Skylands Capital, LLC Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$689.5M

Holdings

152

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (152 positions)

#StockSharesValue% PortfolioType
101
GENKGEN RESTAURENT GROUP
284,500$1.1M0.16%
102
EXASEXACT SCIENCES CORP
20,875$1.1M0.16%
103
BBYBEST BUY INC
16,050$1.1M0.16%
104
SPGIS&P GLOBAL INC
1,935$1.0M0.15%
105
ZETAZETA GLOBAL HOLDINGS CORP
63,800$988K0.14%
106
CBOECBOE GLOBAL MKTS INC
4,150$967K0.14%
107
BUWABIO RAD LABS INC
4,000$965K0.14%
108
MITKMITEK SYS INC
93,875$929K0.13%
109
DISDISNEY WALT CO
7,025$871K0.13%
110
VTE1ASURE SOFTWARE INC
88,800$866K0.13%
111
DDIDOUBLEDOWN INTERACTIVE CO LT
89,000$851K0.12%
112
AEYEAUDIOEYE INC
67,450$785K0.11%
113
XOMEXXON MOBIL CORP
6,966$750K0.11%
114
SLPSIMULATIONS PLUS INC
42,600$743K0.11%
115
RJFRAYMOND JAMES FINL INC
4,787$731K0.11%
116
BLKCHFBLACKROCK INC
650$682K0.10%
117
MAMASTERCARD INC
1,160$651K0.09%
118
VLOVALERO ENERGY CORP
3,300$443K0.06%
119
BRK/BBERKSHIRE HATHAWAY INC DEL
900$437K0.06%
120
MBLYMOBILEYE GLOBAL INC
24,250$436K0.06%
121
OSBCOLD SECOND BANCORP INC ILL
24,100$427K0.06%
122
QRHCQUEST RESOURCE HLDG CORP
207,427$419K0.06%
123
MHKMOHAWK INDS INC
3,950$414K0.06%
124
NDQINVESCO QQQ TR
750$413K0.06%
125
GATXGATX CORP
2,495$383K0.06%
126
QXOQXO INC
17,500$376K0.05%
127
MSFTMICROSOFT CORP
695$345K0.05%
128
TWINTWIN DISC INC
39,004$344K0.05%
129
ASPNASPEN AEROGELS INC
54,800$324K0.05%
130
CRWSCROWN CRAFTS INC
102,842$295K0.04%
131
CCOCAMECO CORP
3,900$289K0.04%
132
GEVGE VERNOVA INC
500$264K0.04%
133
CCKCROWN HLDGS INC
2,400$247K0.04%
134
LAKELAKELAND INDS INC
17,151$233K0.03%
135
BWXTBWX TECHNOLOGIES INC
1,550$223K0.03%
136
GDGENERAL DYNAMICS CORP
725$211K0.03%
137
TSLATESLA INC
660$209K0.03%
138
MCDMCDONALDS CORP
650$189K0.03%
139
ACCOACCO BRANDS CORP
40,840$146K0.02%
140
SHWSHERWIN WILLIAMS CO
400$137K0.02%
141
UHALU HAUL HOLDING COMPANY
2,045$123K0.02%
142
SWSMURFIT WESTROCK PLC
2,867$123K0.02%
143
NDSNNORDSON CORP
565$121K0.02%
144
GAUZGAUZY LTD
14,150$119K0.02%
145
IWMISHARES TR
400$86K0.01%
146
SPYSPDR S&P 500 ETF TR
100$61K0.01%
147
OKLOOKLO INC
1,000$55K0.01%
148
ULTAULTA BEAUTY INC
100$46K0.01%
149
DYHTARGET CORP
400$39K0.01%
150
HDHOME DEPOT INC
100$36K0.01%
151
CWSTCASELLA WASTE SYS INC
275$31K0.00%
152
MSAIMULTISENSOR AI HOLDINGS INC
28,350$16K0.00%
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