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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 132 项
建仓 12
增持 41
减持 75
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
GM
GENERAL MTRS CO
+$5.1M
699,600
-6%
减持
AAPL
APPLE INC
-$5.0M
201,125
-2%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$4.2M
246,525
-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。
增持
GOOGL
ALPHABET INC
+$4.0M
180,825
+8%
增持
JYNT
JOINT CORP
+$3.2M
689,030
+14%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$3.1M
49,050
增持
DBD
DIEBOLD NIXDORF INC
+$3.0M
203,100
+48%
增持
OSK
OSHKOSH CORP
+$2.9M
160,100
+2%
建仓
XOP
SPDR SER TR
+$2.7M
17,550
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$2.6M
26,550
+117%
减持
EXP
EAGLE MATERIALS INC
+$2.6M
43,105
-4%
减持
COHR
COHERENT CORP
+$2.5M
178,389
-7%
减持
—
BEACON ROOFING SUPPLY INC
+$2.4M
233,167
-1%
建仓
EWJ
ISHARES INC
+$2.4M
33,900
减持
MP
MP MATERIALS CORP
-$2.3M
229,400
-18%
建仓
APD
AIR PRODS & CHEMS INC
+$2.0M
8,425
建仓
SONY
SONY GROUP CORP
+$2.0M
23,700
增持
OSIS
OSI SYSTEMS INC
+$1.9M
23,299
+117%
减持
—
THE REAL GOOD FOOD COMPANY I
-$1.7M
665,384
-48%
减持
TMUS
T-MOBILE US INC
-$1.7M
67,850
-15%
减持
OC
OWENS CORNING NEW
+$1.6M
99,895
-1%
增持
GENK
GEN RESTAURENT GROUP
+$1.6M
147,400
+1345%
增持
FMC
FMC CORP
+$1.6M
205,150
+12%
清仓
—
GREENBRIER COS INC
-$1.5M
0
-100%
减持
—
ARCH RESOURCES INC
-$1.5M
253,005
-0%
减持
WAB
WABTEC
+$1.5M
79,200
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
86,525
+7%
减持
GLD
SPDR GOLD TRUST
-$1.4M
31,375
-23%
减持
CMCO
COLUMBUS MCKINNON CORP N Y
+$1.4M
243,396
-0%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$1.3M
193,138
+110%
减持
DIS
DISNEY WALT CO
+$1.2M
45,325
-5%
建仓
—
STERICYCLE INC
+$1.2M
22,600
减持
RTX
RTX CORPORATION
+$1.2M
98,783
-2%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$1.2M
252,500
-29%
建仓
ADEA
ADEIA INC
+$1.1M
104,133
增持
AMT
AMERICAN TOWER CORP NEW
+$1.1M
41,745
+26%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.1M
107,075
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.0M
188,650
+5%
增持
HAL
HALLIBURTON CO
+$973.9K
99,400
+22%
减持
CME
CME GROUP INC
-$941.6K
4,675
-49%
增持
FDX
FEDEX CORP
+$908.4K
9,225
+32%
减持
C
CITIGROUP INC
+$886.1K
118,250
-8%
减持
CTSO
CYTOSORBENTS CORP
-$880.4K
2,875,552
-12%
减持
UNP
UNION PAC CORP
-$872.4K
216,550
-2%
增持
ASTE
ASTEC INDS INC
+$817.8K
24,200
+275%
增持
TRGP
TARGA RES CORP
+$803.9K
25,950
+7%
增持
NEM
NEWMONT CORP
+$779.0K
78,700
+60%
增持
HLLY
HOLLEY INC
+$773.1K
816,926
+39%
增持
UPS
UNITED PARCEL SERVICE INC
+$770.0K
19,425
+44%
清仓
FTHM
FATHOM HOLDINGS INC
-$690.1K
0
-100%
增持
—
MODIVCARE INC
+$672.1K
85,500
+182%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$657.5K
82,900
+4%
减持
MLM
MARTIN MARIETTA MATLS INC
+$652.8K
7,410
-5%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$635.6K
100,475
-16%
减持
—
BLACKROCK INC
-$632.5K
1,700
-33%
增持
MTX
MINERALS TECHNOLOGIES INC
+$631.4K
42,300
+18%
减持
WMB
WILLIAMS COS INC
+$620.2K
205,125
-3%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$594.5K
132,350
-39%
增持
GTN
GRAY TELEVISION INC
-$569.5K
275,800
+7%
增持
NPKI
NEWPARK RES INC
+$549.4K
233,500
+36%
减持
DBI
DESIGNER BRANDS INC
-$539.8K
146,800
-39%
增持
LUNA
LUNA INNOVATIONS INC
-$504.1K
339,435
+42%
减持
LECO
LINCOLN ELEC HLDGS INC
+$477.3K
18,580
-5%
减持
KOP
KOPPERS HOLDINGS INC
-$471.6K
33,600
-26%
建仓
NVDA
NVIDIA CORPORATION
+$451.8K
500
增持
NATR
NATURES SUNSHINE PRODS INC
+$450.8K
40,520
+79%
减持
AMZN
AMAZON COM INC
+$431.2K
18,100
-3%
增持
QDEL
QUIDELORTHO CORP
-$423.2K
133,300
+44%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
+$413.5K
38,900
-8%
减持
BIO
BIO RAD LABS INC
-$382.9K
900
-58%
减持
NSC
NORFOLK SOUTHN CORP
+$361.0K
46,180
-4%
减持
MCFT
MASTERCRAFT BOAT HLDGS INC
-$357.6K
70,300
-21%
增持
XPER
XPERI INC
+$353.2K
148,625
+14%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$352.0K
38,500
+108%
减持
BAC
BK OF AMERICA CORP
+$348.2K
90,250
-1%
增持
BTMD
BIOTE CORP
+$346.6K
118,116
+72%
减持
TWIN
TWIN DISC INC
-$344.2K
35,300
-39%
减持
CBOE
CBOE GLOBAL MKTS INC
-$338.9K
17,000
-12%
减持
PLAB
PHOTRONICS INC
-$335.9K
109,100
-0%
减持
CRWS
CROWN CRAFTS INC
-$334.9K
217,048
-25%
建仓
CMP
COMPASS MINERALS INTL INC
+$333.7K
21,200
建仓
CCJ
CAMECO CORP
+$324.9K
7,500
增持
GNRC
GENERAC HLDGS INC
+$324.7K
31,795
+11%
减持
TKR
TIMKEN CO
-$321.0K
1,600
-72%
减持
META
META PLATFORMS INC
-$316.8K
12,115
-31%
建仓
RELL
RICHARDSON ELECTRS LTD
+$312.2K
33,901
增持
UHAL/B
U HAUL HOLDING COMPANY
+$311.9K
26,645
+28%
减持
—
HILLENBRAND INC
-$301.5K
8,800
-43%
清仓
SHIM
SHIMMICK CORPORATION
-$300.3K
0
-100%
减持
—
NV5 GLOBAL INC
-$299.0K
12,675
-9%
增持
BBY
BEST BUY INC
+$277.9K
10,450
+41%
减持
JPM
JPMORGAN CHASE & CO
+$275.6K
49,315
-13%
减持
—
HIBBETT INC
-$273.9K
169,100
-8%
增持
—
BARRICK GOLD CORP
+$272.0K
273,400
+16%
减持
—
CAMBIUM NETWORKS CORP
-$267.8K
55,500
-34%
增持
ENS
ENERSYS
-$247.0K
87,705
+4%
减持
MATW
MATTHEWS INTL CORP
-$245.6K
11,200
-31%
减持
ASUR
ASURE SOFTWARE INC
-$238.4K
64,800
-17%
建仓
DOCU
DOCUSIGN INC
+$238.2K
4,000
减持
LOPE
GRAND CANYON ED INC
+$236.4K
63,027
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$225.9K
33,350
-13%
减持
—
PIONEER NAT RES CO
+$221.0K
25,750
-11%
减持
OXY
OCCIDENTAL PETE CORP
+$216.5K
60,234
-3%
增持
—
BERRY GLOBAL GROUP INC
+$209.8K
8,650
+86%
减持
CSX
CSX CORP
-$203.2K
178,250
-9%
减持
GPK
GRAPHIC PACKAGING HLDG CO
+$189.5K
207,800
-13%
减持
—
ENCORE WIRE CORP
+$168.8K
3,650
-1%
减持
QRHC
QUEST RESOURCE HLDG CORP
+$153.5K
257,634
-8%
增持
—
DENNYS CORP
-$133.4K
106,300
+7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$120.1K
2,350
-32%
减持
RJF
RAYMOND JAMES FINL INC
+$115.3K
7,387
-1%
减持
HLIT
HARMONIC INC
-$115.1K
136,100
-9%
减持
ACCO
ACCO BRANDS CORP
-$112.1K
34,740
-31%
减持
AEM
AGNICO EAGLE MINES LTD
+$112.1K
59,925
-5%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$108.6K
318,060
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$106.7K
1,950
-3%
增持
JOUT
JOHNSON OUTDOORS INC
+$100.3K
112,700
+18%
减持
WTFC
WINTRUST FINL CORP
+$96.6K
9,100
-1%
清仓
VICI
VICI PPTYS INC
-$95.6K
0
-100%
增持
SPWH
SPORTSMANS WHSE HLDGS INC
+$88.1K
134,200
+74%
减持
SPGI
S&P GLOBAL INC
-$79.7K
3,825
-1%
增持
LOVE
LOVESAC COMPANY
+$72.6K
205,540
+15%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$68.6K
67,425
-4%
减持
MA
MASTERCARD INC
+$60.9K
1,300
-2%
减持
BOOT
BOOT BARN HLDGS INC
-$46.7K
25,634
-21%
减持
VNT
VONTIER CORPORATION
+$45.7K
25,000
-21%
减持
V
VISA INC
-$32.9K
45,155
-7%
增持
EA
ELECTRONIC ARTS INC
+$19.9K
6,750
+5%
减持
EXAS
EXACT SCIENCES CORP
-$6.2K
500
-9%
减持
GBX
GREENBRIER COS INC
-$1.8K
47,750
-15%
减持
CWST
CASELLA WASTE SYS INC
+$1.8K
450
-10%
减持
—
WESTROCK CO
-$101
2,867
-16%
