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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 136 项
建仓 15
增持 51
减持 57
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$14.5M
334,760
-3%
减持
FMC
FMC CORP
-$8.9M
203,600
-13%
增持
GM
GENERAL MTRS CO
-$8.6M
879,925
+5%
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
UNP
UNION PAC CORP
-$8.5M
270,090
+12%
增持
MP
MP MATERIALS CORP
-$7.3M
320,575
+4%
增持
JYNT
JOINT CORP
-$6.3M
412,515
+16%
减持
—
ARCH RESOURCES INC
-$5.4M
316,070
-14%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$5.2M
259,815
-2%
减持
NSC
NORFOLK SOUTHERN CORP
-$4.1M
57,670
-5%
增持
OC
OWENS CORNING NEW
-$3.9M
291,300
+4%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$3.5M
41,615
-87%
减持
—
BEACON ROOFING SUPPLY INC
-$3.3M
343,075
-3%
增持
OSK
OSHKOSH CORP
-$2.9M
189,075
+3%
减持
LOPE
GRAND CANYON ED INC
-$2.9M
157,877
-14%
增持
LOVE
LOVESAC COMPANY
-$2.8M
155,615
+19%
增持
GOOGL
ALPHABET INC
-$2.7M
6,695
+8%
清仓
NWPX
NORTHWEST PIPE CO
-$2.7M
0
-100%
减持
CBOE
CBOE GLOBAL MKTS INC
-$2.2M
94,850
-16%
增持
AMZN
AMAZON COM INC
-$2.2M
37,800
+1874%
清仓
NG
NOVAGOLD RES INC
-$2.2M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.2M
130,900
-22%
增持
META
META PLATFORMS INC
-$2.1M
65,625
+15%
减持
VNT
VONTIER CORPORATION
-$2.0M
68,275
-52%
减持
—
TWITTER INC
-$1.9M
52,800
-48%
减持
C
CITIGROUP INC
-$1.9M
180,950
-6%
减持
—
NAUTILUS INC
-$1.9M
386,900
-38%
增持
CTSO
CYTOSORBENTS CORP
-$1.7M
2,324,997
+9%
增持
ENS
ENERSYS
-$1.7M
146,638
+6%
增持
BBY
BEST BUY INC
+$1.6M
70,550
+116%
减持
GTN
GRAY TELEVISION INC
-$1.5M
267,500
-3%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$1.5M
143,375
-7%
建仓
PLAB
PHOTRONICS INC
+$1.5M
77,900
建仓
DIS
DISNEY WALT CO
+$1.5M
16,000
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$1.5M
5,000
-44%
减持
POWW
AMMO INC
-$1.5M
691,557
-20%
增持
—
BARRICK GOLD CORP
-$1.4M
360,100
+14%
清仓
TMDX
TRANSMEDICS GROUP INC
-$1.4M
0
-100%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
-$1.4M
229,809
+23%
减持
V
VISA INC
-$1.4M
53,180
-0%
减持
ON
ON SEMICONDUCTOR CORP
-$1.3M
99,750
-1%
减持
MATW
MATTHEWS INTL CORP
-$1.3M
44,100
-44%
减持
—
TUESDAY MORNING CORP
-$1.3M
572,838
-57%
减持
CYRX
CRYOPORT INC
-$1.2M
33,600
-48%
减持
DBI
DESIGNER BRANDS INC
-$1.2M
375,872
-16%
减持
—
NV5 GLOBAL INC
-$1.2M
49,645
-5%
减持
EXP
EAGLE MATERIALS INC
-$1.1M
57,485
-1%
增持
WAB
WABTEC
-$1.1M
109,875
+5%
增持
TWIN
TWIN DISC INC
-$1.0M
152,285
+6%
建仓
LPRO
OPEN LENDING CORP
+$999.0K
97,700
增持
JPM
JPMORGAN CHASE & CO
-$991.0K
70,550
+8%
增持
GLD
SPDR GOLD TRUST
+$958.0K
72,575
+16%
建仓
CSGP
COSTAR GROUP INC
+$915.0K
15,150
减持
ESI
ELEMENT SOLUTIONS INC
-$895.0K
16,500
-70%
减持
NSP
INSPERITY INC
-$857.0K
6,300
-57%
减持
—
XPERI HOLDING CORP
-$813.0K
16,550
-73%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$784.0K
112,200
-1%
清仓
—
TRISTATE CAP HLDGS INC
-$776.0K
0
-100%
减持
MCFT
MASTERCRAFT BOAT HLDGS INC
-$764.0K
153,400
-5%
增持
FTHM
FATHOM HOLDINGS INC
-$755.0K
354,720
+7%
减持
CME
CME GROUP INC
-$745.0K
14,400
-7%
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$740.0K
37,700
减持
—
COMSCORE INC
-$729.0K
497,836
-17%
建仓
—
PINNACLE FINL PARTNERS INC
+$727.0K
10,050
减持
PCYO
PURE CYCLE CORP
-$720.0K
42,376
-56%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$705.0K
73,000
+11%
增持
NATR
NATURES SUNSHINE PRODS INC
+$685.0K
113,050
+265%
增持
—
BLACKROCK INC
-$677.0K
6,090
+6%
增持
UHAL
AMERCO
+$628.0K
7,175
+53%
减持
—
ENCORE WIRE CORP
-$616.0K
53,125
-1%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$589.0K
210,400
-14%
减持
—
ANYWHERE REAL ESTATE INC
-$580.0K
94,450
-2%
增持
QRHC
QUEST RESOURCE HLDG CORP
-$562.0K
311,835
+4%
建仓
RMAX
RE MAX HLDGS INC
+$554.0K
22,600
建仓
—
II-VI INC
+$522.0K
10,250
清仓
NVEC
NVE CORP
-$520.0K
0
-100%
建仓
AR
ANTERO RESOURCES CORP
+$512.0K
16,700
增持
—
HILLENBRAND INC
-$500.0K
164,750
+0%
增持
NEM
NEWMONT CORP
-$496.0K
70,250
+19%
减持
AMT
AMERICAN TOWER CORP NEW
-$472.0K
35,780
-7%
减持
ROCK
GIBRALTAR INDS INC
-$460.0K
52,450
-10%
增持
MLM
MARTIN MARIETTA MATLS INC
-$452.0K
9,655
+11%
减持
VICI
VICI PPTYS INC
-$446.0K
76,550
-20%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$445.0K
84,358
+9%
增持
HLLY
HOLLEY INC
-$424.0K
402,200
+20%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$415.0K
9,600
减持
LECO
LINCOLN ELEC HLDGS INC
-$410.0K
21,470
-3%
建仓
SNAP
SNAP INC
+$394.0K
30,000
增持
XLE
SELECT SECTOR SPDR TR
+$376.0K
10,600
+112%
清仓
—
CI FINL CORP
-$364.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$350.0K
2,000
增持
RJF
RAYMOND JAMES FINL INC
+$347.0K
8,349
+130%
减持
FLS
FLOWSERVE CORP
-$344.0K
16,600
-27%
清仓
—
P3 HEALTH PARTNERS INC
-$339.0K
0
-100%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$332.0K
40,600
+37%
减持
ESCA
ESCALADE INC
-$331.0K
27,500
-47%
增持
SPGI
S&P GLOBAL INC
+$329.0K
7,275
+41%
减持
MKSI
MKS INSTRS INC
-$307.0K
3,400
-22%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$306.0K
4,000
增持
WMB
WILLIAMS COS INC
-$295.0K
195,050
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$289.0K
18,480
+29%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$280.0K
1,600
-52%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$270.0K
9,200
-1%
减持
TMUS
T-MOBILE US INC
+$249.0K
68,325
-2%
减持
ACCO
ACCO BRANDS CORP
-$234.0K
118,300
-6%
增持
BC
BRUNSWICK CORP
+$229.0K
23,175
+46%
建仓
—
BANK OF NT BUTTERFIELD&SON L
+$220.0K
7,050
增持
—
HIBBETT INC
+$216.0K
171,425
+4%
清仓
RSVR
RESERVOIR MEDIA INC
-$205.0K
0
-100%
增持
—
BERRY GLOBAL GROUP INC
+$189.0K
21,400
+27%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$185.0K
5,200
+2%
清仓
—
VERSO CORP
-$177.0K
0
-100%
建仓
—
BLUCORA INC
+$155.0K
8,400
清仓
FSTR
FOSTER L B CO
-$126.0K
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$125.0K
16,800
-1%
增持
GBX
GREENBRIER COS INC
-$120.0K
96,350
+38%
减持
QQQ
INVESCO QQQ TR
-$111.0K
900
-10%
清仓
—
ALLBIRDS INC
-$100.0K
0
-100%
减持
—
IHS HOLDING LIMITED
-$89.0K
117,500
-1%
增持
IMMR
IMMERSION CORP
+$84.0K
454,300
+8%
清仓
—
QUALTEK SERVICES INC
-$68.0K
0
-100%
增持
SKIN
THE BEAUTY HEALTH COMPANY
-$68.0K
31,350
+12%
增持
HAL
HALLIBURTON CO
+$67.0K
27,600
+31%
减持
MA
MASTERCARD INC
-$66.0K
1,375
-2%
增持
PLBY
PLBY GROUP INC
-$66.0K
130,300
+90%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
+$62.0K
3,775
-1%
增持
HCKT
HACKETT GROUP INC
+$61.0K
47,241
+30%
增持
GATX
GATX CORP
-$61.0K
9,270
+22%
减持
GBCI
GLACIER BANCORP INC NEW
-$53.0K
17,050
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$52.0K
100
-50%
减持
—
WESTROCK CO
-$43.0K
4,700
-4%
清仓
VYX
NCR CORP NEW
-$40.0K
0
-100%
增持
—
DENNYS CORP
-$34.0K
60,000
+55%
减持
NDSN
NORDSON CORP
-$27.0K
600
-8%
增持
BOOT
BOOT BARN HLDGS INC
+$26.0K
22,800
+40%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.0K
2,500
+25%
增持
—
INTEVAC INC
-$5.0K
80,067
+9%
