Skyline Asset Management as of Dec. 31, 2018
Portfolio Holdings for Skyline Asset Management
Skyline Asset Management holds 62 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aaron's | 2.6 | $20M | 482k | 42.05 | |
| Orion Engineered Carbons (OEC) | 2.5 | $19M | 769k | 25.28 | |
| Trimas Corporation (TRS) | 2.5 | $19M | 707k | 27.29 | |
| Essent (ESNT) | 2.3 | $18M | 528k | 34.18 | |
| Reinsurance Group of America (RGA) | 2.3 | $18M | 128k | 140.23 | |
| Zebra Technologies (ZBRA) | 2.3 | $18M | 113k | 159.23 | |
| First Busey Corp Class A Common (BUSE) | 2.3 | $18M | 732k | 24.54 | |
| Brunswick Corporation (BC) | 2.3 | $18M | 384k | 46.45 | |
| Bancorpsouth Bank | 2.2 | $17M | 666k | 26.14 | |
| OceanFirst Financial (OCFC) | 2.1 | $17M | 738k | 22.51 | |
| First Midwest Ban | 2.1 | $17M | 831k | 19.81 | |
| Ferro Corporation | 2.1 | $16M | 1.0M | 15.68 | |
| Gibraltar Industries (ROCK) | 2.0 | $16M | 436k | 35.59 | |
| Beacon Roofing Supply (BECN) | 2.0 | $15M | 482k | 31.72 | |
| Rexnord | 1.9 | $15M | 656k | 22.95 | |
| Prestige Brands Holdings (PBH) | 1.9 | $15M | 486k | 30.88 | |
| Anixter International | 1.9 | $15M | 267k | 54.31 | |
| WSFS Financial Corporation (WSFS) | 1.9 | $14M | 379k | 37.91 | |
| Bmc Stk Hldgs | 1.8 | $14M | 923k | 15.48 | |
| UMB Financial Corporation (UMBF) | 1.8 | $14M | 231k | 60.97 | |
| Lci Industries (LCII) | 1.8 | $14M | 210k | 66.80 | |
| Children's Place Retail Stores (PLCE) | 1.8 | $14M | 154k | 90.09 | |
| Knowles (KN) | 1.8 | $14M | 1.0M | 13.31 | |
| Sterling Bancorp | 1.8 | $14M | 825k | 16.51 | |
| Umpqua Holdings Corporation | 1.7 | $14M | 852k | 15.90 | |
| Knoll | 1.7 | $14M | 818k | 16.48 | |
| Sanmina (SANM) | 1.7 | $13M | 554k | 24.06 | |
| EnPro Industries (NPO) | 1.7 | $13M | 220k | 60.10 | |
| Banc Of California (BANC) | 1.7 | $13M | 979k | 13.31 | |
| Benchmark Electronics (BHE) | 1.6 | $13M | 602k | 21.18 | |
| Columbus McKinnon (CMCO) | 1.6 | $13M | 424k | 30.14 | |
| Perficient (PRFT) | 1.6 | $13M | 569k | 22.26 | |
| Electronics For Imaging | 1.6 | $13M | 502k | 24.80 | |
| Minerals Technologies (MTX) | 1.6 | $12M | 241k | 51.34 | |
| Now (DNOW) | 1.6 | $12M | 1.1M | 11.64 | |
| Granite Construction (GVA) | 1.6 | $12M | 306k | 40.28 | |
| AMN Healthcare Services (AMN) | 1.6 | $12M | 213k | 56.66 | |
| SPX Corporation | 1.6 | $12M | 431k | 28.01 | |
| Kemper Corp Del (KMPR) | 1.5 | $12M | 178k | 66.38 | |
| NCR Corporation (VYX) | 1.4 | $11M | 485k | 23.08 | |
| Cbiz (CBZ) | 1.4 | $11M | 563k | 19.70 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $11M | 363k | 30.36 | |
| Versum Matls | 1.4 | $11M | 395k | 27.72 | |
| Virtusa Corporation | 1.4 | $11M | 251k | 42.59 | |
| Jeld-wen Hldg (JELD) | 1.2 | $9.8M | 687k | 14.21 | |
| Acadia Healthcare (ACHC) | 1.2 | $9.6M | 374k | 25.71 | |
| Neenah Paper | 1.2 | $9.5M | 162k | 58.92 | |
| Compass Minerals International (CMP) | 1.2 | $9.4M | 226k | 41.69 | |
| Manpower (MAN) | 1.2 | $9.3M | 144k | 64.80 | |
| Realogy Hldgs (HOUS) | 1.2 | $9.3M | 631k | 14.68 | |
| Deluxe Corporation (DLX) | 1.2 | $9.1M | 236k | 38.44 | |
| WNS | 1.1 | $8.9M | 215k | 41.26 | |
| Berry Plastics (BERY) | 1.1 | $8.8M | 185k | 47.53 | |
| Ryder System (R) | 1.1 | $8.4M | 174k | 48.15 | |
| Janus Henderson Group Plc Ord (JHG) | 1.1 | $8.2M | 395k | 20.72 | |
| American Woodmark Corporation (AMWD) | 1.0 | $7.7M | 138k | 55.68 | |
| Ensign (ENSG) | 0.9 | $7.4M | 190k | 38.79 | |
| Korn/Ferry International (KFY) | 0.9 | $7.3M | 185k | 39.54 | |
| Winnebago Industries (WGO) | 0.9 | $6.7M | 278k | 24.21 | |
| Welbilt | 0.8 | $6.1M | 545k | 11.11 | |
| P.H. Glatfelter Company | 0.8 | $5.9M | 600k | 9.76 | |
| Cross Country Healthcare (CCRN) | 0.3 | $2.5M | 340k | 7.33 |
