Skylands Capital, LLC
- SEC CIK
- 0001299910
- Latest filing
- Jul 24, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 26, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 156
- +4 vs. Q1 2024
- Portfolio value
- $705.4M
- −$18.5M (−2.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 218,450 | $49.4M | 7.0% | +1,900+0.9% | Added | History |
| AAPLApple Inc. | Stock | 174,525 | $36.8M | 5.2% | −26,600−13.2% | Reduced | History |
| ARCHArch Resources, Inc. | CL A | 233,340 | $35.5M | 5.0% | −19,665−7.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 162,675 | $29.6M | 4.2% | −18,150−10.0% | Reduced | History |
| GMGeneral Motors Co | COM | 589,000 | $27.4M | 3.9% | −110,600−15.8% | Reduced | History |
| CCICrown Castle Inc. | REIT | 248,200 | $24.2M | 3.4% | +1,675+0.7% | Added | History |
| BECNQxo Building Products, Inc. | COM | 228,442 | $20.7M | 2.9% | −4,725−2.0% | Reduced | History |
| OSKOshkosh Corp | COM | 159,125 | $17.2M | 2.4% | −975−0.6% | Reduced | History |
| OCOwens Corning | Stock | 89,045 | $15.5M | 2.2% | −10,850−10.9% | Reduced | History |
| FMCFMC Corp | COM NEW | 255,000 | $14.7M | 2.1% | +49,850+24.3% | Added | History |
| NSCNorfolk Southern Corp | Stock | 59,980 | $12.9M | 1.8% | +13,800+29.9% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 79,150 | $12.5M | 1.8% | −50−0.1% | Reduced | History |
| VVisa Inc. | Stock | 45,005 | $11.8M | 1.7% | −150−0.3% | Reduced | History |
| COHRCoherent Corp. | COM | 160,189 | $11.6M | 1.6% | −18,200−10.2% | Reduced | History |
| SBACSba Communications Corp | CL A | 53,050 | $10.4M | 1.5% | +26,500+99.8% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 133,525 | $10.4M | 1.5% | +26,450+24.7% | Added | History |
| DBDDiebold Nixdorf, Inc | COM SHS | 252,100 | $9.70M | 1.4% | +49,000+24.1% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 55,025 | $9.69M | 1.4% | −12,825−18.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 46,855 | $9.48M | 1.3% | −2,460−5.0% | Reduced | History |
| EXPEagle Materials Inc | COM | 43,030 | $9.36M | 1.3% | −75−0.2% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 220,800 | $9.17M | 1.3% | +32,150+17.0% | Added | History |
| AMTAmerican Tower Corp | REIT | 46,395 | $9.02M | 1.3% | +4,650+11.1% | Added | History |
| JYNTJOINT Corp | COM | 632,705 | $8.90M | 1.3% | −56,325−8.2% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 62,427 | $8.73M | 1.2% | −600−1.0% | Reduced | History |
| CMCOColumbus McKinnon Corp | COM | 238,921 | $8.25M | 1.2% | −4,475−1.8% | Reduced | History |
| RTXRTX Corp | Stock | 80,808 | $8.11M | 1.2% | −17,975−18.2% | Reduced | History |
| ENSEnerSys | COM | 77,930 | $8.07M | 1.1% | −9,775−11.1% | Reduced | History |
| CCitigroup Inc | Stock | 118,350 | $7.51M | 1.1% | +100+0.1% | Added | History |
| CSXCSX Corp | Stock | 213,950 | $7.16M | 1.0% | +35,700+20.0% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 78,300 | $7.14M | 1.0% | −8,225−9.5% | Reduced | – |
| Barrick Gold Corp067901108 | COM | 424,600 | $7.08M | 1.0% | +151,200+55.3% | Added | – |
| WMBWilliams Companies, Inc. | COM | 159,900 | $6.80M | 1.0% | −45,225−22.0% | Reduced | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 116,900 | $6.60M | 0.9% | +34,000+41.0% | Added | History |
| GLDSPDR Gold Trust | ETF | 29,775 | $6.40M | 0.9% | −1,600−5.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 53,948 | $6.21M | 0.9% | +53,948 | New | History |
| IRDMIridium Communications Inc. | COM | 213,543 | $5.68M | 0.8% | +20,405+10.6% | Added | History |
| JOUTJohnson Outdoors Inc | CL A | 161,900 | $5.66M | 0.8% | +49,200+43.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 11,220 | $5.66M | 0.8% | −895−7.4% | Reduced | History |
| GPKGraphic Packaging Holding Co | COM | 207,800 | $5.45M | 0.8% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 53,750 | $5.34M | 0.8% | +8,425+18.6% | Added | History |
| ONOn Semiconductor Corp | Stock | 76,595 | $5.25M | 0.7% | −150−0.2% | Reduced | History |
| NATRNatures Sunshine Products Inc | COM | 333,101 | $5.02M | 0.7% | +292,581+722.1% | Added | History |
| LOVELovesac Co | COM | 218,500 | $4.93M | 0.7% | +12,960+6.3% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 9,000 | $4.88M | 0.7% | +1,590+21.5% | Added | History |
| QDELQuidelOrtho Corp | COM | 139,400 | $4.63M | 0.7% | +6,100+4.6% | Added | History |
| SSNCSS&C Technologies Holdings Inc | COM | 72,150 | $4.52M | 0.6% | +4,725+7.0% | Added | History |
| HIBBHibbett Inc | COM | 48,775 | $4.25M | 0.6% | −120,325−71.2% | Reduced | History |
| MTXMinerals Technologies Inc | COM | 50,300 | $4.18M | 0.6% | +8,000+18.9% | Added | History |
| HALHalliburton Co | Stock | 122,700 | $4.14M | 0.6% | +23,300+23.4% | Added | History |
| HLLYHolley Inc. | COM | 1,123,800 | $4.02M | 0.6% | +306,874+37.6% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 30,195 | $3.99M | 0.6% | −1,600−5.0% | Reduced | History |
| LECOLincoln Electric Holdings Inc | COM | 20,805 | $3.92M | 0.6% | +2,225+12.0% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 62,009 | $3.91M | 0.6% | +1,775+2.9% | Added | History |
| WSCWillScot Holdings Corp | COM CL A | 103,475 | $3.89M | 0.6% | +3,000+3.0% | Added | History |
| OSISOsi Systems Inc | COM | 27,499 | $3.78M | 0.5% | +4,200+18.0% | Added | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 24,250 | $3.53M | 0.5% | +6,700+38.2% | Added | – |
| AMZNAmazon Com Inc | Stock | 17,825 | $3.44M | 0.5% | −275−1.5% | Reduced | History |
| ADMArcher-Daniels-Midland Co | Stock | 56,550 | $3.42M | 0.5% | +7,500+15.3% | Added | History |
| PTENPatterson Uti Energy Inc | COM | 318,060 | $3.30M | 0.5% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 50,325 | $3.29M | 0.5% | −9,600−16.0% | Reduced | History |
| ELANElanco Animal Health Inc | COM | 227,100 | $3.28M | 0.5% | −25,400−10.1% | Reduced | History |
| BACBank of America Corp | Stock | 82,350 | $3.28M | 0.5% | −7,900−8.8% | Reduced | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 38,400 | $3.11M | 0.4% | −500−1.3% | Reduced | History |
| CBOECboe Global Markets, Inc. | COM | 17,500 | $2.98M | 0.4% | +500+2.9% | Added | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 42,800 | $2.92M | 0.4% | +8,900+26.3% | Added | – |
| UPSUnited Parcel Service Inc | Stock | 21,125 | $2.89M | 0.4% | +1,700+8.8% | Added | History |
| PLABPhotronics Inc | COM | 114,100 | $2.81M | 0.4% | +5,000+4.6% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 7,090 | $2.74M | 0.4% | +7,000+7,777.8% | Added | History |
| FDXFedEx Corp | Stock | 9,050 | $2.71M | 0.4% | −175−1.9% | Reduced | History |
| SONYSony Group Corp | SPONSORED ADR | 31,900 | $2.71M | 0.4% | +8,200+34.6% | Added | History |
| HLITHarmonic Inc. | COM | 228,900 | $2.69M | 0.4% | +92,800+68.2% | Added | History |
| NEMNEWMONT Corp | Stock | 64,200 | $2.69M | 0.4% | −14,500−18.4% | Reduced | History |
| BOOTBoot Barn Holdings, Inc. | COM | 20,434 | $2.63M | 0.4% | −5,200−20.3% | Reduced | History |
| MPMP Materials Corp. | COM CL A | 206,600 | $2.63M | 0.4% | −22,800−9.9% | Reduced | History |
| MODVModivCare Inc | COM | 90,000 | $2.36M | 0.3% | +4,500+5.3% | Added | History |
| GBXGreenbrier Companies Inc | Stock | 47,550 | $2.36M | 0.3% | −200−0.4% | Reduced | History |
| ADEAAdeia Inc. | COM | 207,950 | $2.33M | 0.3% | +103,817+99.7% | Added | History |
| QRHCQuest Resource Holding Corp | COM NEW | 246,174 | $2.17M | 0.3% | −11,460−4.4% | Reduced | History |
| CTSOCytosorbents Corp | COM NEW | 2,840,778 | $2.00M | 0.3% | −34,774−1.2% | Reduced | History |
| DENNDENNY'S Corp | COM | 259,000 | $1.84M | 0.3% | +152,700+143.7% | Added | History |
| XPERXperi Inc. | COMMON STOCK | 216,500 | $1.78M | 0.3% | +67,875+45.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 9,500 | $1.74M | 0.2% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 29,100 | $1.69M | 0.2% | +6,500+28.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 3,675 | $1.64M | 0.2% | −150−3.9% | Reduced | History |
| UHAL.BU-Haul Holding Co | COM SER N | 26,645 | $1.60M | 0.2% | 00.0% | Unchanged | History |
| GENKGEN Restaurant Group, Inc. | CL A COM | 176,360 | $1.60M | 0.2% | +28,960+19.6% | Added | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 124,350 | $1.50M | 0.2% | +85,850+223.0% | Added | History |
| KOPKoppers Holdings Inc. | COM | 38,600 | $1.43M | 0.2% | +5,000+14.9% | Added | History |
| TAPMolson Coors Beverage Co | CL B | 27,175 | $1.38M | 0.2% | +27,175 | New | History |
| HLMNHillman Solutions Corp. | COM | 154,550 | $1.37M | 0.2% | +22,200+16.8% | Added | History |
| GTNGray Media, Inc | COM | 255,600 | $1.33M | 0.2% | −20,200−7.3% | Reduced | History |
| ASURAsure Software Inc | COM | 150,043 | $1.26M | 0.2% | +85,243+131.5% | Added | History |
| TDGTransDigm Group INC | COM | 965 | $1.23M | 0.2% | 00.0% | Unchanged | History |
| BTMDbiote Corp. | CLASS A COM | 160,845 | $1.20M | 0.2% | +42,729+36.2% | Added | History |
| BCBrunswick Corp | COM | 15,625 | $1.14M | 0.2% | +6,300+67.6% | Added | History |
| CRWSCrown Crafts Inc | COM | 209,017 | $1.09M | 0.2% | −8,031−3.7% | Reduced | History |
| CMPCompass Minerals International Inc | Stock | 103,300 | $1.07M | 0.2% | +82,100+387.3% | Added | History |
| SCHWSchwab Charles Corp | Stock | 14,000 | $1.03M | 0.1% | −19,350−58.0% | Reduced | History |
| BLKBlackRock, Inc. | COM | 1,200 | $944.8K | 0.1% | −500−29.4% | Reduced | History |
| DBIDesigner Brands Inc. | CL A | 137,800 | $941.2K | 0.1% | −9,000−6.1% | Reduced | History |
Sold out since Q1 2024 (8)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 25,750 | $6.76M | 0.9% | History |
| WIREEncore Wire Corp | COM | 3,650 | $959.1K | 0.1% | History |
| NVDANVIDIA Corp | Stock | 500 | $451.8K | 0.1% | History |
| RELLRichardson Electronics, Ltd. | COM | 33,901 | $312.2K | <0.1% | History |
| RGFReal Good Food Company, Inc. | COM CL A | 665,384 | $240.2K | <0.1% | History |
| CMBMFCambium Networks Corp | SHS | 55,500 | $239.2K | <0.1% | History |
| TKRTimken Co | COM | 1,600 | $139.9K | <0.1% | History |
| MMM3M Co | Stock | 100 | $10.6K | <0.1% | History |