Skylands Capital, LLC
- SEC CIK
- 0001299910
- Latest filing
- Jul 24, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 152
- −1 vs. Q1 2025
- Portfolio value
- $689.5M
- −$3.17M (−0.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 227,050 | $52.2M | 7.6% | +2,425+1.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 213,725 | $37.7M | 5.5% | +27,840+15.0% | Added | History |
| DBDDiebold Nixdorf, Inc | COM SHS | 533,300 | $29.5M | 4.3% | −17,300−3.1% | Reduced | History |
| GMGeneral Motors Co | COM | 537,275 | $26.4M | 3.8% | −14,900−2.7% | Reduced | History |
| AAPLApple Inc. | Stock | 125,135 | $25.7M | 3.7% | −4,395−3.4% | Reduced | History |
| CCICrown Castle Inc. | REIT | 237,540 | $24.4M | 3.5% | −6,215−2.5% | Reduced | History |
| OSKOshkosh Corp | COM | 165,350 | $18.8M | 2.7% | +6,125+3.8% | Added | History |
| CNRCore Natural Resources, Inc. | COM SHS | 237,394 | $16.6M | 2.4% | −4,540−1.9% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 57,435 | $14.7M | 2.1% | −3,850−6.3% | Reduced | History |
| FMCFMC Corp | COM NEW | 347,550 | $14.5M | 2.1% | +16,400+5.0% | Added | History |
| VVisa Inc. | Stock | 40,195 | $14.3M | 2.1% | −510−1.3% | Reduced | History |
| OCOwens Corning | Stock | 98,475 | $13.5M | 2.0% | +8,000+8.8% | Added | History |
| COHRCoherent Corp. | COM | 144,950 | $12.9M | 1.9% | +3,350+2.4% | Added | History |
| CCitigroup Inc | Stock | 139,900 | $11.9M | 1.7% | −1,300−0.9% | Reduced | History |
| SBACSba Communications Corp | CL A | 48,995 | $11.5M | 1.7% | −8,580−14.9% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 54,800 | $11.5M | 1.7% | −1,850−3.3% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 154,090 | $11.4M | 1.7% | +31,925+26.1% | Added | History |
| CSXCSX Corp | Stock | 302,075 | $9.86M | 1.4% | −20,000−6.2% | Reduced | History |
| EXPEagle Materials Inc | COM | 47,755 | $9.65M | 1.4% | +300+0.6% | Added | History |
| JYNTJOINT Corp | COM | 779,295 | $8.99M | 1.3% | +26,967+3.6% | Added | History |
| WMBWilliams Companies, Inc. | COM | 140,275 | $8.81M | 1.3% | −1,600−1.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 30,055 | $8.71M | 1.3% | −5,230−14.8% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 28,225 | $8.60M | 1.2% | −225−0.8% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 42,930 | $8.11M | 1.2% | −180−0.4% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 36,495 | $8.07M | 1.2% | −15,105−29.3% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 166,365 | $7.70M | 1.1% | +23,915+16.8% | Added | History |
| Barrick Gold Corp067901108 | COM | 363,850 | $7.58M | 1.1% | −41,350−10.2% | Reduced | – |
| NATRNatures Sunshine Products Inc | COM | 486,400 | $7.19M | 1.0% | +54,600+12.6% | Added | History |
| ENSEnerSys | COM | 82,290 | $7.06M | 1.0% | +13,235+19.2% | Added | History |
| SSNCSS&C Technologies Holdings Inc | COM | 81,600 | $6.76M | 1.0% | +9,475+13.1% | Added | History |
| KEXKirby Corp | COM | 58,400 | $6.62M | 1.0% | −3,200−5.2% | Reduced | History |
| MTXMinerals Technologies Inc | COM | 116,055 | $6.39M | 0.9% | −2,400−2.0% | Reduced | History |
| ELANElanco Animal Health Inc | COM | 433,650 | $6.19M | 0.9% | −116,500−21.2% | Reduced | History |
| ADEAAdeia Inc. | COM | 423,224 | $5.98M | 0.9% | +115,824+37.7% | Added | History |
| JOUTJohnson Outdoors Inc | CL A | 189,494 | $5.74M | 0.8% | −6,456−3.3% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 39,585 | $5.67M | 0.8% | +2,660+7.2% | Added | History |
| RTXRTX Corp | Stock | 38,230 | $5.58M | 0.8% | −7,085−15.6% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 201,825 | $5.53M | 0.8% | +43,125+27.2% | Added | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 43,815 | $5.51M | 0.8% | −3,210−6.8% | Reduced | – |
| TAPMolson Coors Beverage Co | CL B | 110,210 | $5.30M | 0.8% | +72,585+192.9% | Added | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 103,650 | $5.00M | 0.7% | +22,275+27.4% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 48,445 | $4.89M | 0.7% | −1,700−3.4% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 20,385 | $4.86M | 0.7% | +3,425+20.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,495 | $4.79M | 0.7% | −2,000−23.5% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 110,544 | $4.64M | 0.7% | −7,450−6.3% | Reduced | History |
| MPMP Materials Corp. | COM CL A | 138,500 | $4.61M | 0.7% | −39,000−22.0% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 86,520 | $4.53M | 0.7% | +1,800+2.1% | Added | History |
| MLMMartin Marietta Materials Inc | COM | 7,620 | $4.18M | 0.6% | −2,745−26.5% | Reduced | History |
| GPKGraphic Packaging Holding Co | COM | 196,775 | $4.15M | 0.6% | −10,925−5.3% | Reduced | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 52,000 | $3.91M | 0.6% | −20,000−27.8% | Reduced | History |
| LKQLKQ Corp | COM | 98,825 | $3.66M | 0.5% | +45,325+84.7% | Added | History |
| PLABPhotronics Inc | COM | 188,750 | $3.55M | 0.5% | −1,050−0.6% | Reduced | History |
| LECOLincoln Electric Holdings Inc | COM | 17,060 | $3.54M | 0.5% | −2,200−11.4% | Reduced | History |
| AEMAgnico Eagle Mines Ltd | Stock | 29,550 | $3.51M | 0.5% | −6,415−17.8% | Reduced | History |
| LOVELovesac Co | COM | 190,700 | $3.47M | 0.5% | +300+0.2% | Added | History |
| DENNDENNY'S Corp | COM | 829,592 | $3.40M | 0.5% | +83,972+11.3% | Added | History |
| CTSOCytosorbents Corp | COM NEW | 2,616,715 | $3.35M | 0.5% | −385,987−12.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 14,525 | $3.19M | 0.5% | −1,100−7.0% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 36,700 | $3.11M | 0.5% | −22,600−38.1% | Reduced | – |
| MATWMatthews International Corp | CL A | 129,884 | $3.11M | 0.5% | +4,450+3.5% | Added | History |
| SLBSLB Limited | Stock | 89,600 | $3.03M | 0.4% | +36,500+68.7% | Added | History |
| BACBank of America Corp | Stock | 63,325 | $3.00M | 0.4% | −4,900−7.2% | Reduced | History |
| NEMNEWMONT Corp | Stock | 50,350 | $2.93M | 0.4% | −8,500−14.4% | Reduced | History |
| HLLYHolley Inc. | COM | 1,350,982 | $2.70M | 0.4% | +179,982+15.4% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 48,275 | $2.55M | 0.4% | −42,600−46.9% | Reduced | History |
| OSISOsi Systems Inc | COM | 11,250 | $2.53M | 0.4% | −4,691−29.4% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 7,715 | $2.41M | 0.3% | +7,715 | New | History |
| QDELQuidelOrtho Corp | COM | 82,800 | $2.39M | 0.3% | −1,050−1.3% | Reduced | History |
| HALHalliburton Co | Stock | 116,000 | $2.36M | 0.3% | −42,400−26.8% | Reduced | History |
| VNTVontier Corp | Stock | 63,400 | $2.34M | 0.3% | +3,400+5.7% | Added | History |
| MTUSMetallus Inc. | COM | 146,050 | $2.25M | 0.3% | +146,050 | New | History |
| HLMNHillman Solutions Corp. | COM | 310,550 | $2.22M | 0.3% | +186,550+150.4% | Added | History |
| IRDMIridium Communications Inc. | COM | 73,400 | $2.21M | 0.3% | −300−0.4% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 23,861 | $2.18M | 0.3% | +15,325+179.5% | Added | History |
| HAEHaemonetics Corp | COM | 27,550 | $2.06M | 0.3% | −28,225−50.6% | Reduced | History |
| FDXFedEx Corp | Stock | 8,275 | $1.88M | 0.3% | −725−8.1% | Reduced | History |
| NPKINPK International Inc. | COM SHS | 218,474 | $1.86M | 0.3% | −52,984−19.5% | Reduced | History |
| WCCWesco International Inc | COM | 9,410 | $1.74M | 0.3% | −1,165−11.0% | Reduced | History |
| HCCWarrior Met Coal, Inc. | COM | 38,000 | $1.74M | 0.3% | +10,500+38.2% | Added | History |
| TKRTimken Co | COM | 23,900 | $1.73M | 0.3% | 00.0% | Unchanged | History |
| ATROAstronics Corp | COM | 50,400 | $1.69M | 0.2% | −12,600−20.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 9,500 | $1.69M | 0.2% | 00.0% | Unchanged | History |
| BOOTBoot Barn Holdings, Inc. | COM | 10,674 | $1.62M | 0.2% | −775−6.8% | Reduced | History |
| UHAL.BU-Haul Holding Co | COM SER N | 29,695 | $1.61M | 0.2% | +950+3.3% | Added | History |
| ALGNAlign Technology Inc | COM | 8,450 | $1.60M | 0.2% | −50−0.6% | Reduced | History |
| BLMNBloomin' Brands, Inc. | COM | 175,750 | $1.51M | 0.2% | +30,750+21.2% | Added | History |
| ICLRIcon PLC | COM | 9,850 | $1.43M | 0.2% | +9,850 | New | History |
| TDGTransDigm Group INC | COM | 925 | $1.41M | 0.2% | 00.0% | Unchanged | History |
| THRYThryv Holdings, Inc. | COM NEW | 111,950 | $1.36M | 0.2% | +36,000+47.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,350 | $1.36M | 0.2% | +3,350 | New | History |
| HOGHarley-Davidson, Inc. | COM | 57,550 | $1.36M | 0.2% | +14,350+33.2% | Added | History |
| KOPKoppers Holdings Inc. | COM | 42,100 | $1.35M | 0.2% | +5,700+15.7% | Added | History |
| SCHWSchwab Charles Corp | Stock | 14,700 | $1.34M | 0.2% | −19,900−57.5% | Reduced | History |
| XPOFXponential Fitness, Inc. | COM CL A | 176,900 | $1.32M | 0.2% | +12,400+7.5% | Added | History |
| BCBrunswick Corp | COM | 21,825 | $1.21M | 0.2% | +250+1.2% | Added | History |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 51,900 | $1.20M | 0.2% | +4,200+8.8% | Added | – |
| GBXGreenbrier Companies Inc | Stock | 25,965 | $1.20M | 0.2% | −5,185−16.6% | Reduced | History |
| SPWHSportsman's Warehouse Holdings, Inc. | COM | 329,000 | $1.14M | 0.2% | −55,000−14.3% | Reduced | History |
| NEOGNeogen Corp | COM | 234,850 | $1.12M | 0.2% | +234,850 | New | History |
| CHDNChurchill Downs Inc | COM | 11,100 | $1.12M | 0.2% | +5,050+83.5% | Added | History |
Sold out since Q1 2025 (16)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| BECNQxo Building Products, Inc. | COM | 197,750 | $24.5M | 3.5% | History |
| CMCOColumbus McKinnon Corp | COM | 211,025 | $3.57M | 0.5% | History |
| PTENPatterson Uti Energy Inc | COM | 254,810 | $2.09M | 0.3% | History |
| EYENational Vision Holdings, Inc. | COM | 79,050 | $1.01M | 0.1% | History |
| ECGEverus Construction Group, Inc. | Stock | 26,900 | $997.7K | 0.1% | History |
| CLFDClearfield, Inc. | COM | 30,757 | $914.1K | 0.1% | History |
| CMPCompass Minerals International Inc | Stock | 93,600 | $869.5K | 0.1% | History |
| BTMDbiote Corp. | CLASS A COM | 158,600 | $528.1K | 0.1% | History |
| TTITetra Technologies Inc | COM | 95,600 | $321.2K | <0.1% | History |
| GBCIGlacier Bancorp, Inc. | COM | 4,250 | $187.9K | <0.1% | History |
| PCYOPure Cycle Corp | COM NEW | 17,733 | $185.7K | <0.1% | History |
| TRGPTarga Resources Corp. | COM | 900 | $180.4K | <0.1% | History |
| MUMicron Technology Inc | Stock | 2,000 | $173.8K | <0.1% | History |
| MODModine Manufacturing Co | COM | 1,700 | $130.5K | <0.1% | History |
| HOODRobinhood Markets, Inc. | Stock | 3,000 | $124.9K | <0.1% | History |
| GSGoldman Sachs Group Inc | Stock | 200 | $109.3K | <0.1% | History |