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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 11
增持 42
减持 86
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
B
BARRICK MNG CORP
+$10.1M
309,175
清仓
—
BARRICK GOLD CORP
-$7.6M
0
-100%
减持
GOOGL
ALPHABET INC
+$7.0M
183,685
-14%
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
SBAC
SBA COMMUNICATIONS CORP NEW
+$4.8M
84,130
+72%
增持
ALGN
ALIGN TECHNOLOGY INC
+$4.4M
48,200
+470%
减持
FMC
FMC CORP
-$3.4M
330,675
-5%
增持
NSC
NORFOLK SOUTHN CORP
+$3.2M
59,680
+4%
增持
TAP
MOLSON COORS BEVERAGE CO
+$2.9M
180,650
+64%
减持
GM
GENERAL MTRS CO
+$2.9M
480,715
-11%
增持
MBLY
MOBILEYE GLOBAL INC
+$2.9M
233,050
+861%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.6M
14,430
+87%
减持
MP
MP MATERIALS CORP
+$2.5M
105,350
-24%
减持
WAB
WABTEC
-$2.4M
45,015
-18%
增持
ADEA
ADEIA INC
+$2.4M
497,300
+18%
减持
NATR
NATURES SUNSHINE PRODS INC
-$2.2M
323,350
-34%
增持
KEX
KIRBY CORP
+$2.2M
105,150
+80%
减持
OSIS
OSI SYSTEMS INC
-$2.1M
1,650
-85%
建仓
AIN
ALBANY INTL CORP
+$2.0M
37,375
减持
CNR
CORE NATURAL RESOURCES INC
+$2.0M
222,022
-6%
增持
HAE
HAEMONETICS CORP MASS
+$1.9M
81,369
+195%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.8M
3,761
-84%
减持
DBD
DIEBOLD NIXDORF INC
-$1.8M
486,520
-9%
增持
LKQ
LKQ CORP
+$1.8M
178,150
+80%
减持
AAPL
APPLE INC
+$1.7M
107,585
-14%
建仓
SLGN
SILGAN HLDGS INC
+$1.6M
38,150
减持
GNRC
GENERAC HLDGS INC
-$1.6M
24,160
-39%
减持
HLLY
HOLLEY INC
+$1.5M
1,349,450
-0%
增持
—
DENNYS CORP
+$1.5M
932,050
+12%
减持
CTSO
CYTOSORBENTS CORP
-$1.4M
2,127,265
-19%
增持
SCHW
SCHWAB CHARLES CORP
+$1.3M
27,550
+87%
增持
MITK
MITEK SYS INC
+$1.3M
225,296
+140%
减持
HOG
HARLEY DAVIDSON INC
-$1.2M
6,200
-89%
减持
JOUT
JOHNSON OUTDOORS INC
-$1.2M
113,136
-40%
建仓
REGN
REGENERON PHARMACEUTICALS
+$1.2M
2,065
建仓
MATX
MATSON INC
+$1.1M
11,600
清仓
NEOG
NEOGEN CORP
-$1.1M
0
-100%
增持
JYNT
JOINT CORP
-$1.1M
832,278
+7%
减持
BOOT
BOOT BARN HLDGS INC
-$1.0M
3,614
-66%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$919.4K
106,325
+3%
减持
C
CITIGROUP INC
+$913.7K
126,325
-10%
增持
SPGI
S&P GLOBAL INC
+$868.1K
3,880
+101%
减持
AEM
AGNICO EAGLE MINES LTD
+$858.1K
25,940
-12%
清仓
DDI
DOUBLEDOWN INTERACTIVE CO LT
-$851.7K
0
-100%
减持
NEM
NEWMONT CORP
+$828.9K
44,625
-11%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
-$826.4K
79,500
+8%
减持
ON
ON SEMICONDUCTOR CORP
-$818.0K
75,370
-13%
增持
MTUS
METALLUS INC
+$795.8K
184,300
+26%
减持
UNP
UNION PAC CORP
+$789.9K
224,350
-1%
减持
V
VISA INC
-$783.3K
39,510
-2%
增持
HCC
WARRIOR MET COAL INC
+$753.1K
39,200
+3%
增持
UPS
UNITED PARCEL SERVICE INC
-$752.0K
49,540
+2%
减持
GLD
SPDR GOLD TRUST
+$736.1K
26,275
-7%
减持
ENS
ENERSYS
+$714.2K
68,805
-16%
增持
QDEL
QUIDELORTHO CORP
+$700.8K
104,825
+27%
减持
CHDN
CHURCHILL DOWNS INC
-$694.3K
4,400
-60%
减持
LOPE
GRAND CANYON ED INC
+$693.4K
40,120
-7%
减持
JPM
JPMORGAN CHASE & CO
-$668.2K
25,505
-15%
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$668.0K
79,500
+53%
增持
EXAS
EXACT SCIENCES CORP
+$651.0K
32,175
+54%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$633.9K
32,040
-34%
减持
MTX
MINERALS TECHNOLOGIES INC
-$627.7K
92,780
-20%
建仓
CLFD
CLEARFIELD INC
+$614.8K
17,882
增持
CCI
CROWN CASTLE INTL CORP NEW
-$593.6K
246,750
+4%
减持
AMZN
AMAZON COM INC
-$579.2K
11,875
-18%
增持
HAL
HALLIBURTON CO
+$578.1K
119,600
+3%
减持
TMUS
T-MOBILE US INC
-$576.8K
17,880
-12%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$569.8K
144,390
-6%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$551.7K
240,050
+22%
减持
VNT
VONTIER CORPORATION
-$543.1K
42,800
-32%
减持
WCC
WESCO INTL INC
-$524.5K
5,760
-39%
减持
HLMN
HILLMAN SOLUTIONS CORP
+$521.1K
298,300
-4%
减持
—
BLACKROCK INC
-$518.8K
140
-78%
增持
AEYE
AUDIOEYE INC
+$500.1K
92,774
+38%
减持
OXY
OCCIDENTAL PETE CORP
+$466.6K
108,160
-2%
建仓
JBSS
SANFILIPPO JOHN B & SON INC
+$457.9K
7,123
减持
DIS
DISNEY WALT CO
-$447.5K
3,700
-47%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$445.3K
160,880
-3%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$439.3K
241,150
+19%
减持
MLM
MARTIN MARIETTA MATLS INC
-$436.1K
5,945
-22%
建仓
MTW
MANITOWOC CO INC
+$431.6K
43,115
增持
KOP
KOPPERS HOLDINGS INC
+$421.1K
63,380
+51%
清仓
MHK
MOHAWK INDS INC
-$414.1K
0
-100%
减持
GENK
GEN RESTAURENT GROUP
-$412.5K
253,467
-11%
增持
OC
OWENS CORNING NEW
+$403.6K
98,585
+0%
减持
TDG
TRANSDIGM GROUP INC
-$391.7K
770
-17%
清仓
QXO
QXO INC
-$376.9K
0
-100%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$370.3K
31,100
-51%
建仓
—
KLARNA GROUP PLC
+$366.5K
10,000
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$364.0K
2,050
-39%
减持
PLAB
PHOTRONICS INC
-$360.1K
139,175
-26%
减持
MA
MASTERCARD INC
-$350.4K
530
-54%
减持
ASUR
ASURE SOFTWARE INC
-$344.3K
63,700
-28%
减持
WMB
WILLIAMS COS INC
-$342.4K
133,675
-5%
建仓
INR
INFINITY NAT RES INC
+$338.9K
25,850
增持
UHAL/B
U HAUL HOLDING COMPANY
+$330.6K
38,215
+29%
清仓
ASPN
ASPEN AEROGELS INC
-$324.4K
0
-100%
增持
OSBC
OLD SECOND BANCORP INC ILL
+$322.0K
43,350
+80%
建仓
COO
COOPER COS INC
+$315.4K
4,600
增持
THRY
THRYV HLDGS INC
+$303.0K
138,000
+23%
减持
SLP
SIMULATIONS PLUS INC
-$271.7K
31,300
-27%
减持
—
ICON PLC
-$260.2K
6,700
-32%
减持
LOVE
LOVESAC COMPANY
-$254.9K
189,950
-0%
减持
CRWS
CROWN CRAFTS INC
-$250.0K
15,503
-85%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$249.7K
38,594
-26%
减持
COHR
COHERENT CORP
-$248.6K
117,735
-19%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$247.2K
295,200
-32%
增持
SLB
SCHLUMBERGER LTD
+$245.3K
95,250
+6%
增持
TWIN
TWIN DISC INC
+$241.8K
42,054
+8%
增持
OKLO
OKLO INC
+$237.7K
2,631
+163%
清仓
LAKE
LAKELAND INDS INC
-$233.4K
0
-100%
减持
CCJ
CAMECO CORP
-$230.8K
700
-82%
清仓
BWXT
BWX TECHNOLOGIES INC
-$223.3K
0
-100%
减持
NPKI
NPK INTERNATIONAL INC
+$221.8K
184,000
-16%
减持
MATW
MATTHEWS INTL CORP
-$219.0K
118,884
-8%
减持
GEV
GE VERNOVA INC
-$218.5K
75
-85%
清仓
TSLA
TESLA INC
-$209.7K
0
-100%
减持
XPOF
XPONENTIAL FITNESS INC
-$200.1K
144,400
-18%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$197.1K
73,900
-9%
清仓
MCD
MCDONALDS CORP
-$189.9K
0
-100%
减持
EXP
EAGLE MATERIALS INC
-$186.8K
40,615
-15%
减持
XLE
SELECT SECTOR SPDR TR
-$146.4K
33,200
-10%
减持
BAC
BANK AMERICA CORP
+$141.4K
60,825
-4%
增持
BLMN
BLOOMIN BRANDS INC
+$138.4K
230,350
+31%
减持
RTX
RTX CORPORATION
+$133.6K
34,160
-11%
减持
OSK
OSHKOSH CORP
+$129.9K
145,750
-12%
减持
—
EXXON MOBIL CORP
-$123.4K
5,566
-20%
减持
BIO
BIO RAD LABS INC
-$110.1K
3,050
-24%
减持
ATRO
ASTRONICS CORP
+$109.6K
39,400
-22%
减持
BBY
BEST BUY INC
+$100.3K
15,575
-3%
减持
QRHC
QUEST RESOURCE HLDG CORP
-$99.5K
204,827
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$85.4K
150
-63%
增持
TKR
TIMKEN CO
+$81.7K
24,150
+1%
减持
ACCO
ACCO BRANDS CORP
-$74.4K
18,000
-56%
减持
CCK
CROWN HLDGS INC
-$73.3K
1,800
-25%
增持
GATX
GATX CORP
+$70.5K
2,595
+4%
减持
CSX
CSX CORP
-$63.9K
275,775
-9%
减持
NDSN
NORDSON CORP
-$61.0K
265
-53%
增持
SPWH
SPORTSMANS WHSE HLDGS INC
-$46.4K
393,000
+19%
减持
LECO
LINCOLN ELEC HLDGS INC
+$43.0K
15,180
-11%
增持
AMT
AMERICAN TOWER CORP NEW
-$42.5K
41,720
+14%
减持
VLO
VALERO ENERGY CORP
+$41.7K
2,850
-14%
减持
XOP
SPDR SER TR
-$41.5K
41,380
-6%
减持
FDX
FEDEX CORP
-$35.8K
7,825
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$35.0K
800
-11%
减持
RJF
RAYMOND JAMES FINL INC
+$31.8K
4,437
-7%
减持
TGT
TARGET CORP
-$30.5K
100
-75%
减持
MSFT
MICROSOFT CORP
-$24.6K
620
-11%
减持
ULTA
ULTA BEAUTY INC
-$19.4K
50
-50%
清仓
—
MULTISENSOR AI HOLDINGS INC
-$17.0K
0
-100%
增持
META
META PLATFORMS INC
-$16.8K
6,505
+0%
