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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 139 项
建仓 12
增持 53
减持 66
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
—
HIBBETT INC
-$8.7M
48,775
-71%
清仓
—
PIONEER NAT RES CO
-$6.8M
0
-100%
建仓
—
EXXON MOBIL CORP
+$6.2M
53,948
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
—
ARCH RESOURCES INC
-$5.2M
233,340
-8%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$4.7M
53,050
+100%
减持
GM
GENERAL MTRS CO
-$4.4M
589,000
-16%
增持
NATR
NATURES SUNSHINE PRODS INC
+$4.2M
333,101
+722%
增持
UNP
UNION PAC CORP
-$3.8M
218,450
+1%
减持
OSK
OSHKOSH CORP
-$2.7M
159,125
-1%
增持
DBD
DIEBOLD NIXDORF INC
+$2.7M
252,100
+24%
增持
ULTA
ULTA BEAUTY INC
+$2.7M
7,090
+7778%
减持
CMCO
COLUMBUS MCKINNON CORP N Y
-$2.6M
238,921
-2%
增持
—
BARRICK GOLD CORP
+$2.5M
424,600
+55%
减持
EXP
EAGLE MATERIALS INC
-$2.4M
43,030
-0%
减持
GOOGL
ALPHABET INC
+$2.3M
162,675
-10%
减持
AAPL
APPLE INC
+$2.3M
174,525
-13%
减持
—
BEACON ROOFING SUPPLY INC
-$2.2M
228,442
-2%
减持
TRGP
TARGA RES CORP
-$2.0M
6,850
-74%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$1.8M
248,200
+1%
增持
QDEL
QUIDELORTHO CORP
-$1.8M
139,400
+5%
减持
APD
AIR PRODS & CHEMS INC
-$1.7M
1,200
-86%
增持
FMC
FMC CORP
+$1.6M
255,000
+24%
减持
RTX
RTX CORPORATION
-$1.5M
80,808
-18%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$1.4M
27,175
减持
SCHW
SCHWAB CHARLES CORP
-$1.4M
14,000
-58%
减持
TMUS
T-MOBILE US INC
-$1.4M
55,025
-19%
减持
WMB
WILLIAMS COS INC
-$1.2M
159,900
-22%
减持
OC
OWENS CORNING NEW
-$1.2M
89,045
-11%
增持
ADEA
ADEIA INC
+$1.2M
207,950
+100%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$1.2M
116,900
+41%
增持
NSC
NORFOLK SOUTHN CORP
+$1.1M
59,980
+30%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.1M
220,800
+17%
减持
XLE
SELECT SECTOR SPDR TR
-$1.0M
78,300
-10%
增持
MTX
MINERALS TECHNOLOGIES INC
+$998.6K
50,300
+19%
减持
WAB
WABTEC
+$971.8K
79,150
-0%
清仓
—
ENCORE WIRE CORP
-$959.1K
0
-100%
增持
—
DENNYS CORP
+$886.5K
259,000
+144%
增持
HLIT
HARMONIC INC
+$865.0K
228,900
+68%
建仓
LKQ
LKQ CORP
+$858.8K
20,650
减持
MCFT
MASTERCRAFT BOAT HLDGS INC
-$846.2K
43,500
-38%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$833.6K
227,100
-10%
建仓
—
GAUZY LTD
+$824.6K
68,600
增持
LECO
LINCOLN ELEC HLDGS INC
-$821.4K
20,805
+12%
增持
XOP
SPDR SER TR
+$808.6K
24,250
+38%
减持
COHR
COHERENT CORP
+$793.4K
160,189
-10%
减持
V
VISA INC
-$789.4K
45,005
-0%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$777.3K
103,475
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$769.9K
46,395
+11%
增持
ASUR
ASURE SOFTWARE INC
+$756.2K
150,043
+132%
减持
NPKI
NEWPARK RES INC
-$751.0K
112,500
-52%
减持
CTSO
CYTOSORBENTS CORP
-$734.7K
2,840,778
-1%
增持
CMP
COMPASS MINERALS INTL INC
+$733.4K
103,300
+387%
增持
SONY
SONY GROUP CORP
+$677.9K
31,900
+35%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$670.1K
133,525
+25%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$669.6K
124,350
+223%
减持
DBI
DESIGNER BRANDS INC
-$663.4K
137,800
-6%
减持
MP
MP MATERIALS CORP
-$650.4K
206,600
-10%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$632.0K
213,543
+11%
减持
EA
ELECTRONIC ARTS INC
-$589.0K
2,200
-67%
增持
CSX
CSX CORP
+$548.9K
213,950
+20%
增持
BTMD
BIOTE CORP
+$516.4K
160,845
+36%
增持
EXAS
EXACT SCIENCES CORP
+$508.4K
12,850
+2470%
增持
EWJ
ISHARES INC
+$501.9K
42,800
+26%
增持
—
STERICYCLE INC
+$499.4K
29,100
+29%
减持
—
BLACKROCK INC
-$472.5K
1,200
-29%
建仓
GEV
GE VERNOVA INC
+$471.7K
2,750
增持
JOUT
JOHNSON OUTDOORS INC
+$466.7K
161,900
+44%
增持
OSIS
OSI SYSTEMS INC
+$454.1K
27,499
+18%
清仓
NVDA
NVIDIA CORPORATION
-$451.8K
0
-100%
减持
TWIN
TWIN DISC INC
-$430.4K
13,000
-63%
增持
KOP
KOPPERS HOLDINGS INC
-$425.9K
38,600
+15%
减持
GTN
GRAY TELEVISION INC
-$413.9K
255,600
-7%
减持
ASTE
ASTEC INDS INC
-$408.2K
21,900
-10%
减持
JPM
JPMORGAN CHASE & CO
-$400.9K
46,855
-5%
减持
—
NV5 GLOBAL INC
-$400.9K
9,050
-29%
减持
ON
ON SEMICONDUCTOR CORP
-$394.0K
76,595
-0%
增持
HLLY
HOLLEY INC
+$379.7K
1,123,800
+38%
增持
—
MODIVCARE INC
+$356.6K
90,000
+5%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$337.6K
56,550
+15%
建仓
—
MULTISENSOR AI HOLDINGS INC
+$328.0K
200,000
增持
MLM
MARTIN MARIETTA MATLS INC
+$326.9K
9,000
+21%
减持
MATW
MATTHEWS INTL CORP
-$318.0K
1,200
-89%
清仓
RELL
RICHARDSON ELECTRS LTD
-$312.2K
0
-100%
建仓
SYM
SYMBOTIC INC
+$295.3K
8,400
增持
LOVE
LOVESAC COMPANY
+$288.5K
218,500
+6%
减持
AEM
AGNICO EAGLE MINES LTD
-$283.3K
50,325
-16%
增持
PLAB
PHOTRONICS INC
-$274.9K
114,100
+5%
减持
VNT
VONTIER CORPORATION
-$247.8K
23,200
-7%
清仓
—
THE REAL GOOD FOOD COMPANY I
-$240.2K
0
-100%
清仓
—
CAMBIUM NETWORKS CORP
-$239.2K
0
-100%
减持
LUNA
LUNA INNOVATIONS INC
-$238.9K
265,835
-22%
增持
BC
BRUNSWICK CORP
+$237.0K
15,625
+68%
增持
HAL
HALLIBURTON CO
+$226.5K
122,700
+23%
减持
META
META PLATFORMS INC
-$225.5K
11,220
-7%
减持
ENS
ENERSYS
-$217.3K
77,930
-11%
增持
DIS
DISNEY WALT CO
-$209.1K
53,750
+19%
减持
BOOT
BOOT BARN HLDGS INC
+$195.5K
20,434
-20%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$181.5K
72,150
+7%
建仓
IAUX
I-80 GOLD CORP
+$180.1K
166,750
减持
AMZN
AMAZON COM INC
+$179.8K
17,825
-2%
建仓
PYPL
PAYPAL HLDGS INC
+$174.1K
3,000
减持
LOPE
GRAND CANYON ED INC
+$149.3K
62,427
-1%
增持
CBOE
CBOE GLOBAL MKTS INC
-$147.4K
17,500
+3%
减持
BAC
BK OF AMERICA CORP
-$147.2K
82,350
-9%
清仓
TKR
TIMKEN CO
-$139.9K
0
-100%
减持
NEM
NEWMONT CORP
-$132.6K
64,200
-18%
减持
GBX
GREENBRIER COS INC
-$131.7K
47,550
-0%
增持
GENK
GEN RESTAURENT GROUP
-$123.8K
176,360
+20%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
+$117.0K
38,400
-1%
减持
CME
CME GROUP INC
-$112.0K
4,550
-3%
减持
JYNT
JOINT CORP
-$102.9K
632,705
-8%
减持
RJF
RAYMOND JAMES FINL INC
-$88.1K
6,987
-5%
减持
BBY
BEST BUY INC
-$86.0K
9,150
-12%
增持
BIO
BIO RAD LABS INC
+$71.1K
1,400
+56%
减持
MA
MASTERCARD INC
-$63.6K
1,275
-2%
减持
GLD
SPDR GOLD TRUST
-$52.5K
29,775
-5%
建仓
CHWY
CHEWY INC
+$51.9K
1,904
增持
SPWH
SPORTSMANS WHSE HLDGS INC
+$50.2K
194,000
+45%
建仓
AMC
AMC ENTMT HLDGS INC
+$49.8K
10,000
减持
QRHC
QUEST RESOURCE HLDG CORP
-$44.2K
246,174
-4%
减持
FDX
FEDEX CORP
+$40.7K
9,050
-2%
增持
HLMN
HILLMAN SOLUTIONS CORP
-$40.4K
154,550
+17%
减持
SHW
SHERWIN WILLIAMS CO
-$36.9K
400
-11%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$35.5K
2,100
-11%
增持
C
CITIGROUP INC
+$32.4K
118,350
+0%
减持
TGT
TARGET CORP
-$32.3K
500
-17%
建仓
PTON
PELOTON INTERACTIVE INC
+$30.4K
9,000
减持
GBCI
GLACIER BANCORP INC NEW
-$29.0K
7,425
-2%
减持
HD
HOME DEPOT INC
-$23.1K
100
-33%
减持
ROCK
GIBRALTAR INDS INC
-$22.4K
1,200
-8%
减持
GNRC
GENERAC HLDGS INC
-$18.2K
30,195
-5%
减持
CCK
CROWN HLDGS INC
-$15.7K
2,400
-2%
增持
XPER
XPERI INC
-$15.0K
216,500
+46%
减持
CRWS
CROWN CRAFTS INC
-$13.8K
209,017
-4%
减持
SPGI
S&P GLOBAL INC
+$11.7K
3,675
-4%
清仓
MMM
3M CO
-$10.6K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
-$6.2K
62,009
+3%
减持
CWST
CASELLA WASTE SYS INC
-$4.8K
400
-11%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.8K
21,125
+9%
