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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 148 项
建仓 11
增持 46
减持 76
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
—
ARCH RESOURCES INC
-$8.5M
164,905
-28%
增持
DBD
DIEBOLD NIXDORF INC
+$6.6M
446,625
+57%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$5.6M
245,105
+4%
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
DIS
DISNEY WALT CO
-$4.2M
14,925
-75%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$4.1M
69,220
+66%
建仓
KEX
KIRBY CORP
+$3.6M
33,950
建仓
SLB
SCHLUMBERGER LTD
+$2.9M
76,850
减持
EXP
EAGLE MATERIALS INC
-$2.5M
41,730
-6%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$2.5M
91,200
-46%
建仓
TKR
TIMKEN CO
+$2.2M
30,600
建仓
VLO
VALERO ENERGY CORP
+$2.2M
17,550
减持
GM
GENERAL MTRS CO
+$2.1M
536,050
-9%
增持
CSX
CSX CORP
+$2.1M
316,850
+35%
清仓
XPER
XPERI INC
-$2.0M
0
-100%
减持
WAB
WABTEC
-$2.0M
63,090
-18%
减持
ULTA
ULTA BEAUTY INC
-$1.9M
3,490
-60%
清仓
MBLY
MOBILEYE GLOBAL INC
-$1.9M
0
-100%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$1.9M
70,075
-27%
减持
AAPL
APPLE INC
-$1.8M
135,055
-12%
减持
QDEL
QUIDELORTHO CORP
-$1.7M
84,000
-30%
减持
HAL
HALLIBURTON CO
-$1.7M
165,950
-22%
减持
TMUS
T-MOBILE US INC
-$1.7M
26,870
-27%
减持
GOOGL
ALPHABET INC
+$1.7M
155,425
-7%
减持
—
BEACON ROOFING SUPPLY INC
+$1.6M
218,200
-8%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$1.6M
76,550
-19%
建仓
ATRO
ASTRONICS CORP
+$1.6M
101,632
增持
CTSO
CYTOSORBENTS CORP
-$1.6M
2,781,622
+1%
增持
—
BARRICK GOLD CORP
-$1.5M
423,350
+4%
清仓
HLIT
HARMONIC INC
-$1.5M
0
-100%
减持
LOVE
LOVESAC COMPANY
-$1.5M
180,650
-10%
建仓
BLMN
BLOOMIN BRANDS INC
+$1.4M
115,200
增持
SONY
SONY GROUP CORP
-$1.4M
35,850
+61%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.3M
56,320
+46%
减持
CMCO
COLUMBUS MCKINNON CORP N Y
-$1.3M
197,075
-18%
建仓
KRE
SPDR SER TR
+$1.3M
21,100
增持
C
CITIGROUP INC
+$1.3M
136,775
+2%
增持
LKQ
LKQ CORP
+$1.3M
72,050
+107%
减持
—
EXXON MOBIL CORP
-$1.2M
47,082
-12%
增持
PLAB
PHOTRONICS INC
+$1.2M
164,500
+51%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.1M
84,225
+19%
减持
ENS
ENERSYS
-$1.1M
77,980
-5%
清仓
—
STERICYCLE INC
-$1.1M
0
-100%
增持
WCC
WESCO INTL INC
+$1.1M
7,750
+356%
减持
LOPE
GRAND CANYON ED INC
-$1.1M
47,092
-24%
增持
OXY
OCCIDENTAL PETE CORP
+$1.1M
145,084
+23%
建仓
AD
UNITED STATES CELLULAR CORP
+$1.0M
16,300
清仓
DBI
DESIGNER BRANDS INC
-$1.0M
0
-100%
增持
NEM
NEWMONT CORP
-$932.2K
62,375
+2%
减持
COHR
COHERENT CORP
-$929.7K
131,815
-13%
减持
TRGP
TARGA RES CORP
-$925.7K
950
-87%
减持
—
MODIVCARE INC
-$883.6K
2,500
-96%
增持
GNRC
GENERAC HLDGS INC
+$865.9K
36,500
+21%
减持
EWJ
ISHARES INC
-$857.5K
1,400
-89%
减持
MP
MP MATERIALS CORP
-$816.8K
209,000
-10%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$792.0K
48,350
-60%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$753.8K
78,125
+46%
清仓
GTN
GRAY TELEVISION INC
-$742.4K
0
-100%
减持
CMP
COMPASS MINERALS INTL INC
-$739.3K
89,900
-38%
增持
CBOE
CBOE GLOBAL MKTS INC
+$739.0K
8,500
+89%
减持
BOOT
BOOT BARN HLDGS INC
-$737.7K
9,849
-26%
建仓
HOG
HARLEY DAVIDSON INC
+$726.1K
24,100
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$724.6K
137,750
+33%
减持
ON
ON SEMICONDUCTOR CORP
-$704.4K
72,920
-0%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$669.1K
504,500
+36%
增持
UPS
UNITED PARCEL SERVICE INC
+$668.8K
40,200
+25%
减持
OC
OWENS CORNING NEW
-$665.3K
88,225
-1%
减持
GEV
GE VERNOVA INC
-$651.5K
500
-84%
建仓
CLFD
CLEARFIELD INC
+$644.8K
20,800
减持
META
META PLATFORMS INC
-$643.5K
10,985
-11%
增持
EXAS
EXACT SCIENCES CORP
+$635.8K
11,800
+2850%
减持
RTX
RTX CORPORATION
-$635.0K
54,358
-5%
清仓
WTFC
WINTRUST FINL CORP
-$629.5K
0
-100%
增持
XPOF
XPONENTIAL FITNESS INC
+$626.7K
95,458
+80%
减持
WMB
WILLIAMS COS INC
+$623.1K
143,225
-8%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$609.0K
184,250
-3%
增持
—
DENNYS CORP
+$590.2K
570,000
+29%
减持
TAP
MOLSON COORS BEVERAGE CO
-$587.6K
25,950
-28%
增持
NSC
NORFOLK SOUTHN CORP
+$587.5K
63,670
+10%
减持
ADEA
ADEIA INC
+$532.8K
262,000
-0%
增持
MLM
MARTIN MARIETTA MATLS INC
+$513.4K
10,425
+15%
清仓
BIO
BIO RAD LABS INC
-$501.9K
0
-100%
减持
OSIS
OSI SYSTEMS INC
-$500.8K
21,220
-21%
减持
KOP
KOPPERS HOLDINGS INC
-$486.3K
20,450
-35%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$469.9K
28,745
+51%
增持
XOP
SPDR SER TR
+$461.6K
32,425
+11%
增持
UNP
UNION PAC CORP
-$442.1K
229,150
+7%
增持
OSK
OSHKOSH CORP
-$439.9K
164,735
+3%
清仓
—
BERRY GLOBAL GROUP INC
-$435.1K
0
-100%
减持
NATR
NATURES SUNSHINE PRODS INC
+$417.5K
424,591
-0%
增持
ASUR
ASURE SOFTWARE INC
+$415.5K
174,369
+29%
减持
CME
CME GROUP INC
-$367.0K
1,650
-51%
增持
JOUT
JOHNSON OUTDOORS INC
-$357.9K
162,200
+3%
增持
NPKI
NPK INTERNATIONAL INC
+$354.4K
198,500
+18%
减持
QRHC
QUEST RESOURCE HLDG CORP
-$354.0K
217,314
-2%
增持
—
NV5 GLOBAL INC
-$343.3K
24,700
+186%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$335.8K
6,986
+88%
减持
GBX
GREENBRIER COS INC
-$331.8K
32,900
-28%
减持
—
BLACKROCK INC
-$268.1K
850
-29%
减持
MATW
MATTHEWS INTL CORP
+$256.4K
72,000
-4%
增持
HAE
HAEMONETICS CORP MASS
+$249.0K
27,175
+17%
减持
XLE
SELECT SECTOR SPDR TR
-$240.4K
77,450
-1%
增持
FMC
FMC CORP
-$238.1K
340,775
+34%
增持
JYNT
JOINT CORP
+$233.3K
738,728
+11%
清仓
EA
ELECTRONIC ARTS INC
-$229.5K
0
-100%
增持
HLLY
HOLLEY INC
+$229.3K
1,193,983
+4%
减持
LECO
LINCOLN ELEC HLDGS INC
-$222.5K
19,355
-3%
减持
CRWS
CROWN CRAFTS INC
-$221.5K
172,342
-17%
建仓
AEYE
AUDIOEYE INC
+$206.1K
13,550
增持
SPWH
SPORTSMANS WHSE HLDGS INC
+$195.5K
267,450
+40%
减持
CCJ
CAMECO CORP
-$195.4K
10,650
-32%
清仓
IAUX
I-80 GOLD CORP
-$193.4K
0
-100%
减持
TDG
TRANSDIGM GROUP INC
-$184.3K
930
-3%
减持
—
MULTISENSOR AI HOLDINGS INC
-$180.5K
130,600
-33%
增持
GENK
GEN RESTAURENT GROUP
-$165.9K
243,992
+3%
减持
AMZN
AMAZON COM INC
+$164.2K
15,675
-11%
减持
ASTE
ASTEC INDS INC
-$162.8K
14,800
-28%
减持
V
VISA INC
+$161.4K
41,065
-12%
减持
BAC
BANK AMERICA CORP
-$161.1K
65,425
-15%
增持
TWIN
TWIN DISC INC
+$158.4K
27,300
+110%
减持
BTMD
BIOTE CORP
-$121.9K
159,500
-20%
减持
GBCI
GLACIER BANCORP INC NEW
-$117.4K
4,350
-41%
减持
SPGI
S&P GLOBAL INC
-$114.0K
1,965
-7%
减持
FDX
FEDEX CORP
-$113.1K
8,475
-7%
增持
THRY
THRYV HLDGS INC
-$112.7K
68,000
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$111.4K
163,675
-10%
减持
—
GAUZY LTD
-$110.1K
43,500
-29%
减持
MTX
MINERALS TECHNOLOGIES INC
-$107.9K
94,400
-0%
减持
RJF
RAYMOND JAMES FINL INC
-$105.2K
4,787
-31%
减持
SCHW
SCHWAB CHARLES CORP
+$101.0K
30,350
-8%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$97.2K
0
-100%
增持
BC
BRUNSWICK CORP
+$90.0K
21,575
+39%
清仓
CHWY
CHEWY INC
-$87.9K
0
-100%
清仓
ROCK
GIBRALTAR INDS INC
-$83.9K
0
-100%
减持
—
HILLENBRAND INC
-$83.0K
5,250
-40%
减持
GLD
SPDR GOLD TRUST
-$76.0K
29,475
-1%
减持
VNT
VONTIER CORPORATION
-$65.2K
23,700
-14%
减持
GATX
GATX CORP
-$59.4K
3,245
-24%
减持
PTEN
PATTERSON-UTI ENERGY INC
-$58.8K
227,710
-10%
减持
MCD
MCDONALDS CORP
-$55.9K
700
-18%
清仓
AMC
AMC ENTMT HLDGS INC
-$45.5K
0
-100%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$34.2K
156,790
+20%
减持
PCYO
PURE CYCLE CORP
+$33.4K
18,433
-1%
减持
UHAL
U HAUL HOLDING COMPANY
-$32.7K
2,045
-9%
减持
JPM
JPMORGAN CHASE & CO
-$29.6K
37,235
-12%
减持
MSFT
MICROSOFT CORP
-$27.6K
695
-7%
减持
TGT
TARGET CORP
-$23.9K
400
-20%
减持
MA
MASTERCARD INC
+$13.8K
1,175
-4%
增持
BBY
BEST BUY INC
+$13.7K
9,250
+23%
