小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 129 项
建仓 10
增持 45
减持 63
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
—
ARCH RESOURCES INC
-$5.5M
324,765
+1%
减持
—
BEACON ROOFING SUPPLY INC
+$4.7M
274,350
-11%
增持
COHR
COHERENT CORP
+$3.3M
186,075
+15%
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
TMUS
T-MOBILE US INC
+$3.1M
122,200
+27%
增持
QDEL
QUIDELORTHO CORP
+$2.7M
60,700
+130%
减持
OC
OWENS CORNING NEW
-$2.6M
143,065
-36%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$2.4M
297,960
+10%
增持
GM
GENERAL MTRS CO
+$2.0M
777,375
+2%
减持
VNT
VONTIER CORPORATION
-$2.0M
65,250
-56%
增持
GNRC
GENERAC HLDGS INC
+$1.8M
30,970
+20%
减持
JYNT
JOINT CORP
-$1.7M
402,890
-6%
建仓
BTMD
BIOTE CORP
+$1.7M
254,906
减持
CBOE
CBOE GLOBAL MKTS INC
-$1.7M
41,965
-25%
减持
EXP
EAGLE MATERIALS INC
+$1.6M
47,460
-4%
增持
MP
MP MATERIALS CORP
-$1.6M
340,850
+3%
减持
GLD
SPDR GOLD TRUST
-$1.5M
41,925
-15%
增持
DIS
DISNEY WALT CO
+$1.5M
52,350
+63%
增持
XPER
XPERI INC
+$1.4M
154,510
+178%
减持
DBI
DESIGNER BRANDS INC
-$1.4M
346,700
-38%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
182,050
-3%
建仓
DPZ
DOMINOS PIZZA INC
+$1.3M
3,800
减持
LOPE
GRAND CANYON ED INC
-$1.2M
97,302
-2%
增持
WTFC
WINTRUST FINL CORP
+$1.2M
20,950
+382%
增持
—
NV5 GLOBAL INC
+$1.2M
27,705
+51%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$1.1M
24,000
+173%
减持
BBY
BEST BUY INC
-$1.1M
8,525
-63%
减持
FDX
FEDEX CORP
-$1.1M
4,450
-53%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$1.0M
531,287
+16%
建仓
TRGP
TARGA RES CORP
+$1.0M
13,500
清仓
GETY
GETTY IMAGES HOLDINGS INC
-$1.0M
0
-100%
减持
PLAB
PHOTRONICS INC
+$1.0M
191,300
-19%
建仓
BOKF
BOK FINL CORP
+$1.0M
12,550
增持
HLMN
HILLMAN SOLUTIONS CORP
+$1.0M
209,765
+100%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.0M
3,900
-77%
减持
AAPL
APPLE INC
-$992.4K
235,875
-17%
减持
CLAR
CLARUS CORP NEW
-$985.4K
18,500
-85%
增持
SCHW
SCHWAB CHARLES CORP
+$969.8K
25,750
+175%
减持
ON
ON SEMICONDUCTOR CORP
+$954.1K
88,770
-2%
增持
LECO
LINCOLN ELEC HLDGS INC
+$923.5K
22,970
+7%
增持
WMB
WILLIAMS COS INC
+$874.4K
238,050
+3%
建仓
GENK
GEN RESTAURENT GROUP
+$849.5K
50,000
减持
—
ENCORE WIRE CORP
-$841.0K
19,225
-19%
增持
MTX
MINERALS TECHNOLOGIES INC
+$830.8K
26,550
+129%
清仓
HLIT
HARMONIC INC
-$816.3K
0
-100%
建仓
GOGO
GOGO INC
+$815.6K
47,950
减持
UNP
UNION PAC CORP
+$769.0K
294,765
-0%
减持
JPM
JPMORGAN CHASE & CO
+$748.5K
63,250
-2%
增持
CTSO
CYTOSORBENTS CORP
+$744.3K
2,793,470
+1%
清仓
SYM
SYMBOTIC INC
-$730.9K
0
-100%
增持
HAL
HALLIBURTON CO
+$710.8K
78,850
+32%
增持
RJF
RAYMOND JAMES FINL INC
+$693.5K
16,299
+52%
增持
FMC
FMC CORP
+$657.2K
222,695
+20%
减持
GBX
GREENBRIER COS INC
+$645.4K
113,350
-14%
减持
NSC
NORFOLK SOUTHN CORP
+$642.2K
47,960
-1%
增持
—
CAMBIUM NETWORKS CORP
+$633.7K
108,350
+89%
减持
OSK
OSHKOSH CORP
+$628.8K
186,825
-0%
减持
CSGP
COSTAR GROUP INC
-$628.4K
2,300
-81%
增持
—
EVERI HLDGS INC
+$617.8K
62,000
+282%
清仓
CXT
CRANE HLDGS CO
-$595.9K
0
-100%
增持
—
HIBBETT INC
-$579.1K
260,050
+53%
增持
JOUT
JOHNSON OUTDOORS INC
+$572.7K
36,800
+37%
减持
AEM
AGNICO EAGLE MINES LTD
-$572.0K
73,225
-12%
清仓
EA
ELECTRONIC ARTS INC
-$554.1K
0
-100%
清仓
—
ANYWHERE REAL ESTATE INC
-$534.1K
0
-100%
清仓
NWPX
NORTHWEST PIPE CO
-$530.9K
0
-100%
增持
CSX
CSX CORP
+$526.2K
63,150
+16%
减持
ENS
ENERSYS
+$510.9K
75,300
-15%
减持
WAB
WABTEC
+$508.7K
90,775
-3%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$502.5K
12,850
+95%
增持
BOOT
BOOT BARN HLDGS INC
+$495.3K
31,059
+11%
减持
—
IHS HOLDING LIMITED
-$492.9K
75,000
-46%
减持
GOOGL
ALPHABET INC
+$438.1K
144,025
-11%
减持
HLLY
HOLLEY INC
+$431.8K
357,400
-5%
减持
—
BLACKROCK INC
-$419.3K
2,990
-20%
清仓
JKHY
HENRY JACK & ASSOC INC
-$406.9K
0
-100%
减持
LOVE
LOVESAC COMPANY
-$369.2K
174,515
-1%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$362.5K
199,400
-1%
减持
C
CITIGROUP INC
-$360.8K
87,950
-6%
清仓
GS
GOLDMAN SACHS GROUP INC
-$359.8K
0
-100%
减持
VICI
VICI PPTYS INC
-$344.2K
15,100
-40%
增持
AMT
AMERICAN TOWER CORP NEW
-$326.1K
35,775
+1%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$315.6K
11,500
+28%
减持
GATX
GATX CORP
-$311.6K
4,220
-46%
增持
CYRX
CRYOPORT INC
-$306.2K
68,650
+11%
增持
—
PIONEER NAT RES CO
+$304.6K
32,400
+3%
减持
UHAL/B
U HAUL HOLDING COMPANY
-$303.3K
19,770
-21%
减持
CMCO
COLUMBUS MCKINNON CORP N Y
+$277.8K
222,284
-6%
增持
NEM
NEWMONT CORP
+$267.2K
58,000
+29%
减持
UPS
UNITED PARCEL SERVICE INC
-$265.1K
13,705
-2%
增持
BAC
BK OF AMERICA CORP
+$265.0K
147,450
+6%
减持
TWIN
TWIN DISC INC
-$263.1K
155,667
-26%
减持
RSVR
RESERVOIR MEDIA INC
-$245.9K
12,000
-75%
增持
SPWH
SPORTSMANS WHSE HLDGS INC
-$242.7K
183,265
+21%
减持
SPGI
S&P GLOBAL INC
+$239.1K
4,875
-2%
建仓
PYPL
PAYPAL HLDGS INC
+$233.6K
3,500
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$227.8K
103,975
-8%
增持
XLE
SELECT SECTOR SPDR TR
+$212.0K
39,450
+9%
清仓
NSP
INSPERITY INC
-$206.6K
0
-100%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$194.6K
127,575
+1%
增持
—
CI FINL CORP
+$183.5K
34,000
+57%
减持
V
VISA INC
+$177.4K
51,805
-4%
减持
META
META PLATFORMS INC
+$172.6K
17,410
-24%
建仓
PTON
PELOTON INTERACTIVE INC
+$153.8K
20,000
建仓
—
THE REAL GOOD FOOD COMPANY I
+$152.3K
43,891
减持
—
HILLENBRAND INC
-$147.5K
13,900
-23%
增持
GBCI
GLACIER BANCORP INC NEW
-$140.9K
17,650
+7%
增持
QRHC
QUEST RESOURCE HLDG CORP
+$139.2K
331,150
+1%
减持
—
GREENBRIER COS INC
-$128.3K
1,525,000
-8%
增持
GTN
GRAY TELEVISION INC
-$114.3K
286,100
+5%
减持
MATW
MATTHEWS INTL CORP
-$113.1K
3,650
-51%
增持
—
BARRICK GOLD CORP
+$103.1K
212,850
+13%
减持
NATR
NATURES SUNSHINE PRODS INC
+$94.5K
116,333
-20%
减持
CME
CME GROUP INC
-$93.8K
10,450
-1%
减持
—
BERRY GLOBAL GROUP INC
-$93.8K
4,950
-29%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$87.9K
13,300
-1%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$86.6K
68,150
-5%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$77.9K
70,624
-1%
减持
FTHM
FATHOM HOLDINGS INC
-$60.7K
177,207
-43%
减持
AMZN
AMAZON COM INC
+$46.6K
20,800
-19%
增持
ACCO
ACCO BRANDS CORP
+$37.2K
49,000
+20%
减持
MSFT
MICROSOFT CORP
+$32.8K
765
-3%
减持
MMM
3M CO
-$32.0K
100
-75%
减持
—
NEXTIER OILFIELD SOLUTIONS
-$31.6K
675,100
-12%
建仓
FCX
FREEPORT-MCMORAN INC
+$20.0K
500
减持
UHAL
U HAUL HOLDING COMPANY
-$12.7K
2,595
-1%
减持
PCYO
PURE CYCLE CORP
-$11.1K
19,500
-18%
减持
MLM
MARTIN MARIETTA MATLS INC
-$7.4K
8,005
-23%
减持
HD
HOME DEPOT INC
-$4.7K
175
-13%
清仓
IMMR
IMMERSION CORP
-$2.7K
0
-100%
