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 |
|---|---|---|---|---|---|---|---|---|
| — | DENNYS CORP | $0 | 0.00% | 0 | -583,150 | -100.0% | -$362.72万 | 清仓 |
| AIN | ALBANY INTL CORP | $0 | 0.00% | 0 | -62,050 | -100.0% | -$314.59万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -13,200 | -100.0% | -$243.54万 | 清仓 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -15,700 | -100.0% | -$193.97万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THRY | THRYV HLDGS INC | $0 | 0.00% | 0 | -129,600 | -100.0% | -$78.41万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -26,800 | -100.0% | -$46.58万 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$32.78万 | 清仓 |
| XPOF | XPONENTIAL FITNESS INC | $0 | 0.00% | 0 | -37,000 | -100.0% | -$30.45万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -1,225 | -100.0% | -$12.44万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -675 | -100.0% | -$7.68万 | 清仓 |
| ACCO | ACCO BRANDS CORP | $0 | 0.00% | 0 | -18,000 | -100.0% | -$6.71万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -75 | -100.0% | -$4.90万 | 清仓 |
| TGT | TARGET CORP | $1.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $2.35万 | 0.00% | 45 | -5 | -10.0% | -$2,614 | 减仓 |
| HD | HOME DEPOT INC | $3.29万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $4.81万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $6.48万 | 0.01% | 2,000 | 2,000 | — | $6.48万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6.50万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $6.92万 | 0.01% | 260 | -5 | -1.9% | -$1,330 | 减仓 |
| COIN | COINBASE GLOBAL INC | $6.98万 | 0.01% | 400 | 400 | — | $6.98万 | 新建仓 |
| CCJ | CAMECO CORP | $7.60万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $8.66万 | 0.01% | 90 | -50 | -35.7% | -$4.81万 | 减仓 |
| FISV | FISERV INC | $8.93万 | 0.01% | 1,600 | 1,600 | — | $8.93万 | 新建仓 |
| UHAL | U HAUL HOLDING COMPANY | $9.77万 | 0.01% | 2,045 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $9.92万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $10.14万 | 0.01% | 300 | 300 | — | $10.14万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $10.43万 | 0.01% | 2,617 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $10.57万 | 0.01% | 4,000 | 4,000 | — | $10.57万 | 新建仓 |
| SLV | ISHARES SILVER TR | $13.63万 | 0.02% | 2,000 | 2,000 | — | $13.63万 | 新建仓 |
| CENTA | CENTRAL GARDEN & PET CO | $14.26万 | 0.02% | 4,400 | -20,200 | -82.1% | -$65.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $17.44万 | 0.02% | 1,000 | 1,000 | — | $17.44万 | 新建仓 |
| CCK | CROWN HLDGS INC | $18.05万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $18.67万 | 0.02% | 1,000 | 1,000 | — | $18.67万 | 新建仓 |
| — | QUEST RESOURCE HLDG CORP | $19.65万 | 0.03% | 165,150 | -31,800 | -16.1% | -$3.78万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $21.45万 | 0.03% | 625 | -100 | -13.8% | -$3.43万 | 减仓 |
| — | GLOO HOLDINGS INC | $24.92万 | 0.03% | 51,812 | -37,958 | -42.3% | -$18.26万 | 减仓 |
| FDX | FEDEX CORP | $25.82万 | 0.03% | 725 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $26.23万 | 0.03% | 525 | -5 | -0.9% | -$2,498 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $28.11万 | 0.04% | 1,000 | -3,000 | -75.0% | -$84.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.75万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| — | GEN RESTAURENT GROUP | $28.77万 | 0.04% | 146,806 | -33,200 | -18.4% | -$6.51万 | 减仓 |
| VLO | VALERO ENERGY CORP | $32.12万 | 0.04% | 1,300 | -50 | -3.7% | -$1.24万 | 减仓 |
| ASUR | ASURE SOFTWARE INC | $34.95万 | 0.05% | 40,638 | 13,211 | 48.2% | $11.36万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $35.23万 | 0.05% | 8,300 | 8,300 | — | $35.23万 | 新建仓 |
| WAT | WATERS CORP | $37.23万 | 0.05% | 1,250 | 1,250 | — | $37.23万 | 新建仓 |
| — | EXXON MOBIL CORP | $39.29万 | 0.05% | 2,316 | -1,500 | -39.3% | -$25.45万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $40.97万 | 0.05% | 2,799 | -110 | -3.8% | -$1.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $43.29万 | 0.06% | 750 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC | $51.27万 | 0.07% | 94,950 | -152,700 | -61.7% | -$82.46万 | 减仓 |
| DEC | DIVERSIFIED ENERGY CO | $55.02万 | 0.07% | 31,550 | -10,550 | -25.1% | -$18.40万 | 减仓 |
| MZTI | MARZETTI COMPANY | $56.72万 | 0.07% | 4,100 | 4,100 | — | $56.72万 | 新建仓 |
| GATX | GATX CORP | $59.93万 | 0.08% | 3,510 | 290 | 9.0% | $4.95万 | 加仓 |
| TWIN | TWIN DISC INC | $62.09万 | 0.08% | 41,200 | -3,000 | -6.8% | -$4.52万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $66.45万 | 0.09% | 8,375 | 8,100 | 2,945.5% | $64.27万 | 加仓 |
| MTW | MANITOWOC CO INC | $79.98万 | 0.10% | 68,655 | 18,150 | 35.9% | $21.14万 | 加仓 |
| KOP | KOPPERS HOLDINGS INC | $81.42万 | 0.11% | 21,050 | -59,700 | -73.9% | -$230.92万 | 减仓 |
| TNC | TENNANT CO | $83.33万 | 0.11% | 12,550 | 4,950 | 65.1% | $32.87万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $89.24万 | 0.12% | 770 | 0 | 0.0% | — | 不变 |
| — | SPORTSMANS WHSE HLDGS INC | $90.21万 | 0.12% | 639,800 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $93.04万 | 0.12% | 9,450 | 1,550 | 19.6% | $15.26万 | 加仓 |
| — | CYTOSORBENTS CORP | $96.70万 | 0.13% | 1,707,498 | -147,017 | -7.9% | -$8.33万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $97.01万 | 0.13% | 6,725 | 2,288 | 51.6% | $33.00万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $101.99万 | 0.13% | 4,700 | 4,700 | — | $101.99万 | 新建仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $107.10万 | 0.14% | 13,500 | 4,400 | 48.4% | $34.91万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $109.03万 | 0.14% | 15,000 | -11,175 | -42.7% | -$81.23万 | 减仓 |
| DNOW | DNOW INC | $109.16万 | 0.14% | 91,650 | 42,017 | 84.7% | $50.04万 | 加仓 |
| GBX | GREENBRIER COS INC | $116.49万 | 0.15% | 22,125 | -3,290 | -12.9% | -$17.32万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $116.92万 | 0.15% | 12,931 | 2,810 | 27.8% | $25.41万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $125.69万 | 0.16% | 78,950 | 37,950 | 92.6% | $60.42万 | 加仓 |
| NATR | NATURES SUNSHINE PRODS INC | $126.31万 | 0.17% | 52,650 | -128,100 | -70.9% | -$307.31万 | 减仓 |
| CSGP | COSTAR GROUP INC | $129.29万 | 0.17% | 32,050 | 15,000 | 88.0% | $60.51万 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $129.34万 | 0.17% | 68,650 | 7,075 | 11.5% | $13.33万 | 加仓 |
| BC | BRUNSWICK CORP | $133.88万 | 0.18% | 18,400 | -725 | -3.8% | -$5.28万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $141.70万 | 0.19% | 21,800 | -9,110 | -29.5% | -$59.22万 | 减仓 |
| — | AUDIOEYE INC | $141.96万 | 0.19% | 222,850 | 89,600 | 67.2% | $57.08万 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $142.90万 | 0.19% | 208,000 | -78,900 | -27.5% | -$54.20万 | 减仓 |
| WCC | WESCO INTL INC | $153.64万 | 0.20% | 5,615 | -15 | -0.3% | -$4,104 | 减仓 |
| BIO | BIO RAD LABS INC | $157.49万 | 0.21% | 5,650 | 2,050 | 56.9% | $57.14万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $158.57万 | 0.21% | 136,700 | 42,300 | 44.8% | $49.07万 | 加仓 |
| SLGN | SILGAN HLDGS INC | $168.00万 | 0.22% | 43,300 | 400 | 0.9% | $1.55万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $176.94万 | 0.23% | 79,450 | 79,450 | — | $176.94万 | 新建仓 |
| TKR | TIMKEN CO | $177.00万 | 0.23% | 17,600 | -1,950 | -10.0% | -$19.61万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $188.01万 | 0.25% | 3,825 | 1,775 | 86.6% | $87.25万 | 重新持有 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $190.30万 | 0.25% | 60,050 | -20,850 | -25.8% | -$66.07万 | 减仓 |
| ATRO | ASTRONICS CORP | $192.18万 | 0.25% | 28,800 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC | $194.29万 | 0.25% | 137,600 | 137,600 | — | $194.29万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $206.67万 | 0.27% | 10,425 | 4,400 | 73.0% | $87.23万 | 加仓 |
| VNT | VONTIER CORPORATION | $209.81万 | 0.27% | 59,150 | -6,075 | -9.3% | -$21.55万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $213.31万 | 0.28% | 22,900 | 9,650 | 72.8% | $89.89万 | 加仓 |
| ICLR | ICON PLC | $213.57万 | 0.28% | 19,300 | 13,650 | 241.6% | $151.05万 | 加仓 |
| MATW | MATTHEWS INTL CORP | $229.28万 | 0.30% | 88,800 | -2,683 | -2.9% | -$6.93万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $238.07万 | 0.31% | 164,300 | -5,400 | -3.2% | -$7.82万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $262.29万 | 0.34% | 15,300 | -5,100 | -25.0% | -$87.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $262.34万 | 0.34% | 9,695 | 1,675 | 20.9% | $45.32万 | 加仓 |
| GOOG | ALPHABET INC | $272.52万 | 0.36% | 9,500 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $276.60万 | 0.36% | 160,625 | -27,225 | -14.5% | -$46.88万 | 减仓 |
| JOUT | JOHNSON OUTDOORS INC | $276.66万 | 0.36% | 59,484 | -24,016 | -28.8% | -$111.70万 | 减仓 |
| BAC | BANK AMERICA CORP | $284.70万 | 0.37% | 58,400 | -225 | -0.4% | -$1.10万 | 减仓 |
| SPGI | S&P GLOBAL INC | $297.87万 | 0.39% | 7,003 | 5,223 | 293.4% | $222.16万 | 加仓 |