Skylands Capital, LLC
- SEC CIK
- 0001299910
- Latest filing
- Jul 24, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 152
- 0 vs. Q2 2025
- Portfolio value
- $723.5M
- +$33.9M (+4.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 224,350 | $53.0M | 7.3% | −2,700−1.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 183,685 | $44.7M | 6.2% | −30,040−14.1% | Reduced | History |
| GMGeneral Motors Co | COM | 480,715 | $29.3M | 4.1% | −56,560−10.5% | Reduced | History |
| DBDDiebold Nixdorf, Inc | COM SHS | 486,520 | $27.7M | 3.8% | −46,780−8.8% | Reduced | History |
| AAPLApple Inc. | Stock | 107,585 | $27.4M | 3.8% | −17,550−14.0% | Reduced | History |
| CCICrown Castle Inc. | REIT | 246,750 | $23.8M | 3.3% | +9,210+3.9% | Added | History |
| OSKOshkosh Corp | COM | 145,750 | $18.9M | 2.6% | −19,600−11.9% | Reduced | History |
| CNRCore Natural Resources, Inc. | COM SHS | 222,022 | $18.5M | 2.6% | −15,372−6.5% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 59,680 | $17.9M | 2.5% | +2,245+3.9% | Added | History |
| SBACSba Communications Corp | CL A | 84,130 | $16.3M | 2.2% | +35,135+71.7% | Added | History |
| OCOwens Corning | Stock | 98,585 | $13.9M | 1.9% | +110+0.1% | Added | History |
| VVisa Inc. | Stock | 39,510 | $13.5M | 1.9% | −685−1.7% | Reduced | History |
| CCitigroup Inc | Stock | 126,325 | $12.8M | 1.8% | −13,575−9.7% | Reduced | History |
| COHRCoherent Corp. | COM | 117,735 | $12.7M | 1.8% | −27,215−18.8% | Reduced | History |
| FMCFMC Corp | COM NEW | 330,675 | $11.1M | 1.5% | −16,875−4.9% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 144,390 | $10.8M | 1.5% | −9,700−6.3% | Reduced | History |
| BBarrick Mining Corp | Stock | 309,175 | $10.1M | 1.4% | +309,175 | New | History |
| CSXCSX Corp | Stock | 275,775 | $9.79M | 1.4% | −26,300−8.7% | Reduced | History |
| EXPEagle Materials Inc | COM | 40,615 | $9.46M | 1.3% | −7,140−15.0% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 26,275 | $9.34M | 1.3% | −1,950−6.9% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 45,015 | $9.02M | 1.2% | −9,785−17.9% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 40,120 | $8.81M | 1.2% | −2,810−6.5% | Reduced | History |
| KEXKirby Corp | COM | 105,150 | $8.77M | 1.2% | +46,750+80.1% | Added | History |
| WMBWilliams Companies, Inc. | COM | 133,675 | $8.47M | 1.2% | −6,600−4.7% | Reduced | History |
| ADEAAdeia Inc. | COM | 497,300 | $8.35M | 1.2% | +74,076+17.5% | Added | History |
| TAPMolson Coors Beverage Co | CL B | 180,650 | $8.17M | 1.1% | +70,440+63.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 25,505 | $8.05M | 1.1% | −4,550−15.1% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 41,720 | $8.02M | 1.1% | +5,225+14.3% | Added | History |
| JYNTJOINT Corp | COM | 832,278 | $7.94M | 1.1% | +52,983+6.8% | Added | History |
| ENSEnerSys | COM | 68,805 | $7.77M | 1.1% | −13,485−16.4% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 160,880 | $7.26M | 1.0% | −5,485−3.3% | Reduced | History |
| MPMP Materials Corp. | COM CL A | 105,350 | $7.07M | 1.0% | −33,150−23.9% | Reduced | History |
| SSNCSS&C Technologies Holdings Inc | COM | 73,900 | $6.56M | 0.9% | −7,700−9.4% | Reduced | History |
| ALGNAlign Technology Inc | COM | 48,200 | $6.04M | 0.8% | +39,750+470.4% | Added | History |
| ELANElanco Animal Health Inc | COM | 295,200 | $5.95M | 0.8% | −138,450−31.9% | Reduced | History |
| MTXMinerals Technologies Inc | COM | 92,780 | $5.76M | 0.8% | −23,275−20.1% | Reduced | History |
| RTXRTX Corp | Stock | 34,160 | $5.72M | 0.8% | −4,070−10.6% | Reduced | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 41,380 | $5.47M | 0.8% | −2,435−5.6% | Reduced | – |
| LKQLKQ Corp | COM | 178,150 | $5.44M | 0.8% | +79,325+80.3% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 108,160 | $5.11M | 0.7% | −2,384−2.2% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 241,150 | $5.09M | 0.7% | +39,325+19.5% | Added | History |
| NATRNatures Sunshine Products Inc | COM | 323,350 | $5.02M | 0.7% | −163,050−33.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 14,430 | $4.98M | 0.7% | +6,715+87.0% | Added | History |
| DENNDENNY'S Corp | COM | 932,050 | $4.87M | 0.7% | +102,458+12.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,505 | $4.78M | 0.7% | +10+0.2% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 240,050 | $4.70M | 0.6% | +43,275+22.0% | Added | History |
| JOUTJohnson Outdoors Inc | CL A | 113,136 | $4.57M | 0.6% | −76,358−40.3% | Reduced | History |
| AEMAgnico Eagle Mines Ltd | Stock | 25,940 | $4.37M | 0.6% | −3,610−12.2% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 17,880 | $4.28M | 0.6% | −2,505−12.3% | Reduced | History |
| HLLYHolley Inc. | COM | 1,349,450 | $4.24M | 0.6% | −1,532−0.1% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 49,540 | $4.14M | 0.6% | +1,095+2.3% | Added | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 106,325 | $4.08M | 0.6% | +2,675+2.6% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 24,160 | $4.04M | 0.6% | −15,425−39.0% | Reduced | History |
| HAEHaemonetics Corp | COM | 81,369 | $3.97M | 0.5% | +53,819+195.4% | Added | History |
| NEMNEWMONT Corp | Stock | 44,625 | $3.76M | 0.5% | −5,725−11.4% | Reduced | History |
| MLMMartin Marietta Materials Inc | COM | 5,945 | $3.75M | 0.5% | −1,675−22.0% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 75,370 | $3.72M | 0.5% | −11,150−12.9% | Reduced | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 38,594 | $3.66M | 0.5% | −13,406−25.8% | Reduced | History |
| LECOLincoln Electric Holdings Inc | COM | 15,180 | $3.58M | 0.5% | −1,880−11.0% | Reduced | History |
| MBLYMobileye Global Inc. | Stock | 233,050 | $3.29M | 0.5% | +208,800+861.0% | Added | History |
| SLBSLB Limited | Stock | 95,250 | $3.27M | 0.5% | +5,650+6.3% | Added | History |
| LOVELovesac Co | COM | 189,950 | $3.22M | 0.4% | −750−0.4% | Reduced | History |
| PLABPhotronics Inc | COM | 139,175 | $3.19M | 0.4% | −49,575−26.3% | Reduced | History |
| BACBank of America Corp | Stock | 60,825 | $3.14M | 0.4% | −2,500−3.9% | Reduced | History |
| QDELQuidelOrtho Corp | COM | 104,825 | $3.09M | 0.4% | +22,025+26.6% | Added | History |
| MTUSMetallus Inc. | COM | 184,300 | $3.05M | 0.4% | +38,250+26.2% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 33,200 | $2.97M | 0.4% | −3,500−9.5% | Reduced | – |
| HALHalliburton Co | Stock | 119,600 | $2.94M | 0.4% | +3,600+3.1% | Added | History |
| MATWMatthews International Corp | CL A | 118,884 | $2.89M | 0.4% | −11,000−8.5% | Reduced | History |
| HLMNHillman Solutions Corp. | COM | 298,300 | $2.74M | 0.4% | −12,250−3.9% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 27,550 | $2.63M | 0.4% | +12,850+87.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 11,875 | $2.61M | 0.4% | −2,650−18.2% | Reduced | History |
| HCCWarrior Met Coal, Inc. | COM | 39,200 | $2.49M | 0.3% | +1,200+3.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 9,500 | $2.31M | 0.3% | 00.0% | Unchanged | History |
| MITKMitek Systems Inc | COM NEW | 225,296 | $2.20M | 0.3% | +131,421+140.0% | Added | History |
| NPKINPK International Inc. | COM SHS | 184,000 | $2.08M | 0.3% | −34,474−15.8% | Reduced | History |
| AINAlbany International Corp | CL A | 37,375 | $1.99M | 0.3% | +37,375 | New | History |
| CTSOCytosorbents Corp | COM NEW | 2,127,265 | $1.99M | 0.3% | −489,450−18.7% | Reduced | History |
| UHAL.BU-Haul Holding Co | COM SER N | 38,215 | $1.95M | 0.3% | +8,520+28.7% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 32,040 | $1.91M | 0.3% | −16,235−33.6% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 3,880 | $1.89M | 0.3% | +1,945+100.5% | Added | History |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 79,500 | $1.87M | 0.3% | +27,600+53.2% | Added | – |
| FDXFedEx Corp | Stock | 7,825 | $1.85M | 0.3% | −450−5.4% | Reduced | History |
| TKRTimken Co | COM | 24,150 | $1.82M | 0.3% | +250+1.0% | Added | History |
| ATROAstronics Corp | COM | 39,400 | $1.80M | 0.2% | −11,000−21.8% | Reduced | History |
| VNTVontier Corp | Stock | 42,800 | $1.80M | 0.2% | −20,600−32.5% | Reduced | History |
| KOPKoppers Holdings Inc. | COM | 63,380 | $1.77M | 0.2% | +21,280+50.5% | Added | History |
| EXASExact Sciences Corp | COM | 32,175 | $1.76M | 0.2% | +11,300+54.1% | Added | History |
| THRYThryv Holdings, Inc. | COM NEW | 138,000 | $1.66M | 0.2% | +26,050+23.3% | Added | History |
| BLMNBloomin' Brands, Inc. | COM | 230,350 | $1.65M | 0.2% | +54,600+31.1% | Added | History |
| SLGNSilgan Holdings Inc | COM | 38,150 | $1.64M | 0.2% | +38,150 | New | History |
| IRDMIridium Communications Inc. | COM | 79,500 | $1.39M | 0.2% | +6,100+8.3% | Added | History |
| AEYEAudioeye Inc | COM NEW | 92,774 | $1.29M | 0.2% | +25,324+37.5% | Added | History |
| WCCWesco International Inc | COM | 5,760 | $1.22M | 0.2% | −3,650−38.8% | Reduced | History |
| BCBrunswick Corp | COM | 19,025 | $1.20M | 0.2% | −2,800−12.8% | Reduced | History |
| GBXGreenbrier Companies Inc | Stock | 25,565 | $1.18M | 0.2% | −400−1.5% | Reduced | History |
| BBYBest Buy Co Inc | Stock | 15,575 | $1.18M | 0.2% | −475−3.0% | Reduced | History |
| ICLRIcon PLC | COM | 6,700 | $1.17M | 0.2% | −3,150−32.0% | Reduced | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,065 | $1.16M | 0.2% | +2,065 | New | History |
| MATXMatson, Inc. | COM | 11,600 | $1.14M | 0.2% | +11,600 | New | History |
Sold out since Q2 2025 (11)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Barrick Gold Corp067901108 | COM | 363,850 | $7.58M | 1.1% | – |
| NEOGNeogen Corp | COM | 234,850 | $1.12M | 0.2% | History |
| DDIDoubleDown Interactive Co., Ltd. | ADS | 89,000 | $851.7K | 0.1% | History |
| MHKMohawk Industries Inc | COM | 3,950 | $414.1K | 0.1% | History |
| QXOQXO, Inc. | COM NEW | 17,500 | $376.9K | 0.1% | History |
| ASPNAspen Aerogels Inc | COM | 54,800 | $324.4K | <0.1% | History |
| LAKELakeland Industries Inc | COM | 17,151 | $233.4K | <0.1% | History |
| BWXTBWX Technologies, Inc. | COM | 1,550 | $223.3K | <0.1% | History |
| TSLATesla, Inc. | Stock | 660 | $209.7K | <0.1% | History |
| MCDMcDonalds Corp | Stock | 650 | $189.9K | <0.1% | History |
| MSAIMultiSensor AI Holdings, Inc. | COM | 28,350 | $17.0K | <0.1% | History |