Skyline Asset Management LP 13F Holdings · last filed Q4 2020
Skyline Asset Management LP reported 56 securities worth $77.50M in its SEC 13F filing for Q4 2020 (period ended 2020-12-31). Top holdings: WBT (2.67%), PLCE (2.50%), HI (2.43%). Among its top 25 positions this quarter: 25 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WBT | Welbilt, Inc. | $2.1M | 2.67% | 156,500 | Trimmed |
| 2 | PLCE | The Children's Place, Inc. | $1.9M | 2.50% | 38,600 | Trimmed |
| 3 | HI | Hillenbrand Inc. | $1.9M | 2.43% | 47,400 | Trimmed |
| 4 | WSFS | WSFS Financial Corporation | $1.9M | 2.43% | 42,000 | Trimmed |
| 5 | BMCH | BMC Stock Holdings, Inc. | $1.8M | 2.35% | 34,000 | Trimmed |
| 6 | DIN | Dine Brands Global, Inc. | $1.8M | 2.29% | 30,600 | Trimmed |
| 7 | OEC | Orion Engineered Carbons S.A. | $1.8M | 2.29% | 103,600 | Trimmed |
| 8 | ACHC | Acadia Healthcare Company, Inc | $1.7M | 2.17% | 33,400 | Trimmed |
| 9 | STL | Sterling Bancorp | $1.7M | 2.15% | 92,905 | Trimmed |
| 10 | ESNT | Essent Group Ltd. | $1.6M | 2.08% | 37,300 | Trimmed |
| 11 | SPXC | SPX Corporation | $1.6M | 2.06% | 29,200 | Trimmed |
| 12 | BUSE | First Busey Corporation | $1.6M | 2.02% | 72,797 | Trimmed |
| 13 | TRS | TriMas Corporation | $1.6M | 2.02% | 49,500 | Trimmed |
| 14 | FOCS | Focus Financial Partners Inc. | $1.5M | 2.00% | 35,600 | Trimmed |
| 15 | CADE | BancorpSouth Bank | $1.5M | 1.99% | 56,200 | Trimmed |
| 16 | UMPQ | Umpqua Holdings Corporation | $1.5M | 1.98% | 101,229 | Trimmed |
| 17 | MAN | ManpowerGroup Inc. | $1.5M | 1.91% | 16,400 | Trimmed |
| 18 | SANM | Sanmina Corporation | $1.5M | 1.91% | 46,300 | Trimmed |
| 19 | UMBF | UMB Financial Corporation | $1.5M | 1.91% | 21,500 | Trimmed |
| 20 | KN | Knowles Corporation | $1.5M | 1.89% | 79,600 | Trimmed |
| 21 | LCII | LCI Industries | $1.5M | 1.87% | 11,200 | Trimmed |
| 22 | MTX | Minerals Technologies Inc. | $1.4M | 1.87% | 23,300 | Trimmed |
| 23 | PRFT | Perficient, Inc. | $1.4M | 1.86% | 30,300 | Trimmed |
| 24 | KLIC | Kulicke and Soffa Industries, | $1.4M | 1.84% | 44,900 | Trimmed |
| 25 | KFY | Korn Ferry | $1.4M | 1.83% | 32,700 | Trimmed |
Source: SEC Form 13F filings · as of 2020-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR