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Skylands Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Skylands Capital, LLC
报告期 2026-03-31 · CIK 0001299910
持仓数
155
前50大市值合计
$612.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 131 项
建仓 6
增持 40
减持 69
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
JYNT
JOINT CORP
-$9.8M
345,065
+4%
减持
CCI
CROWN CASTLE INTL CORP NEW
+$7.7M
264,805
-4%
增持
LOPE
GRAND CANYON ED INC
+$7.6M
239,526
+63%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
OC
OWENS CORNING NEW
+$6.8M
228,650
+41%
增持
CTSO
CYTOSORBENTS CORP
-$6.8M
1,946,374
+6%
增持
GM
GENERAL MTRS CO
+$6.6M
772,675
+5%
减持
AAPL
APPLE INC
+$6.1M
355,900
-12%
减持
UNP
UNION PAC CORP
+$4.7M
257,700
-16%
减持
FMC
FMC CORP
+$4.5M
264,625
-1%
建仓
TMUS
T-MOBILE US INC
+$4.5M
38,550
增持
—
VERSO CORP
+$4.1M
624,850
+1%
减持
MP
MP MATERIALS CORP
+$3.8M
300,800
-2%
减持
IMMR
IMMERSION CORP
-$3.8M
471,142
-50%
增持
WAB
WABTEC
+$3.7M
106,675
+51%
减持
—
NAUTILUS INC
-$3.5M
621,300
-20%
增持
META
META PLATFORMS INC
+$3.1M
23,420
+66%
减持
—
BEACON ROOFING SUPPLY INC
+$3.1M
429,435
-5%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
+$2.9M
192,859
+56%
建仓
—
HIBBETT INC
+$2.7M
37,300
增持
C
CITIGROUP INC
+$2.7M
254,000
+41%
增持
GBX
GREENBRIER COS INC
+$2.3M
85,200
+132%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$2.3M
20,325
-54%
增持
FTHM
FATHOM HOLDINGS INC
+$2.2M
215,462
+166%
建仓
BBY
BEST BUY INC
+$2.1M
20,650
减持
ON
ON SEMICONDUCTOR CORP
+$2.0M
103,150
-7%
增持
NEM
NEWMONT CORP
+$1.8M
68,200
+53%
建仓
—
IHS HOLDING LIMITED
+$1.7M
123,950
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.6M
199,545
+9%
增持
OSIS
OSI SYSTEMS INC
+$1.6M
45,050
+64%
减持
—
HILLENBRAND INC
+$1.6M
171,650
-0%
减持
MKTX
MARKETAXESS HLDGS INC
-$1.5M
525
-87%
减持
ABBV
ABBVIE INC
-$1.5M
500
-97%
减持
NSP
INSPERITY INC
-$1.4M
12,375
-53%
减持
EXP
EAGLE MATERIALS INC
+$1.4M
50,885
-5%
减持
—
NV5 GLOBAL INC
-$1.3M
59,480
-39%
减持
NSC
NORFOLK SOUTHERN CORP
+$1.3M
58,455
-13%
增持
NWPX
NORTHWEST PIPE CO
+$1.3M
89,100
+39%
减持
—
ENCORE WIRE CORP
-$1.3M
70,450
-41%
清仓
—
VIACOMCBS INC
-$1.2M
0
-100%
清仓
BWMN
BOWMAN CONSULTING GROUP LTD
-$1.2M
0
-100%
减持
CBOE
CBOE GLOBAL MKTS INC
-$1.1M
87,565
-13%
清仓
WYNN
WYNN RESORTS LTD
-$1.1M
0
-100%
减持
GOOGL
ALPHABET INC
-$1.1M
2,950
-18%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.1M
94,300
+15%
减持
AMT
AMERICAN TOWER CORP NEW
+$1.0M
38,480
-0%
建仓
TMDX
TRANSMEDICS GROUP INC
+$981.0K
51,200
减持
WMB
WILLIAMS COS INC
-$953.0K
249,750
-13%
减持
ROG
ROGERS CORP
-$776.0K
6,145
-53%
减持
PLBY
PLBY GROUP INC
-$763.0K
68,750
-38%
增持
MATW
MATTHEWS INTL CORP
+$741.0K
73,410
+31%
减持
—
SMITH MICRO SOFTWARE INC
-$736.0K
28,150
-84%
减持
ROCK
GIBRALTAR INDS INC
-$726.0K
77,400
-8%
增持
FDX
FEDEX CORP
+$713.0K
4,875
+95%
清仓
CSCO
CISCO SYS INC
-$708.0K
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$705.0K
3
-40%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$681.0K
18,125
-34%
减持
LVS
LAS VEGAS SANDS CORP
-$651.0K
37,000
-34%
增持
HLLY
HOLLEY INC
+$650.0K
377,000
+6%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$640.0K
436,536
+28%
减持
CWST
CASELLA WASTE SYS INC
-$624.0K
1,525
-85%
增持
—
STERICYCLE INC
+$596.0K
18,200
+153%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$587.0K
25,846
-37%
减持
MCFT
MASTERCRAFT BOAT HLDGS INC
+$580.0K
191,300
-1%
增持
VICI
VICI PPTYS INC
+$578.0K
69,050
+31%
增持
QRHC
QUEST RESOURCE HLDG CORP
+$565.0K
273,686
+25%
清仓
CPNG
COUPANG INC
-$557.0K
0
-100%
清仓
PINS
PINTEREST INC
-$510.0K
0
-100%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$509.0K
64,200
-6%
减持
ENS
ENERSYS
+$476.0K
127,650
-1%
增持
ACCO
ACCO BRANDS CORP
+$465.0K
153,523
+64%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$439.0K
113,200
-14%
减持
V
VISA INC
-$433.0K
63,415
-0%
增持
GLD
SPDR GOLD TRUST
+$430.0K
53,975
+1%
减持
NG
NOVAGOLD RES INC
-$420.0K
216,550
-22%
增持
GTN
GRAY TELEVISION INC
-$403.0K
285,800
+6%
减持
SPGI
S&P GLOBAL INC
-$394.0K
5,175
-22%
建仓
FLWS
1 800 FLOWERS COM INC
+$393.0K
16,800
清仓
—
VERTEX ENERGY INC
-$392.0K
0
-100%
减持
CSX
CSX CORP
+$380.0K
54,350
-3%
增持
VNT
VONTIER CORPORATION
+$375.0K
71,800
+32%
增持
—
ARCH RESOURCES INC
-$366.0K
395,675
+1%
减持
CME
CME GROUP INC
-$354.0K
21,050
-21%
清仓
INFU
INFUSYSTEM HLDGS INC
-$351.0K
0
-100%
减持
GATX
GATX CORP
-$346.0K
7,570
-40%
增持
—
TWITTER INC
+$346.0K
120,200
+50%
减持
—
TRISTATE CAP HLDGS INC
+$346.0K
58,341
-13%
清仓
FCX
FREEPORT-MCMORAN INC
-$325.0K
0
-100%
减持
RSVR
RESERVOIR MEDIA INC
-$323.0K
90,500
-21%
清仓
INNV
INNOVAGE HLDG CORP
-$312.0K
0
-100%
增持
CRWS
CROWN CRAFTS INC
+$301.0K
539,084
+10%
清仓
—
DUN & BRADSTREET HLDGS INC
-$298.0K
0
-100%
减持
—
WHEELER REAL ESTATE INVT TR
-$287.0K
106,301
-37%
增持
POWW
AMMO INC
+$283.0K
834,300
+20%
减持
UHAL
AMERCO
-$283.0K
3,970
-19%
增持
TWIN
TWIN DISC INC
+$282.0K
131,221
+21%
增持
—
DENNYS CORP
+$258.0K
38,800
+75%
增持
JPM
JPMORGAN CHASE & CO
-$254.0K
63,650
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$245.0K
5,250
-21%
增持
—
TUESDAY MORNING CORP
-$237.0K
877,124
+10%
减持
LECO
LINCOLN ELEC HLDGS INC
+$225.0K
22,295
-0%
减持
OSK
OSHKOSH CORP
+$199.0K
195,357
-8%
增持
LOVE
LOVESAC COMPANY
+$177.0K
128,215
+2%
增持
—
COMSCORE INC
+$160.0K
523,000
+29%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$156.0K
275,150
-5%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
+$156.0K
127,661
-2%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$156.0K
3,800
-49%
减持
DBI
DESIGNER BRANDS INC
-$153.0K
476,122
-4%
增持
NVEC
NVE CORP
+$150.0K
8,100
+29%
清仓
JRSH
JERASH HLDGS US INC
-$146.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
+$136.0K
14,380
-11%
减持
CCK
CROWN HOLDINGS INC
-$127.0K
3,950
-29%
减持
—
BARRICK GOLD CORP
+$120.0K
295,700
-3%
减持
—
BLACKROCK INC
+$116.0K
3,690
-5%
减持
MLM
MARTIN MARIETTA MATLS INC
+$112.0K
8,680
-20%
减持
MKSI
MKS INSTRS INC
+$99.0K
5,250
-3%
减持
BC
BRUNSWICK CORP
+$73.0K
15,900
-1%
清仓
—
ZIX CORP
-$71.0K
0
-100%
增持
—
REALOGY HLDGS CORP
+$70.0K
125,850
+8%
减持
NOVT
NOVANTA INC
-$65.0K
2,120
-25%
减持
RJF
RAYMOND JAMES FINL INC
-$55.0K
3,637
-20%
减持
PCYO
PURE CYCLE CORP
+$54.0K
82,100
-5%
减持
BOOT
BOOT BARN HLDGS INC
+$30.0K
12,900
-26%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
+$30.0K
9,000
-14%
减持
—
BERRY GLOBAL GROUP INC
-$30.0K
18,250
-19%
减持
HCKT
HACKETT GROUP INC
+$27.0K
71,500
-3%
清仓
TNC
TENNANT CO
-$26.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$12.0K
840
-13%
清仓
BSY
BENTLEY SYS INC
-$12.0K
0
-100%
减持
GBCI
GLACIER BANCORP INC NEW
+$6.0K
17,150
-2%
减持
SHW
SHERWIN WILLIAMS CO
+$1.0K
500
-20%
清仓
OXY/WS
OCCIDENTAL PETE CORP
+$0
0
-100%
