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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 149 项
建仓 16
增持 56
减持 64
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
—
ARCH RESOURCES INC
-$23.3M
0
-100%
建仓
CNR
CORE NATURAL RESOURCES INC
+$18.7M
241,934
减持
AAPL
APPLE INC
-$5.0M
129,530
-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。
增持
DBD
DIEBOLD NIXDORF INC
+$4.8M
550,600
+23%
减持
—
EXXON MOBIL CORP
-$4.0M
8,991
-81%
增持
CMCO
COLUMBUS MCKINNON CORP N Y
-$3.8M
211,025
+7%
增持
COHR
COHERENT CORP
-$3.3M
141,600
+7%
减持
CCI
CROWN CASTLE INTL CORP NEW
+$3.2M
243,755
-1%
增持
KEX
KIRBY CORP
+$2.6M
61,600
+81%
减持
FMC
FMC CORP
-$2.6M
331,150
-3%
增持
GM
GENERAL MTRS CO
-$2.6M
552,175
+3%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$2.4M
122,165
-22%
减持
—
BEACON ROOFING SUPPLY INC
+$2.3M
197,750
-9%
增持
OC
OWENS CORNING NEW
-$2.1M
90,475
+3%
增持
XOP
SPDR SER TR
+$1.9M
47,025
+45%
减持
WAB
WABTEC
-$1.7M
56,650
-10%
增持
JYNT
JOINT CORP
+$1.5M
752,328
+2%
减持
META
META PLATFORMS INC
-$1.5M
8,495
-23%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$1.4M
57,575
-17%
增持
HAE
HAEMONETICS CORP MASS
+$1.4M
55,775
+105%
减持
TMUS
T-MOBILE US INC
-$1.4M
16,960
-37%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$1.4M
8,500
减持
OXY
OCCIDENTAL PETE CORP
-$1.3M
117,994
-19%
减持
—
BARRICK GOLD CORP
+$1.3M
405,200
-4%
建仓
HCC
WARRIOR MET COAL INC
+$1.3M
27,500
减持
V
VISA INC
+$1.3M
40,705
-1%
清仓
KRE
SPDR SER TR
-$1.3M
0
-100%
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$1.2M
47,700
增持
ON
ON SEMICONDUCTOR CORP
-$1.2M
84,720
+16%
增持
VNT
VONTIER CORPORATION
+$1.1M
60,000
+153%
减持
XLE
SELECT SECTOR SPDR TR
-$1.1M
59,300
-23%
减持
MP
MP MATERIALS CORP
+$1.1M
177,500
-15%
减持
GLD
SPDR GOLD TRUST
+$1.1M
28,450
-3%
清仓
AD
UNITED STATES CELLULAR CORP
-$1.0M
0
-100%
建仓
EYE
NATIONAL VISION HLDGS INC
+$1.0M
79,050
建仓
ECG
EVERUS CONSTR GROUP
+$997.7K
26,900
增持
GNRC
GENERAC HLDGS INC
-$982.8K
36,925
+1%
减持
AMT
AMERICAN TOWER CORP NEW
+$898.5K
51,600
-8%
减持
ENS
ENERSYS
-$883.6K
69,055
-11%
减持
QRHC
QUEST RESOURCE HLDG CORP
-$873.2K
207,427
-5%
减持
VLO
VALERO ENERGY CORP
-$844.0K
9,900
-44%
增持
LOVE
LOVESAC COMPANY
-$812.7K
190,400
+5%
减持
UNP
UNION PAC CORP
+$810.0K
224,625
-2%
减持
QDEL
QUIDELORTHO CORP
-$810.0K
83,850
-0%
增持
NATR
NATURES SUNSHINE PRODS INC
-$805.4K
431,800
+2%
增持
TAP
MOLSON COORS BEVERAGE CO
+$802.8K
37,625
+45%
增持
MATW
MATTHEWS INTL CORP
+$796.7K
125,434
+74%
清仓
SONY
SONY GROUP CORP
-$758.6K
0
-100%
建仓
BWXT
BWX TECHNOLOGIES INC
+$754.7K
7,650
增持
CSX
CSX CORP
-$746.1K
322,075
+2%
减持
WMB
WILLIAMS COS INC
+$727.1K
141,875
-1%
减持
SLB
SCHLUMBERGER LTD
-$726.8K
53,100
-31%
减持
CBOE
CBOE GLOBAL MKTS INC
-$721.8K
4,150
-51%
增持
—
DENNYS CORP
-$712.1K
745,620
+31%
增持
AEYE
AUDIOEYE INC
+$688.0K
80,550
+494%
减持
OSK
OSHKOSH CORP
-$681.5K
159,225
-3%
增持
GOOGL
ALPHABET INC
-$676.7K
185,885
+20%
建仓
CHDN
CHURCHILL DOWNS INC
+$672.0K
6,050
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$633.1K
73,700
-19%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$619.0K
124,000
+156%
减持
HLLY
HOLLEY INC
-$596.4K
1,171,000
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$569.4K
142,450
-13%
减持
NEM
NEWMONT CORP
+$519.7K
58,850
-6%
清仓
ASTE
ASTEC INDS INC
-$497.3K
0
-100%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$497.2K
72,000
-6%
减持
HAL
HALLIBURTON CO
-$493.6K
158,400
-5%
增持
JOUT
JOHNSON OUTDOORS INC
-$485.2K
195,950
+21%
增持
CTSO
CYTOSORBENTS CORP
+$471.4K
3,002,702
+8%
减持
TKR
TIMKEN CO
-$466.2K
23,900
-22%
减持
AMZN
AMAZON COM INC
-$466.1K
15,625
-0%
清仓
—
NV5 GLOBAL INC
-$465.3K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$462.3K
34,600
+14%
减持
BTMD
BIOTE CORP
-$457.6K
158,600
-1%
减持
OSIS
OSI SYSTEMS INC
-$454.9K
15,941
-25%
增持
UPS
UNITED PARCEL SERVICE INC
+$446.2K
50,145
+25%
减持
DIS
DISNEY WALT CO
-$440.5K
12,375
-17%
增持
ULTA
ULTA BEAUTY INC
+$433.9K
5,325
+53%
减持
MLM
MARTIN MARIETTA MATLS INC
-$428.7K
10,365
-1%
减持
NSC
NORFOLK SOUTHN CORP
-$428.0K
61,285
-4%
建仓
MBLY
MOBILEYE GLOBAL INC
+$419.8K
29,150
增持
ADM
ARCHER DANIELS MIDLAND CO
+$416.0K
90,875
+16%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$411.6K
81,375
+16%
减持
GBX
GREENBRIER COS INC
-$411.1K
31,150
-5%
增持
ADEA
ADEIA INC
+$401.1K
307,400
+17%
增持
C
CITIGROUP INC
+$396.2K
141,200
+3%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$387.7K
207,700
+13%
清仓
CME
CME GROUP INC
-$383.2K
0
-100%
减持
AEM
AGNICO EAGLE MINES LTD
+$379.5K
35,965
-20%
减持
LKQ
LKQ CORP
-$371.9K
53,500
-26%
增持
BLMN
BLOOMIN BRANDS INC
-$366.9K
145,000
+26%
增持
HOG
HARLEY DAVIDSON INC
+$364.7K
43,200
+79%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$358.0K
72,125
-14%
增持
KOP
KOPPERS HOLDINGS INC
+$356.6K
36,400
+78%
增持
GENK
GEN RESTAURENT GROUP
-$355.8K
266,176
+9%
清仓
BA
BOEING CO
-$354.0K
0
-100%
建仓
ASPN
ASPEN AEROGELS INC
+$350.2K
54,800
增持
MTX
MINERALS TECHNOLOGIES INC
+$336.0K
118,455
+25%
增持
ELAN
ELANCO ANIMAL HEALTH INC
-$332.9K
550,150
+9%
增持
SPWH
SPORTSMANS WHSE HLDGS INC
-$332.4K
384,000
+44%
建仓
TTI
TETRA TECHNOLOGIES INC DEL
+$321.2K
95,600
增持
CCJ
CAMECO CORP
+$312.9K
20,900
+96%
减持
RTX
RTX CORPORATION
-$287.9K
45,315
-17%
减持
JPM
JPMORGAN CHASE & CO
-$270.2K
35,285
-5%
增持
CLFD
CLEARFIELD INC
+$269.3K
30,757
+48%
增持
BOOT
BOOT BARN HLDGS INC
-$265.3K
11,449
+16%
减持
LOPE
GRAND CANYON ED INC
-$254.8K
43,110
-8%
增持
WCC
WESCO INTL INC
+$239.9K
10,575
+36%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$238.4K
0
-100%
增持
EXP
EAGLE MATERIALS INC
+$234.4K
47,455
+14%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$228.2K
8,536
+22%
减持
CRWS
CROWN CRAFTS INC
-$217.5K
152,842
-11%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$213.7K
254,810
+12%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$195.9K
158,700
+15%
增持
FDX
FEDEX CORP
-$190.3K
9,000
+6%
增持
EXAS
EXACT SCIENCES CORP
+$177.9K
19,425
+65%
建仓
MU
MICRON TECHNOLOGY INC
+$173.8K
2,000
减持
—
MULTISENSOR AI HOLDINGS INC
-$163.8K
82,233
-37%
清仓
—
HILLENBRAND INC
-$161.6K
0
-100%
增持
CMP
COMPASS MINERALS INTL INC
-$141.8K
93,600
+4%
增持
BBY
BEST BUY INC
+$137.5K
12,650
+37%
建仓
MOD
MODINE MFG CO
+$130.5K
1,700
减持
—
GAUZY LTD
-$126.7K
38,046
-13%
建仓
HOOD
ROBINHOOD MKTS INC
+$124.9K
3,000
建仓
BIO
BIO RAD LABS INC
+$121.8K
500
减持
GATX
GATX CORP
-$115.4K
2,495
-23%
建仓
GS
GOLDMAN SACHS GROUP INC
+$109.3K
200
减持
TDG
TRANSDIGM GROUP INC
+$101.0K
925
-1%
减持
ATRO
ASTRONICS CORP
-$99.3K
63,000
-38%
增持
TWIN
TWIN DISC INC
-$95.9K
29,704
+9%
清仓
EWJ
ISHARES INC
-$93.9K
0
-100%
减持
—
BLACKROCK INC
-$90.5K
825
-3%
增持
XPOF
XPONENTIAL FITNESS INC
+$86.4K
164,500
+72%
减持
ASUR
ASURE SOFTWARE INC
-$77.4K
163,708
-6%
增持
PLAB
PHOTRONICS INC
+$64.6K
189,800
+15%
增持
NPKI
NPK INTERNATIONAL INC
+$54.7K
271,458
+37%
减持
PCYO
PURE CYCLE CORP
-$48.1K
17,733
-4%
增持
THRY
THRYV HLDGS INC
-$33.5K
75,950
+12%
减持
GBCI
GLACIER BANCORP INC NEW
-$30.5K
4,250
-2%
清仓
—
MODIVCARE INC
-$29.6K
0
-100%
增持
BAC
BANK AMERICA CORP
-$28.4K
68,225
+4%
减持
MA
MASTERCARD INC
+$19.8K
1,165
-1%
减持
LECO
LINCOLN ELEC HLDGS INC
+$14.7K
19,260
-0%
减持
TRGP
TARGA RES CORP
+$10.8K
900
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.5K
1,250
-14%
减持
NDSN
NORDSON CORP
-$5.9K
565
-2%
减持
SPGI
S&P GLOBAL INC
+$4.5K
1,935
-2%
清仓
PFGC
PERFORMANCE FOOD GROUP CO
-$3.7K
0
-100%
减持
CWST
CASELLA WASTE SYS INC
-$1.1K
275
-8%
减持
MCD
MCDONALDS CORP
+$118
650
-7%
