Skyline Asset Management as of Dec. 31, 2020
Portfolio Holdings for Skyline Asset Management
Skyline Asset Management holds 56 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Welbilt | 2.7 | $2.1M | 157k | 13.20 | |
| Children's Place Retail Stores (PLCE) | 2.5 | $1.9M | 39k | 50.10 | |
| Hillenbrand (HI) | 2.4 | $1.9M | 47k | 39.81 | |
| WSFS Financial Corporation (WSFS) | 2.4 | $1.9M | 42k | 44.88 | |
| Bmc Stk Hldgs | 2.4 | $1.8M | 34k | 53.68 | |
| Orion Engineered Carbons (OEC) | 2.3 | $1.8M | 104k | 17.14 | |
| DineEquity (DIN) | 2.3 | $1.8M | 31k | 58.01 | |
| Acadia Healthcare (ACHC) | 2.2 | $1.7M | 33k | 50.27 | |
| Sterling Bancorp | 2.2 | $1.7M | 93k | 17.98 | |
| Essent (ESNT) | 2.1 | $1.6M | 37k | 43.19 | |
| SPX Corporation | 2.1 | $1.6M | 29k | 54.55 | |
| First Busey Corp Class A Common (BUSE) | 2.0 | $1.6M | 73k | 21.55 | |
| Trimas Corporation (TRS) | 2.0 | $1.6M | 50k | 31.68 | |
| Focus Finl Partners | 2.0 | $1.5M | 36k | 43.51 | |
| Bancorpsouth Bank | 2.0 | $1.5M | 56k | 27.44 | |
| Umpqua Holdings Corporation | 2.0 | $1.5M | 101k | 15.14 | |
| UMB Financial Corporation (UMBF) | 1.9 | $1.5M | 22k | 68.98 | |
| Manpower (MAN) | 1.9 | $1.5M | 16k | 90.18 | |
| Sanmina (SANM) | 1.9 | $1.5M | 46k | 31.90 | |
| Knowles (KN) | 1.9 | $1.5M | 80k | 18.43 | |
| Lci Industries (LCII) | 1.9 | $1.5M | 11k | 129.64 | |
| Minerals Technologies (MTX) | 1.9 | $1.4M | 23k | 62.10 | |
| Perficient (PRFT) | 1.9 | $1.4M | 30k | 47.66 | |
| Kulicke and Soffa Industries (KLIC) | 1.8 | $1.4M | 45k | 31.80 | |
| Korn/Ferry International (KFY) | 1.8 | $1.4M | 33k | 43.49 | |
| Reinsurance Group of America (RGA) | 1.8 | $1.4M | 12k | 115.87 | |
| National Bank Hldgsk (NBHC) | 1.8 | $1.4M | 43k | 32.76 | |
| Brunswick Corporation (BC) | 1.8 | $1.4M | 18k | 76.23 | |
| TTM Technologies (TTMI) | 1.8 | $1.4M | 100k | 13.80 | |
| Beacon Roofing Supply (BECN) | 1.8 | $1.4M | 34k | 40.20 | |
| Ferro Corporation | 1.8 | $1.4M | 94k | 14.63 | |
| Gibraltar Industries (ROCK) | 1.8 | $1.4M | 19k | 71.94 | |
| Rexnord | 1.7 | $1.3M | 34k | 39.50 | |
| American Woodmark Corporation (AMWD) | 1.7 | $1.3M | 14k | 93.85 | |
| Kemper Corp Del (KMPR) | 1.7 | $1.3M | 17k | 76.84 | |
| Winnebago Industries (WGO) | 1.7 | $1.3M | 22k | 59.95 | |
| James River Group Holdings L (JRVR) | 1.7 | $1.3M | 26k | 49.17 | |
| Bed Bath & Beyond | 1.7 | $1.3M | 73k | 17.75 | |
| Shyft Group (SHYF) | 1.7 | $1.3M | 46k | 28.37 | |
| NCR Corporation (VYX) | 1.6 | $1.3M | 34k | 37.58 | |
| Compass Minerals International (CMP) | 1.6 | $1.2M | 20k | 61.73 | |
| Bloomin Brands (BLMN) | 1.6 | $1.2M | 64k | 19.42 | |
| Jeld-wen Hldg (JELD) | 1.6 | $1.2M | 49k | 25.37 | |
| Benchmark Electronics (BHE) | 1.6 | $1.2M | 45k | 27.00 | |
| First Midwest Ban | 1.6 | $1.2M | 76k | 15.93 | |
| Silicon Motion Technology (SIMO) | 1.5 | $1.2M | 24k | 48.15 | |
| Tpi Composites (TPIC) | 1.5 | $1.1M | 21k | 52.77 | |
| Columbus McKinnon (CMCO) | 1.4 | $1.1M | 29k | 38.42 | |
| Ryder System (R) | 1.4 | $1.1M | 18k | 61.74 | |
| WNS | 1.4 | $1.1M | 15k | 72.04 | |
| EnPro Industries (NPO) | 1.4 | $1.1M | 14k | 75.52 | |
| TreeHouse Foods (THS) | 1.3 | $969k | 23k | 42.50 | |
| Masonite International | 1.2 | $895k | 9.1k | 98.35 | |
| AMN Healthcare Services (AMN) | 1.1 | $867k | 13k | 68.27 | |
| PROG Holdings (PRG) | 0.9 | $684k | 13k | 53.86 | |
| Prestige Brands Holdings (PBH) | 0.7 | $506k | 15k | 34.90 |
