Skylands Capital, LLC 13F 持仓 · 2026年Q2
Skylands Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 166 只证券，申报市值合计 8.14 亿美元。前几大持仓：UNP（6.85%）、GOOGL（5.55%）、DBD（4.90%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | $55.8M | 6.85% | 204,970 | 减持 |
| 2 | GOOGL | ALPHABET INC | $45.2M | 5.55% | 126,475 | 减持 |
| 3 | DBD | DIEBOLD NIXDORF INC | $39.9M | 4.90% | 469,185 | 增持 |
| 4 | GM | GENERAL MTRS CO | $32.9M | 4.04% | 427,035 | 减持 |
| 5 | AAPL | APPLE INC | $26.5M | 3.26% | 91,740 | 减持 |
| 6 | CCI | CROWN CASTLE INC | $21.1M | 2.60% | 279,035 | 减持 |
| 7 | OSK | OSHKOSH CORP | $20.5M | 2.52% | 133,579 | 减持 |
| 8 | SBAC | SBA COMMUNICATIONS CORP | $19.2M | 2.36% | 108,880 | 减持 |
| 9 | OC | OWENS CORNING NEW | $18.2M | 2.23% | 114,440 | 减持 |
| 10 | CNR | CORE NATURAL RESOURCES INC | $18.1M | 2.22% | 226,302 | 增持 |
| 11 | NSC | NORFOLK SOUTHN CORP | $17.3M | 2.13% | 55,080 | 减持 |
| 12 | C | CITIGROUP INC | $16.9M | 2.07% | 120,565 | 减持 |
| 13 | TAP | MOLSON COORS BEVERAGE CO | $15.3M | 1.88% | 393,750 | 增持 |
| 14 | SCHW | SCHWAB CHARLES CORP | $12.9M | 1.59% | 139,835 | 增持 |
| 15 | V | VISA INC | $12.9M | 1.59% | 37,735 | 增持 |
| 16 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $12.4M | 1.53% | 194,040 | 增持 |
| 17 | WAB | WABTEC | $11.5M | 1.41% | 42,525 | 减持 |
| 18 | SIMO | SILICON MOTION TECHNOLOGY CO | $11.4M | 1.40% | 34,214 | 减持 |
| 19 | ADEA | ADEIA INC | $11.0M | 1.36% | 334,950 | 减持 |
| 20 | ENS | ENERSYS | $10.4M | 1.27% | 44,365 | 减持 |
| 21 | SSNC | SS&C TECH HLDGS | $10.3M | 1.26% | 165,275 | 增持 |
| 22 | ADBE | ADOBE INC | $10.1M | 1.24% | 49,085 | 增持 |
| 23 | AMT | AMERICAN TOWER CORP | $10.1M | 1.24% | 61,491 | 增持 |
| 24 | TMUS | T-MOBILE US INC | $10.0M | 1.22% | 59,350 | 增持 |
| 25 | QDEL | QUIDELORTHO CORP | $9.8M | 1.21% | 560,414 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR