Skyline Asset Management as of Sept. 30, 2020
Portfolio Holdings for Skyline Asset Management
Skyline Asset Management holds 56 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bmc Stk Hldgs | 2.8 | $10M | 241k | 42.83 | |
| DineEquity (DIN) | 2.5 | $8.9M | 164k | 54.59 | |
| Essent (ESNT) | 2.4 | $8.8M | 237k | 37.01 | |
| Shyft Group (SHYF) | 2.3 | $8.4M | 444k | 18.88 | |
| SPX Corporation | 2.3 | $8.4M | 180k | 46.38 | |
| Perficient (PRFT) | 2.3 | $8.2M | 193k | 42.74 | |
| Hillenbrand (HI) | 2.2 | $8.1M | 287k | 28.36 | |
| Sanmina (SANM) | 2.2 | $7.9M | 292k | 27.05 | |
| Orion Engineered Carbons (OEC) | 2.2 | $7.9M | 628k | 12.51 | |
| Aaron's | 2.1 | $7.8M | 137k | 56.65 | |
| Beacon Roofing Supply (BECN) | 2.1 | $7.8M | 250k | 31.07 | |
| Compass Minerals International (CMP) | 2.1 | $7.6M | 129k | 59.35 | |
| Knowles (KN) | 2.1 | $7.5M | 505k | 14.90 | |
| Gibraltar Industries (ROCK) | 2.1 | $7.5M | 115k | 65.14 | |
| Jeld-wen Hldg (JELD) | 2.1 | $7.5M | 331k | 22.60 | |
| Minerals Technologies (MTX) | 2.1 | $7.5M | 146k | 51.10 | |
| Ferro Corporation | 2.0 | $7.4M | 598k | 12.40 | |
| TTM Technologies (TTMI) | 2.0 | $7.2M | 634k | 11.41 | |
| Lci Industries (LCII) | 2.0 | $7.2M | 68k | 106.28 | |
| Kemper Corp Del (KMPR) | 2.0 | $7.2M | 108k | 66.83 | |
| Reinsurance Group of America (RGA) | 2.0 | $7.2M | 76k | 95.19 | |
| American Woodmark Corporation (AMWD) | 2.0 | $7.2M | 91k | 78.54 | |
| Focus Finl Partners | 1.9 | $7.0M | 215k | 32.79 | |
| WSFS Financial Corporation (WSFS) | 1.9 | $6.9M | 258k | 26.97 | |
| First Busey Corp Class A Common (BUSE) | 1.9 | $6.9M | 435k | 15.89 | |
| Trimas Corporation (TRS) | 1.9 | $6.9M | 303k | 22.80 | |
| Acadia Healthcare (ACHC) | 1.9 | $6.8M | 230k | 29.48 | |
| Brunswick Corporation (BC) | 1.8 | $6.7M | 114k | 58.91 | |
| National Bank Hldgsk (NBHC) | 1.8 | $6.7M | 255k | 26.25 | |
| Manpower (MAN) | 1.8 | $6.6M | 91k | 73.33 | |
| Welbilt | 1.8 | $6.6M | 1.1M | 6.16 | |
| Bancorpsouth Bank | 1.8 | $6.5M | 335k | 19.38 | |
| Umpqua Holdings Corporation | 1.8 | $6.5M | 608k | 10.62 | |
| Tpi Composites (TPIC) | 1.8 | $6.4M | 221k | 28.96 | |
| UMB Financial Corporation (UMBF) | 1.7 | $6.4M | 130k | 49.01 | |
| Rexnord | 1.7 | $6.3M | 212k | 29.84 | |
| Columbus McKinnon (CMCO) | 1.7 | $6.2M | 188k | 33.10 | |
| Kulicke and Soffa Industries (KLIC) | 1.7 | $6.1M | 272k | 22.40 | |
| WNS | 1.7 | $6.1M | 95k | 63.96 | |
| Winnebago Industries (WGO) | 1.6 | $5.9M | 115k | 51.67 | |
| Sterling Bancorp | 1.6 | $5.9M | 557k | 10.52 | |
| Benchmark Electronics (BHE) | 1.6 | $5.7M | 284k | 20.15 | |
| Silicon Motion Technology (SIMO) | 1.6 | $5.7M | 151k | 37.78 | |
| Children's Place Retail Stores (PLCE) | 1.5 | $5.3M | 187k | 28.35 | |
| EnPro Industries (NPO) | 1.4 | $5.2M | 92k | 56.41 | |
| First Midwest Ban | 1.4 | $5.2M | 479k | 10.78 | |
| Korn/Ferry International (KFY) | 1.4 | $5.1M | 177k | 29.00 | |
| Ryder System (R) | 1.3 | $4.7M | 112k | 42.24 | |
| Neenah Paper | 1.3 | $4.6M | 124k | 37.47 | |
| NCR Corporation (VYX) | 1.3 | $4.6M | 209k | 22.14 | |
| AMN Healthcare Services (AMN) | 1.3 | $4.6M | 79k | 58.47 | |
| TreeHouse Foods (THS) | 1.2 | $4.5M | 110k | 40.53 | |
| Knoll | 1.2 | $4.2M | 348k | 12.06 | |
| Prestige Brands Holdings (PBH) | 0.9 | $3.3M | 91k | 36.42 | |
| Varex Imaging (VREX) | 0.8 | $2.8M | 217k | 12.72 | |
| James River Group Holdings L (JRVR) | 0.5 | $1.7M | 38k | 44.52 |
