Skylands Capital, LLC
- SEC CIK
- 0001299910
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/28 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 148
- 較 2022 年第 1 季 +2
- 總值
- $6.82 億
- 較 2022 年第 1 季 −$1.44 億 (−17.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 270,090 | $5,761 萬 | 8.4% | +28,300+11.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 334,760 | $4,577 萬 | 6.7% | −10,435−3.0% | 減碼 | 歷史 |
| ARCHArch Resources, Inc. | CL A | 316,070 | $4,523 萬 | 6.6% | −52,620−14.3% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 259,815 | $4,375 萬 | 6.4% | −5,475−2.1% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 879,925 | $2,795 萬 | 4.1% | +43,300+5.2% | 加碼 | 歷史 |
| FMCFMC Corp | COM NEW | 203,600 | $2,179 萬 | 3.2% | −29,575−12.7% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 291,300 | $2,165 萬 | 3.2% | +11,750+4.2% | 加碼 | 歷史 |
| BECNQxo Building Products, Inc. | COM | 343,075 | $1,762 萬 | 2.6% | −9,110−2.6% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 189,075 | $1,553 萬 | 2.3% | +5,900+3.2% | 加碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 157,877 | $1,487 萬 | 2.2% | −24,875−13.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,695 | $1,459 萬 | 2.1% | +470+7.6% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 57,670 | $1,311 萬 | 1.9% | −2,800−4.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 72,575 | $1,223 萬 | 1.8% | +10,200+16.4% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 94,850 | $1,074 萬 | 1.6% | −18,515−16.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 65,625 | $1,058 萬 | 1.6% | +8,595+15.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 53,180 | $1,047 萬 | 1.5% | −200−0.4% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 320,575 | $1,028 萬 | 1.5% | +13,400+4.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 130,900 | $1,008 萬 | 1.5% | −36,620−21.9% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 68,325 | $919.2 萬 | 1.3% | −1,350−1.9% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 35,780 | $914.5 萬 | 1.3% | −2,500−6.5% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 109,875 | $901.9 萬 | 1.3% | +4,800+4.6% | 加碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 143,375 | $871.1 萬 | 1.3% | −10,875−7.1% | 減碼 | 歷史 |
| ENSEnerSys | COM | 146,638 | $864.6 萬 | 1.3% | +8,250+6.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 180,950 | $832.2 萬 | 1.2% | −10,800−5.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 84,358 | $810.8 萬 | 1.2% | +7,008+9.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 70,550 | $794.5 萬 | 1.2% | +5,000+7.6% | 加碼 | 歷史 |
| HIBBHibbett Inc | COM | 171,425 | $749.3 萬 | 1.1% | +7,300+4.4% | 加碼 | 歷史 |
| HIHillenbrand, Inc. | COM | 164,750 | $674.8 萬 | 1.0% | +650+0.4% | 加碼 | 歷史 |
| CMCOColumbus McKinnon Corp | COM | 229,809 | $652.0 萬 | 1.0% | +43,550+23.4% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 360,100 | $637.0 萬 | 0.9% | +43,000+13.6% | 加碼 | – |
| EXPEagle Materials Inc | COM | 57,485 | $632.0 萬 | 0.9% | −600−1.0% | 減碼 | 歷史 |
| JYNTJOINT Corp | COM | 412,515 | $631.6 萬 | 0.9% | +55,616+15.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 195,050 | $608.8 萬 | 0.9% | +4,000+2.1% | 加碼 | 歷史 |
| NVEENV5 Global, Inc. | COM | 49,645 | $579.6 萬 | 0.8% | −2,560−4.9% | 減碼 | 歷史 |
| WIREEncore Wire Corp | COM | 53,125 | $552.1 萬 | 0.8% | −675−1.3% | 減碼 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 2,324,997 | $509.2 萬 | 0.7% | +197,045+9.3% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 99,750 | $501.8 萬 | 0.7% | −1,450−1.4% | 減碼 | 歷史 |
| DBIDesigner Brands Inc. | CL A | 375,872 | $490.9 萬 | 0.7% | −73,650−16.4% | 減碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 70,550 | $459.9 萬 | 0.7% | +37,825+115.6% | 加碼 | 歷史 |
| GTNGray Media, Inc | COM | 267,500 | $451.8 萬 | 0.7% | −7,356−2.7% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 210,400 | $431.3 萬 | 0.6% | −34,200−14.0% | 減碼 | 歷史 |
| LOVELovesac Co | COM | 155,615 | $427.9 萬 | 0.6% | +24,450+18.6% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 73,000 | $423.9 萬 | 0.6% | +7,100+10.8% | 加碼 | 歷史 |
| HLLYHolley Inc. | COM | 402,200 | $422.3 萬 | 0.6% | +68,097+20.4% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 70,250 | $419.2 萬 | 0.6% | +11,250+19.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 37,800 | $401.5 萬 | 0.6% | −500−1.3% | 減碼依 20 比 1 拆股換算 | 歷史 |
| BLKBlackRock, Inc. | COM | 6,090 | $370.9 萬 | 0.5% | +350+6.1% | 加碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 112,200 | $363.8 萬 | 0.5% | −800−0.7% | 減碼 | 歷史 |
| CRWSCrown Crafts Inc | COM | 558,484 | $349.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 96,350 | $346.8 萬 | 0.5% | +26,700+38.3% | 加碼 | 歷史 |
| UHALU-Haul Holding Co | COM | 7,175 | $343.1 萬 | 0.5% | +2,480+52.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 18,480 | $337.3 萬 | 0.5% | +4,100+28.5% | 加碼 | 歷史 |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 153,400 | $322.9 萬 | 0.5% | −8,850−5.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 14,400 | $294.8 萬 | 0.4% | −1,125−7.2% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 9,655 | $288.9 萬 | 0.4% | +975+11.2% | 加碼 | 歷史 |
| FTHMFathom Holdings Inc. | COM | 354,720 | $278.1 萬 | 0.4% | +24,256+7.3% | 加碼 | 歷史 |
| POWWOutdoor Holding Co | COM | 691,557 | $266.2 萬 | 0.4% | −173,693−20.1% | 減碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 21,470 | $264.9 萬 | 0.4% | −725−3.3% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,275 | $245.2 萬 | 0.4% | +2,100+40.6% | 加碼 | 歷史 |
| IMMRImmersion Corp | COM | 454,300 | $242.6 萬 | 0.4% | +33,000+7.8% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 76,550 | $228.0 萬 | 0.3% | −19,250−20.1% | 減碼 | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 52,450 | $203.2 萬 | 0.3% | −5,564−9.6% | 減碼 | 歷史 |
| TWTRTwitter, Inc. | COM | 52,800 | $197.4 萬 | 0.3% | −47,900−47.6% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 5,000 | $160.0 萬 | 0.2% | −4,000−44.4% | 減碼 | 歷史 |
| Greenbrier Cos Inc393657AK7 | NOTE 2.875% 2/0 | 1,650,000 | $159.7 萬 | 0.2% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 54,350 | $157.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BOOTBoot Barn Holdings, Inc. | COM | 22,800 | $157.1 萬 | 0.2% | +6,500+39.9% | 加碼 | 歷史 |
| VNTVontier Corp | Stock | 68,275 | $157.0 萬 | 0.2% | −72,750−51.6% | 減碼 | 歷史 |
| IRDMIridium Communications Inc. | COM | 40,600 | $152.5 萬 | 0.2% | +11,000+37.2% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 77,900 | $151.7 萬 | 0.2% | +77,900 | 新進 | 歷史 |
| BCBrunswick Corp | COM | 23,175 | $151.5 萬 | 0.2% | +7,275+45.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 16,000 | $151.0 萬 | 0.2% | +16,000 | 新進 | 歷史 |
| TWINTwin Disc Inc | COM | 152,285 | $138.0 萬 | 0.2% | +8,813+6.1% | 加碼 | 歷史 |
| QRHCQuest Resource Holding Corp | COM NEW | 311,835 | $127.5 萬 | 0.2% | +13,162+4.4% | 加碼 | 歷史 |
| MATWMatthews International Corp | CL A | 44,100 | $126.4 萬 | 0.2% | −34,660−44.0% | 減碼 | 歷史 |
| IHSIHS Holding Ltd | ORD SHS | 117,500 | $122.7 萬 | 0.2% | −1,250−1.1% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 5,375 | $121.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NATRNatures Sunshine Products Inc | COM | 113,050 | $120.6 萬 | 0.2% | +82,100+265.3% | 加碼 | 歷史 |
| BERYBerry Global Group, Inc. | COM | 21,400 | $116.9 萬 | 0.2% | +4,500+26.6% | 加碼 | 歷史 |
| CYRXCryoport, Inc. | COM PAR $0.001 | 33,600 | $104.1 萬 | 0.2% | −31,150−48.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 475 | $103.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SCORComscore, Inc. | COM | 497,836 | $102.6 萬 | 0.2% | −105,314−17.5% | 減碼 | 歷史 |
| LPROOpen Lending Corp | COM | 97,700 | $99.9 萬 | 0.1% | +97,700 | 新進 | 歷史 |
| HOUSAnywhere Real Estate Inc. | COM | 94,450 | $92.8 萬 | 0.1% | −1,700−1.8% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 15,150 | $91.5 萬 | 0.1% | +15,150 | 新進 | 歷史 |
| HCKTHackett Group, Inc. | COM | 47,241 | $89.6 萬 | 0.1% | +11,013+30.4% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 4,000 | $89.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GATXGatx Corp | COM | 9,270 | $87.3 萬 | 0.1% | +1,700+22.5% | 加碼 | 歷史 |
| HALHalliburton Co | Stock | 27,600 | $86.6 萬 | 0.1% | +6,500+30.8% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 9,200 | $84.0 萬 | 0.1% | −100−1.1% | 減碼 | 歷史 |
| PLBYPlayboy, Inc. | COM | 130,300 | $83.4 萬 | 0.1% | +61,550+89.5% | 加碼 | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 17,050 | $80.9 萬 | 0.1% | −100−0.6% | 減碼 | 歷史 |
| ACCOAcco Brands Corp | COM | 118,300 | $77.2 萬 | 0.1% | −7,404−5.9% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,600 | $75.8 萬 | 0.1% | +5,600+112.0% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 8,349 | $74.6 萬 | 0.1% | +4,712+129.6% | 加碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 37,700 | $74.0 萬 | 0.1% | +37,700 | 新進 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 10,050 | $72.7 萬 | 0.1% | +10,050 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,500 | $68.3 萬 | 0.1% | +500+25.0% | 加碼 | 歷史 |
| BFXBowflex Inc. | COM | 386,900 | $67.7 萬 | 0.1% | −234,700−37.8% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 16,800 | $63.7 萬 | 0.1% | −225−1.3% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（13 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NWPXNWPX Infrastructure, Inc. | COM | 106,400 | $270.8 萬 | 0.3% | 歷史 |
| NGNovagold Resources Inc | COM NEW | 281,800 | $217.8 萬 | 0.3% | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 52,250 | $140.8 萬 | 0.2% | 歷史 |
| TSCTriState Capital Holdings, Inc. | COM | 23,341 | $77.6 萬 | 0.1% | 歷史 |
| NVECNve Corp | COM NEW | 9,550 | $52.0 萬 | 0.1% | 歷史 |
| Ci Finl Corp125491100 | COM | 22,900 | $36.4 萬 | <0.1% | – |
| PIIIP3 Health Partners Inc. | COM | 43,315 | $33.9 萬 | <0.1% | 歷史 |
| RSVRReservoir Media, Inc. | COM | 20,811 | $20.5 萬 | <0.1% | 歷史 |
| VRSBillerud Americas Corp | CL A | 6,550 | $17.7 萬 | <0.1% | 歷史 |
| FSTRFoster L B Co | COM | 8,218 | $12.6 萬 | <0.1% | 歷史 |
| BIRDSmartbird, Inc. | COM CL A | 16,600 | $10.0 萬 | <0.1% | 歷史 |
| QTEKQualTek Services Inc. | CLASS A COM | 21,252 | $6.80 萬 | <0.1% | 歷史 |
| VYXNCR Voyix Corp | COM | 1,000 | $4.00 萬 | <0.1% | 歷史 |