Skylands Capital, LLC
- SEC CIK
- 0001299910
- Latest filing
- Jul 24, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 3, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 147
- −1 vs. Q1 2023
- Portfolio value
- $697.0M
- +$13.2M (+1.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 294,765 | $60.3M | 8.7% | −1,100−0.4% | Reduced | History |
| AAPLApple Inc. | Stock | 235,875 | $45.8M | 6.6% | −47,600−16.8% | Reduced | History |
| ARCHArch Resources, Inc. | CL A | 324,765 | $36.6M | 5.3% | +4,600+1.4% | Added | History |
| CCICrown Castle Inc. | REIT | 297,960 | $33.9M | 4.9% | +26,055+9.6% | Added | History |
| GMGeneral Motors Co | COM | 777,375 | $30.0M | 4.3% | +14,650+1.9% | Added | History |
| FMCFMC Corp | COM NEW | 222,695 | $23.2M | 3.3% | +37,820+20.5% | Added | History |
| BECNQxo Building Products, Inc. | COM | 274,350 | $22.8M | 3.3% | −32,475−10.6% | Reduced | History |
| OCOwens Corning | Stock | 143,065 | $18.7M | 2.7% | −78,785−35.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 144,025 | $17.2M | 2.5% | −17,950−11.1% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 122,200 | $17.0M | 2.4% | +26,075+27.1% | Added | History |
| OSKOshkosh Corp | COM | 186,825 | $16.2M | 2.3% | −100−0.1% | Reduced | History |
| VVisa Inc. | Stock | 51,805 | $12.3M | 1.8% | −1,975−3.7% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 182,050 | $11.6M | 1.7% | −4,975−2.7% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 47,960 | $10.9M | 1.6% | −310−0.6% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 97,302 | $10.0M | 1.4% | −1,550−1.6% | Reduced | History |
| CTSOCytosorbents Corp | COM NEW | 2,793,470 | $10.0M | 1.4% | +38,500+1.4% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 90,775 | $9.96M | 1.4% | −2,700−2.9% | Reduced | History |
| COHRCoherent Corp. | COM | 186,075 | $9.49M | 1.4% | +23,925+14.8% | Added | History |
| HIBBHibbett Inc | COM | 260,050 | $9.44M | 1.4% | +90,225+53.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 63,250 | $9.20M | 1.3% | −1,600−2.5% | Reduced | History |
| CMCOColumbus McKinnon Corp | COM | 222,284 | $9.04M | 1.3% | −13,400−5.7% | Reduced | History |
| EXPEagle Materials Inc | COM | 47,460 | $8.85M | 1.3% | −1,750−3.6% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 88,770 | $8.40M | 1.2% | −1,630−1.8% | Reduced | History |
| ENSEnerSys | COM | 75,300 | $8.17M | 1.2% | −12,875−14.6% | Reduced | History |
| MPMP Materials Corp. | COM CL A | 340,850 | $7.80M | 1.1% | +8,500+2.6% | Added | History |
| WMBWilliams Companies, Inc. | COM | 238,050 | $7.77M | 1.1% | +7,200+3.1% | Added | History |
| GLDSPDR Gold Trust | ETF | 41,925 | $7.47M | 1.1% | −7,150−14.6% | Reduced | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 103,975 | $7.00M | 1.0% | −9,400−8.3% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 35,775 | $6.94M | 1.0% | +225+0.6% | Added | History |
| RTXRTX Corp | Stock | 70,624 | $6.92M | 1.0% | −817−1.1% | Reduced | History |
| PXDPioneer Natural Resources Co | COM | 32,400 | $6.71M | 1.0% | +1,025+3.3% | Added | History |
| WSCWillScot Holdings Corp | COM CL A | 127,575 | $6.10M | 0.9% | +1,675+1.3% | Added | History |
| NEXNextier Oilfield Solutions Inc. | COM | 675,100 | $6.04M | 0.9% | −88,040−11.5% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 41,965 | $5.79M | 0.8% | −13,760−24.7% | Reduced | History |
| JYNTJOINT Corp | COM | 402,890 | $5.44M | 0.8% | −24,200−5.7% | Reduced | History |
| ELANElanco Animal Health Inc | COM | 531,287 | $5.34M | 0.8% | +72,287+15.7% | Added | History |
| QDELQuidelOrtho Corp | COM | 60,700 | $5.03M | 0.7% | +34,350+130.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 17,410 | $5.00M | 0.7% | −5,350−23.5% | Reduced | History |
| PLABPhotronics Inc | COM | 191,300 | $4.93M | 0.7% | −45,050−19.1% | Reduced | History |
| GBXGreenbrier Companies Inc | Stock | 113,350 | $4.89M | 0.7% | −18,450−14.0% | Reduced | History |
| GPKGraphic Packaging Holding Co | COM | 199,400 | $4.79M | 0.7% | −2,800−1.4% | Reduced | History |
| LOVELovesac Co | COM | 174,515 | $4.70M | 0.7% | −1,000−0.6% | Reduced | History |
| DISWalt Disney Co | Stock | 52,350 | $4.67M | 0.7% | +20,250+63.1% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 30,970 | $4.62M | 0.7% | +5,100+19.7% | Added | History |
| LECOLincoln Electric Holdings Inc | COM | 22,970 | $4.56M | 0.7% | +1,450+6.7% | Added | History |
| BACBank of America Corp | Stock | 147,450 | $4.23M | 0.6% | +8,800+6.3% | Added | History |
| SSNCSS&C Technologies Holdings Inc | COM | 68,150 | $4.13M | 0.6% | −3,450−4.8% | Reduced | History |
| CCitigroup Inc | Stock | 87,950 | $4.05M | 0.6% | −6,100−6.5% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 8,005 | $3.70M | 0.5% | −2,425−23.3% | Reduced | History |
| AEMAgnico Eagle Mines Ltd | Stock | 73,225 | $3.66M | 0.5% | −9,800−11.8% | Reduced | History |
| Barrick Gold Corp067901108 | COM | 212,850 | $3.60M | 0.5% | +24,350+12.9% | Added | – |
| WIREEncore Wire Corp | COM | 19,225 | $3.57M | 0.5% | −4,600−19.3% | Reduced | History |
| DBIDesigner Brands Inc. | CL A | 346,700 | $3.50M | 0.5% | −212,300−38.0% | Reduced | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 110,100 | $3.37M | 0.5% | 00.0% | Unchanged | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 39,450 | $3.20M | 0.5% | +3,350+9.3% | Added | – |
| NVEENV5 Global, Inc. | COM | 27,705 | $3.07M | 0.4% | +9,375+51.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 20,800 | $2.71M | 0.4% | −5,000−19.4% | Reduced | History |
| SBACSba Communications Corp | CL A | 11,500 | $2.67M | 0.4% | +2,500+27.8% | Added | History |
| BOOTBoot Barn Holdings, Inc. | COM | 31,059 | $2.63M | 0.4% | +3,200+11.5% | Added | History |
| HALHalliburton Co | Stock | 78,850 | $2.60M | 0.4% | +19,100+32.0% | Added | History |
| CRWSCrown Crafts Inc | COM | 503,953 | $2.52M | 0.4% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 58,000 | $2.47M | 0.4% | +12,975+28.8% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 13,705 | $2.46M | 0.4% | −325−2.3% | Reduced | History |
| JOUTJohnson Outdoors Inc | CL A | 36,800 | $2.26M | 0.3% | +10,000+37.3% | Added | History |
| GTNGray Media, Inc | COM | 286,100 | $2.25M | 0.3% | +14,450+5.3% | Added | History |
| QRHCQuest Resource Holding Corp | COM NEW | 331,150 | $2.16M | 0.3% | +2,175+0.7% | Added | History |
| CSXCSX Corp | Stock | 63,150 | $2.15M | 0.3% | +8,800+16.2% | Added | History |
| VNTVontier Corp | Stock | 65,250 | $2.10M | 0.3% | −84,700−56.5% | Reduced | History |
| BLKBlackRock, Inc. | COM | 2,990 | $2.07M | 0.3% | −725−19.5% | Reduced | History |
| XPERXperi Inc. | COMMON STOCK | 154,510 | $2.03M | 0.3% | +99,010+178.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 4,875 | $1.95M | 0.3% | −100−2.0% | Reduced | History |
| CMECME Group Inc. | COM | 10,450 | $1.94M | 0.3% | −150−1.4% | Reduced | History |
| HLMNHillman Solutions Corp. | COM | 209,765 | $1.89M | 0.3% | +105,090+100.4% | Added | History |
| TWINTwin Disc Inc | COM | 155,667 | $1.75M | 0.3% | −55,870−26.4% | Reduced | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 24,000 | $1.72M | 0.2% | +15,200+172.7% | Added | History |
| BTMDbiote Corp. | CLASS A COM | 254,906 | $1.72M | 0.2% | +254,906 | New | History |
| RJFRaymond James Financial Inc | COM | 16,299 | $1.69M | 0.2% | +5,600+52.3% | Added | History |
| CMBMFCambium Networks Corp | SHS | 108,350 | $1.65M | 0.2% | +51,050+89.1% | Added | History |
| NATRNatures Sunshine Products Inc | COM | 116,333 | $1.59M | 0.2% | −29,940−20.5% | Reduced | History |
| MTXMinerals Technologies Inc | COM | 26,550 | $1.53M | 0.2% | +14,950+128.9% | Added | History |
| WTFCWintrust Financial Corp | COM | 20,950 | $1.52M | 0.2% | +16,600+381.6% | Added | History |
| Greenbrier Cos Inc393657AK7 | NOTE 2.875% 2/0 | 1,525,000 | $1.49M | 0.2% | −125,000−7.6% | Reduced | – |
| HLLYHolley Inc. | COM | 357,400 | $1.46M | 0.2% | −18,500−4.9% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 25,750 | $1.46M | 0.2% | +16,400+175.4% | Added | History |
| DPZDominos Pizza Inc | COM | 3,800 | $1.28M | 0.2% | +3,800 | New | History |
| FTHMFathom Holdings Inc. | COM | 177,207 | $1.27M | 0.2% | −134,794−43.2% | Reduced | History |
| BCBrunswick Corp | COM | 14,250 | $1.23M | 0.2% | 00.0% | Unchanged | History |
| CYRXCryoport, Inc. | COM PAR $0.001 | 68,650 | $1.18M | 0.2% | +6,550+10.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 9,500 | $1.15M | 0.2% | 00.0% | Unchanged | History |
| FDXFedEx Corp | Stock | 4,450 | $1.10M | 0.2% | −5,025−53.0% | Reduced | History |
| SPWHSportsman's Warehouse Holdings, Inc. | COM | 183,265 | $1.04M | 0.1% | +31,465+20.7% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 12,850 | $1.04M | 0.1% | +6,250+94.7% | Added | History |
| TRGPTarga Resources Corp. | COM | 13,500 | $1.03M | 0.1% | +13,500 | New | History |
| BOKFBok Financial Corp | COM NEW | 12,550 | $1.01M | 0.1% | +12,550 | New | History |
| UHAL.BU-Haul Holding Co | COM SER N | 19,770 | $1.00M | 0.1% | −5,400−21.5% | Reduced | History |
| EVRIEveri Holdings Inc. | COM | 62,000 | $896.5K | 0.1% | +45,750+281.5% | Added | History |
| TDGTransDigm Group INC | COM | 980 | $876.3K | 0.1% | 00.0% | Unchanged | History |
| GENKGEN Restaurant Group, Inc. | CL A COM | 50,000 | $849.5K | 0.1% | +50,000 | New | History |
| GOGOGogo Inc. | COM | 47,950 | $815.6K | 0.1% | +47,950 | New | History |
| LUNALuna Innovations Inc | COM | 81,653 | $744.7K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (11)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| GETYGetty Images Holdings, Inc. | CL A COM | 200,250 | $1.02M | 0.1% | History |
| HLITHarmonic Inc. | COM | 55,950 | $816.3K | 0.1% | History |
| SYMSymbotic Inc. | Stock | 32,000 | $730.9K | 0.1% | History |
| CXTCrane NXT, Co. | COM | 5,250 | $595.9K | 0.1% | History |
| EAElectronic Arts Inc. | COM | 4,600 | $554.1K | 0.1% | History |
| HOUSAnywhere Real Estate Inc. | COM | 101,150 | $534.1K | 0.1% | History |
| NWPXNWPX Infrastructure, Inc. | COM | 17,000 | $530.9K | 0.1% | History |
| JKHYJack Henry & Associates Inc | Stock | 2,700 | $406.9K | 0.1% | History |
| GSGoldman Sachs Group Inc | Stock | 1,100 | $359.8K | 0.1% | History |
| NSPInsperity, Inc. | COM | 1,700 | $206.6K | <0.1% | History |
| IMMRImmersion Corp | COM | 300 | $2.68K | <0.1% | History |