Skylands Capital, LLC
- SEC CIK
- 0001299910
- 最新申報
- 2026/7/24
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/26 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 156
- 較 2024 年第 1 季 +4
- 總值
- $7.05 億
- 較 2024 年第 1 季 −$1,850 萬 (−2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 218,450 | $4,943 萬 | 7.0% | +1,900+0.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 174,525 | $3,676 萬 | 5.2% | −26,600−13.2% | 減碼 | 歷史 |
| ARCHArch Resources, Inc. | CL A | 233,340 | $3,552 萬 | 5.0% | −19,665−7.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 162,675 | $2,963 萬 | 4.2% | −18,150−10.0% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 589,000 | $2,736 萬 | 3.9% | −110,600−15.8% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 248,200 | $2,425 萬 | 3.4% | +1,675+0.7% | 加碼 | 歷史 |
| BECNQxo Building Products, Inc. | COM | 228,442 | $2,067 萬 | 2.9% | −4,725−2.0% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 159,125 | $1,722 萬 | 2.4% | −975−0.6% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 89,045 | $1,547 萬 | 2.2% | −10,850−10.9% | 減碼 | 歷史 |
| FMCFMC Corp | COM NEW | 255,000 | $1,468 萬 | 2.1% | +49,850+24.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 59,980 | $1,288 萬 | 1.8% | +13,800+29.9% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 79,150 | $1,251 萬 | 1.8% | −50−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 45,005 | $1,181 萬 | 1.7% | −150−0.3% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 160,189 | $1,161 萬 | 1.6% | −18,200−10.2% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 53,050 | $1,041 萬 | 1.5% | +26,500+99.8% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 133,525 | $1,040 萬 | 1.5% | +26,450+24.7% | 加碼 | 歷史 |
| DBDDiebold Nixdorf, Inc | COM SHS | 252,100 | $970.1 萬 | 1.4% | +49,000+24.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 55,025 | $969.4 萬 | 1.4% | −12,825−18.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 46,855 | $947.7 萬 | 1.3% | −2,460−5.0% | 減碼 | 歷史 |
| EXPEagle Materials Inc | COM | 43,030 | $935.7 萬 | 1.3% | −75−0.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 220,800 | $917.0 萬 | 1.3% | +32,150+17.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 46,395 | $901.8 萬 | 1.3% | +4,650+11.1% | 加碼 | 歷史 |
| JYNTJOINT Corp | COM | 632,705 | $889.6 萬 | 1.3% | −56,325−8.2% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 62,427 | $873.4 萬 | 1.2% | −600−1.0% | 減碼 | 歷史 |
| CMCOColumbus McKinnon Corp | COM | 238,921 | $825.2 萬 | 1.2% | −4,475−1.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 80,808 | $811.2 萬 | 1.2% | −17,975−18.2% | 減碼 | 歷史 |
| ENSEnerSys | COM | 77,930 | $806.7 萬 | 1.1% | −9,775−11.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 118,350 | $751.0 萬 | 1.1% | +100+0.1% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 213,950 | $715.7 萬 | 1.0% | +35,700+20.0% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 78,300 | $713.7 萬 | 1.0% | −8,225−9.5% | 減碼 | – |
| Barrick Gold Corp067901108 | COM | 424,600 | $708.2 萬 | 1.0% | +151,200+55.3% | 加碼 | – |
| WMBWilliams Companies, Inc. | COM | 159,900 | $679.6 萬 | 1.0% | −45,225−22.0% | 減碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 116,900 | $659.8 萬 | 0.9% | +34,000+41.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 29,775 | $640.2 萬 | 0.9% | −1,600−5.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 53,948 | $621.0 萬 | 0.9% | +53,948 | 新進 | 歷史 |
| IRDMIridium Communications Inc. | COM | 213,543 | $568.5 萬 | 0.8% | +20,405+10.6% | 加碼 | 歷史 |
| JOUTJohnson Outdoors Inc | CL A | 161,900 | $566.3 萬 | 0.8% | +49,200+43.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,220 | $565.7 萬 | 0.8% | −895−7.4% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 207,800 | $544.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 53,750 | $533.7 萬 | 0.8% | +8,425+18.6% | 加碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 76,595 | $525.1 萬 | 0.7% | −150−0.2% | 減碼 | 歷史 |
| NATRNatures Sunshine Products Inc | COM | 333,101 | $502.0 萬 | 0.7% | +292,581+722.1% | 加碼 | 歷史 |
| LOVELovesac Co | COM | 218,500 | $493.4 萬 | 0.7% | +12,960+6.3% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 9,000 | $487.6 萬 | 0.7% | +1,590+21.5% | 加碼 | 歷史 |
| QDELQuidelOrtho Corp | COM | 139,400 | $463.1 萬 | 0.7% | +6,100+4.6% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 72,150 | $452.2 萬 | 0.6% | +4,725+7.0% | 加碼 | 歷史 |
| HIBBHibbett Inc | COM | 48,775 | $425.4 萬 | 0.6% | −120,325−71.2% | 減碼 | 歷史 |
| MTXMinerals Technologies Inc | COM | 50,300 | $418.3 萬 | 0.6% | +8,000+18.9% | 加碼 | 歷史 |
| HALHalliburton Co | Stock | 122,700 | $414.5 萬 | 0.6% | +23,300+23.4% | 加碼 | 歷史 |
| HLLYHolley Inc. | COM | 1,123,800 | $402.3 萬 | 0.6% | +306,874+37.6% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 30,195 | $399.2 萬 | 0.6% | −1,600−5.0% | 減碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 20,805 | $392.5 萬 | 0.6% | +2,225+12.0% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 62,009 | $390.8 萬 | 0.6% | +1,775+2.9% | 加碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 103,475 | $389.5 萬 | 0.6% | +3,000+3.0% | 加碼 | 歷史 |
| OSISOsi Systems Inc | COM | 27,499 | $378.2 萬 | 0.5% | +4,200+18.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 24,250 | $352.8 萬 | 0.5% | +6,700+38.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 17,825 | $344.5 萬 | 0.5% | −275−1.5% | 減碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 56,550 | $341.8 萬 | 0.5% | +7,500+15.3% | 加碼 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 318,060 | $329.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 50,325 | $329.1 萬 | 0.5% | −9,600−16.0% | 減碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 227,100 | $327.7 萬 | 0.5% | −25,400−10.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 82,350 | $327.5 萬 | 0.5% | −7,900−8.8% | 減碼 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 38,400 | $311.0 萬 | 0.4% | −500−1.3% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 17,500 | $297.6 萬 | 0.4% | +500+2.9% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 42,800 | $292.1 萬 | 0.4% | +8,900+26.3% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 21,125 | $289.1 萬 | 0.4% | +1,700+8.8% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 114,100 | $281.5 萬 | 0.4% | +5,000+4.6% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 7,090 | $273.6 萬 | 0.4% | +7,000+7,777.8% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 9,050 | $271.4 萬 | 0.4% | −175−1.9% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 31,900 | $271.0 萬 | 0.4% | +8,200+34.6% | 加碼 | 歷史 |
| HLITHarmonic Inc. | COM | 228,900 | $269.4 萬 | 0.4% | +92,800+68.2% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 64,200 | $268.8 萬 | 0.4% | −14,500−18.4% | 減碼 | 歷史 |
| BOOTBoot Barn Holdings, Inc. | COM | 20,434 | $263.5 萬 | 0.4% | −5,200−20.3% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 206,600 | $263.0 萬 | 0.4% | −22,800−9.9% | 減碼 | 歷史 |
| MODVModivCare Inc | COM | 90,000 | $236.2 萬 | 0.3% | +4,500+5.3% | 加碼 | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 47,550 | $235.6 萬 | 0.3% | −200−0.4% | 減碼 | 歷史 |
| ADEAAdeia Inc. | COM | 207,950 | $232.7 萬 | 0.3% | +103,817+99.7% | 加碼 | 歷史 |
| QRHCQuest Resource Holding Corp | COM NEW | 246,174 | $216.6 萬 | 0.3% | −11,460−4.4% | 減碼 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 2,840,778 | $199.7 萬 | 0.3% | −34,774−1.2% | 減碼 | 歷史 |
| DENNDENNY'S Corp | COM | 259,000 | $183.9 萬 | 0.3% | +152,700+143.7% | 加碼 | 歷史 |
| XPERXperi Inc. | COMMON STOCK | 216,500 | $177.7 萬 | 0.3% | +67,875+45.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,500 | $174.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SRCLStericycle Inc | COM | 29,100 | $169.2 萬 | 0.2% | +6,500+28.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,675 | $163.9 萬 | 0.2% | −150−3.9% | 減碼 | 歷史 |
| UHAL.BU-Haul Holding Co | COM SER N | 26,645 | $159.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GENKGEN Restaurant Group, Inc. | CL A COM | 176,360 | $159.8 萬 | 0.2% | +28,960+19.6% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 124,350 | $150.5 萬 | 0.2% | +85,850+223.0% | 加碼 | 歷史 |
| KOPKoppers Holdings Inc. | COM | 38,600 | $142.8 萬 | 0.2% | +5,000+14.9% | 加碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 27,175 | $138.1 萬 | 0.2% | +27,175 | 新進 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 154,550 | $136.8 萬 | 0.2% | +22,200+16.8% | 加碼 | 歷史 |
| GTNGray Media, Inc | COM | 255,600 | $132.9 萬 | 0.2% | −20,200−7.3% | 減碼 | 歷史 |
| ASURAsure Software Inc | COM | 150,043 | $126.0 萬 | 0.2% | +85,243+131.5% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 965 | $123.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BTMDbiote Corp. | CLASS A COM | 160,845 | $120.2 萬 | 0.2% | +42,729+36.2% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 15,625 | $113.7 萬 | 0.2% | +6,300+67.6% | 加碼 | 歷史 |
| CRWSCrown Crafts Inc | COM | 209,017 | $109.3 萬 | 0.2% | −8,031−3.7% | 減碼 | 歷史 |
| CMPCompass Minerals International Inc | Stock | 103,300 | $106.7 萬 | 0.2% | +82,100+387.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 14,000 | $103.2 萬 | 0.1% | −19,350−58.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,200 | $94.5 萬 | 0.1% | −500−29.4% | 減碼 | 歷史 |
| DBIDesigner Brands Inc. | CL A | 137,800 | $94.1 萬 | 0.1% | −9,000−6.1% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（8 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 25,750 | $675.9 萬 | 0.9% | 歷史 |
| WIREEncore Wire Corp | COM | 3,650 | $95.9 萬 | 0.1% | 歷史 |
| NVDANVIDIA Corp | Stock | 500 | $45.2 萬 | 0.1% | 歷史 |
| RELLRichardson Electronics, Ltd. | COM | 33,901 | $31.2 萬 | <0.1% | 歷史 |
| RGFReal Good Food Company, Inc. | COM CL A | 665,384 | $24.0 萬 | <0.1% | 歷史 |
| CMBMFCambium Networks Corp | SHS | 55,500 | $23.9 萬 | <0.1% | 歷史 |
| TKRTimken Co | COM | 1,600 | $14.0 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 100 | $1.06 萬 | <0.1% | 歷史 |