Skylands Capital, LLC
- SEC CIK
- 0001299910
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 166
- 較 2026 年第 1 季 +11
- 總值
- $8.14 億
- 較 2026 年第 1 季 +$5,091 萬 (+6.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 204,970 | $5,575 萬 | 6.8% | −12,285−5.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 126,475 | $4,520 萬 | 5.6% | −19,885−13.6% | 減碼 | 歷史 |
| DBDDiebold Nixdorf, Inc | COM SHS | 469,185 | $3,989 萬 | 4.9% | +10,085+2.2% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 427,035 | $3,292 萬 | 4.0% | −1000.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 91,740 | $2,655 萬 | 3.3% | −5,055−5.2% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 279,035 | $2,113 萬 | 2.6% | −7,600−2.7% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 133,579 | $2,050 萬 | 2.5% | −800−0.6% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 108,880 | $1,921 萬 | 2.4% | −4,870−4.3% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 114,440 | $1,819 萬 | 2.2% | −16,305−12.5% | 減碼 | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 226,302 | $1,811 萬 | 2.2% | +12,725+6.0% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 55,080 | $1,733 萬 | 2.1% | −210−0.4% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 120,565 | $1,687 萬 | 2.1% | −6,735−5.3% | 減碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 393,750 | $1,534 萬 | 1.9% | +50,950+14.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 37,735 | $1,295 萬 | 1.6% | +850+2.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 139,835 | $1,290 萬 | 1.6% | +40,185+40.3% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 194,040 | $1,242 萬 | 1.5% | +32,950+20.5% | 加碼 | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 42,525 | $1,146 萬 | 1.4% | −1,120−2.6% | 減碼 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 34,214 | $1,140 萬 | 1.4% | −14,955−30.4% | 減碼 | 歷史 |
| ADEAAdeia Inc. | COM | 334,950 | $1,103 萬 | 1.4% | −71,000−17.5% | 減碼 | 歷史 |
| ENSEnerSys | COM | 44,365 | $1,037 萬 | 1.3% | −6,835−13.3% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 165,275 | $1,026 萬 | 1.3% | +26,800+19.4% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 49,085 | $1,006 萬 | 1.2% | +23,990+95.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 61,491 | $1,006 萬 | 1.2% | +2,781+4.7% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 59,350 | $995.5 萬 | 1.2% | +18,250+44.4% | 加碼 | 歷史 |
| QDELQuidelOrtho Corp | COM | 560,414 | $981.8 萬 | 1.2% | +218,860+64.1% | 加碼 | 歷史 |
| BBarrick Mining Corp | Stock | 261,175 | $959.3 萬 | 1.2% | −1,000−0.4% | 減碼 | 歷史 |
| CHDNChurchill Downs Inc | COM | 103,250 | $925.5 萬 | 1.1% | +29,850+40.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 24,590 | $905.8 萬 | 1.1% | −150−0.6% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 118,425 | $880.4 萬 | 1.1% | −8,700−6.8% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 183,875 | $874.0 萬 | 1.1% | −61,425−25.0% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 21,780 | $859.2 萬 | 1.1% | −32,557−59.9% | 減碼 | 歷史 |
| EXPEagle Materials Inc | COM | 37,300 | $839.3 萬 | 1.0% | −100.0% | 減碼 | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 57,565 | $823.8 萬 | 1.0% | +11,150+24.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 138,725 | $799.3 萬 | 1.0% | −2,675−1.9% | 減碼 | 歷史 |
| JYNTJOINT Corp | COM | 895,572 | $786.3 萬 | 1.0% | +2,377+0.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 23,785 | $778.6 萬 | 1.0% | −1,600−6.3% | 減碼 | 歷史 |
| MITKMitek Systems Inc | COM NEW | 375,300 | $755.5 萬 | 0.9% | −18,100−4.6% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 24,465 | $716.4 萬 | 0.9% | −3,075−11.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 43,885 | $677.0 萬 | 0.8% | −1,700−3.7% | 減碼 | – |
| ONOn Semiconductor Corp | Stock | 68,620 | $648.7 萬 | 0.8% | −4,800−6.5% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 240,450 | $633.1 萬 | 0.8% | +42,850+21.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 32,135 | $609.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MPMP Materials Corp. | COM CL A | 104,495 | $585.3 萬 | 0.7% | +100+0.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 53,375 | $573.8 萬 | 0.7% | +1,425+2.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,865 | $555.7 萬 | 0.7% | +1,175+13.5% | 加碼 | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 66,500 | $539.7 萬 | 0.7% | +43,600+190.4% | 加碼 | 歷史 |
| LOVELovesac Co | COM | 314,647 | $525.1 萬 | 0.6% | −18,300−5.5% | 減碼 | 歷史 |
| ELANElanco Animal Health Inc | COM | 209,225 | $514.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| HLMNHillman Solutions Corp. | COM | 575,800 | $486.0 萬 | 0.6% | +37,200+6.9% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 63,000 | $478.0 萬 | 0.6% | +1,050+1.7% | 加碼 | 歷史 |
| KEXKirby Corp | COM | 35,010 | $476.0 萬 | 0.6% | −10,920−23.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,350 | $460.7 萬 | 0.6% | +1,195+10.7% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 15,070 | $400.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PRDOPerdoceo Education Corp | COM | 121,700 | $389.4 萬 | 0.5% | +40,200+49.3% | 加碼 | 歷史 |
| VNTVontier Corp | Stock | 132,600 | $384.5 萬 | 0.5% | +73,450+124.2% | 加碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 172,300 | $383.7 萬 | 0.5% | +92,850+116.9% | 加碼 | 歷史 |
| MTXMinerals Technologies Inc | COM | 51,779 | $383.0 萬 | 0.5% | −13,526−20.7% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 24,050 | $373.1 萬 | 0.5% | −205−0.8% | 減碼 | 歷史 |
| HAEHaemonetics Corp | COM | 47,625 | $357.2 萬 | 0.4% | −18,200−27.6% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 38,140 | $356.2 萬 | 0.4% | −485−1.3% | 減碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 122,550 | $353.7 萬 | 0.4% | −52,900−30.2% | 減碼 | 歷史 |
| GPKGraphic Packaging Holding Co | COM | 328,400 | $347.1 萬 | 0.4% | −10,502−3.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,500 | $335.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 5,805 | $334.8 萬 | 0.4% | −5−0.1% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,085 | $329.3 萬 | 0.4% | +1,082+15.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 61,650 | $327.4 萬 | 0.4% | −2,400−3.7% | 減碼 | – |
| SLBSLB Limited | Stock | 70,100 | $325.9 萬 | 0.4% | −4,800−6.4% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 19,100 | $324.5 萬 | 0.4% | +19,100 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,585 | $323.8 萬 | 0.4% | −5,200−27.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 55,280 | $315.0 萬 | 0.4% | −3,120−5.3% | 減碼 | 歷史 |
| MTUSMetallus Inc. | COM | 158,800 | $296.8 萬 | 0.4% | −61,700−28.0% | 減碼 | 歷史 |
| UHAL.BU-Haul Holding Co | COM SER N | 50,965 | $294.1 萬 | 0.4% | −34,400−40.3% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 82,100 | $278.7 萬 | 0.3% | −10,000−10.9% | 減碼 | 歷史 |
| HLLYHolley Inc. | COM | 1,069,829 | $272.8 萬 | 0.3% | +75,979+7.6% | 加碼 | 歷史 |
| PLABPhotronics Inc | COM | 81,510 | $265.2 萬 | 0.3% | −540−0.7% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 15,550 | $262.3 萬 | 0.3% | +250+1.6% | 加碼 | 歷史 |
| NPKINPK International Inc. | COM SHS | 164,300 | $261.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| DNOWDNOW Inc. | COM | 176,700 | $229.2 萬 | 0.3% | +85,050+92.8% | 加碼 | 歷史 |
| DECDiversified Energy Co | COMMON STOCK | 155,500 | $215.5 萬 | 0.3% | +123,950+392.9% | 加碼 | 歷史 |
| ELMTElmet Group Co. | COMMON STOCK | 108,217 | $213.6 萬 | 0.3% | +108,217 | 新進 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 7,225 | $212.1 萬 | 0.3% | +1,575+27.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,025 | $201.8 萬 | 0.2% | +200+5.2% | 加碼 | 歷史 |
| SLGNSilgan Holdings Inc | COM | 41,250 | $191.4 萬 | 0.2% | −2,050−4.7% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 38,950 | $191.0 萬 | 0.2% | +37,350+2,334.4% | 加碼 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 176,850 | $187.6 萬 | 0.2% | +40,150+29.4% | 加碼 | 歷史 |
| ATROAstronics Corp | COM | 21,600 | $175.5 萬 | 0.2% | −7,200−25.0% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 7,625 | $166.6 萬 | 0.2% | −2,800−26.9% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 5,500 | $162.8 萬 | 0.2% | +5,500 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 60,050 | $159.8 萬 | 0.2% | 00.0% | 不變 | – |
| AEYEAudioeye Inc | COM NEW | 268,750 | $156.1 萬 | 0.2% | +45,900+20.6% | 加碼 | 歷史 |
| MZTIMarzetti Co | COM | 13,475 | $153.8 萬 | 0.2% | +9,375+228.7% | 加碼 | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 33,350 | $150.4 萬 | 0.2% | +33,350 | 新進 | 歷史 |
| CSGPCostar Group, Inc. | COM | 52,150 | $147.7 萬 | 0.2% | +20,100+62.7% | 加碼 | 歷史 |
| ZETAZeta Global Holdings Corp. | CL A | 71,200 | $140.1 萬 | 0.2% | −7,750−9.8% | 減碼 | 歷史 |
| WCCWesco International Inc | COM | 4,015 | $138.7 萬 | 0.2% | −1,600−28.5% | 減碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 98,425 | $136.6 萬 | 0.2% | +29,775+43.4% | 加碼 | 歷史 |
| FMCFMC Corp | COM NEW | 118,400 | $136.2 萬 | 0.2% | −42,225−26.3% | 減碼 | 歷史 |
| TKRTimken Co | COM | 9,050 | $131.5 萬 | 0.2% | −8,550−48.6% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 14,711 | $126.6 萬 | 0.2% | +1,780+13.8% | 加碼 | 歷史 |
| BCBrunswick Corp | COM | 14,650 | $123.4 萬 | 0.2% | −3,750−20.4% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（10 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ICLRIcon PLC | COM | 19,300 | $213.6 萬 | 0.3% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 15,000 | $109.0 萬 | 0.1% | 歷史 |
| JBSSSanfilippo John B & Son Inc | COM | 13,500 | $107.1 萬 | 0.1% | 歷史 |
| WATWaters Corp | COM | 1,250 | $37.2 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,000 | $18.7 萬 | <0.1% | 歷史 |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 4,400 | $14.3 萬 | <0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 2,000 | $13.6 萬 | <0.1% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 4,000 | $10.6 萬 | <0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 300 | $10.1 萬 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 400 | $6.98 萬 | <0.1% | 歷史 |