Skylands Capital, LLC
- SEC CIK
- 0001299910
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 152
- 較 2025 年第 1 季 −1
- 總值
- $6.90 億
- 較 2025 年第 1 季 −$317.4 萬 (−0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 227,050 | $5,224 萬 | 7.6% | +2,425+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 213,725 | $3,766 萬 | 5.5% | +27,840+15.0% | 加碼 | 歷史 |
| DBDDiebold Nixdorf, Inc | COM SHS | 533,300 | $2,954 萬 | 4.3% | −17,300−3.1% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 537,275 | $2,644 萬 | 3.8% | −14,900−2.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 125,135 | $2,567 萬 | 3.7% | −4,395−3.4% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 237,540 | $2,440 萬 | 3.5% | −6,215−2.5% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 165,350 | $1,877 萬 | 2.7% | +6,125+3.8% | 加碼 | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 237,394 | $1,656 萬 | 2.4% | −4,540−1.9% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 57,435 | $1,470 萬 | 2.1% | −3,850−6.3% | 減碼 | 歷史 |
| FMCFMC Corp | COM NEW | 347,550 | $1,451 萬 | 2.1% | +16,400+5.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 40,195 | $1,427 萬 | 2.1% | −510−1.3% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 98,475 | $1,354 萬 | 2.0% | +8,000+8.8% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 144,950 | $1,293 萬 | 1.9% | +3,350+2.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 139,900 | $1,191 萬 | 1.7% | −1,300−0.9% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 48,995 | $1,151 萬 | 1.7% | −8,580−14.9% | 減碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 54,800 | $1,147 萬 | 1.7% | −1,850−3.3% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 154,090 | $1,141 萬 | 1.7% | +31,925+26.1% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 302,075 | $985.7 萬 | 1.4% | −20,000−6.2% | 減碼 | 歷史 |
| EXPEagle Materials Inc | COM | 47,755 | $965.2 萬 | 1.4% | +300+0.6% | 加碼 | 歷史 |
| JYNTJOINT Corp | COM | 779,295 | $899.3 萬 | 1.3% | +26,967+3.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 140,275 | $881.1 萬 | 1.3% | −1,600−1.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 30,055 | $871.3 萬 | 1.3% | −5,230−14.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 28,225 | $860.4 萬 | 1.2% | −225−0.8% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 42,930 | $811.4 萬 | 1.2% | −180−0.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 36,495 | $806.6 萬 | 1.2% | −15,105−29.3% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 166,365 | $770.1 萬 | 1.1% | +23,915+16.8% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 363,850 | $757.5 萬 | 1.1% | −41,350−10.2% | 減碼 | – |
| NATRNatures Sunshine Products Inc | COM | 486,400 | $719.4 萬 | 1.0% | +54,600+12.6% | 加碼 | 歷史 |
| ENSEnerSys | COM | 82,290 | $705.8 萬 | 1.0% | +13,235+19.2% | 加碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 81,600 | $675.6 萬 | 1.0% | +9,475+13.1% | 加碼 | 歷史 |
| KEXKirby Corp | COM | 58,400 | $662.3 萬 | 1.0% | −3,200−5.2% | 減碼 | 歷史 |
| MTXMinerals Technologies Inc | COM | 116,055 | $639.1 萬 | 0.9% | −2,400−2.0% | 減碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 433,650 | $619.3 萬 | 0.9% | −116,500−21.2% | 減碼 | 歷史 |
| ADEAAdeia Inc. | COM | 423,224 | $598.4 萬 | 0.9% | +115,824+37.7% | 加碼 | 歷史 |
| JOUTJohnson Outdoors Inc | CL A | 189,494 | $573.6 萬 | 0.8% | −6,456−3.3% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 39,585 | $566.9 萬 | 0.8% | +2,660+7.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 38,230 | $558.2 萬 | 0.8% | −7,085−15.6% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 201,825 | $553.0 萬 | 0.8% | +43,125+27.2% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 43,815 | $551.2 萬 | 0.8% | −3,210−6.8% | 減碼 | – |
| TAPMolson Coors Beverage Co | CL B | 110,210 | $530.0 萬 | 0.8% | +72,585+192.9% | 加碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 103,650 | $499.7 萬 | 0.7% | +22,275+27.4% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 48,445 | $489.0 萬 | 0.7% | −1,700−3.4% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 20,385 | $485.7 萬 | 0.7% | +3,425+20.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,495 | $479.4 萬 | 0.7% | −2,000−23.5% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 110,544 | $464.4 萬 | 0.7% | −7,450−6.3% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 138,500 | $460.8 萬 | 0.7% | −39,000−22.0% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 86,520 | $453.5 萬 | 0.7% | +1,800+2.1% | 加碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 7,620 | $418.3 萬 | 0.6% | −2,745−26.5% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 196,775 | $414.6 萬 | 0.6% | −10,925−5.3% | 減碼 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 52,000 | $390.9 萬 | 0.6% | −20,000−27.8% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 98,825 | $365.8 萬 | 0.5% | +45,325+84.7% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 188,750 | $355.4 萬 | 0.5% | −1,050−0.6% | 減碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 17,060 | $353.7 萬 | 0.5% | −2,200−11.4% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 29,550 | $351.4 萬 | 0.5% | −6,415−17.8% | 減碼 | 歷史 |
| LOVELovesac Co | COM | 190,700 | $347.1 萬 | 0.5% | +300+0.2% | 加碼 | 歷史 |
| DENNDENNY'S Corp | COM | 829,592 | $340.1 萬 | 0.5% | +83,972+11.3% | 加碼 | 歷史 |
| CTSOCytosorbents Corp | COM NEW | 2,616,715 | $334.9 萬 | 0.5% | −385,987−12.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,525 | $318.7 萬 | 0.5% | −1,100−7.0% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 36,700 | $311.3 萬 | 0.5% | −22,600−38.1% | 減碼 | – |
| MATWMatthews International Corp | CL A | 129,884 | $310.6 萬 | 0.5% | +4,450+3.5% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 89,600 | $302.8 萬 | 0.4% | +36,500+68.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 63,325 | $299.7 萬 | 0.4% | −4,900−7.2% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 50,350 | $293.3 萬 | 0.4% | −8,500−14.4% | 減碼 | 歷史 |
| HLLYHolley Inc. | COM | 1,350,982 | $270.2 萬 | 0.4% | +179,982+15.4% | 加碼 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 48,275 | $254.8 萬 | 0.4% | −42,600−46.9% | 減碼 | 歷史 |
| OSISOsi Systems Inc | COM | 11,250 | $253.0 萬 | 0.4% | −4,691−29.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,715 | $240.7 萬 | 0.3% | +7,715 | 新進 | 歷史 |
| QDELQuidelOrtho Corp | COM | 82,800 | $238.6 萬 | 0.3% | −1,050−1.3% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 116,000 | $236.4 萬 | 0.3% | −42,400−26.8% | 減碼 | 歷史 |
| VNTVontier Corp | Stock | 63,400 | $233.9 萬 | 0.3% | +3,400+5.7% | 加碼 | 歷史 |
| MTUSMetallus Inc. | COM | 146,050 | $225.1 萬 | 0.3% | +146,050 | 新進 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 310,550 | $221.7 萬 | 0.3% | +186,550+150.4% | 加碼 | 歷史 |
| IRDMIridium Communications Inc. | COM | 73,400 | $221.4 萬 | 0.3% | −300−0.4% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 23,861 | $217.6 萬 | 0.3% | +15,325+179.5% | 加碼 | 歷史 |
| HAEHaemonetics Corp | COM | 27,550 | $205.6 萬 | 0.3% | −28,225−50.6% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 8,275 | $188.1 萬 | 0.3% | −725−8.1% | 減碼 | 歷史 |
| NPKINPK International Inc. | COM SHS | 218,474 | $185.9 萬 | 0.3% | −52,984−19.5% | 減碼 | 歷史 |
| WCCWesco International Inc | COM | 9,410 | $174.3 萬 | 0.3% | −1,165−11.0% | 減碼 | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 38,000 | $174.2 萬 | 0.3% | +10,500+38.2% | 加碼 | 歷史 |
| TKRTimken Co | COM | 23,900 | $173.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ATROAstronics Corp | COM | 50,400 | $168.7 萬 | 0.2% | −12,600−20.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,500 | $168.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BOOTBoot Barn Holdings, Inc. | COM | 10,674 | $162.2 萬 | 0.2% | −775−6.8% | 減碼 | 歷史 |
| UHAL.BU-Haul Holding Co | COM SER N | 29,695 | $161.5 萬 | 0.2% | +950+3.3% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 8,450 | $160.0 萬 | 0.2% | −50−0.6% | 減碼 | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 175,750 | $151.3 萬 | 0.2% | +30,750+21.2% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 9,850 | $143.3 萬 | 0.2% | +9,850 | 新進 | 歷史 |
| TDGTransDigm Group INC | COM | 925 | $140.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| THRYThryv Holdings, Inc. | COM NEW | 111,950 | $136.1 萬 | 0.2% | +36,000+47.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,350 | $135.8 萬 | 0.2% | +3,350 | 新進 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 57,550 | $135.8 萬 | 0.2% | +14,350+33.2% | 加碼 | 歷史 |
| KOPKoppers Holdings Inc. | COM | 42,100 | $135.4 萬 | 0.2% | +5,700+15.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 14,700 | $134.1 萬 | 0.2% | −19,900−57.5% | 減碼 | 歷史 |
| XPOFXponential Fitness, Inc. | COM CL A | 176,900 | $132.5 萬 | 0.2% | +12,400+7.5% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 21,825 | $120.6 萬 | 0.2% | +250+1.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 51,900 | $119.9 萬 | 0.2% | +4,200+8.8% | 加碼 | – |
| GBXGreenbrier Companies Inc | Stock | 25,965 | $119.6 萬 | 0.2% | −5,185−16.6% | 減碼 | 歷史 |
| SPWHSportsman's Warehouse Holdings, Inc. | COM | 329,000 | $113.5 萬 | 0.2% | −55,000−14.3% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 234,850 | $112.3 萬 | 0.2% | +234,850 | 新進 | 歷史 |
| CHDNChurchill Downs Inc | COM | 11,100 | $112.1 萬 | 0.2% | +5,050+83.5% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（16 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BECNQxo Building Products, Inc. | COM | 197,750 | $2,446 萬 | 3.5% | 歷史 |
| CMCOColumbus McKinnon Corp | COM | 211,025 | $357.3 萬 | 0.5% | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 254,810 | $209.5 萬 | 0.3% | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 79,050 | $101.0 萬 | 0.1% | 歷史 |
| ECGEverus Construction Group, Inc. | Stock | 26,900 | $99.8 萬 | 0.1% | 歷史 |
| CLFDClearfield, Inc. | COM | 30,757 | $91.4 萬 | 0.1% | 歷史 |
| CMPCompass Minerals International Inc | Stock | 93,600 | $87.0 萬 | 0.1% | 歷史 |
| BTMDbiote Corp. | CLASS A COM | 158,600 | $52.8 萬 | 0.1% | 歷史 |
| TTITetra Technologies Inc | COM | 95,600 | $32.1 萬 | <0.1% | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 4,250 | $18.8 萬 | <0.1% | 歷史 |
| PCYOPure Cycle Corp | COM NEW | 17,733 | $18.6 萬 | <0.1% | 歷史 |
| TRGPTarga Resources Corp. | COM | 900 | $18.0 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 2,000 | $17.4 萬 | <0.1% | 歷史 |
| MODModine Manufacturing Co | COM | 1,700 | $13.0 萬 | <0.1% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 3,000 | $12.5 萬 | <0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 200 | $10.9 萬 | <0.1% | 歷史 |