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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 139 项
建仓 14
增持 43
减持 70
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
—
ARCH RESOURCES INC
+$11.2M
280,315
-14%
减持
UNP
UNION PAC CORP
-$8.1M
256,550
-13%
减持
AAPL
APPLE INC
-$7.7M
222,270
-6%
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。
减持
CCI
CROWN CASTLE INTL CORP NEW
-$6.5M
297,760
-0%
清仓
—
NEXTIER OILFIELD SOLUTIONS
-$6.0M
0
-100%
增持
FMC
FMC CORP
-$5.8M
259,720
+17%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$5.4M
389,723
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$5.2M
91,325
+611%
减持
GM
GENERAL MTRS CO
-$4.5M
772,375
-1%
增持
CTSO
CYTOSORBENTS CORP
-$4.5M
2,944,670
+5%
减持
OC
OWENS CORNING NEW
-$3.5M
111,250
-22%
减持
COHR
COHERENT CORP
-$3.5M
183,650
-1%
增持
—
THE REAL GOOD FOOD COMPANY I
+$3.3M
1,043,891
+2278%
减持
—
BEACON ROOFING SUPPLY INC
-$3.3M
252,539
-8%
建仓
IRDM
IRIDIUM COMMUNICATIONS INC
+$2.4M
53,500
减持
GBX
GREENBRIER COS INC
-$2.2M
66,650
-41%
建仓
DBD
DIEBOLD NIXDORF INC
+$2.2M
116,700
增持
CSX
CSX CORP
+$1.9M
131,950
+109%
减持
PLAB
PHOTRONICS INC
-$1.7M
158,050
-17%
减持
GNRC
GENERAC HLDGS INC
-$1.7M
26,620
-14%
减持
EXP
EAGLE MATERIALS INC
-$1.5M
43,835
-8%
增持
JOUT
JOHNSON OUTDOORS INC
+$1.5M
68,658
+87%
减持
MP
MP MATERIALS CORP
-$1.5M
331,850
-3%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.5M
51,025
+43%
建仓
EA
ELECTRONIC ARTS INC
+$1.3M
10,950
增持
HLLY
HOLLEY INC
+$1.3M
549,800
+54%
清仓
DPZ
DOMINOS PIZZA INC
-$1.3M
0
-100%
建仓
HLIT
HARMONIC INC
+$1.2M
128,911
减持
MCFT
MASTERCRAFT BOAT HLDGS INC
-$1.2M
97,450
-11%
减持
—
HIBBETT INC
+$1.2M
223,850
-14%
增持
LOVE
LOVESAC COMPANY
-$1.2M
176,440
+1%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$1.2M
118,075
-7%
减持
GOOGL
ALPHABET INC
+$1.2M
140,800
-2%
减持
ON
ON SEMICONDUCTOR CORP
-$1.1M
78,445
-12%
增持
SCHW
SCHWAB CHARLES CORP
+$1.1M
46,600
+81%
减持
NATR
NATURES SUNSHINE PRODS INC
-$1.0M
33,500
-71%
建仓
KOP
KOPPERS HOLDINGS INC
+$1.0M
25,850
清仓
BOKF
BOK FINL CORP
-$1.0M
0
-100%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$994.5K
259,700
+30%
增持
JYNT
JOINT CORP
-$927.9K
501,790
+25%
增持
QDEL
QUIDELORTHO CORP
+$908.5K
81,300
+34%
建仓
NPKI
NEWPARK RES INC
+$904.9K
130,955
清仓
—
EVERI HLDGS INC
-$896.5K
0
-100%
减持
XPER
XPERI INC
-$883.6K
116,450
-25%
减持
V
VISA INC
-$881.5K
49,655
-4%
减持
RJF
RAYMOND JAMES FINL INC
-$880.5K
8,074
-50%
增持
MTX
MINERALS TECHNOLOGIES INC
+$877.8K
44,000
+66%
减持
LOPE
GRAND CANYON ED INC
+$871.4K
93,377
-4%
增持
TRGP
TARGA RES CORP
+$858.5K
22,000
+63%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
-$814.9K
235,489
+6%
减持
BOOT
BOOT BARN HLDGS INC
-$784.6K
22,734
-27%
建仓
TKR
TIMKEN CO
+$775.3K
10,550
减持
CBOE
CBOE GLOBAL MKTS INC
-$760.8K
32,205
-23%
减持
BAC
BK OF AMERICA CORP
-$759.9K
126,750
-14%
增持
C
CITIGROUP INC
+$737.3K
116,375
+32%
减持
TMUS
T-MOBILE US INC
-$734.8K
115,950
-5%
清仓
—
IHS HOLDING LIMITED
-$733.5K
0
-100%
减持
BTMD
BIOTE CORP
-$722.7K
195,400
-23%
减持
VNT
VONTIER CORPORATION
-$694.8K
45,500
-30%
减持
—
NV5 GLOBAL INC
-$691.5K
24,705
-11%
增持
XLE
SELECT SECTOR SPDR TR
+$680.1K
42,950
+9%
减持
FTHM
FATHOM HOLDINGS INC
-$657.9K
148,853
-16%
建仓
ASUR
ASURE SOFTWARE INC
+$656.1K
69,350
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$652.6K
417,450
-21%
减持
OSK
OSHKOSH CORP
+$644.7K
176,275
-6%
减持
—
PIONEER NAT RES CO
+$633.0K
32,000
-1%
建仓
CSV
CARRIAGE SVCS INC
+$613.0K
21,700
减持
WAB
WABTEC
-$598.2K
88,050
-3%
减持
WMB
WILLIAMS COS INC
-$573.1K
213,550
-10%
减持
GENK
GEN RESTAURENT GROUP
-$519.8K
28,327
-43%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$495.4K
105,025
+1%
增持
LUNA
LUNA INNOVATIONS INC
+$485.9K
210,003
+157%
增持
META
META PLATFORMS INC
+$470.5K
18,210
+5%
增持
ROCK
GIBRALTAR INDS INC
+$468.4K
8,150
+527%
增持
ENS
ENERSYS
-$467.3K
81,380
+8%
减持
MLM
MARTIN MARIETTA MATLS INC
-$440.7K
7,930
-1%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$437.4K
15,500
+35%
建仓
—
MODIVCARE INC
+$436.4K
13,850
清仓
MKSI
MKS INSTRS INC
-$432.4K
0
-100%
减持
SPWH
SPORTSMANS WHSE HLDGS INC
-$431.7K
136,500
-26%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$419.7K
178,215
-15%
增持
—
DENNYS CORP
+$402.6K
94,075
+194%
减持
HAL
HALLIBURTON CO
+$397.8K
74,050
-6%
清仓
—
CI FINL CORP
-$385.9K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$363.3K
13,430
-2%
减持
CRWS
CROWN CRAFTS INC
-$357.4K
460,169
-9%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$350.5K
0
-100%
减持
TWIN
TWIN DISC INC
-$350.3K
102,221
-34%
减持
BBY
BEST BUY INC
-$342.6K
5,125
-40%
建仓
GS
GOLDMAN SACHS GROUP INC
+$323.6K
1,000
减持
—
DUPONT DE NEMOURS INC
-$268.0K
5,650
-41%
增持
NSC
NORFOLK SOUTHN CORP
+$256.1K
56,525
+18%
减持
JPM
JPMORGAN CHASE & CO
-$247.7K
61,725
-2%
增持
AEM
AGNICO EAGLE MINES LTD
-$247.6K
75,075
+3%
建仓
MATX
MATSON INC
+$244.0K
2,750
减持
—
HILLENBRAND INC
-$241.0K
11,150
-20%
清仓
PYPL
PAYPAL HLDGS INC
-$233.6K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$214.0K
196,900
+8%
增持
GTN
GRAY TELEVISION INC
-$190.9K
298,200
+4%
建仓
KVYO
KLAVIYO INC
+$172.5K
5,000
清仓
CLAR
CLARUS CORP NEW
-$169.1K
0
-100%
清仓
PTON
PELOTON INTERACTIVE INC
-$153.8K
0
-100%
减持
VICI
VICI PPTYS INC
-$153.0K
11,050
-27%
增持
—
CAMBIUM NETWORKS CORP
+$149.3K
245,350
+126%
增持
GLD
SPDR GOLD TRUST
-$144.5K
42,750
+2%
减持
—
ENCORE WIRE CORP
-$144.3K
18,800
-2%
减持
BC
BRUNSWICK CORP
-$126.6K
14,025
-2%
增持
—
BARRICK GOLD CORP
-$109.4K
240,150
+13%
增持
RTX
RTX CORPORATION
+$100.5K
97,524
+38%
减持
AMZN
AMAZON COM INC
-$99.2K
20,550
-1%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$81.5K
20,700
+56%
增持
NEM
NEWMONT CORP
-$80.8K
64,775
+12%
增持
ACCO
ACCO BRANDS CORP
+$80.5K
58,500
+19%
减持
GBCI
GLACIER BANCORP INC NEW
-$79.9K
16,500
-7%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$79.4K
35,200
+47%
减持
QRHC
QUEST RESOURCE HLDG CORP
+$78.3K
302,350
-9%
清仓
RSVR
RESERVOIR MEDIA INC
-$72.2K
0
-100%
减持
MATW
MATTHEWS INTL CORP
-$68.0K
2,250
-38%
减持
UHAL/B
U HAUL HOLDING COMPANY
-$61.6K
17,945
-9%
增持
DIS
DISNEY WALT CO
-$60.0K
56,925
+9%
减持
MCD
MCDONALDS CORP
-$59.6K
850
-11%
减持
WTFC
WINTRUST FINL CORP
-$56.7K
19,400
-7%
减持
CCK
CROWN HLDGS INC
-$48.2K
2,450
-20%
增持
—
BLACKROCK INC
-$46.2K
3,125
+5%
增持
GOGO
GOGO INC
+$39.8K
71,700
+50%
减持
QQQ
INVESCO QQQ TR
-$26.8K
750
-6%
减持
TGT
TARGET CORP
-$26.0K
600
-14%
增持
CYRX
CRYOPORT INC
-$19.5K
84,950
+24%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$18.1K
78,950
+16%
减持
SHW
SHERWIN WILLIAMS CO
-$18.0K
450
-10%
减持
CME
CME GROUP INC
+$15.9K
9,750
-7%
增持
PCYO
PURE CYCLE CORP
-$15.8K
20,702
+6%
减持
IWM
ISHARES TR
-$13.6K
400
-11%
减持
UHAL
U HAUL HOLDING COMPANY
-$10.1K
2,445
-6%
减持
HD
HOME DEPOT INC
-$9.0K
150
-14%
减持
MA
MASTERCARD INC
-$6.4K
1,325
-2%
减持
DBI
DESIGNER BRANDS INC
+$3.3K
277,950
-20%
减持
A
AGILENT TECHNOLOGIES INC
-$3.2K
25
-50%
减持
—
WESTROCK CO
-$1.7K
3,417
-20%
