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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 42
减持 77
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
CHDN
CHURCHILL DOWNS INC
+$6.6M
73,400
建仓
ADBE
ADOBE INC
+$6.1M
25,095
减持
KEX
KIRBY CORP
-$5.4M
45,930
-56%
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
SCHW
SCHWAB CHARLES CORP
+$4.7M
99,650
+112%
减持
GOOGL
ALPHABET INC
-$4.3M
146,360
-1%
减持
GM
GENERAL MTRS CO
-$4.3M
427,135
-4%
增持
MSFT
MICROSOFT CORP
+$3.8M
11,155
+1629%
清仓
—
DENNYS CORP
-$3.6M
0
-100%
增持
TAP
MOLSON COORS BEVERAGE CO
+$3.2M
342,800
+38%
清仓
AIN
ALBANY INTL CORP
-$3.1M
0
-100%
减持
CNR
CORE NATURAL RESOURCES INC
+$3.1M
213,577
-2%
建仓
PRDO
PERDOCEO ED CORP
+$3.0M
81,500
减持
NATR
NATURES SUNSHINE PRODS INC
-$2.6M
52,650
-71%
减持
DBD
DIEBOLD NIXDORF INC
+$2.5M
459,100
-3%
清仓
TRGP
TARGA RES CORP
-$2.4M
0
-100%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$2.4M
338,902
-12%
减持
OSK
OSHKOSH CORP
+$2.3M
134,379
-3%
增持
SSNC
SS&C TECH HLDGS
+$2.3M
138,475
+72%
增持
MITK
MITEK SYS INC
+$2.1M
393,400
+30%
增持
SPGI
S&P GLOBAL INC
+$2.0M
7,003
+293%
建仓
VITL
VITAL FARMS INC
+$1.9M
137,600
清仓
MATX
MATSON INC
-$1.9M
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$1.9M
3,825
减持
AAPL
APPLE INC
-$1.9M
96,795
-0%
减持
V
VISA INC
-$1.8M
36,885
-0%
建仓
CPB
THE CAMPBELLS COMPANY
+$1.8M
79,450
增持
QDEL
QUIDELORTHO CORP
+$1.8M
341,554
+154%
减持
MBLY
MOBILEYE GLOBAL INC
-$1.6M
208,000
-28%
减持
GNRC
GENERAC HLDGS INC
+$1.5M
27,540
-3%
减持
WAB
WABTEC
+$1.4M
43,645
-2%
减持
ENS
ENERSYS
+$1.4M
51,200
-0%
减持
KOP
KOPPERS HOLDINGS INC
-$1.4M
21,050
-74%
减持
OC
OWENS CORNING NEW
-$1.3M
130,745
-5%
减持
EXP
EAGLE MATLS INC
-$1.3M
37,310
-8%
减持
COHR
COHERENT CORP
+$1.3M
54,337
-14%
减持
WMB
WILLIAMS COS INC
+$1.3M
127,125
-4%
减持
HLLY
HOLLEY INC
-$1.2M
993,850
-4%
增持
HLMN
HILLMAN SOLUTIONS CORP
+$1.2M
538,600
+42%
清仓
SAM
BOSTON BEER INC
-$1.2M
0
-100%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.2M
161,090
+28%
减持
UNP
UNION PAC CORP
+$1.2M
217,255
-3%
减持
B
BARRICK MNG CORP
-$1.1M
262,175
-3%
增持
—
ICON PLC
+$1.1M
19,300
+242%
增持
BBY
BEST BUY INC
+$1.1M
61,950
+43%
减持
AMT
AMERICAN TOWER CORP
-$1.1M
58,710
-8%
建仓
FDS
FACTSET RESH SYS INC
+$1.0M
4,700
减持
BLMN
BLOOMIN BRANDS INC
-$1.0M
94,950
-62%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$980.3K
141,400
-1%
增持
HCC
WARRIOR MET COAL INC
+$964.9K
22,900
+73%
增持
SBAC
SBA COMMUNICATIONS CORP
+$869.9K
113,750
+18%
减持
NSC
NORFOLK SOUTHN CORP
-$842.9K
55,290
-4%
增持
LOPE
GRAND CANYON ED INC
+$827.9K
46,415
+9%
增持
HAE
HAEMONETICS CORP MASS
+$786.4K
65,825
+80%
减持
AEM
AGNICO EAGLE MINES LTD
+$785.9K
24,255
-1%
清仓
THRY
THRYV HLDGS INC
-$784.1K
0
-100%
减持
JOUT
JOHNSON OUTDOORS INC
-$778.0K
59,484
-29%
减持
LKQ
LKQ CORP
-$743.8K
197,600
-9%
减持
JPM
JPMORGAN CHASE & CO
-$733.2K
25,385
-0%
减持
CBOE
CBOE GLOBAL MKTS INC
-$722.9K
1,000
-75%
减持
GLD
SPDR GOLD TR
+$721.8K
24,740
-1%
增持
AMZN
AMAZON COM INC
+$709.7K
18,785
+35%
增持
UHAL/B
U HAUL HOLDING COMPANY
+$697.3K
85,365
+28%
增持
PGR
PROGRESSIVE CORP
+$694.6K
10,425
+73%
增持
CWST
CASELLA WASTE SYS INC
+$637.5K
8,375
+2945%
增持
LOVE
LOVESAC COMPANY
+$619.5K
332,947
+14%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
+$587.8K
49,169
-8%
减持
HAL
HALLIBURTON CO
+$578.5K
92,100
-14%
减持
CENTA
CENTRAL GARDEN & PET CO
-$575.4K
4,400
-82%
建仓
MZTI
MARZETTI COMPANY
+$567.2K
4,100
减持
ALGN
ALIGN TECHNOLOGY INC
-$562.6K
15,300
-25%
减持
ON
ON SEMICONDUCTOR CORP
+$556.9K
73,420
-0%
减持
CSX
CSX CORP
+$520.4K
245,300
-7%
减持
WSC
WILLSCOT HLDGS CORP
-$514.9K
175,450
-7%
减持
XOP
SPDR SERIES TRUST
+$507.3K
45,585
-26%
增持
XRAY
DENTSPLY SIRONA INC
+$506.7K
136,700
+45%
增持
BIO
BIO RAD LABS INC
+$484.2K
5,650
+57%
清仓
IRDM
IRIDIUM COMMUNICATIONS INC
-$465.8K
0
-100%
减持
SLB
SLB LIMITED
+$460.2K
74,900
-15%
增持
META
META PLATFORMS INC
-$444.2K
8,690
+6%
增持
DNOW
DNOW INC
+$433.9K
91,650
+85%
增持
JBSS
SANFILIPPO JOHN B & SON INC
+$428.5K
13,500
+48%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP
+$422.5K
78,950
+93%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$414.5K
15,000
-43%
减持
PLAB
PHOTRONICS INC
+$386.8K
82,050
-10%
减持
BAC
BANK AMERICA CORP
-$377.4K
58,400
-0%
建仓
WAT
WATERS CORP
+$372.3K
1,250
减持
NPKI
NPK INTERNATIONAL INC
+$357.9K
164,300
-3%
建仓
AR
ANTERO RESOURCES CORP
+$352.3K
8,300
减持
XLE
SELECT SECTOR SPDR TR
-$341.6K
64,050
-33%
清仓
HOG
HARLEY DAVIDSON INC
-$327.8K
0
-100%
减持
VNT
VONTIER CORPORATION
-$327.0K
59,150
-9%
清仓
XPOF
XPONENTIAL FITNESS INC
-$304.5K
0
-100%
减持
MLM
MARTIN MARIETTA MATLS INC
-$281.5K
5,810
-2%
减持
NEM
NEWMONT CORP
+$274.5K
38,625
-1%
增持
TNC
TENNANT CO
+$273.2K
12,550
+65%
减持
GLOO
GLOO HOLDINGS INC
-$261.6K
51,812
-42%
增持
RJF
RAYMOND JAMES FINL INC
+$259.9K
6,725
+52%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$259.1K
12,931
+28%
减持
TMUS
T-MOBILE US INC
-$256.9K
41,100
-6%
减持
MP
MP MATERIALS CORP
-$245.3K
104,395
-0%
增持
C
CITIGROUP INC
-$242.5K
127,300
+1%
减持
CTSO
CYTOSORBENTS CORP
-$218.4K
1,707,498
-8%
增持
MTW
MANITOWOC CO INC
+$194.3K
68,655
+36%
建仓
CRM
SALESFORCE INC
+$186.7K
1,000
建仓
NVDA
NVIDIA CORPORATION
+$174.4K
1,000
减持
ELAN
ELANCO ANIMAL HEALTH INC
+$173.0K
209,225
-2%
减持
QRHC
QUEST RESOURCE HLDG CORP
-$169.8K
165,150
-16%
减持
FMC
FMC CORP
+$160.5K
160,625
-14%
减持
WCC
WESCO INTL INC
+$159.1K
5,615
-0%
增持
CSGP
COSTAR GROUP INC
+$146.5K
32,050
+88%
减持
OXY
OCCIDENTAL PETE CORP
+$146.0K
21,800
-29%
增持
JYNT
JOINT CORP
+$143.6K
893,195
+0%
减持
LECO
LINCOLN ELEC HLDGS INC
+$139.9K
15,070
-0%
建仓
SLV
ISHARES SILVER TR
+$136.3K
2,000
减持
TKR
TIMKEN CO
+$125.3K
17,600
-10%
清仓
EXAS
EXACT SCIENCES CORP
-$124.4K
0
-100%
减持
TWIN
TWIN DISC INC
-$116.4K
41,200
-7%
减持
ADEA
ADEIA INC
-$116.2K
405,950
-29%
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$105.7K
4,000
减持
BOOT
BOOT BARN HLDGS INC
-$103.7K
2,799
-4%
减持
VLO
VALERO ENERGY CORP
+$101.4K
1,300
-4%
建仓
MU
MICRON TECHNOLOGY INC
+$101.4K
300
减持
MATW
MATTHEWS INTL CORP
-$96.7K
88,800
-3%
减持
GENK
GEN RESTAURENT GROUP
-$92.1K
146,806
-18%
增持
ASUR
ASURE SOFTWARE INC
+$91.1K
40,638
+48%
建仓
FISV
FISERV INC
+$89.3K
1,600
增持
AEYE
AUDIOEYE INC
+$88.4K
222,850
+67%
减持
BC
BRUNSWICK CORP
-$81.1K
18,400
-4%
清仓
DIS
DISNEY WALT CO
-$76.8K
0
-100%
增持
MTUS
METALLUS INC
+$75.7K
220,500
+7%
建仓
COIN
COINBASE GLOBAL INC
+$69.8K
400
清仓
ACCO
ACCO BRANDS CORP
-$67.1K
0
-100%
增持
MHK
MOHAWK INDS INC
+$67.0K
9,450
+20%
减持
—
EXXON MOBIL CORP
-$66.3K
2,316
-39%
建仓
PZZA
PAPA JOHNS INTL INC
+$64.8K
2,000
减持
BLK
BLACKROCK INC
-$63.3K
90
-36%
减持
MTX
MINERALS TECHNOLOGIES INC
-$62.0K
65,305
-15%
减持
DEC
DIVERSIFIED ENERGY CO
-$59.4K
31,550
-25%
增持
GATX
GATX CORP
+$53.2K
3,510
+9%
增持
SLGN
SILGAN HLDGS INC
-$51.8K
43,300
+1%
清仓
GEV
GE VERNOVA INC
-$49.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$40.2K
525
-1%
增持
CCOI
COGENT COMM HOLDINGS INC
-$34.2K
68,650
+11%
减持
GD
GENERAL DYNAMICS CORP
-$29.6K
625
-14%
增持
UNH
UNITEDHEALTH GROUP INC
-$24.1K
9,695
+21%
减持
GBX
GREENBRIER COS INC
-$23.0K
22,125
-13%
增持
CCI
CROWN CASTLE INC
+$17.9K
286,635
+9%
减持
RTX
RTX CORPORATION
-$11.1K
32,135
-5%
减持
FCG
FIRST TR EXCHANGE-TRADED FD
+$9.1K
60,050
-26%
减持
ULTA
ULTA BEAUTY INC
-$6.7K
45
-10%
