Skyline Asset Management as of March 31, 2020
Portfolio Holdings for Skyline Asset Management
Skyline Asset Management holds 56 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sanmina (SANM) | 3.0 | $9.0M | 329k | 27.28 | |
| Gibraltar Industries (ROCK) | 2.8 | $8.3M | 194k | 42.92 | |
| Kemper Corp Del (KMPR) | 2.6 | $7.9M | 106k | 74.37 | |
| Trimas Corporation (TRS) | 2.6 | $7.7M | 335k | 23.10 | |
| Silicon Motion Technology (SIMO) | 2.5 | $7.4M | 202k | 36.66 | |
| First Busey Corp Class A Common (BUSE) | 2.5 | $7.4M | 431k | 17.11 | |
| Ferro Corporation | 2.4 | $7.2M | 771k | 9.36 | |
| Knowles (KN) | 2.4 | $7.2M | 537k | 13.38 | |
| Bmc Stk Hldgs | 2.4 | $7.1M | 400k | 17.73 | |
| Benchmark Electronics (BHE) | 2.2 | $6.7M | 335k | 19.99 | |
| TTM Technologies (TTMI) | 2.1 | $6.5M | 625k | 10.34 | |
| Hillenbrand (HI) | 2.1 | $6.4M | 337k | 19.11 | |
| SPX Corporation | 2.1 | $6.4M | 197k | 32.64 | |
| Rexnord | 2.1 | $6.3M | 280k | 22.67 | |
| Reinsurance Group of America (RGA) | 2.1 | $6.2M | 74k | 84.14 | |
| WSFS Financial Corporation (WSFS) | 2.1 | $6.2M | 249k | 24.92 | |
| Essent (ESNT) | 2.0 | $6.1M | 231k | 26.34 | |
| Lci Industries (LCII) | 2.0 | $6.1M | 91k | 66.83 | |
| First Midwest Ban | 2.0 | $6.0M | 455k | 13.24 | |
| Virtusa Corporation | 2.0 | $6.0M | 210k | 28.40 | |
| National Bank Hldgsk (NBHC) | 2.0 | $5.9M | 248k | 23.90 | |
| Bancorpsouth Bank | 1.9 | $5.9M | 309k | 18.92 | |
| Minerals Technologies (MTX) | 1.9 | $5.8M | 161k | 36.26 | |
| UMB Financial Corporation (UMBF) | 1.9 | $5.8M | 126k | 46.38 | |
| Compass Minerals International (CMP) | 1.9 | $5.8M | 151k | 38.47 | |
| Sterling Bancorp | 1.9 | $5.7M | 544k | 10.45 | |
| Brunswick Corporation (BC) | 1.9 | $5.6M | 159k | 35.37 | |
| Winnebago Industries (WGO) | 1.9 | $5.6M | 200k | 27.81 | |
| Focus Finl Partners | 1.8 | $5.5M | 237k | 23.01 | |
| Neenah Paper | 1.8 | $5.2M | 122k | 43.13 | |
| Perficient (PRFT) | 1.7 | $5.2M | 191k | 27.09 | |
| Umpqua Holdings Corporation | 1.7 | $5.1M | 470k | 10.90 | |
| Aaron's | 1.6 | $4.9M | 216k | 22.78 | |
| Varex Imaging (VREX) | 1.6 | $4.9M | 214k | 22.71 | |
| Spartan Motors | 1.6 | $4.8M | 372k | 12.91 | |
| NCR Corporation (VYX) | 1.6 | $4.7M | 268k | 17.70 | |
| Hancock Holding Company (HWC) | 1.6 | $4.7M | 242k | 19.52 | |
| Prestige Brands Holdings (PBH) | 1.6 | $4.7M | 128k | 36.68 | |
| Columbus McKinnon (CMCO) | 1.5 | $4.6M | 184k | 25.00 | |
| Acadia Healthcare (ACHC) | 1.5 | $4.5M | 247k | 18.35 | |
| Jeld-wen Hldg (JELD) | 1.5 | $4.4M | 452k | 9.73 | |
| Manpower (MAN) | 1.4 | $4.2M | 79k | 52.99 | |
| Ryder System (R) | 1.4 | $4.2M | 159k | 26.44 | |
| AMN Healthcare Services (AMN) | 1.4 | $4.1M | 70k | 57.80 | |
| American Woodmark Corporation (AMWD) | 1.3 | $4.0M | 87k | 45.57 | |
| Deluxe Corporation (DLX) | 1.3 | $3.9M | 149k | 25.93 | |
| Beacon Roofing Supply (BECN) | 1.2 | $3.8M | 228k | 16.54 | |
| Orion Engineered Carbons (OEC) | 1.2 | $3.7M | 500k | 7.46 | |
| DineEquity (DIN) | 1.2 | $3.6M | 125k | 28.68 | |
| EnPro Industries (NPO) | 1.2 | $3.5M | 90k | 39.58 | |
| Knoll | 1.2 | $3.5M | 344k | 10.32 | |
| Korn/Ferry International (KFY) | 1.2 | $3.5M | 143k | 24.32 | |
| WNS | 1.0 | $3.0M | 70k | 42.98 | |
| Children's Place Retail Stores (PLCE) | 1.0 | $3.0M | 151k | 19.56 | |
| Tpi Composites (TPIC) | 1.0 | $2.9M | 199k | 14.78 | |
| Welbilt | 0.8 | $2.4M | 467k | 5.13 |
