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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 144 项
建仓 8
增持 44
减持 82
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
HIBBETT INC
-$4.3M
0
-100%
减持
—
ARCH RESOURCES INC
-$3.7M
230,290
-1%
减持
CCI
CROWN CASTLE INTL CORP NEW
+$3.6M
234,700
-5%
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
EXP
EAGLE MATERIALS INC
+$3.4M
44,505
+3%
减持
UNP
UNION PAC CORP
+$3.3M
213,800
-2%
增持
MTX
MINERALS TECHNOLOGIES INC
+$3.1M
94,550
+88%
增持
DBD
DIEBOLD NIXDORF INC
+$3.0M
283,650
+13%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$2.7M
94,950
+147%
增持
OXY
OCCIDENTAL PETE CORP
+$2.2M
117,909
+90%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$2.2M
370,350
+63%
减持
CTSO
CYTOSORBENTS CORP
+$2.1M
2,755,427
-3%
减持
FMC
FMC CORP
+$2.1M
254,825
-0%
减持
TMUS
T-MOBILE US INC
-$2.1M
36,925
-33%
增持
HAL
HALLIBURTON CO
+$2.1M
213,750
+74%
减持
CBOE
CBOE GLOBAL MKTS INC
-$2.1M
4,500
-74%
减持
EWJ
ISHARES INC
-$2.0M
13,300
-69%
建仓
MBLY
MOBILEYE GLOBAL INC
+$1.9M
138,500
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.9M
130,975
-2%
建仓
HAE
HAEMONETICS CORP MASS
+$1.9M
23,300
增持
GOOGL
ALPHABET INC
-$1.9M
167,400
+3%
减持
COHR
COHERENT CORP
+$1.8M
150,900
-6%
增持
MATW
MATTHEWS INTL CORP
+$1.7M
74,850
+6138%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.5M
32,275
+53%
减持
NSC
NORFOLK SOUTHN CORP
+$1.5M
57,770
-4%
减持
—
MODIVCARE INC
-$1.4M
63,950
-29%
增持
MP
MP MATERIALS CORP
+$1.4M
231,000
+12%
减持
WAB
WABTEC
+$1.4M
76,640
-3%
增持
META
META PLATFORMS INC
+$1.4M
12,360
+10%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.4M
10,850
-91%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$1.4M
253,560
-20%
增持
JYNT
JOINT CORP
-$1.3M
666,028
+5%
减持
HLIT
HARMONIC INC
-$1.2M
101,500
-56%
减持
RTX
RTX CORPORATION
-$1.2M
57,158
-29%
建仓
THRY
THRYV HLDGS INC
+$1.1M
64,950
增持
OSK
OSHKOSH CORP
-$1.1M
160,675
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$1.1M
33,100
+136%
减持
AAPL
APPLE INC
-$1.1M
153,055
-12%
增持
—
DENNYS CORP
+$1.0M
443,150
+71%
增持
V
VISA INC
+$1.0M
46,615
+4%
减持
—
BARRICK GOLD CORP
+$1.0M
406,450
-4%
增持
CSX
CSX CORP
+$956.2K
234,950
+10%
增持
GM
GENERAL MTRS CO
-$922.8K
589,700
+0%
增持
C
CITIGROUP INC
+$854.4K
133,625
+13%
减持
QDEL
QUIDELORTHO CORP
+$852.5K
120,250
-14%
清仓
LUNA
LUNA INNOVATIONS INC
-$850.7K
0
-100%
清仓
MCFT
MASTERCRAFT BOAT HLDGS INC
-$821.3K
0
-100%
减持
GLD
SPDR GOLD TRUST
+$810.9K
29,675
-0%
增持
ADEA
ADEIA INC
+$803.0K
262,800
+26%
减持
GNRC
GENERAC HLDGS INC
+$801.0K
30,170
-0%
减持
LOVE
LOVESAC COMPANY
+$790.5K
199,800
-9%
增持
NATR
NATURES SUNSHINE PRODS INC
+$787.2K
426,362
+28%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$721.3K
70,650
-2%
增持
TAP
MOLSON COORS BEVERAGE CO
+$693.7K
36,075
+33%
增持
ULTA
ULTA BEAUTY INC
+$684.5K
8,790
+24%
增持
CMP
COMPASS MINERALS INTL INC
+$683.6K
145,650
+41%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
+$681.0K
95,875
-18%
建仓
XPOF
XPONENTIAL FITNESS INC
+$657.2K
53,000
增持
HLLY
HOLLEY INC
-$646.6K
1,144,600
+2%
减持
GTN
GRAY TELEVISION INC
-$586.8K
138,500
-46%
减持
NEM
NEWMONT CORP
+$565.7K
60,875
-5%
减持
—
STERICYCLE INC
-$563.1K
18,500
-36%
减持
SONY
SONY GROUP CORP
-$556.4K
22,300
-30%
减持
SPGI
S&P GLOBAL INC
-$546.4K
2,115
-42%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$541.7K
168,893
-21%
增持
LKQ
LKQ CORP
+$530.4K
34,800
+69%
减持
JPM
JPMORGAN CHASE & CO
-$521.7K
42,470
-9%
增持
DIS
DISNEY WALT CO
+$516.3K
60,850
+13%
减持
EXAS
EXACT SCIENCES CORP
-$515.7K
400
-97%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
+$426.7K
241,084
+1%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$402.1K
3,725
减持
BOOT
BOOT BARN HLDGS INC
-$401.5K
13,349
-35%
减持
QRHC
QUEST RESOURCE HLDG CORP
-$399.8K
221,374
-10%
增持
GENK
GEN RESTAURENT GROUP
+$393.2K
235,900
+34%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$374.1K
41,710
-21%
增持
CCJ
CAMECO CORP
+$373.7K
15,550
+107%
增持
GEV
GE VERNOVA INC
+$344.3K
3,200
+16%
减持
AEM
AGNICO EAGLE MINES LTD
+$333.9K
45,000
-11%
减持
WMB
WILLIAMS COS INC
+$332.5K
156,150
-2%
清仓
APD
AIR PRODS & CHEMS INC
-$307.5K
0
-100%
建仓
BA
BOEING CO
+$304.1K
2,000
增持
XOP
SPDR SER TR
+$302.9K
29,125
+20%
清仓
SYM
SYMBOTIC INC
-$295.3K
0
-100%
建仓
WCC
WESCO INTL INC
+$285.6K
1,700
减持
—
GAUZY LTD
-$283.4K
61,150
-11%
减持
KOP
KOPPERS HOLDINGS INC
-$278.9K
31,450
-19%
增持
ENS
ENERSYS
+$278.3K
81,780
+5%
减持
OSIS
OSI SYSTEMS INC
+$272.0K
26,699
-3%
减持
WTFC
WINTRUST FINL CORP
-$267.4K
5,800
-36%
减持
BAC
BK OF AMERICA CORP
-$238.5K
76,525
-7%
增持
NPKI
NEWPARK RES INC
+$233.2K
168,550
+50%
增持
XPER
XPERI INC
+$232.2K
217,500
+0%
减持
UHAL/B
U HAUL HOLDING COMPANY
-$228.0K
19,045
-29%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$225.3K
53,450
-5%
减持
OC
OWENS CORNING NEW
+$222.8K
88,895
-0%
增持
FDX
FEDEX CORP
-$216.2K
9,125
+1%
清仓
DOCU
DOCUSIGN INC
-$214.0K
0
-100%
增持
TRGP
TARGA RES CORP
+$213.1K
7,400
+8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$199.0K
181,075
-18%
清仓
PYPL
PAYPAL HLDGS INC
-$174.1K
0
-100%
减持
AMZN
AMAZON COM INC
-$169.9K
17,575
-1%
减持
BC
BRUNSWICK CORP
+$168.5K
15,575
-0%
减持
GPK
GRAPHIC PACKAGING HLDG CO
+$166.8K
189,700
-9%
增持
—
BEACON ROOFING SUPPLY INC
-$145.4K
237,517
+4%
减持
CME
CME GROUP INC
-$144.3K
3,400
-25%
清仓
—
WESTROCK CO
-$144.1K
0
-100%
建仓
—
SMURFIT WESTROCK PLC
+$141.7K
2,867
减持
TDG
TRANSDIGM GROUP INC
+$130.0K
955
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$125.9K
1,450
-26%
增持
BIO
BIO RAD LABS INC
+$119.5K
1,500
+7%
减持
PLAB
PHOTRONICS INC
-$116.0K
109,000
-4%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$104.8K
119,600
-23%
减持
CRWS
CROWN CRAFTS INC
-$97.8K
207,356
-1%
增持
BTMD
BIOTE CORP
-$93.9K
198,500
+23%
减持
—
MULTISENSOR AI HOLDINGS INC
+$92.8K
194,800
-3%
减持
LOPE
GRAND CANYON ED INC
+$92.7K
62,227
-0%
减持
EA
ELECTRONIC ARTS INC
-$77.0K
1,600
-27%
减持
—
BERRY GLOBAL GROUP INC
-$74.0K
6,400
-26%
减持
LECO
LINCOLN ELEC HLDGS INC
-$73.7K
20,055
-4%
减持
DBI
DESIGNER BRANDS INC
+$72.1K
137,300
-0%
减持
GBCI
GLACIER BANCORP INC NEW
+$58.8K
7,350
-1%
减持
—
EXXON MOBIL CORP
+$58.7K
53,482
-1%
减持
ON
ON SEMICONDUCTOR CORP
+$51.4K
73,020
-5%
减持
SPWH
SPORTSMANS WHSE HLDGS INC
+$51.0K
191,350
-1%
减持
JOUT
JOHNSON OUTDOORS INC
+$47.3K
157,750
-3%
增持
VNT
VONTIER CORPORATION
+$43.3K
27,550
+19%
减持
MA
MASTERCARD INC
+$42.4K
1,225
-4%
增持
CHWY
CHEWY INC
+$36.0K
3,000
+58%
减持
ASUR
ASURE SOFTWARE INC
-$35.1K
135,393
-10%
减持
—
NV5 GLOBAL INC
-$32.8K
8,650
-4%
减持
AMT
AMERICAN TOWER CORP NEW
-$31.0K
38,645
-17%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$30.4K
1,600
-24%
清仓
PTON
PELOTON INTERACTIVE INC
-$30.4K
0
-100%
减持
UHAL
U HAUL HOLDING COMPANY
+$29.2K
2,245
-4%
减持
GBX
GREENBRIER COS INC
-$17.7K
45,950
-3%
减持
RJF
RAYMOND JAMES FINL INC
-$14.1K
6,937
-1%
减持
NDSN
NORDSON CORP
+$11.8K
575
-4%
减持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$11.7K
103,275
-0%
减持
ASTE
ASTEC INDS INC
+$10.5K
20,665
-6%
减持
CWST
CASELLA WASTE SYS INC
-$9.8K
300
-25%
减持
BBY
BEST BUY INC
+$8.7K
7,550
-17%
增持
MLM
MARTIN MARIETTA MATLS INC
-$5.0K
9,050
+1%
清仓
A
AGILENT TECHNOLOGIES INC
-$3.2K
0
-100%
减持
GATX
GATX CORP
-$2.9K
4,245
-1%
减持
GD
GENERAL DYNAMICS CORP
+$1.5K
725
-3%
