Skylands Capital, LLC
- SEC CIK
- 0001299910
- 最新申報
- 2026/7/24
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/2 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 145
- 較 2021 年第 1 季 +1
- 總值
- $8.44 億
- 較 2021 年第 1 季 +$5,958 萬 (+7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 290,445 | $6,388 萬 | 7.6% | +6,050+2.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 408,620 | $5,597 萬 | 6.6% | +3,475+0.9% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 283,175 | $5,525 萬 | 6.5% | −31,595−10.0% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 726,500 | $4,299 萬 | 5.1% | +550+0.1% | 加碼 | 歷史 |
| JYNTJOINT Corp | COM | 407,950 | $3,424 萬 | 4.1% | −29,450−6.7% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 202,775 | $2,527 萬 | 3.0% | −9,000−4.2% | 減碼 | 歷史 |
| ARCHArch Resources, Inc. | CL A | 437,000 | $2,490 萬 | 2.9% | −5,184−1.2% | 減碼 | 歷史 |
| FMCFMC Corp | COM NEW | 218,380 | $2,363 萬 | 2.8% | +11,555+5.6% | 加碼 | 歷史 |
| BECNQxo Building Products, Inc. | COM | 421,210 | $2,243 萬 | 2.7% | −24,675−5.5% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 162,325 | $1,589 萬 | 1.9% | −22,850−12.3% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 59,155 | $1,570 萬 | 1.9% | +7,350+14.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 65,420 | $1,530 萬 | 1.8% | −5,400−7.6% | 減碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 178,700 | $1,374 萬 | 1.6% | −50,375−22.0% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 114,500 | $1,363 萬 | 1.6% | −11,000−8.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 202,220 | $1,341 萬 | 1.6% | −11,400−5.3% | 減碼 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 1,772,000 | $1,338 萬 | 1.6% | +194,800+12.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 47,730 | $1,289 萬 | 1.5% | −8,970−15.8% | 減碼 | 歷史 |
| BFXBowflex Inc. | COM | 759,000 | $1,279 萬 | 1.5% | +22,700+3.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 180,725 | $1,279 萬 | 1.5% | −2,750−1.5% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 306,100 | $1,128 萬 | 1.3% | +51,300+20.1% | 加碼 | 歷史 |
| ENSEnerSys | COM | 111,575 | $1,090 萬 | 1.3% | +5,300+5.0% | 加碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 120,902 | $1,088 萬 | 1.3% | +61,925+105.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,450 | $1,087 萬 | 1.3% | −700−13.6% | 減碼 | 歷史 |
| VRSBillerud Americas Corp | CL A | 588,600 | $1,042 萬 | 1.2% | +37,300+6.8% | 加碼 | 歷史 |
| NVEENV5 Global, Inc. | COM | 106,565 | $1,007 萬 | 1.2% | +3,990+3.9% | 加碼 | 歷史 |
| LOVELovesac Co | COM | 126,125 | $1,006 萬 | 1.2% | −17,175−12.0% | 減碼 | 歷史 |
| WIREEncore Wire Corp | COM | 132,300 | $1,003 萬 | 1.2% | −18,900−12.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 63,225 | $983.4 萬 | 1.2% | −1,150−1.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 56,775 | $940.4 萬 | 1.1% | +13,375+30.8% | 加碼 | 歷史 |
| EXPEagle Materials Inc | COM | 54,875 | $779.8 萬 | 0.9% | −2,900−5.0% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 282,825 | $750.9 萬 | 0.9% | −43,175−13.2% | 減碼 | 歷史 |
| HIHillenbrand, Inc. | COM | 170,000 | $749.4 萬 | 0.9% | −4,550−2.6% | 減碼 | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 95,875 | $731.6 萬 | 0.9% | +34,950+57.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 82,025 | $699.8 萬 | 0.8% | −6,150−7.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,000 | $688.0 萬 | 0.8% | −50−2.4% | 減碼 | 歷史 |
| DBIDesigner Brands Inc. | CL A | 393,700 | $651.6 萬 | 0.8% | −38,500−8.9% | 減碼 | 歷史 |
| GTNGray Media, Inc | COM | 276,750 | $647.6 萬 | 0.8% | −55,400−16.7% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 70,600 | $581.0 萬 | 0.7% | +15,975+29.2% | 加碼 | 歷史 |
| IMMRImmersion Corp | COM | 659,500 | $578.4 萬 | 0.7% | +134,500+25.6% | 加碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 315,150 | $571.7 萬 | 0.7% | +67,050+27.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,790 | $566.0 萬 | 0.7% | −8,070−36.9% | 減碼 | 歷史 |
| POWWOutdoor Holding Co | COM | 574,050 | $562.0 萬 | 0.7% | +55,369+10.7% | 加碼 | 歷史 |
| CMCOColumbus McKinnon Corp | COM | 115,575 | $557.5 萬 | 0.7% | +37,475+48.0% | 加碼 | 歷史 |
| TWTRTwitter, Inc. | COM | 76,000 | $523.0 萬 | 0.6% | −900−1.2% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 44,525 | $519.2 萬 | 0.6% | −16,600−27.2% | 減碼 | 歷史 |
| TUEMTuesday Morning Corp | COM | 1,137,437 | $511.8 萬 | 0.6% | +1,137,437 | 新進 | 歷史 |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 193,000 | $507.4 萬 | 0.6% | −15,950−7.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 5,740 | $502.2 萬 | 0.6% | −825−12.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,250 | $495.5 萬 | 0.6% | −4,650−24.6% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 23,200 | $493.4 萬 | 0.6% | −4,500−16.2% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 15,000 | $478.1 萬 | 0.6% | −500−3.2% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 64,600 | $465.5 萬 | 0.6% | −5,300−7.6% | 減碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 222,500 | $460.1 萬 | 0.5% | −19,300−8.0% | 減碼 | – |
| PLBYPlayboy, Inc. | COM | 116,100 | $451.5 萬 | 0.5% | +24,100+26.2% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 111,350 | $426.2 萬 | 0.5% | −200−0.2% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 33,525 | $397.9 萬 | 0.5% | −3,400−9.2% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 11,115 | $391.0 萬 | 0.5% | −50−0.4% | 減碼 | 歷史 |
| UHALU-Haul Holding Co | COM | 5,875 | $346.3 萬 | 0.4% | +1,925+48.7% | 加碼 | 歷史 |
| CRWSCrown Crafts Inc | COM | 460,755 | $342.3 萬 | 0.4% | +44,621+10.7% | 加碼 | 歷史 |
| Landcadia Holdings III Inc51476H100 | COM CL A | 273,800 | $339.5 萬 | 0.4% | +273,800 | 新進 | – |
| WSCWillScot Holdings Corp | COM CL A | 121,700 | $339.2 萬 | 0.4% | +26,700+28.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 16,205 | $337.0 萬 | 0.4% | −2,200−12.0% | 減碼 | 歷史 |
| OSISOsi Systems Inc | COM | 32,550 | $330.8 萬 | 0.4% | +15,150+87.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,150 | $309.9 萬 | 0.4% | −6,300−36.1% | 減碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 22,395 | $295.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Mudrick Capital Acqu Corp II62477L107 | COM CL A | 215,821 | $268.9 萬 | 0.3% | +215,821 | 新進 | – |
| ROGRogers Corp | COM | 13,157 | $264.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VTNRVertex Energy Inc. | COM | 195,856 | $259.1 萬 | 0.3% | +195,856 | 新進 | 歷史 |
| VNTVontier Corp | Stock | 78,600 | $256.1 萬 | 0.3% | −1,500−1.9% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 45,325 | $238.5 萬 | 0.3% | −15,550−25.5% | 減碼 | 歷史 |
| NSPInsperity, Inc. | COM | 26,325 | $237.9 萬 | 0.3% | −2,550−8.8% | 減碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 4,800 | $222.5 萬 | 0.3% | +650+15.7% | 加碼 | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 120,850 | $220.2 萬 | 0.3% | −6,200−4.9% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $209.3 萬 | 0.2% | −1−16.7% | 減碼 | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 43,700 | $190.4 萬 | 0.2% | +5,400+14.1% | 加碼 | 歷史 |
| CWSTCasella Waste Systems Inc | CL A | 29,625 | $187.9 萬 | 0.2% | −500−1.7% | 減碼 | 歷史 |
| FTHMFathom Holdings Inc. | COM | 57,157 | $187.4 萬 | 0.2% | +9,914+21.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 55,950 | $179.5 萬 | 0.2% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| Greenbrier Cos Inc393657AK7 | NOTE 2.875% 2/0 | 1,650,000 | $176.4 萬 | 0.2% | 00.0% | 不變 | – |
| NGNovagold Resources Inc | COM NEW | 219,800 | $176.1 萬 | 0.2% | +4,900+2.3% | 加碼 | 歷史 |
| SCORComscore, Inc. | COM | 335,170 | $167.6 萬 | 0.2% | +99,800+42.4% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 16,075 | $160.1 萬 | 0.2% | −2,100−11.6% | 減碼 | 歷史 |
| QRHCQuest Resource Holding Corp | COM NEW | 232,700 | $147.8 萬 | 0.2% | −1,600−0.7% | 減碼 | 歷史 |
| BERYBerry Global Group, Inc. | COM | 22,600 | $147.4 萬 | 0.2% | +7,200+46.8% | 加碼 | 歷史 |
| BOOTBoot Barn Holdings, Inc. | COM | 17,525 | $147.3 萬 | 0.2% | −3,725−17.5% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 22,625 | $143.4 萬 | 0.2% | −6,375−22.0% | 減碼 | 歷史 |
| Paramount Global92556H206 | CL B | 30,000 | $135.6 萬 | 0.2% | 00.0% | 不變 | – |
| TWINTwin Disc Inc | COM | 85,547 | $121.7 萬 | 0.1% | +609+0.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 475 | $119.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PCYOPure Cycle Corp | COM NEW | 86,000 | $118.9 萬 | 0.1% | −4,338−4.8% | 減碼 | 歷史 |
| GATXGatx Corp | COM | 12,670 | $112.1 萬 | 0.1% | −475−3.6% | 減碼 | 歷史 |
| MATWMatthews International Corp | CL A | 29,400 | $105.7 萬 | 0.1% | +29,400 | 新進 | 歷史 |
| WHLRWheeler Real Estate Investment Trust, Inc. | COM NEW | 207,000 | $104.7 萬 | 0.1% | +207,000 | 新進 | 歷史 |
| MKSIMKS Inc | COM | 5,525 | $98.3 萬 | 0.1% | −150−2.6% | 減碼 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 17,450 | $96.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 20,000 | $83.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BWMNBowman Consulting Group Ltd. | COM | 60,200 | $83.4 萬 | 0.1% | +60,200 | 新進 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 11,800 | $75.6 萬 | 0.1% | +1,750+17.4% | 加碼 | 歷史 |
| HCKTHackett Group, Inc. | COM | 41,725 | $75.2 萬 | 0.1% | +41,725 | 新進 | 歷史 |
| NVECNve Corp | COM NEW | 9,500 | $70.3 萬 | 0.1% | −3,400−26.4% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（13 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Michaels Cos Inc59408Q106 | COM | 293,760 | $644.5 萬 | 0.8% | – |
| TSCTriState Capital Holdings, Inc. | COM | 38,300 | $88.3 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,000 | $78.5 萬 | 0.1% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 5,000 | $62.7 萬 | 0.1% | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 11,300 | $58.8 萬 | 0.1% | 歷史 |
| SNAPSnap Inc | Stock | 10,000 | $52.3 萬 | 0.1% | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 2,000 | $35.9 萬 | <0.1% | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 13,800 | $31.4 萬 | <0.1% | 歷史 |
| ASURAsure Software Inc | COM | 33,200 | $25.4 萬 | <0.1% | 歷史 |
| FLYYSpirit Aviation Holdings, Inc. | COM | 5,752 | $21.2 萬 | <0.1% | 歷史 |
| ENVEnvestnet, Inc. | COM | 2,900 | $20.9 萬 | <0.1% | 歷史 |
| Altimeter Growth CorpG0370L108 | CL A | 10,000 | $11.7 萬 | <0.1% | – |
| SNDLSNDL Inc. | COM | 25,000 | $2.80 萬 | <0.1% | 歷史 |