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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 143 项
建仓 12
增持 47
减持 70
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
FMC
FMC CORP
-$8.5M
187,850
-43%
减持
GM
GENERAL MTRS CO
+$6.8M
443,965
-8%
增持
TMUS
T-MOBILE US INC
+$4.6M
43,780
+145%
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
DBD
DIEBOLD NIXDORF INC
+$4.4M
474,060
-3%
减持
OXY
OCCIDENTAL PETE CORP
-$3.8M
30,910
-71%
增持
TAP
MOLSON COORS BEVERAGE CO
+$3.4M
248,325
+37%
增持
AMT
AMERICAN TOWER CORP NEW
+$3.2M
63,730
+53%
减持
ALGN
ALIGN TECHNOLOGY INC
-$2.9M
20,400
-58%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$2.8M
61,575
-42%
减持
KEX
KIRBY CORP
+$2.7M
104,433
-1%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$2.4M
96,715
+15%
建仓
TRGP
TARGA RES CORP
+$2.4M
13,200
减持
UNH
UNITEDHEALTH GROUP INC
-$2.3M
8,020
-44%
增持
XOP
SPDR SER TR
+$2.3M
61,630
+49%
增持
SCHW
SCHWAB CHARLES CORP
+$2.1M
47,000
+71%
减持
C
CITIGROUP INC
+$1.9M
125,800
-0%
减持
MP
MP MATERIALS CORP
-$1.8M
104,580
-1%
减持
GOOGL
ALPHABET INC
+$1.8M
148,300
-19%
增持
LOPE
GRAND CANYON ED INC
-$1.7M
42,475
+6%
增持
BBY
BEST BUY INC
+$1.7M
43,425
+179%
减持
B
BARRICK MNG CORP
+$1.7M
271,325
-12%
减持
EXAS
EXACT SCIENCES CORP
-$1.6M
1,225
-96%
减持
FDX
FEDEX CORP
-$1.6M
725
-91%
减持
WSC
WILLSCOT HLDGS CORP
-$1.5M
189,100
-22%
增持
ADEA
ADEIA INC
+$1.5M
572,243
+15%
增持
OC
OWENS CORNING NEW
+$1.5M
138,020
+40%
减持
UNP
UNION PAC CORP
-$1.5M
222,895
-1%
减持
OSK
OSHKOSH CORP
-$1.4M
139,100
-5%
建仓
PGR
PROGRESSIVE CORP
+$1.4M
6,025
减持
HCC
WARRIOR MET COAL INC
-$1.3M
13,250
-66%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
95,400
+187%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$1.3M
53,219
+38%
减持
—
DENNYS CORP
-$1.2M
583,150
-37%
减持
NSC
NORFOLK SOUTHN CORP
-$1.2M
57,880
-3%
建仓
SAM
BOSTON BEER INC
+$1.2M
6,050
增持
UHAL/B
U HAUL HOLDING COMPANY
+$1.2M
66,665
+74%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.2M
0
-100%
增持
AIN
ALBANY INTL CORP
+$1.2M
62,050
+66%
建仓
CSGP
COSTAR GROUP INC
+$1.1M
17,050
减持
NATR
NATURES SUNSHINE PRODS INC
-$1.1M
180,750
-44%
减持
EXP
EAGLE MATERIALS INC
-$1.1M
40,415
-0%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$1.1M
213,600
-28%
增持
LKQ
LKQ CORP
+$1.1M
216,800
+22%
增持
GPK
GRAPHIC PACKAGING HLDG CO
+$1.1M
384,900
+60%
增持
LOVE
LOVESAC COMPANY
+$1.1M
291,397
+53%
建仓
XRAY
DENTSPLY SIRONA INC
+$1.1M
94,400
减持
MTX
MINERALS TECHNOLOGIES INC
-$1.1M
77,005
-17%
减持
HAE
HAEMONETICS CORP MASS
-$1.0M
36,475
-55%
减持
JOUT
JOHNSON OUTDOORS INC
-$1.0M
83,500
-26%
减持
COHR
COHERENT CORP
-$1.0M
63,170
-46%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$994.3K
0
-100%
增持
MITK
MITEK SYS INC
+$991.5K
302,616
+34%
增持
UPS
UNITED PARCEL SERVICE INC
+$974.7K
51,545
+4%
减持
SPGI
S&P GLOBAL INC
-$958.2K
1,780
-54%
减持
AAPL
APPLE INC
-$950.5K
97,270
-10%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$922.3K
26,800
-66%
减持
THRY
THRYV HLDGS INC
-$880.2K
129,600
-6%
建仓
MHK
MOHAWK INDS INC
+$863.5K
7,900
减持
XPOF
XPONENTIAL FITNESS INC
-$820.4K
37,000
-74%
减持
CTSO
CYTOSORBENTS CORP
-$801.7K
1,854,515
-13%
增持
MATX
MATSON INC
+$796.1K
15,700
+35%
增持
QDEL
QUIDELORTHO CORP
+$760.0K
134,704
+29%
清仓
OSBC
OLD SECOND BANCORP INC ILL
-$749.5K
0
-100%
减持
CNR
CORE NATURAL RESOURCES INC
+$735.4K
217,713
-2%
建仓
CENTA
CENTRAL GARDEN & PET CO
+$718.1K
24,600
建仓
DNOW
DNOW INC
+$657.6K
49,633
增持
META
META PLATFORMS INC
+$638.9K
8,205
+26%
增持
VNT
VONTIER CORPORATION
+$628.8K
65,225
+52%
清仓
CLFD
CLEARFIELD INC
-$614.8K
0
-100%
建仓
DEC
DIVERSIFIED ENERGY CO
+$609.6K
42,100
增持
AMZN
AMAZON COM INC
+$595.2K
13,875
+17%
减持
GLD
SPDR GOLD TRUST
+$583.6K
25,040
-5%
建仓
TNC
TENNANT CO
+$560.1K
7,600
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$546.9K
125,540
-13%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$543.3K
378,950
+27%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$539.6K
10,121
+169%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$520.5K
262,050
+6%
减持
V
VISA INC
-$520.4K
36,975
-6%
建仓
GLOO
GLOO HOLDINGS INC
+$510.8K
89,770
减持
MATW
MATTHEWS INTL CORP
-$497.0K
91,483
-23%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$495.4K
80,700
+9%
减持
RTX
RTX CORPORATION
+$493.9K
33,860
-1%
减持
WMB
WILLIAMS COS INC
-$484.2K
132,825
-1%
增持
MTUS
METALLUS INC
+$480.8K
205,550
+12%
清仓
SLP
SIMULATIONS PLUS INC
-$471.7K
0
-100%
减持
WAB
WABTEC
+$456.2K
44,415
-1%
清仓
CHDN
CHURCHILL DOWNS INC
-$426.8K
0
-100%
增持
KOP
KOPPERS HOLDINGS INC
+$412.1K
80,750
+27%
清仓
OSIS
OSI SYSTEMS INC
-$411.2K
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$409.3K
26,175
-18%
清仓
—
KLARNA GROUP PLC
-$366.5K
0
-100%
减持
DIS
DISNEY WALT CO
-$346.9K
675
-82%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$339.9K
142,480
-11%
清仓
INR
INFINITY NAT RES INC
-$338.9K
0
-100%
减持
GENK
GEN RESTAURENT GROUP
-$317.2K
180,006
-29%
清仓
COO
COOPER COS INC
-$315.4K
0
-100%
增持
MBLY
MOBILEYE GLOBAL INC
-$295.4K
286,900
+23%
清仓
OKLO
OKLO INC
-$293.7K
0
-100%
减持
ON
ON SEMICONDUCTOR CORP
+$272.7K
73,670
-2%
减持
VLO
VALERO ENERGY CORP
-$265.5K
1,350
-53%
减持
PLAB
PHOTRONICS INC
-$265.3K
91,525
-34%
减持
ASUR
ASURE SOFTWARE INC
-$264.0K
27,427
-57%
减持
ENS
ENERSYS
-$254.2K
51,230
-26%
减持
CSX
CSX CORP
-$243.6K
263,425
-4%
增持
BIO
BIO RAD LABS INC
+$235.6K
3,600
+18%
减持
AEM
AGNICO EAGLE MINES LTD
-$235.1K
24,405
-6%
减持
ATRO
ASTRONICS CORP
-$234.9K
28,800
-27%
增持
BC
BRUNSWICK CORP
+$216.7K
19,125
+1%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP
+$216.4K
41,000
+32%
增持
JBSS
SANFILIPPO JOHN B & SON INC
+$184.6K
9,100
+28%
增持
JYNT
JOINT CORP
-$178.7K
890,045
+7%
增持
MTW
MANITOWOC CO INC
+$174.0K
50,505
+17%
增持
GNRC
GENERAC HLDGS INC
-$172.2K
28,395
+18%
减持
TKR
TIMKEN CO
-$170.9K
19,550
-19%
减持
—
EXXON MOBIL CORP
-$168.3K
3,816
-31%
清仓
—
BLACKROCK INC
-$163.2K
0
-100%
减持
WCC
WESCO INTL INC
+$159.1K
5,630
-2%
减持
JPM
JPMORGAN CHASE & CO
+$155.5K
25,450
-0%
增持
HOG
HARLEY DAVIDSON INC
+$154.9K
16,000
+158%
增持
SPWH
SPORTSMANS WHSE HLDGS INC
-$154.5K
639,800
+63%
增持
TWIN
TWIN DISC INC
+$151.0K
44,200
+5%
建仓
BLK
BLACKROCK INC
+$149.8K
140
减持
NEM
NEWMONT CORP
+$144.3K
39,125
-12%
减持
—
ICON PLC
-$143.0K
5,650
-16%
增持
BLMN
BLOOMIN BRANDS INC
-$123.6K
247,650
+8%
减持
SLB
SCHLUMBERGER LTD
+$115.2K
88,300
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$100.6K
600
-25%
增持
GATX
GATX CORP
+$92.5K
3,220
+24%
增持
SLGN
SILGAN HLDGS INC
+$91.0K
42,900
+12%
清仓
—
GAUZY LTD
-$89.6K
0
-100%
减持
BAC
BANK AMERICA CORP
+$86.4K
58,625
-4%
减持
BOOT
BOOT BARN HLDGS INC
-$85.6K
2,909
-20%
减持
HAL
HALLIBURTON CO
+$70.4K
106,600
-11%
减持
NPKI
NPK INTERNATIONAL INC
-$58.2K
169,700
-8%
减持
QRHC
QUEST RESOURCE HLDG CORP
+$46.8K
196,950
-4%
增持
AEYE
AUDIOEYE INC
+$45.3K
133,250
+44%
清仓
CRWS
CROWN CRAFTS INC
-$45.1K
0
-100%
减持
HLLY
HOLLEY INC
+$40.6K
1,035,800
-23%
减持
LECO
LINCOLN ELEC HLDGS INC
+$33.9K
15,080
-1%
增持
FCG
FIRST TR EXCHANGE-TRADED FD
+$26.4K
80,900
+2%
减持
—
SMURFIT WESTROCK PLC
-$18.7K
2,617
-7%
增持
MSFT
MICROSOFT CORP
-$9.2K
645
+4%
减持
GBX
GREENBRIER COS INC
+$7.6K
25,415
-1%
