機関投資家の保有一覧

Skylands Capital, LLC

持ち方

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評価額を取得中

届出上位5銘柄の比重

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保有

162銘柄

Skylands Capital, LLC は、2026年6月30日の SEC Form 13F で 162 銘柄の保有を報告しました。届出上位には Union Pacific、Alphabet、General Motors が並び、資本財・コミュニケーション・サービス・一般消費財にまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

1
UN
UNPUnion Pacific
資本財・ 204,970 株
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2
GO
GOOGLAlphabet
コミュニケーション・サービス・ 126,475 株
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3
GM
GMGeneral Motors
一般消費財・ 427,035 株
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4
AA
AAPLApple
情報技術・ 91,740 株
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5
DB
DBDDiebold Nixdorf
情報技術・ 469,185 株
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6
CN
CNRCore Natural Resources
エネルギー・ 226,302 株
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7
CC
CCICrown Castle
不動産・ 279,035 株
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8
OS
OSKOshkosh
資本財・ 133,579 株
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9
NS
NSCNorfolk Southern
資本財・ 55,080 株
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10
SB
SBACSBA Communications
不動産・ 108,880 株
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残り 152 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	CCitigroup	120,565	—
12	TAPMolson Coors Beverage	393,750	—
13	VVisa	37,735	—
14	OCOwens Corning	114,440	—
15	SCHWCharles Schwab	139,835	—
16	SSNCSS&C Technologies	165,275	—
17	GEHCGE HealthCare Technologies	194,040	—
18	WABWestinghouse Air Brake Technologies	42,525	—
19	ADBEAdobe	49,085	—
20	BBarrick Mining	261,175	—
21	AMTAmerican Tower	61,491	—
22	TMUST-Mobile US	59,350	—
23	SIMOSilicon Motion Technology	34,214	—
24	GLDSPDR GOLD TRUST	24,590	—
25	LOPEGrand Canyon Education	57,565	—
26	CSXCSX	183,875	—
27	ENSEnerSys	44,365	—
28	ADEAAdeia	334,950	—
29	BMYBristol Myers Squibb	138,725	—
30	WMBWilliams Companies	118,425	—
31	JPMJPMorgan Chase	23,785	—
32	CHDNChurchill Downs	103,250	—
33	COHRCoherent	21,780	—
34	METAMeta Platforms	9,865	—
35	MITKMitek Systems	375,300	—
36	JYNTJoint Corp	895,572	—
37	EXPEagle Materials	37,300	—
38	MSFTMicrosoft	12,350	—
39	QDELQuidelOrtho	560,414	—
40	HCCWarrior Met Coal	66,500	—
41	RTXRTX	32,135	—
42	ONON Semiconductor	68,620	—
43	BBYBest Buy	63,000	—
44	LKQLKQ Corporation	240,450	—
45	GNRCGenerac Holdings	24,465	—
46	HAEHaemonetics	47,625	—
47	UPSUnited Parcel Service	53,375	—
48	MPMP Materials	104,495	—
49	CTSOCytoSorbents	1,211,400	—
50	KEXKirby	35,010	—
51	ELANElanco Animal Health	209,225	—
52	LOVELovesac	314,647	—
53	AEMAgnico Eagle Mines	24,050	—
54	NEMNewmont	38,140	—
55	VNTVontier	132,600	—
56	LECOLincoln Electric Holdings	15,070	—
57	HLMNHillman Solutions	575,800	—
58	ANETArista Networks	19,100	—
59	PRDOPerdoceo Education	121,700	—
60	MTXMinerals Technologies	51,779	—
61	AMZNAmazon	13,585	—
62	SLBSchlumberger	70,100	—
63	CPBCampbell's Company	172,300	—
64	GOOGAlphabet	9,500	—
65	MTUSMetallus	158,800	—
66	SPGIS&P Global	8,085	—
67	BACBank of America	55,280	—
68	GPKGraphic Packaging Holding	328,400	—
69	MLMMartin Marietta Materials	5,805	—
70	DNOWDNOW	176,700	—
71	UHAL-BU-Haul Holding Co /NV/	50,965	—
72	BIOBio-Rad Laboratories	7,225	—
73	TMOThermo Fisher Scientific	4,025	—
74	HALHalliburton	82,100	—
75	PLABPhotronics	81,510	—
76	HLLYHolley	1,069,829	—
77	ELMTElmet Group	108,217	—
78	ZETAZeta Global Holdings	71,200	—
79	ALGNAlign Technology	15,550	—
80	WSCWillScot Holdings	122,550	—
81	DECDiversified Energy	155,500	—
82	NPKINPK International	164,300	—
83	AEYEAudioEye	268,750	—
84	FISVFiserv	38,950	—
85	DPZDomino's Pizza	5,500	—
86	PGRProgressive	7,625	—
87	MTWManitowoc	67,653	—
88	XRAYDentsply Sirona	176,850	—
89	WCCWESCO International	4,015	—
90	ATROAstronics	21,600	—
91	SLGNSilgan Holdings	41,250	—
92	CSGPCoStar Group	52,150	—
93	FDSFactSet Research Systems	5,300	—
94	MZTIMarzetti	13,475	—
95	ROCKGibraltar Industries	33,350	—
96	ZBHZimmer Biomet Holdings	14,711	—
97	OXYOccidental Petroleum	21,429	—
98	JOUTJohnson Outdoors	25,642	—
99	TKRTimken	9,050	—
100	RJFRaymond James Financial	6,725	—
101	FMCFMC	118,400	—
102	BCBrunswick	14,650	—
103	MHKMohawk Industries	6,650	—
104	TDGTransDigm Group	770	—
105	CCOICogent Communications	98,425	—
106	CMECME Group	3,150	—
107	MATWMatthews International	42,000	—
108	BWMNBowman Consulting Group	17,865	—
109	MBLYMobileye Global	101,200	—
110	GBXGreenbrier Companies	18,440	—
111	SPWHSportsman's Warehouse Holdings	622,950	—
112	UNHUnitedHealth Group	1,700	—
113	LULULululemon Athletica	6,600	—
114	GATXGATX Corporation	3,360	—
115	QQQINVESCO QQQ TRUST, SERIES 1	750	—
116	VLOValero Energy	1,300	—
117	BLMNBloomin' Brands	62,250	—
118	FTKFlotek Industries	16,700	—
119	BOOTBoot Barn Holdings	3,899	—
120	TWINTwin Disc	16,595	—
121	NVDANVIDIA	2,000	—
122	VITLVital Farms	49,900	—
123	ARAntero Resources	13,200	—
124	JKHYJack Henry & Associates	3,150	—
125	GLOOGloo Holdings	102,362	—
126	OSISOSI Systems	2,075	—
127	TNCTennant	5,700	—
128	XOMExxon Mobil	2,316	—
129	ASURAsure Software	48,638	—
130	SAMBoston Beer	2,100	—
131	ICEIntercontinental Exchange	2,150	—
132	BRK-BBerkshire Hathaway	600	—
133	GNTXGentex Corporation	13,550	—
134	MAMastercard	525	—
135	GENKGEN Restaurant Group	176,413	—
136	CBOECboe Global Markets	1,000	—
137	FDXFedEx	725	—
138	GDGeneral Dynamics	625	—
139	NATRNatures Sunshine Products	15,824	—
140	CCKCrown Holdings	1,800	—
141	COSTCostco	200	—
142	MSTRStrategy	1,000	—
143	QRHCQuest Resource Holding	110,602	—
144	HPEHewlett Packard Enterprise	1,950	—
145	UHALU-Haul Holding	2,045	—
146	SWSmurfit Westrock	2,617	—
147	BLKBlackRock	90	—
148	NDSNNordson	260	—
149	SPYSPDR S&P 500 ETF TRUST	100	—
150	CCJCameco	700	—
151	SHWSherwin-Williams	150	—
152	FDXFFedEx Freight	361	—
153	PZZAPapa Johns International	2,000	—
154	VZVerizon Communications	700	—
155	HDHome Depot	100	—
156	ULTAUlta Beauty	45	—
157	CWSTCasella Waste Systems	275	—
158	HPQHP Inc	650	—
159	TGTTarget	100	—
160	CARAvis Budget Group	100	—
161	KOPKoppers Holdings	175	—
162	DXCDXC Technology	600	—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。