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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 123 项
建仓 17
增持 43
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
—
VERSO CORP
-$16.7M
6,550
-99%
减持
—
ARCH RESOURCES INC
+$14.5M
368,690
-7%
增持
JYNT
JOINT CORP
-$10.0M
356,899
+3%
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
GOOGL
ALPHABET INC
+$8.8M
6,225
+111%
增持
GM
GENERAL MTRS CO
-$8.7M
836,625
+8%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$6.3M
265,290
+0%
减持
C
CITIGROUP INC
-$5.1M
191,750
-25%
增持
OC
OWENS CORNING NEW
+$4.9M
279,550
+22%
增持
META
META PLATFORMS INC
+$4.8M
57,030
+144%
增持
—
HIBBETT INC
+$4.6M
164,125
+340%
增持
TMUS
T-MOBILE US INC
+$4.5M
69,675
+81%
清仓
OSIS
OSI SYSTEMS INC
-$4.2M
0
-100%
增持
MP
MP MATERIALS CORP
+$4.0M
307,175
+2%
减持
—
ENCORE WIRE CORP
-$3.9M
53,800
-24%
减持
—
BEACON ROOFING SUPPLY INC
-$3.8M
352,185
-18%
减持
OSK
OSHKOSH CORP
-$3.6M
183,175
-6%
减持
AAPL
APPLE INC
-$2.9M
345,195
-3%
减持
LOPE
GRAND CANYON ED INC
-$2.8M
182,752
-24%
减持
ROCK
GIBRALTAR INDS INC
-$2.7M
58,014
-25%
建仓
CYRX
CRYOPORT INC
+$2.3M
64,750
增持
—
BARRICK GOLD CORP
+$2.2M
317,100
+7%
增持
GLD
SPDR GOLD TRUST
+$2.0M
62,375
+16%
减持
V
VISA INC
-$1.9M
53,380
-16%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.8M
5,100
-72%
减持
—
HILLENBRAND INC
-$1.7M
164,100
-4%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.6M
38,280
-1%
减持
ROG
ROGERS CORP
-$1.6M
240
-96%
减持
FMC
FMC CORP
+$1.6M
233,175
-12%
增持
CBOE
CBOE GLOBAL MKTS INC
+$1.6M
113,365
+29%
减持
MCFT
MASTERCRAFT BOAT HLDGS INC
-$1.4M
162,250
-15%
增持
LOVE
LOVESAC COMPANY
-$1.4M
131,165
+2%
清仓
LVS
LAS VEGAS SANDS CORP
-$1.4M
0
-100%
增持
VNT
VONTIER CORPORATION
+$1.4M
141,025
+96%
增持
CTSO
CYTOSORBENTS CORP
-$1.4M
2,127,952
+9%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.4M
0
-100%
减持
—
TWITTER INC
-$1.3M
100,700
-16%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.3M
9,300
-54%
减持
—
NV5 GLOBAL INC
-$1.3M
52,205
-12%
增持
—
NAUTILUS INC
-$1.2M
621,600
+0%
建仓
ESI
ELEMENT SOLUTIONS INC
+$1.2M
54,300
增持
JPM
JPMORGAN CHASE & CO
-$1.1M
65,550
+3%
减持
UNP
UNION PAC CORP
+$1.1M
241,790
-6%
减持
CME
CME GROUP INC
-$1.1M
15,525
-26%
清仓
—
STERICYCLE INC
-$1.1M
0
-100%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$1.1M
29,600
+855%
建仓
—
XPERI HOLDING CORP
+$1.1M
60,750
减持
CMCO
COLUMBUS MCKINNON CORP N Y
-$1.0M
186,259
-3%
增持
EXP
EAGLE MATERIALS INC
-$1.0M
58,085
+14%
增持
—
BLACKROCK INC
+$1.0M
5,740
+56%
建仓
—
PIONEER NAT RES CO
+$1.0M
4,000
减持
—
TRISTATE CAP HLDGS INC
-$989.0K
23,341
-60%
增持
TWIN
TWIN DISC INC
+$949.0K
143,472
+9%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$892.0K
154,250
+21%
增持
BBY
BEST BUY INC
+$877.0K
32,725
+58%
增持
FTHM
FATHOM HOLDINGS INC
-$872.0K
330,464
+53%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$864.0K
2,000
-62%
建仓
FLS
FLOWSERVE CORP
+$819.0K
22,800
建仓
HAL
HALLIBURTON CO
+$799.0K
21,100
减持
HLMN
HILLMAN SOLUTIONS CORP
-$784.0K
329,000
-25%
减持
DBI
DESIGNER BRANDS INC
-$693.0K
449,522
-6%
增持
NG
NOVAGOLD RES INC
+$692.0K
281,800
+30%
建仓
ESCA
ESCALADE INC
+$688.0K
52,100
减持
ON
ON SEMICONDUCTOR CORP
-$670.0K
101,200
-2%
增持
VICI
VICI PPTYS INC
+$647.0K
95,800
+39%
减持
HCKT
HACKETT GROUP INC
-$633.0K
36,228
-49%
减持
—
REALOGY HLDGS CORP
-$608.0K
96,150
-24%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$586.0K
17,025
-34%
增持
—
TUESDAY MORNING CORP
-$526.0K
1,340,324
+53%
建仓
NATR
NATURES SUNSHINE PRODS INC
+$521.0K
30,950
减持
RSVR
RESERVOIR MEDIA INC
-$511.0K
20,811
-77%
建仓
SKIN
THE BEAUTY HEALTH COMPANY
+$471.0K
27,900
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$463.0K
244,600
-11%
减持
NEM
NEWMONT CORP
+$458.0K
59,000
-13%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$452.0K
77,350
-18%
减持
—
IHS HOLDING LIMITED
-$432.0K
118,750
-4%
增持
TMDX
TRANSMEDICS GROUP INC
+$427.0K
52,250
+2%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$406.0K
3,300
增持
POWW
AMMO INC
-$394.0K
865,250
+4%
清仓
FLWS
1 800 FLOWERS COM INC
-$393.0K
0
-100%
建仓
—
INTEVAC INC
+$393.0K
73,400
减持
AMZN
AMAZON COM INC
-$392.0K
1,915
-4%
建仓
XLE
SELECT SECTOR SPDR TR
+$382.0K
5,000
清仓
NOVT
NOVANTA INC
-$374.0K
0
-100%
减持
—
BERRY GLOBAL GROUP INC
-$366.0K
16,900
-7%
建仓
—
CI FINL CORP
+$364.0K
22,900
减持
IMMR
IMMERSION CORP
-$348.0K
421,300
-11%
建仓
—
P3 HEALTH PARTNERS INC
+$339.0K
43,315
减持
GBX
GREENBRIER COS INC
-$322.0K
69,650
-18%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$319.0K
65,900
+3%
减持
GTN
GRAY TELEVISION INC
+$304.0K
274,856
-4%
增持
CRWS
CROWN CRAFTS INC
-$289.0K
558,484
+4%
减持
WAB
WABTEC
+$279.0K
105,075
-1%
减持
ACCO
ACCO BRANDS CORP
-$262.0K
125,704
-18%
减持
MKSI
MKS INSTRS INC
-$258.0K
4,375
-17%
减持
HLLY
HOLLEY INC
-$250.0K
334,103
-11%
增持
ENS
ENERSYS
+$228.0K
138,388
+8%
清仓
MKTX
MARKETAXESS HLDGS INC
-$216.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$208.0K
167,520
-16%
清仓
—
WHEELER REAL ESTATE INVT TR
-$206.0K
0
-100%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$201.0K
113,000
-0%
增持
NSC
NORFOLK SOUTHERN CORP
-$156.0K
60,470
+3%
增持
MATW
MATTHEWS INTL CORP
-$143.0K
78,760
+7%
清仓
—
SMITH MICRO SOFTWARE INC
-$138.0K
0
-100%
建仓
FSTR
FOSTER L B CO
+$126.0K
8,218
增持
NWPX
NORTHWEST PIPE CO
-$125.0K
106,400
+19%
减持
WMB
WILLIAMS COS INC
-$120.0K
191,050
-24%
减持
—
WESTROCK CO
-$103.0K
4,900
-35%
建仓
—
ALLBIRDS INC
+$100.0K
16,600
减持
CWST
CASELLA WASTE SYS INC
-$86.0K
500
-67%
增持
UHAL
AMERCO
-$80.0K
4,695
+18%
减持
QQQ
INVESCO QQQ TR
-$75.0K
1,000
-9%
建仓
—
QUALTEK SERVICES INC
+$68.0K
21,252
减持
CCK
CROWN HOLDINGS INC
-$68.0K
2,950
-25%
增持
QRHC
QUEST RESOURCE HLDG CORP
-$62.0K
298,673
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$52.0K
200
-33%
减持
LECO
LINCOLN ELEC HLDGS INC
-$50.0K
22,195
-0%
增持
BOOT
BOOT BARN HLDGS INC
-$42.0K
16,300
+26%
减持
MSFT
MICROSOFT CORP
-$39.0K
790
-6%
增持
NVEC
NVE CORP
-$33.0K
9,550
+18%
增持
PCYO
PURE CYCLE CORP
-$32.0K
97,126
+18%
增持
NSP
INSPERITY INC
+$24.0K
14,800
+20%
增持
FDX
FEDEX CORP
-$17.0K
5,375
+10%
增持
—
COMSCORE INC
+$8.0K
603,150
+15%
