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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 144 项
建仓 15
增持 45
减持 68
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
—
BEACON ROOFING SUPPLY INC
-$24.5M
0
-100%
增持
GOOGL
ALPHABET INC
+$8.9M
213,725
+15%
减持
DBD
DIEBOLD NIXDORF INC
+$5.5M
533,300
-3%
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
OSK
OSHKOSH CORP
+$3.8M
165,350
+4%
增持
COHR
COHERENT CORP
+$3.7M
144,950
+2%
清仓
CMCO
COLUMBUS MCKINNON CORP N Y
-$3.6M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$3.2M
36,495
-29%
减持
AAPL
APPLE INC
-$3.1M
125,135
-3%
增持
TAP
MOLSON COORS BEVERAGE CO
+$3.0M
110,210
+193%
减持
XLE
SELECT SECTOR SPDR TR
-$2.4M
36,700
-38%
建仓
UNH
UNITEDHEALTH GROUP INC
+$2.4M
7,715
建仓
MTUS
METALLUS INC
+$2.3M
146,050
减持
CNR
CORE NATURAL RESOURCES INC
-$2.1M
237,394
-2%
清仓
PTEN
PATTERSON-UTI ENERGY INC
-$2.1M
0
-100%
增持
ADEA
ADEIA INC
+$1.9M
423,224
+38%
减持
ULTA
ULTA BEAUTY INC
-$1.9M
100
-98%
减持
C
CITIGROUP INC
+$1.9M
139,900
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$1.8M
48,275
-47%
增持
NATR
NATURES SUNSHINE PRODS INC
+$1.8M
486,400
+13%
减持
HAL
HALLIBURTON CO
-$1.7M
116,000
-27%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.6M
154,090
+26%
减持
HAE
HAEMONETICS CORP MASS
-$1.5M
27,550
-51%
建仓
—
ICON PLC
+$1.4M
9,850
增持
LKQ
LKQ CORP
+$1.4M
98,825
+85%
减持
SCHW
SCHWAB CHARLES CORP
-$1.4M
14,700
-58%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
3,350
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$1.2M
196,775
-5%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$1.2M
23,861
+180%
减持
WAB
WABTEC
+$1.2M
54,800
-3%
减持
OXY
OCCIDENTAL PETE CORP
-$1.2M
110,544
-6%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$1.2M
48,995
-15%
减持
MTX
MINERALS TECHNOLOGIES INC
-$1.1M
116,055
-2%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$1.1M
310,550
+150%
建仓
NEOG
NEOGEN CORP
+$1.1M
234,850
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$1.1M
201,825
+27%
增持
ON
ON SEMICONDUCTOR CORP
+$1.1M
86,520
+2%
清仓
EYE
NATIONAL VISION HLDGS INC
-$1.0M
0
-100%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$1.0M
237,540
-3%
清仓
ECG
EVERUS CONSTR GROUP
-$997.7K
0
-100%
增持
GNRC
GENERAC HLDGS INC
+$992.4K
39,585
+7%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$988.3K
63,800
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$987.0K
166,365
+17%
建仓
MITK
MITEK SYS INC
+$929.4K
93,875
清仓
CLFD
CLEARFIELD INC
-$914.1K
0
-100%
增持
EXP
EAGLE MATERIALS INC
-$879.9K
47,755
+1%
清仓
CMP
COMPASS MINERALS INTL INC
-$869.5K
0
-100%
减持
JOUT
JOHNSON OUTDOORS INC
+$868.6K
189,494
-3%
减持
VLO
VALERO ENERGY CORP
-$863.9K
3,300
-67%
建仓
DDI
DOUBLEDOWN INTERACTIVE CO LT
+$851.7K
89,000
增持
BIO
BIO RAD LABS INC
+$843.5K
4,000
+700%
增持
UNP
UNION PAC CORP
-$825.7K
227,050
+1%
增持
SLB
SCHLUMBERGER LTD
+$808.9K
89,600
+69%
减持
MLM
MARTIN MARIETTA MATLS INC
-$772.7K
7,620
-26%
减持
SPWH
SPORTSMANS WHSE HLDGS INC
+$753.3K
329,000
-14%
建仓
SLP
SIMULATIONS PLUS INC
+$743.4K
42,600
增持
ENS
ENERSYS
+$734.0K
82,290
+19%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$731.9K
81,600
+13%
减持
ASUR
ASURE SOFTWARE INC
-$696.7K
88,800
-46%
减持
XOP
SPDR SER TR
-$681.7K
43,815
-7%
增持
—
DENNYS CORP
+$664.9K
829,592
+11%
减持
LOPE
GRAND CANYON ED INC
+$654.9K
42,930
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$625.4K
48,445
-3%
增持
OC
OWENS CORNING NEW
+$620.6K
98,475
+9%
减持
CCJ
CAMECO CORP
-$570.7K
3,900
-81%
减持
OSIS
OSI SYSTEMS INC
-$568.3K
11,250
-29%
减持
QDEL
QUIDELORTHO CORP
-$545.9K
82,800
-1%
增持
FMC
FMC CORP
+$539.0K
347,550
+5%
减持
BWXT
BWX TECHNOLOGIES INC
-$531.4K
1,550
-80%
清仓
BTMD
BIOTE CORP
-$528.1K
0
-100%
增持
BLMN
BLOOMIN BRANDS INC
+$473.6K
175,750
+21%
减持
GM
GENERAL MTRS CO
+$470.5K
537,275
-3%
增持
CHDN
CHURCHILL DOWNS INC
+$449.1K
11,100
+83%
增持
HCC
WARRIOR MET COAL INC
+$429.2K
38,000
+38%
建仓
OSBC
OLD SECOND BANCORP INC ILL
+$427.5K
24,100
减持
RTX
RTX CORPORATION
-$420.1K
38,230
-16%
减持
ELAN
ELANCO ANIMAL HEALTH INC
+$415.9K
433,650
-21%
建仓
MHK
MOHAWK INDS INC
+$414.1K
3,950
减持
GLD
SPDR GOLD TRUST
+$406.2K
28,225
-1%
增持
JYNT
JOINT CORP
-$403.5K
779,295
+4%
减持
KEX
KIRBY CORP
+$400.9K
58,400
-5%
减持
GBX
GREENBRIER COS INC
-$399.8K
25,965
-17%
减持
BOOT
BOOT BARN HLDGS INC
+$392.5K
10,674
-7%
增持
THRY
THRYV HLDGS INC
+$388.4K
111,950
+47%
减持
PLAB
PHOTRONICS INC
-$386.1K
188,750
-1%
减持
AEM
AGNICO EAGLE MINES LTD
-$384.6K
29,550
-18%
减持
CSX
CSX CORP
+$378.0K
302,075
-6%
建仓
QXO
QXO INC
+$376.9K
17,500
增持
VNT
VONTIER CORPORATION
+$368.5K
63,400
+6%
增持
GENK
GEN RESTAURENT GROUP
-$359.7K
284,500
+7%
减持
DIS
DISNEY WALT CO
-$350.2K
7,025
-43%
减持
CTSO
CYTOSORBENTS CORP
+$346.7K
2,616,715
-13%
增持
KOP
KOPPERS HOLDINGS INC
+$334.3K
42,100
+16%
增持
TMUS
T-MOBILE US INC
+$333.5K
20,385
+20%
减持
WMB
WILLIAMS COS INC
+$332.2K
140,275
-1%
清仓
TTI
TETRA TECHNOLOGIES INC DEL
-$321.2K
0
-100%
减持
—
EXXON MOBIL CORP
-$318.4K
6,966
-23%
增持
MATW
MATTHEWS INTL CORP
+$315.9K
129,884
+4%
减持
FDX
FEDEX CORP
-$313.0K
8,275
-8%
增持
HLLY
HOLLEY INC
-$307.5K
1,350,982
+15%
减持
—
BARRICK GOLD CORP
-$301.7K
363,850
-10%
减持
NPKI
NPK INTERNATIONAL INC
+$282.0K
218,474
-20%
减持
MP
MP MATERIALS CORP
+$275.1K
138,500
-22%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
+$268.5K
52,000
-28%
增持
EXAS
EXACT SCIENCES CORP
+$268.4K
20,875
+7%
增持
HOG
HARLEY DAVIDSON INC
+$267.4K
57,550
+33%
减持
CRWS
CROWN CRAFTS INC
-$261.2K
102,842
-33%
减持
ALGN
ALIGN TECHNOLOGY INC
+$249.5K
8,450
-1%
建仓
LAKE
LAKELAND INDS INC
+$233.4K
17,151
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$228.5K
900
-28%
减持
AMZN
AMAZON COM INC
+$213.8K
14,525
-7%
建仓
TSLA
TESLA INC
+$209.7K
660
减持
IRDM
IRIDIUM COMMUNICATIONS INC
+$201.0K
73,400
-0%
清仓
GBCI
GLACIER BANCORP INC NEW
-$187.9K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
+$186.3K
57,435
-6%
清仓
PCYO
PURE CYCLE CORP
-$185.7K
0
-100%
减持
—
GAUZY LTD
-$184.9K
14,150
-63%
清仓
TRGP
TARGA RES CORP
-$180.4K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$173.8K
0
-100%
减持
ATRO
ASTRONICS CORP
+$164.7K
50,400
-20%
减持
BAC
BANK AMERICA CORP
+$149.5K
63,325
-7%
增持
BBY
BEST BUY INC
+$146.3K
16,050
+27%
清仓
MOD
MODINE MFG CO
-$130.5K
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$124.9K
0
-100%
增持
TWIN
TWIN DISC INC
+$119.5K
39,004
+31%
清仓
GS
GOLDMAN SACHS GROUP INC
-$109.3K
0
-100%
减持
AEYE
AUDIOEYE INC
-$108.3K
67,450
-16%
减持
LECO
LINCOLN ELEC HLDGS INC
-$106.3K
17,060
-11%
减持
META
META PLATFORMS INC
-$102.3K
6,495
-24%
减持
WCC
WESCO INTL INC
+$100.4K
9,410
-11%
减持
—
BLACKROCK INC
-$98.8K
650
-21%
减持
NEM
NEWMONT CORP
+$92.1K
50,350
-14%
增持
UHAL/B
U HAUL HOLDING COMPANY
-$86.6K
29,695
+3%
减持
—
MULTISENSOR AI HOLDINGS INC
-$59.5K
28,350
-66%
减持
JPM
JPMORGAN CHASE & CO
+$57.8K
30,055
-15%
建仓
OKLO
OKLO INC
+$56.0K
1,000
增持
XPOF
XPONENTIAL FITNESS INC
-$45.3K
176,900
+8%
增持
BC
BRUNSWICK CORP
+$43.8K
21,825
+1%
减持
MBLY
MOBILEYE GLOBAL INC
+$16.3K
24,250
-17%
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$14.1K
51,900
+9%
减持
MA
MASTERCARD INC
+$13.3K
1,160
-0%
增持
LOVE
LOVESAC COMPANY
+$9.3K
190,700
+0%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$7.9K
103,650
+27%
减持
V
VISA INC
+$5.8K
40,195
-1%
增持
ACCO
ACCO BRANDS CORP
+$646
40,840
+18%
