SH", "prevShares": 180980, "prevValueUsd": 17214818, "sharesDelta": 56723, "status": "increased", "tickerStatus": "unmapped" }, { "nameOfIssuer": "JEFFERIES FINANCIAL GROUP IN", "cusip": "47233W109", "ticker": "JEF", "titleOfClass": "COM", "shares": 433558, "valueUsd": 17892939, "putCall": null, "key": "47233W109|SH", "prevShares": 433558, "prevValueUsd": 26867589, "sharesDelta": 0, "status": "unchanged", "tickerStatus": "sec_name" } ], "previousReportDate": "2025-12-31", "previousTotalValueUsd": 274160086701, 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"sharesDelta": 1060882, "status": "new", "tickerStatus": "unmapped" }, { "nameOfIssuer": "LAMAR ADVERTISING CO NEW", "cusip": "512816109", "ticker": "LAMR", "titleOfClass": "CL A", "shares": 1202110, "valueUsd": 147162306, "putCall": null, "key": "512816109|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 1202110, "status": "new", "tickerStatus": "sec_name" }, { "nameOfIssuer": "ALLEGION PLC", "cusip": "G0176J109", "ticker": "ALLE", "titleOfClass": "ORD SHS", "shares": 780133, "valueUsd": 138356588, "putCall": null, "key": "G0176J109|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 780133, "status": "new", "tickerStatus": "sec_name" }, { "nameOfIssuer": "NVR INC", "cusip": "62944T105", "ticker": "NVR", "titleOfClass": "COM", "shares": 11112, "valueUsd": 89281142, "putCall": null, "key": "62944T105|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 11112, "status": "new", "tickerStatus": "sec_name" }, { "nameOfIssuer": "JEFFERIES FINL GROUP INC", "cusip": "47233W109", "ticker": null, "titleOfClass": "COM", "shares": 433558, "valueUsd": 28363364, "putCall": null, "key": "47233W109|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 433558, "status": "new", "tickerStatus": "unmapped" }, { "nameOfIssuer": "LIBERTY LATIN AMERICA LTD", "cusip": "G9001E102", "ticker": "LILA", "titleOfClass": "COM CL A", "shares": 2630792, "valueUsd": 21809266, "putCall": null, "key": "G9001E102|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 2630792, "status": "new", "tickerStatus": "sec_name" }, { "nameOfIssuer": "DIAGEO P L C", "cusip": "25243Q205", "ticker": "DEO", "titleOfClass": "SPON ADR NEW", "shares": 227750, "valueUsd": 21734183, "putCall": null, "key": "25243Q205|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 227750, "status": "new", "tickerStatus": "existing" }, { "nameOfIssuer": "LENNAR CORP", "cusip": "526057302", "ticker": null, "titleOfClass": "CL B", "shares": 180980, "valueUsd": 21715790, "putCall": null, "key": "526057302|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 180980, "status": "new", "tickerStatus": "unmapped" }, { "nameOfIssuer": "LIBERTY LATIN AMERICA LTD", "cusip": "G9001E128", "ticker": "LILA", "titleOfClass": "COM CL C", "shares": 1284020, "valueUsd": 10837129, "putCall": null, "key": "G9001E128|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 1284020, "status": "new", "tickerStatus": "sec_name" }, { "nameOfIssuer": "ATLANTA BRAVES HLDGS INC", "cusip": "047726302", "ticker": "BATRK", "titleOfClass": "COM SER C", "shares": 223645, "valueUsd": 9301396, "putCall": null, "key": "047726302|SH", "prevShares": 0, "prevValueUsd": 0, "sharesDelta": 223645, "status": "new", "tickerStatus": "existing" } ] } ], "sources": [ "SEC EDGAR 13F-HR" ], "disclaimer": "数据来自 SEC 13F 披露，存在 45 日滞后；价值为申报表口径（非实时市价）。不构成投资建议。" }