Skyline Asset Management as of Sept. 30, 2019
Portfolio Holdings for Skyline Asset Management
Skyline Asset Management holds 61 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aaron's | 2.9 | $15M | 226k | 64.26 | |
| DineEquity (DIN) | 2.9 | $15M | 191k | 75.86 | |
| Bmc Stk Hldgs | 2.7 | $14M | 524k | 26.18 | |
| Reinsurance Group of America (RGA) | 2.3 | $12M | 72k | 159.88 | |
| Knowles (KN) | 2.3 | $11M | 562k | 20.34 | |
| Trimas Corporation (TRS) | 2.2 | $11M | 370k | 30.65 | |
| Sanmina (SANM) | 2.2 | $11M | 352k | 32.11 | |
| SPX Corporation | 2.2 | $11M | 274k | 40.01 | |
| Children's Place Retail Stores (PLCE) | 2.2 | $11M | 143k | 76.99 | |
| Gibraltar Industries (ROCK) | 2.1 | $11M | 237k | 45.94 | |
| Essent (ESNT) | 2.1 | $11M | 227k | 47.67 | |
| First Busey Corp Class A Common (BUSE) | 2.1 | $11M | 425k | 25.28 | |
| Bancorpsouth Bank | 2.1 | $11M | 361k | 29.61 | |
| Anixter International | 2.1 | $11M | 153k | 69.12 | |
| WSFS Financial Corporation (WSFS) | 2.1 | $11M | 240k | 44.10 | |
| Welbilt | 2.1 | $11M | 628k | 16.86 | |
| Sterling Bancorp | 2.1 | $11M | 525k | 20.06 | |
| Perficient (PRFT) | 2.0 | $9.9M | 258k | 38.58 | |
| Benchmark Electronics (BHE) | 1.9 | $9.6M | 330k | 29.06 | |
| Knoll | 1.9 | $9.5M | 374k | 25.35 | |
| Brunswick Corporation (BC) | 1.9 | $9.4M | 180k | 52.12 | |
| Lci Industries (LCII) | 1.9 | $9.4M | 102k | 91.85 | |
| First Midwest Ban | 1.7 | $8.7M | 448k | 19.48 | |
| American Woodmark Corporation (AMWD) | 1.7 | $8.7M | 98k | 88.91 | |
| Beacon Roofing Supply (BECN) | 1.7 | $8.5M | 255k | 33.53 | |
| Columbus McKinnon (CMCO) | 1.7 | $8.5M | 234k | 36.43 | |
| Compass Minerals International (CMP) | 1.7 | $8.4M | 149k | 56.49 | |
| Rexnord | 1.6 | $8.2M | 303k | 27.05 | |
| Prestige Brands Holdings (PBH) | 1.6 | $8.1M | 235k | 34.69 | |
| AMN Healthcare Services (AMN) | 1.6 | $8.1M | 141k | 57.56 | |
| Minerals Technologies (MTX) | 1.6 | $8.1M | 153k | 53.09 | |
| UMB Financial Corporation (UMBF) | 1.6 | $8.0M | 124k | 64.58 | |
| NCR Corporation (VYX) | 1.6 | $7.9M | 250k | 31.56 | |
| National Bank Hldgsk (NBHC) | 1.5 | $7.8M | 228k | 34.19 | |
| Hancock Holding Company (HWC) | 1.5 | $7.8M | 203k | 38.29 | |
| Jeld-wen Hldg (JELD) | 1.5 | $7.7M | 401k | 19.29 | |
| Neenah Paper | 1.5 | $7.7M | 118k | 65.12 | |
| Umpqua Holdings Corporation | 1.5 | $7.6M | 463k | 16.46 | |
| Ferro Corporation | 1.5 | $7.6M | 644k | 11.86 | |
| Orion Engineered Carbons (OEC) | 1.5 | $7.4M | 444k | 16.71 | |
| Granite Construction (GVA) | 1.4 | $7.3M | 227k | 32.13 | |
| Ryder System (R) | 1.4 | $7.1M | 137k | 51.77 | |
| Zebra Technologies (ZBRA) | 1.4 | $7.1M | 34k | 206.37 | |
| Acadia Healthcare (ACHC) | 1.4 | $7.0M | 225k | 31.08 | |
| Winnebago Industries (WGO) | 1.4 | $6.9M | 180k | 38.35 | |
| Silicon Motion Technology (SIMO) | 1.3 | $6.6M | 188k | 35.35 | |
| Manpower (MAN) | 1.3 | $6.6M | 78k | 84.24 | |
| Virtusa Corporation | 1.3 | $6.5M | 180k | 36.02 | |
| Plantronics | 1.2 | $6.3M | 169k | 37.32 | |
| Deluxe Corporation (DLX) | 1.2 | $6.3M | 127k | 49.16 | |
| EnPro Industries (NPO) | 1.2 | $6.1M | 88k | 68.65 | |
| Kemet Corporation Cmn | 1.2 | $6.1M | 333k | 18.18 | |
| Banc Of California (BANC) | 1.2 | $6.0M | 427k | 14.14 | |
| Janus Henderson Group Plc Ord (JHG) | 1.1 | $5.6M | 250k | 22.46 | |
| WNS | 1.0 | $5.3M | 90k | 58.75 | |
| Kemper Corp Del (KMPR) | 1.0 | $5.1M | 65k | 77.95 | |
| Korn/Ferry International (KFY) | 0.9 | $4.5M | 117k | 38.64 | |
| TTM Technologies (TTMI) | 0.7 | $3.5M | 285k | 12.19 | |
| Now (DNOW) | 0.6 | $3.2M | 276k | 11.47 | |
| Hillenbrand (HI) | 0.6 | $3.1M | 100k | 30.88 | |
| Spartan Motors | 0.3 | $1.6M | 120k | 13.72 |
