Skylands Capital, LLC
- SEC CIK
- 0001299910
- 最新申報
- 2026/7/24
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/8 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 138
- 較 2021 年第 3 季 −10
- 總值
- $8.66 億
- 較 2021 年第 3 季 +$5,660 萬 (+7.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 257,700 | $6,492 萬 | 7.5% | −49,470−16.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 355,900 | $6,320 萬 | 7.3% | −47,850−11.9% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 264,805 | $5,528 萬 | 6.4% | −9,695−3.5% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 772,675 | $4,530 萬 | 5.2% | +38,700+5.3% | 加碼 | 歷史 |
| ARCHArch Resources, Inc. | CL A | 395,675 | $3,613 萬 | 4.2% | +2,155+0.5% | 加碼 | 歷史 |
| FMCFMC Corp | COM NEW | 264,625 | $2,908 萬 | 3.4% | −3,450−1.3% | 減碼 | 歷史 |
| BECNQxo Building Products, Inc. | COM | 429,435 | $2,463 萬 | 2.8% | −21,575−4.8% | 減碼 | 歷史 |
| JYNTJOINT Corp | COM | 345,065 | $2,267 萬 | 2.6% | +14,025+4.2% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 195,357 | $2,202 萬 | 2.5% | −17,788−8.3% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 228,650 | $2,069 萬 | 2.4% | +66,725+41.2% | 加碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 239,526 | $2,053 萬 | 2.4% | +92,349+62.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 58,455 | $1,740 萬 | 2.0% | −8,750−13.0% | 減碼 | 歷史 |
| VRSBillerud Americas Corp | CL A | 624,850 | $1,688 萬 | 1.9% | +8,950+1.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 254,000 | $1,534 萬 | 1.8% | +73,525+40.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 63,415 | $1,374 萬 | 1.6% | −225−0.4% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 300,800 | $1,366 萬 | 1.6% | −5,300−1.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 199,545 | $1,244 萬 | 1.4% | +16,825+9.2% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 87,565 | $1,142 萬 | 1.3% | −13,585−13.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 38,480 | $1,126 萬 | 1.3% | −150−0.4% | 減碼 | 歷史 |
| ENSEnerSys | COM | 127,650 | $1,009 萬 | 1.2% | −1,525−1.2% | 減碼 | 歷史 |
| WIREEncore Wire Corp | COM | 70,450 | $1,008 萬 | 1.2% | −49,300−41.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 63,650 | $1,008 萬 | 1.2% | +525+0.8% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 106,675 | $982.6 萬 | 1.1% | +36,075+51.1% | 加碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 127,661 | $934.2 萬 | 1.1% | −2,014−1.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 53,975 | $922.8 萬 | 1.1% | +400+0.7% | 加碼 | 歷史 |
| HIHillenbrand, Inc. | COM | 171,650 | $892.4 萬 | 1.0% | −850−0.5% | 減碼 | 歷史 |
| CMCOColumbus McKinnon Corp | COM | 192,859 | $892.2 萬 | 1.0% | +68,859+55.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,950 | $854.6 萬 | 1.0% | −650−18.1% | 減碼 | 歷史 |
| LOVELovesac Co | COM | 128,215 | $849.6 萬 | 1.0% | +2,340+1.9% | 加碼 | 歷史 |
| EXPEagle Materials Inc | COM | 50,885 | $847.0 萬 | 1.0% | −2,925−5.4% | 減碼 | 歷史 |
| NVEENV5 Global, Inc. | COM | 59,480 | $821.5 萬 | 0.9% | −37,475−38.7% | 減碼 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 1,946,374 | $815.5 萬 | 0.9% | +108,833+5.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 94,300 | $811.5 萬 | 0.9% | +12,150+14.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 23,420 | $787.7 萬 | 0.9% | +9,320+66.1% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 103,150 | $700.6 萬 | 0.8% | −7,300−6.6% | 減碼 | 歷史 |
| DBIDesigner Brands Inc. | CL A | 476,122 | $676.6 萬 | 0.8% | −20,550−4.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,990 | $663.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 249,750 | $650.3 萬 | 0.8% | −37,675−13.1% | 減碼 | 歷史 |
| GTNGray Media, Inc | COM | 285,800 | $576.2 萬 | 0.7% | +15,650+5.8% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 295,700 | $561.8 萬 | 0.6% | −8,900−2.9% | 減碼 | – |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 191,300 | $542.0 萬 | 0.6% | −1,700−0.9% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 275,150 | $536.5 萬 | 0.6% | −14,800−5.1% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 64,200 | $526.3 萬 | 0.6% | −4,300−6.3% | 減碼 | 歷史 |
| TWTRTwitter, Inc. | COM | 120,200 | $519.5 萬 | 0.6% | +39,900+49.7% | 加碼 | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 77,400 | $516.1 萬 | 0.6% | −7,125−8.4% | 減碼 | 歷史 |
| HLLYHolley Inc. | COM | 377,000 | $489.7 萬 | 0.6% | +21,300+6.0% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 21,050 | $480.9 萬 | 0.6% | −5,650−21.2% | 減碼 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 436,536 | $469.3 萬 | 0.5% | +96,786+28.5% | 加碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 113,200 | $462.3 萬 | 0.5% | −18,700−14.2% | 減碼 | 歷史 |
| POWWOutdoor Holding Co | COM | 834,300 | $454.7 萬 | 0.5% | +141,012+20.3% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 38,550 | $447.1 萬 | 0.5% | +38,550 | 新進 | 歷史 |
| FTHMFathom Holdings Inc. | COM | 215,462 | $440.8 萬 | 0.5% | +134,505+166.1% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 68,200 | $423.0 萬 | 0.5% | +23,550+52.7% | 加碼 | 歷史 |
| OSISOsi Systems Inc | COM | 45,050 | $419.9 萬 | 0.5% | +17,500+63.5% | 加碼 | 歷史 |
| CRWSCrown Crafts Inc | COM | 539,084 | $392.5 萬 | 0.5% | +49,329+10.1% | 加碼 | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 85,200 | $391.0 萬 | 0.5% | +48,500+132.2% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 8,680 | $382.4 萬 | 0.4% | −2,185−20.1% | 減碼 | 歷史 |
| BFXBowflex Inc. | COM | 621,300 | $380.9 萬 | 0.4% | −159,200−20.4% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 9,000 | $350.1 萬 | 0.4% | −1,500−14.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 3,690 | $337.8 萬 | 0.4% | −200−5.1% | 減碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 22,295 | $310.9 萬 | 0.4% | −100−0.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 14,380 | $308.2 萬 | 0.4% | −1,800−11.1% | 減碼 | 歷史 |
| UHALU-Haul Holding Co | COM | 3,970 | $288.3 萬 | 0.3% | −930−19.0% | 減碼 | 歷史 |
| NWPXNWPX Infrastructure, Inc. | COM | 89,100 | $283.3 萬 | 0.3% | +24,900+38.8% | 加碼 | 歷史 |
| MATWMatthews International Corp | CL A | 73,410 | $269.2 萬 | 0.3% | +17,160+30.5% | 加碼 | 歷史 |
| IMMRImmersion Corp | COM | 471,142 | $269.0 萬 | 0.3% | −471,808−50.0% | 減碼 | 歷史 |
| HIBBHibbett Inc | COM | 37,300 | $268.3 萬 | 0.3% | +37,300 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 18,125 | $247.9 萬 | 0.3% | −9,400−34.2% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,175 | $244.2 萬 | 0.3% | −1,500−22.5% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 20,325 | $237.9 萬 | 0.3% | −24,225−54.4% | 減碼 | 歷史 |
| VNTVontier Corp | Stock | 71,800 | $220.6 萬 | 0.3% | +17,300+31.7% | 加碼 | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 125,850 | $211.6 萬 | 0.2% | +9,200+7.9% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 20,650 | $209.8 萬 | 0.2% | +20,650 | 新進 | 歷史 |
| VICIVici Properties Inc. | COM | 69,050 | $207.9 萬 | 0.2% | +16,200+30.7% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 54,350 | $204.4 萬 | 0.2% | −1,600−2.9% | 減碼 | 歷史 |
| TUEMTuesday Morning Corp | COM | 877,124 | $200.0 萬 | 0.2% | +78,100+9.8% | 加碼 | 歷史 |
| QRHCQuest Resource Holding Corp | COM NEW | 273,686 | $189.9 萬 | 0.2% | +55,036+25.2% | 加碼 | 歷史 |
| PLBYPlayboy, Inc. | COM | 68,750 | $183.2 萬 | 0.2% | −41,350−37.6% | 減碼 | 歷史 |
| TSCTriState Capital Holdings, Inc. | COM | 58,341 | $176.5 萬 | 0.2% | −8,750−13.0% | 減碼 | 歷史 |
| Greenbrier Cos Inc393657AK7 | NOTE 2.875% 2/0 | 1,650,000 | $175.2 萬 | 0.2% | 00.0% | 不變 | – |
| IHSIHS Holding Ltd | ORD SHS | 123,950 | $174.8 萬 | 0.2% | +123,950 | 新進 | 歷史 |
| SCORComscore, Inc. | COM | 523,000 | $174.7 萬 | 0.2% | +116,000+28.5% | 加碼 | 歷史 |
| ROGRogers Corp | COM | 6,145 | $167.8 萬 | 0.2% | −7,012−53.3% | 減碼 | 歷史 |
| BCBrunswick Corp | COM | 15,900 | $160.2 萬 | 0.2% | −150−0.9% | 減碼 | 歷史 |
| BOOTBoot Barn Holdings, Inc. | COM | 12,900 | $158.7 萬 | 0.2% | −4,625−26.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,250 | $157.0 萬 | 0.2% | −1,400−21.1% | 減碼 | 歷史 |
| NGNovagold Resources Inc | COM NEW | 216,550 | $148.6 萬 | 0.2% | −60,500−21.8% | 減碼 | 歷史 |
| HCKTHackett Group, Inc. | COM | 71,500 | $146.8 萬 | 0.2% | −1,950−2.7% | 減碼 | 歷史 |
| NSPInsperity, Inc. | COM | 12,375 | $146.2 萬 | 0.2% | −13,700−52.5% | 減碼 | 歷史 |
| TWINTwin Disc Inc | COM | 131,221 | $143.8 萬 | 0.2% | +22,796+21.0% | 加碼 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 37,000 | $139.3 萬 | 0.2% | −18,850−33.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 475 | $137.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $135.2 萬 | 0.2% | −2−40.0% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 25,846 | $134.8 萬 | 0.2% | −15,279−37.2% | 減碼 | 歷史 |
| BERYBerry Global Group, Inc. | COM | 18,250 | $134.6 萬 | 0.2% | −4,350−19.2% | 減碼 | 歷史 |
| ACCOAcco Brands Corp | COM | 153,523 | $126.8 萬 | 0.1% | +60,023+64.2% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 4,875 | $126.1 萬 | 0.1% | +2,375+95.0% | 加碼 | 歷史 |
| PCYOPure Cycle Corp | COM NEW | 82,100 | $119.9 萬 | 0.1% | −3,900−4.5% | 減碼 | 歷史 |
| SRCLStericycle Inc | COM | 18,200 | $108.5 萬 | 0.1% | +11,000+152.8% | 加碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 51,200 | $98.1 萬 | 0.1% | +51,200 | 新進 | 歷史 |
2021 年第 3 季之後清倉（16 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Paramount Global92556H206 | CL B | 30,000 | $118.5 萬 | 0.1% | – |
| BWMNBowman Consulting Group Ltd. | COM | 86,050 | $118.3 萬 | 0.1% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 13,000 | $110.2 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,000 | $70.8 萬 | 0.1% | 歷史 |
| CPNGCoupang, Inc. | CL A | 20,000 | $55.7 萬 | 0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 10,000 | $51.0 萬 | 0.1% | 歷史 |
| VTNRVertex Energy Inc. | COM | 74,800 | $39.2 萬 | <0.1% | 歷史 |
| INFUInfuSystem Holdings, Inc | COM | 26,938 | $35.1 萬 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 10,000 | $32.5 萬 | <0.1% | 歷史 |
| INNVInnovAge Holding Corp. | COM | 47,200 | $31.2 萬 | <0.1% | 歷史 |
| DNBDun & Bradstreet Holdings, Inc. | COM | 17,750 | $29.8 萬 | <0.1% | 歷史 |
| JRSHJerash Holdings (US), Inc. | COM | 21,800 | $14.6 萬 | <0.1% | 歷史 |
| Zix Corp98974P100 | COM | 10,000 | $7.10 萬 | <0.1% | – |
| TNCTennant Co | COM | 350 | $2.60 萬 | <0.1% | 歷史 |
| BSYBentley Systems Inc | COM CL B | 200 | $1.20 萬 | <0.1% | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 29 | $0 | 0.0% | – |