Skylands Capital, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$692.7B
Holdings
153
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (153 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNPUNION PAC CORP | 224,625 | $53.1B | 7.66% | |
| 2 | AAPLAPPLE INC | 129,530 | $28.8B | 4.15% | |
| 3 | GOOGLALPHABET INC | 185,885 | $28.7B | 4.15% | |
| 4 | GMGENERAL MTRS CO | 552,175 | $26.0B | 3.75% | |
| 5 | 8CWCROWN CASTLE INTL CORP NEW | 243,755 | $25.4B | 3.67% | |
| 6 | BECNUSDBEACON ROOFING SUPPLY INC | 197,750 | $24.5B | 3.53% | |
| 7 | DBDDIEBOLD NIXDORF INC | 550,600 | $24.1B | 3.48% | |
| 8 | CNRCORE NATURAL RESOURCES INC | 241,934 | $18.7B | 2.69% | |
| 9 | OSKOSHKOSH CORP | 159,225 | $15.0B | 2.16% | |
| 10 | NSCNORFOLK SOUTHN CORP | 61,285 | $14.5B | 2.10% | |
| 11 | VVISA INC | 40,705 | $14.3B | 2.06% | |
| 12 | FMCFMC CORP | 331,150 | $14.0B | 2.02% | |
| 13 | OCOWENS CORNING NEW | 90,475 | $12.9B | 1.87% | |
| 14 | SBACSBA COMMUNICATIONS CORP NEW | 57,575 | $12.7B | 1.83% | |
| 15 | AMTAMERICAN TOWER CORP NEW | 51,600 | $11.2B | 1.62% | |
| 16 | EXPEAGLE MATERIALS INC | 47,455 | $10.5B | 1.52% | |
| 17 | WABWABTEC | 56,650 | $10.3B | 1.48% | |
| 18 | TRVCCITIGROUP INC | 141,200 | $10.0B | 1.45% | |
| 19 | GEHCGE HEALTHCARE TECHNOLOGIES I | 122,165 | $9.9B | 1.42% | |
| 20 | CSXCSX CORP | 322,075 | $9.5B | 1.37% | |
| 21 | JYNTJOINT CORP | 752,328 | $9.4B | 1.36% | |
| 22 | COHRCOHERENT CORP | 141,600 | $9.2B | 1.33% | |
| 23 | BMYBRISTOL-MYERS SQUIBB CO | 142,450 | $8.7B | 1.25% | |
| 24 | JPMJPMORGAN CHASE & CO | 35,285 | $8.7B | 1.25% | |
| 25 | WMBWILLIAMS COS INC | 141,875 | $8.5B | 1.22% | |
| 26 | GQ9SPDR GOLD TRUST | 28,450 | $8.2B | 1.18% | |
| 27 | ABXBARRICK GOLD CORP | 405,200 | $7.9B | 1.14% | |
| 28 | MTXMINERALS TECHNOLOGIES INC | 118,455 | $7.5B | 1.09% | |
| 29 | GKDGRAND CANYON ED INC | 43,110 | $7.5B | 1.08% | |
| 30 | ENSENERSYS | 69,055 | $6.3B | 0.91% | |
| 31 | KEXKIRBY CORP | 61,600 | $6.2B | 0.90% | |
| 32 | XOPSPDR SER TR | 47,025 | $6.2B | 0.89% | |
| 33 | SSNCSS&C TECHNOLOGIES HLDGS INC | 72,125 | $6.0B | 0.87% | |
| 34 | RTXRTX CORPORATION | 45,315 | $6.0B | 0.87% | |
| 35 | OXYOCCIDENTAL PETE CORP | 117,994 | $5.8B | 0.84% | |
| 36 | ELANELANCO ANIMAL HEALTH INC | 550,150 | $5.8B | 0.83% | |
| 37 | XLESELECT SECTOR SPDR TR | 59,300 | $5.5B | 0.80% | |
| 38 | UPSUNITED PARCEL SERVICE INC | 50,145 | $5.5B | 0.80% | |
| 39 | NATRNATURES SUNSHINE PRODS INC | 431,800 | $5.4B | 0.78% | |
| 40 | GPKGRAPHIC PACKAGING HLDG CO | 207,700 | $5.4B | 0.78% | |
| 41 | OGM1COGENT COMMUNICATIONS HLDGS | 81,375 | $5.0B | 0.72% | |
| 42 | MLMMARTIN MARIETTA MATLS INC | 10,365 | $5.0B | 0.72% | |
| 43 | METAMETA PLATFORMS INC | 8,495 | $4.9B | 0.71% | |
| 44 | JOUTJOHNSON OUTDOORS INC | 195,950 | $4.9B | 0.70% | |
| 45 | GNRCGENERAC HLDGS INC | 36,925 | $4.7B | 0.68% | |
| 46 | TMUST-MOBILE US INC | 16,960 | $4.5B | 0.65% | |
| 47 | WSCWILLSCOT MOBIL MINI HLDNG CO | 158,700 | $4.4B | 0.64% | |
| 48 | ADMARCHER DANIELS MIDLAND CO | 90,875 | $4.4B | 0.63% | |
| 49 | MPMP MATERIALS CORP | 177,500 | $4.3B | 0.63% | |
| 50 | ADEAADEIA INC | 307,400 | $4.1B | 0.59% | |
| 51 | HALHALLIBURTON CO | 158,400 | $4.0B | 0.58% | |
| 52 | PLABPHOTRONICS INC | 189,800 | $3.9B | 0.57% | |
| 53 | AEMAGNICO EAGLE MINES LTD | 35,965 | $3.9B | 0.56% | |
| 54 | LECOLINCOLN ELEC HLDGS INC | 19,260 | $3.6B | 0.53% | |
| 55 | SIMOSILICON MOTION TECHNOLOGY CO | 72,000 | $3.6B | 0.53% | |
| 56 | CMCOCOLUMBUS MCKINNON CORP N Y | 211,025 | $3.6B | 0.52% | |
| 57 | HAEHAEMONETICS CORP MASS | 55,775 | $3.5B | 0.51% | |
| 58 | LOVELOVESAC COMPANY | 190,400 | $3.5B | 0.50% | |
| 59 | ONON SEMICONDUCTOR CORP | 84,720 | $3.4B | 0.50% | |
| 60 | OSISOSI SYSTEMS INC | 15,941 | $3.1B | 0.45% | |
| 61 | HLLYHOLLEY INC | 1,171,000 | $3.0B | 0.43% | |
| 62 | CTSOCYTOSORBENTS CORP | 3,002,702 | $3.0B | 0.43% | |
| 63 | AMZNAMAZON COM INC | 15,625 | $3.0B | 0.43% | |
| 64 | QDELQUIDELORTHO CORP | 83,850 | $2.9B | 0.42% | |
| 65 | BACBANK AMERICA CORP | 68,225 | $2.8B | 0.41% | |
| 66 | NEMNEWMONT CORP | 58,850 | $2.8B | 0.41% | |
| 67 | MATWMATTHEWS INTL CORP | 125,434 | $2.8B | 0.40% | |
| 68 | DENNDENNYS CORP | 745,620 | $2.7B | 0.40% | |
| 69 | SCHWSCHWAB CHARLES CORP | 34,600 | $2.7B | 0.39% | |
| 70 | TAPMOLSON COORS BEVERAGE CO | 37,625 | $2.3B | 0.33% | |
| 71 | LKQ1LKQ CORP | 53,500 | $2.3B | 0.33% | |
| 72 | SLBSCHLUMBERGER LTD | 53,100 | $2.2B | 0.32% | |
| 73 | FDXFEDEX CORP | 9,000 | $2.2B | 0.32% | |
| 74 | PTENPATTERSON-UTI ENERGY INC | 254,810 | $2.1B | 0.30% | |
| 75 | IRDMIRIDIUM COMMUNICATIONS INC | 73,700 | $2.0B | 0.29% | |
| 76 | VNTVONTIER CORPORATION | 60,000 | $2.0B | 0.28% | |
| 77 | ULTAULTA BEAUTY INC | 5,325 | $2.0B | 0.28% | |
| 78 | TKRTIMKEN CO | 23,900 | $1.7B | 0.25% | |
| 79 | UHAL/BU HAUL HOLDING COMPANY | 28,745 | $1.7B | 0.25% | |
| 80 | WCCWESCO INTL INC | 10,575 | $1.6B | 0.24% | |
| 81 | GBXGREENBRIER COS INC | 31,150 | $1.6B | 0.23% | |
| 82 | NPKINPK INTERNATIONAL INC | 271,458 | $1.6B | 0.23% | |
| 83 | VTE1ASURE SOFTWARE INC | 163,708 | $1.6B | 0.23% | |
| 84 | ATROASTRONICS CORP | 63,000 | $1.5B | 0.22% | |
| 85 | GOOGALPHABET INC | 9,500 | $1.5B | 0.21% | |
| 86 | GENKGEN RESTAURENT GROUP | 266,176 | $1.5B | 0.21% | |
| 87 | XPOFXPONENTIAL FITNESS INC | 164,500 | $1.4B | 0.20% | |
| 88 | AFWALIGN TECHNOLOGY INC | 8,500 | $1.4B | 0.19% | |
| 89 | HCCWARRIOR MET COAL INC | 27,500 | $1.3B | 0.19% | |
| 90 | VLOVALERO ENERGY CORP | 9,900 | $1.3B | 0.19% | |
| 91 | T7DTRANSDIGM GROUP INC | 925 | $1.3B | 0.18% | |
| 92 | BOOTBOOT BARN HLDGS INC | 11,449 | $1.2B | 0.18% | |
| 93 | DISDISNEY WALT CO | 12,375 | $1.2B | 0.18% | |
| 94 | FCGFIRST TR EXCHANGE-TRADED FD | 47,700 | $1.2B | 0.17% | |
| 95 | BCBRUNSWICK CORP | 21,575 | $1.2B | 0.17% | |
| 96 | HOGHARLEY DAVIDSON INC | 43,200 | $1.1B | 0.16% | |
| 97 | HLMNHILLMAN SOLUTIONS CORP | 124,000 | $1.1B | 0.16% | |
| 98 | XOMEXXON MOBIL CORP | 8,991 | $1.1B | 0.15% | |
| 99 | BLMNBLOOMIN BRANDS INC | 145,000 | $1.0B | 0.15% | |
| 100 | KOPKOPPERS HOLDINGS INC | 36,400 | $1.0B | 0.15% |
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