Skylands Capital, LLC
Milwaukee WI · SEC CIK 0001299910
$7.63亿2026Q1 申报市值
155持仓数
37.6%前十大占比 · 第一大 6.9%
16 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CHDN 重新持有+$619.83万
ADBE 新建仓+$610.01万
SCHW 加仓+$494.80万
TAP 加仓+$406.81万
SSNC 加仓+$390.39万
2026Q1 卖出最多 按季末市值估算
KEX 减仓-$777.39万
ADEA 减仓-$399.60万
DENNYS CORP 清仓-$362.72万
AIN 清仓-$314.59万
NATR 减仓-$307.31万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PRDO | PERDOCEO ED CORP | $303.26万 | 0.40% | 81,500 | 81,500 | — | $303.26万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $304.58万 | 0.40% | 175,450 | -13,650 | -7.2% | -$23.70万 | 减仓 |
| HLLY | HOLLEY INC | $305.11万 | 0.40% | 993,850 | -41,950 | -4.1% | -$12.88万 | 减仓 |
| PLAB | PHOTRONICS INC | $331.56万 | 0.43% | 82,050 | -9,475 | -10.4% | -$38.29万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $336.87万 | 0.44% | 338,902 | -45,998 | -12.0% | -$45.72万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $342.02万 | 0.45% | 5,810 | -135 | -2.3% | -$7.95万 | 减仓 |
| HAL | HALLIBURTON CO | $359.10万 | 0.47% | 92,100 | -14,500 | -13.6% | -$56.54万 | 减仓 |
| MTUS | METALLUS INC | $360.30万 | 0.47% | 220,500 | 14,950 | 7.3% | $24.43万 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $370.99万 | 0.49% | 65,825 | 29,350 | 80.5% | $165.42万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $375.36万 | 0.49% | 15,070 | -10 | -0.1% | -$2,491 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $381.33万 | 0.50% | 85,365 | 18,700 | 28.1% | $83.53万 | 加仓 |
| SLB | SLB LIMITED | $384.91万 | 0.50% | 74,900 | -13,400 | -15.2% | -$68.86万 | 减仓 |
| AMZN | AMAZON COM INC | $391.24万 | 0.51% | 18,785 | 4,910 | 35.4% | $102.26万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $392.37万 | 0.51% | 64,050 | -31,350 | -32.9% | -$192.05万 | 减仓 |
| BBY | BEST BUY INC | $397.72万 | 0.52% | 61,950 | 18,525 | 42.7% | $118.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $412.92万 | 0.54% | 11,155 | 10,510 | 1,629.5% | $389.05万 | 加仓 |
| NEM | NEWMONT CORP | $418.12万 | 0.55% | 38,625 | -500 | -1.3% | -$5.41万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $448.12万 | 0.59% | 538,600 | 159,650 | 42.1% | $132.83万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $454.62万 | 0.60% | 73,420 | -250 | -0.3% | -$1.55万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $463.14万 | 0.61% | 65,305 | -11,700 | -15.2% | -$82.98万 | 减仓 |
| LOVE | LOVESAC COMPANY | $491.76万 | 0.64% | 332,947 | 41,550 | 14.3% | $61.37万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $492.33万 | 0.65% | 24,255 | -150 | -0.6% | -$3.04万 | 减仓 |
| META | META PLATFORMS INC | $497.18万 | 0.65% | 8,690 | 485 | 5.9% | $27.75万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $500.68万 | 0.66% | 209,225 | -4,375 | -2.0% | -$10.47万 | 减仓 |
| MP | MP MATERIALS CORP | $503.81万 | 0.66% | 104,395 | -185 | -0.2% | -$8,928 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $511.08万 | 0.67% | 51,950 | 405 | 0.8% | $3.98万 | 加仓 |
| MITK | MITEK SYS INC | $531.09万 | 0.70% | 393,400 | 90,784 | 30.0% | $122.56万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $537.94万 | 0.71% | 27,540 | -855 | -3.0% | -$16.70万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $552.12万 | 0.72% | 49,169 | -4,050 | -7.6% | -$45.48万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $561.17万 | 0.74% | 341,554 | 206,850 | 153.6% | $339.85万 | 加仓 |
| LKQ | LKQ CORP | $580.35万 | 0.76% | 197,600 | -19,200 | -8.9% | -$56.39万 | 减仓 |
| ADBE | ADOBE INC | $610.01万 | 0.80% | 25,095 | 25,095 | — | $610.01万 | 新建仓 |
| KEX | KIRBY CORP | $610.32万 | 0.80% | 45,930 | -58,503 | -56.0% | -$777.39万 | 减仓 |
| RTX | RTX CORPORATION | $619.88万 | 0.81% | 32,135 | -1,725 | -5.1% | -$33.28万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $659.35万 | 0.86% | 73,400 | 69,000 | 1,568.2% | $619.83万 | 重新持有 |
| EXP | EAGLE MATLS INC | $706.84万 | 0.93% | 37,310 | -3,105 | -7.7% | -$58.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $746.73万 | 0.98% | 25,385 | -65 | -0.3% | -$1.91万 | 减仓 |
| LOPE | GRAND CANYON ED INC | $789.19万 | 1.03% | 46,415 | 3,940 | 9.3% | $66.99万 | 加仓 |
| — | JOINT CORP | $790.48万 | 1.04% | 893,195 | 3,150 | 0.4% | $2.79万 | 加仓 |
| XOP | SPDR SERIES TRUST | $828.87万 | 1.09% | 45,585 | -16,045 | -26.0% | -$291.75万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $857.59万 | 1.12% | 141,400 | -1,080 | -0.8% | -$6.55万 | 减仓 |
| TMUS | T-MOBILE US INC | $863.22万 | 1.13% | 41,100 | -2,680 | -6.1% | -$56.29万 | 减仓 |
| ENS | ENERSYS | $889.45万 | 1.17% | 51,200 | -30 | -0.1% | -$5,212 | 减仓 |
| WMB | WILLIAMS COS INC | $925.22万 | 1.21% | 127,125 | -5,700 | -4.3% | -$41.48万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $935.68万 | 1.23% | 138,475 | 57,775 | 71.6% | $390.39万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $936.51万 | 1.23% | 99,650 | 52,650 | 112.0% | $494.80万 | 加仓 |
| ADEA | ADEIA INC | $975.50万 | 1.28% | 405,950 | -166,293 | -29.1% | -$399.60万 | 减仓 |
| CSX | CSX CORP | $1,006.96万 | 1.32% | 245,300 | -18,125 | -6.9% | -$74.40万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,013.22万 | 1.33% | 58,710 | -5,020 | -7.9% | -$86.64万 | 减仓 |
| GLD | SPDR GOLD TR | $1,064.54万 | 1.40% | 24,740 | -300 | -1.2% | -$12.91万 | 减仓 |
| B | BARRICK MNG CORP | $1,069.41万 | 1.40% | 262,175 | -9,150 | -3.4% | -$37.32万 | 减仓 |
| WAB | WABTEC | $1,090.73万 | 1.43% | 43,645 | -770 | -1.7% | -$19.24万 | 减仓 |
| V | VISA INC | $1,114.81万 | 1.46% | 36,885 | -90 | -0.2% | -$2.72万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,146.64万 | 1.50% | 161,090 | 35,550 | 28.3% | $253.04万 | 加仓 |
| COHR | COHERENT CORP | $1,294.36万 | 1.70% | 54,337 | -8,833 | -14.0% | -$210.41万 | 减仓 |
| OC | OWENS CORNING NEW | $1,414.92万 | 1.85% | 130,745 | -7,275 | -5.3% | -$78.73万 | 减仓 |
| C | CITIGROUP INC | $1,443.71万 | 1.89% | 127,300 | 1,500 | 1.2% | $17.01万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1,476.10万 | 1.93% | 342,800 | 94,475 | 38.0% | $406.81万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1,586.82万 | 2.08% | 55,290 | -2,590 | -4.5% | -$74.33万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1,957.75万 | 2.57% | 113,750 | 17,035 | 17.6% | $293.19万 | 加仓 |
| OSK | OSHKOSH CORP | $1,978.19万 | 2.59% | 134,379 | -4,721 | -3.4% | -$69.50万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $2,236.79万 | 2.93% | 213,577 | -4,136 | -1.9% | -$43.32万 | 减仓 |
| CCI | CROWN CASTLE INC | $2,330.63万 | 3.05% | 286,635 | 24,585 | 9.4% | $199.90万 | 加仓 |
| AAPL | APPLE INC | $2,456.56万 | 3.22% | 96,795 | -475 | -0.5% | -$12.06万 | 减仓 |
| GM | GENERAL MTRS CO | $3,182.16万 | 4.17% | 427,135 | -16,830 | -3.8% | -$125.38万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $3,463.45万 | 4.54% | 459,100 | -14,960 | -3.2% | -$112.86万 | 减仓 |
| GOOGL | ALPHABET INC | $4,208.73万 | 5.52% | 146,360 | -1,940 | -1.3% | -$55.79万 | 减仓 |
| UNP | UNION PAC CORP | $5,271.04万 | 6.91% | 217,255 | -5,640 | -2.5% | -$136.84万 | 减仓 |