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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 133 项
建仓 4
增持 43
减持 77
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
FMC
FMC CORP
-$5.9M
182,575
-30%
减持
—
ARCH RESOURCES INC
-$5.7M
254,080
-9%
增持
GOOGL
ALPHABET INC
+$4.9M
166,825
+18%
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
OXY
OCCIDENTAL PETE CORP
+$3.7M
61,934
+24873%
减持
TMUS
T-MOBILE US INC
-$3.5M
79,400
-32%
增持
XLE
SELECT SECTOR SPDR TR
+$2.9M
80,500
+87%
减持
CCI
CROWN CASTLE INTL CORP NEW
+$2.8M
262,525
-12%
增持
CSX
CSX CORP
+$2.8M
196,450
+49%
减持
—
ENCORE WIRE CORP
-$2.6M
3,700
-80%
减持
—
HIBBETT INC
+$2.6M
184,150
-18%
减持
LOPE
GRAND CANYON ED INC
-$2.6M
63,227
-32%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$2.4M
112,050
+23%
增持
COHR
COHERENT CORP
+$2.3M
190,964
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.2M
179,025
-9%
增持
CTSO
CYTOSORBENTS CORP
-$1.9M
3,254,213
+11%
减持
UNP
UNION PAC CORP
+$1.9M
220,375
-14%
增持
EXP
EAGLE MATERIALS INC
+$1.8M
44,955
+3%
增持
C
CITIGROUP INC
+$1.8M
128,150
+10%
增持
DBD
DIEBOLD NIXDORF INC
+$1.8M
136,900
+17%
减持
CBOE
CBOE GLOBAL MKTS INC
-$1.6M
19,390
-40%
增持
—
THE REAL GOOD FOOD COMPANY I
-$1.6M
1,278,984
+23%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$1.5M
361,685
-7%
增持
RTX
RTX CORPORATION
+$1.4M
100,533
+3%
建仓
OSIS
OSI SYSTEMS INC
+$1.4M
10,750
减持
AAPL
APPLE INC
+$1.4M
204,860
-8%
减持
DBI
DESIGNER BRANDS INC
-$1.4M
242,300
-13%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$1.4M
92,150
+72%
增持
JOUT
JOHNSON OUTDOORS INC
+$1.3M
95,400
+39%
增持
KOP
KOPPERS HOLDINGS INC
+$1.3M
45,399
+76%
减持
—
CAMBIUM NETWORKS CORP
-$1.3M
84,500
-66%
增持
JYNT
JOINT CORP
+$1.3M
603,640
+20%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
+$1.3M
243,596
+3%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.3M
33,050
-35%
减持
V
VISA INC
+$1.2M
48,530
-2%
清仓
CYRX
CRYOPORT INC
-$1.2M
0
-100%
减持
GM
GENERAL MTRS CO
+$1.1M
740,525
-4%
增持
LOVE
LOVESAC COMPANY
+$1.1M
178,965
+1%
减持
—
BEACON ROOFING SUPPLY INC
+$919.0K
234,514
-7%
增持
—
MODIVCARE INC
+$896.5K
30,300
+119%
减持
ON
ON SEMICONDUCTOR CORP
-$881.0K
76,745
-2%
增持
QDEL
QUIDELORTHO CORP
+$875.4K
92,450
+14%
清仓
GOGO
GOGO INC
-$855.4K
0
-100%
减持
—
NV5 GLOBAL INC
-$836.1K
13,870
-44%
增持
ENS
ENERSYS
+$827.4K
84,505
+4%
减持
—
PIONEER NAT RES CO
-$807.2K
29,075
-9%
增持
GNRC
GENERAC HLDGS INC
+$785.4K
28,520
+7%
减持
—
BARRICK GOLD CORP
+$783.2K
236,450
-2%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$775.5K
42,100
+20%
减持
MP
MP MATERIALS CORP
-$755.5K
281,250
-15%
减持
META
META PLATFORMS INC
+$732.8K
17,515
-4%
减持
CRWS
CROWN CRAFTS INC
-$725.5K
290,697
-37%
减持
WAB
WABTEC
+$709.3K
79,325
-10%
增持
HLIT
HARMONIC INC
+$702.9K
149,100
+16%
建仓
BIO
BIO RAD LABS INC
+$694.2K
2,150
减持
BTMD
BIOTE CORP
-$662.0K
68,516
-65%
减持
JPM
JPMORGAN CHASE & CO
+$650.8K
56,450
-9%
减持
MLM
MARTIN MARIETTA MATLS INC
+$641.4K
7,810
-2%
增持
BOOT
BOOT BARN HLDGS INC
+$640.0K
32,384
+42%
清仓
CSV
CARRIAGE SVCS INC
-$613.0K
0
-100%
减持
WTFC
WINTRUST FINL CORP
-$611.4K
9,200
-53%
增持
FDX
FEDEX CORP
+$585.6K
6,975
+57%
减持
ELAN
ELANCO ANIMAL HEALTH INC
+$581.7K
353,950
-15%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$532.4K
217,450
+22%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$524.7K
20,795
+16%
增持
MATW
MATTHEWS INTL CORP
+$506.2K
16,200
+620%
减持
GLD
SPDR GOLD TRUST
+$503.7K
40,975
-4%
减持
TWIN
TWIN DISC INC
-$474.8K
57,407
-44%
减持
ROCK
GIBRALTAR INDS INC
-$447.5K
1,300
-84%
减持
EA
ELECTRONIC ARTS INC
-$442.8K
6,400
-42%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$427.7K
79,850
-24%
清仓
—
DUPONT DE NEMOURS INC
-$421.4K
0
-100%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$397.0K
119,275
+1%
减持
BAC
BK OF AMERICA CORP
-$396.3K
91,300
-28%
增持
LUNA
LUNA INNOVATIONS INC
+$363.1K
239,653
+14%
减持
NEM
NEWMONT CORP
-$351.9K
49,325
-24%
清仓
GS
GOLDMAN SACHS GROUP INC
-$323.6K
0
-100%
减持
VNT
VONTIER CORPORATION
-$318.5K
31,500
-31%
减持
TKR
TIMKEN CO
-$314.5K
5,750
-45%
减持
DIS
DISNEY WALT CO
-$302.4K
47,750
-16%
建仓
SHIM
SHIMMICK CORPORATION
+$300.3K
45,500
增持
XPER
XPERI INC
+$291.0K
130,600
+12%
增持
—
DENNYS CORP
+$289.0K
99,800
+6%
减持
SPWH
SPORTSMANS WHSE HLDGS INC
-$283.6K
77,300
-43%
减持
NSC
NORFOLK SOUTHN CORP
+$277.4K
48,265
-15%
增持
—
HILLENBRAND INC
+$272.3K
15,550
+39%
减持
GENK
GEN RESTAURENT GROUP
-$249.9K
10,200
-64%
减持
GTN
GRAY TELEVISION INC
+$249.0K
258,100
-13%
清仓
MATX
MATSON INC
-$244.0K
0
-100%
建仓
ASTE
ASTEC INDS INC
+$239.9K
6,450
增持
NPKI
NEWPARK RES INC
+$231.5K
171,150
+31%
减持
PLAB
PHOTRONICS INC
+$231.4K
109,200
-31%
减持
VICI
VICI PPTYS INC
-$225.9K
3,000
-73%
增持
BBY
BEST BUY INC
+$223.2K
7,400
+44%
减持
AMZN
AMAZON COM INC
+$221.4K
18,650
-9%
增持
TRGP
TARGA RES CORP
+$216.4K
24,200
+10%
减持
OSK
OSHKOSH CORP
+$214.7K
157,150
-11%
减持
BC
BRUNSWICK CORP
-$205.8K
9,325
-34%
减持
QRHC
QUEST RESOURCE HLDG CORP
-$180.4K
280,624
-7%
减持
WMB
WILLIAMS COS INC
+$179.0K
211,700
-1%
清仓
CSGP
COSTAR GROUP INC
-$176.8K
0
-100%
减持
GBX
GREENBRIER COS INC
-$176.5K
56,350
-15%
清仓
KVYO
KLAVIYO INC
-$172.5K
0
-100%
减持
NATR
NATURES SUNSHINE PRODS INC
-$164.3K
22,600
-33%
减持
OC
OWENS CORNING NEW
-$161.4K
101,290
-9%
减持
GBCI
GLACIER BANCORP INC NEW
-$156.2K
7,600
-54%
减持
TDG
TRANSDIGM GROUP INC
+$149.9K
965
-2%
减持
MTX
MINERALS TECHNOLOGIES INC
+$143.5K
35,800
-19%
减持
MCFT
MASTERCRAFT BOAT HLDGS INC
-$140.2K
89,450
-8%
增持
HLLY
HOLLEY INC
+$126.9K
589,400
+7%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$123.6K
69,900
-11%
减持
LECO
LINCOLN ELEC HLDGS INC
+$93.0K
19,630
-15%
减持
GPK
GRAPHIC PACKAGING HLDG CO
+$88.0K
238,300
-8%
增持
ASUR
ASURE SOFTWARE INC
+$86.5K
78,000
+12%
增持
FTHM
FATHOM HOLDINGS INC
+$82.8K
192,236
+29%
减持
SCHW
SCHWAB CHARLES CORP
+$80.1K
38,350
-18%
减持
SPGI
S&P GLOBAL INC
-$74.4K
3,875
-21%
增持
HAL
HALLIBURTON CO
-$54.6K
81,450
+10%
增持
GATX
GATX CORP
+$54.1K
4,270
+1%
减持
AEM
AGNICO EAGLE MINES LTD
+$50.2K
63,125
-16%
减持
MSFT
MICROSOFT CORP
+$38.6K
745
-3%
减持
UHAL
U HAUL HOLDING COMPANY
+$34.9K
2,345
-4%
减持
—
BLACKROCK INC
+$29.5K
2,525
-19%
减持
ACCO
ACCO BRANDS CORP
-$28.8K
50,500
-14%
增持
UPS
UNITED PARCEL SERVICE INC
+$23.8K
13,465
+0%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$22.7K
18,500
-11%
减持
RJF
RAYMOND JAMES FINL INC
+$22.5K
7,474
-7%
清仓
FCX
FREEPORT-MCMORAN INC
-$18.6K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$14.0K
3,450
-12%
减持
—
GREENBRIER COS INC
-$9.5K
1,500,000
-2%
减持
—
BERRY GLOBAL GROUP INC
+$6.9K
4,650
-6%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
+$5.1K
12,250
-21%
减持
CME
CME GROUP INC
-$4.1K
9,250
-5%
减持
PCYO
PURE CYCLE CORP
-$4.0K
18,602
-10%
