Skyline Asset Management as of June 30, 2019
Portfolio Holdings for Skyline Asset Management
Skyline Asset Management holds 57 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DineEquity (DIN) | 3.3 | $18M | 191k | 95.47 | |
| Aaron's | 2.9 | $16M | 256k | 61.41 | |
| Trimas Corporation (TRS) | 2.4 | $13M | 417k | 30.97 | |
| Children's Place Retail Stores (PLCE) | 2.3 | $13M | 134k | 95.38 | |
| Rexnord | 2.3 | $13M | 417k | 30.22 | |
| Bmc Stk Hldgs | 2.3 | $12M | 584k | 21.20 | |
| Perficient (PRFT) | 2.2 | $12M | 361k | 34.32 | |
| Knoll | 2.2 | $12M | 517k | 22.98 | |
| Knowles (KN) | 2.1 | $12M | 645k | 18.31 | |
| Columbus McKinnon (CMCO) | 2.1 | $12M | 280k | 41.97 | |
| Essent (ESNT) | 2.1 | $12M | 249k | 46.99 | |
| Bancorpsouth Bank | 2.1 | $11M | 392k | 29.04 | |
| Reinsurance Group of America (RGA) | 2.0 | $11M | 72k | 156.03 | |
| First Busey Corp Class A Common (BUSE) | 2.0 | $11M | 424k | 26.41 | |
| Sterling Bancorp | 2.0 | $11M | 525k | 21.28 | |
| Granite Construction (GVA) | 2.0 | $11M | 227k | 48.18 | |
| Gibraltar Industries (ROCK) | 2.0 | $11M | 269k | 40.36 | |
| First Midwest Ban | 1.9 | $11M | 525k | 20.47 | |
| Sanmina (SANM) | 1.9 | $11M | 352k | 30.28 | |
| Welbilt | 1.9 | $11M | 627k | 16.70 | |
| Brunswick Corporation (BC) | 1.9 | $10M | 221k | 45.89 | |
| Ferro Corporation | 1.9 | $10M | 643k | 15.80 | |
| Anixter International | 1.8 | $10M | 169k | 59.71 | |
| Now (DNOW) | 1.8 | $10M | 675k | 14.76 | |
| WSFS Financial Corporation (WSFS) | 1.8 | $9.9M | 239k | 41.30 | |
| Prestige Brands Holdings (PBH) | 1.8 | $9.7M | 307k | 31.68 | |
| Benchmark Electronics (BHE) | 1.8 | $9.6M | 384k | 25.12 | |
| UMB Financial Corporation (UMBF) | 1.7 | $9.6M | 146k | 65.82 | |
| Orion Engineered Carbons (OEC) | 1.7 | $9.5M | 443k | 21.41 | |
| Beacon Roofing Supply (BECN) | 1.7 | $9.3M | 254k | 36.72 | |
| AMN Healthcare Services (AMN) | 1.7 | $9.2M | 171k | 54.25 | |
| Lci Industries (LCII) | 1.7 | $9.2M | 102k | 90.00 | |
| SPX Corporation | 1.6 | $9.0M | 274k | 33.02 | |
| Umpqua Holdings Corporation | 1.6 | $8.9M | 538k | 16.59 | |
| EnPro Industries (NPO) | 1.6 | $8.9M | 140k | 63.84 | |
| NCR Corporation (VYX) | 1.6 | $8.9M | 287k | 31.10 | |
| Manpower (MAN) | 1.6 | $8.8M | 91k | 96.60 | |
| Winnebago Industries (WGO) | 1.5 | $8.5M | 219k | 38.65 | |
| Jeld-wen Hldg (JELD) | 1.5 | $8.4M | 397k | 21.23 | |
| American Woodmark Corporation (AMWD) | 1.5 | $8.3M | 98k | 84.62 | |
| Acadia Healthcare (ACHC) | 1.5 | $8.3M | 236k | 34.95 | |
| National Bank Hldgsk (NBHC) | 1.5 | $8.3M | 227k | 36.30 | |
| Compass Minerals International (CMP) | 1.5 | $8.1M | 148k | 54.95 | |
| Minerals Technologies (MTX) | 1.5 | $8.2M | 152k | 53.51 | |
| Hancock Holding Company (HWC) | 1.5 | $8.1M | 202k | 40.06 | |
| WNS | 1.5 | $8.1M | 136k | 59.20 | |
| Ryder System (R) | 1.4 | $8.0M | 137k | 58.30 | |
| Neenah Paper | 1.4 | $8.0M | 118k | 67.55 | |
| Silicon Motion Technology (SIMO) | 1.4 | $7.5M | 169k | 44.38 | |
| Zebra Technologies (ZBRA) | 1.3 | $7.1M | 34k | 209.50 | |
| Virtusa Corporation | 1.3 | $7.1M | 159k | 44.43 | |
| Plantronics | 1.1 | $6.3M | 169k | 37.04 | |
| Deluxe Corporation (DLX) | 1.1 | $6.1M | 149k | 40.66 | |
| Banc Of California (BANC) | 1.1 | $6.0M | 426k | 13.97 | |
| Kemper Corp Del (KMPR) | 1.0 | $5.6M | 65k | 86.28 | |
| Janus Henderson Group Plc Ord (JHG) | 1.0 | $5.3M | 250k | 21.40 | |
| Korn/Ferry International (KFY) | 0.8 | $4.7M | 117k | 40.07 |
