Skylands Capital, LLC Q3 2025 Filing
Filed November 6, 2025
Portfolio Value
$723.5M
Holdings
152
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (152 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNPUNION PAC CORP | 224,350 | $53.0M | 7.33% | |
| 2 | GOOGLALPHABET INC | 183,685 | $44.7M | 6.17% | |
| 3 | GMGENERAL MTRS CO | 480,715 | $29.3M | 4.05% | |
| 4 | DBDDIEBOLD NIXDORF INC | 486,520 | $27.7M | 3.84% | |
| 5 | AAPLAPPLE INC | 107,585 | $27.4M | 3.79% | |
| 6 | 8CWCROWN CASTLE INTL CORP NEW | 246,750 | $23.8M | 3.29% | |
| 7 | OSKOSHKOSH CORP | 145,750 | $18.9M | 2.61% | |
| 8 | CNRCORE NATURAL RESOURCES INC | 222,022 | $18.5M | 2.56% | |
| 9 | NSCNORFOLK SOUTHN CORP | 59,680 | $17.9M | 2.48% | |
| 10 | SBACSBA COMMUNICATIONS CORP NEW | 84,130 | $16.3M | 2.25% | |
| 11 | OCOWENS CORNING NEW | 98,585 | $13.9M | 1.93% | |
| 12 | VVISA INC | 39,510 | $13.5M | 1.86% | |
| 13 | TRVCCITIGROUP INC | 126,325 | $12.8M | 1.77% | |
| 14 | COHRCOHERENT CORP | 117,735 | $12.7M | 1.75% | |
| 15 | FMCFMC CORP | 330,675 | $11.1M | 1.54% | |
| 16 | GEHCGE HEALTHCARE TECHNOLOGIES I | 144,390 | $10.8M | 1.50% | |
| 17 | BBARRICK MNG CORP | 309,175 | $10.1M | 1.40% | |
| 18 | CSXCSX CORP | 275,775 | $9.8M | 1.35% | |
| 19 | EXPEAGLE MATERIALS INC | 40,615 | $9.5M | 1.31% | |
| 20 | GQ9SPDR GOLD TRUST | 26,275 | $9.3M | 1.29% | |
| 21 | WABWABTEC | 45,015 | $9.0M | 1.25% | |
| 22 | GKDGRAND CANYON ED INC | 40,120 | $8.8M | 1.22% | |
| 23 | KEXKIRBY CORP | 105,150 | $8.8M | 1.21% | |
| 24 | WMBWILLIAMS COS INC | 133,675 | $8.5M | 1.17% | |
| 25 | ADEAADEIA INC | 497,300 | $8.4M | 1.15% | |
| 26 | TAPMOLSON COORS BEVERAGE CO | 180,650 | $8.2M | 1.13% | |
| 27 | JPMJPMORGAN CHASE & CO | 25,505 | $8.0M | 1.11% | |
| 28 | AMTAMERICAN TOWER CORP NEW | 41,720 | $8.0M | 1.11% | |
| 29 | JYNTJOINT CORP | 832,278 | $7.9M | 1.10% | |
| 30 | ENSENERSYS | 68,805 | $7.8M | 1.07% | |
| 31 | BMYBRISTOL-MYERS SQUIBB CO | 160,880 | $7.3M | 1.00% | |
| 32 | MPMP MATERIALS CORP | 105,350 | $7.1M | 0.98% | |
| 33 | SSNCSS&C TECHNOLOGIES HLDGS INC | 73,900 | $6.6M | 0.91% | |
| 34 | AFWALIGN TECHNOLOGY INC | 48,200 | $6.0M | 0.83% | |
| 35 | ELANELANCO ANIMAL HEALTH INC | 295,200 | $5.9M | 0.82% | |
| 36 | MTXMINERALS TECHNOLOGIES INC | 92,780 | $5.8M | 0.80% | |
| 37 | RTXRTX CORPORATION | 34,160 | $5.7M | 0.79% | |
| 38 | XOPSPDR SER TR | 41,380 | $5.5M | 0.76% | |
| 39 | LKQ1LKQ CORP | 178,150 | $5.4M | 0.75% | |
| 40 | OXYOCCIDENTAL PETE CORP | 108,160 | $5.1M | 0.71% | |
| 41 | WSCWILLSCOT MOBIL MINI HLDNG CO | 241,150 | $5.1M | 0.70% | |
| 42 | NATRNATURES SUNSHINE PRODS INC | 323,350 | $5.0M | 0.69% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 14,430 | $5.0M | 0.69% | |
| 44 | DENNDENNYS CORP | 932,050 | $4.9M | 0.67% | |
| 45 | METAMETA PLATFORMS INC | 6,505 | $4.8M | 0.66% | |
| 46 | GPKGRAPHIC PACKAGING HLDG CO | 240,050 | $4.7M | 0.65% | |
| 47 | JOUTJOHNSON OUTDOORS INC | 113,136 | $4.6M | 0.63% | |
| 48 | AEMAGNICO EAGLE MINES LTD | 25,940 | $4.4M | 0.60% | |
| 49 | TMUST-MOBILE US INC | 17,880 | $4.3M | 0.59% | |
| 50 | HLLYHOLLEY INC | 1,349,450 | $4.2M | 0.59% | |
| 51 | UPSUNITED PARCEL SERVICE INC | 49,540 | $4.1M | 0.57% | |
| 52 | OGM1COGENT COMMUNICATIONS HLDGS | 106,325 | $4.1M | 0.56% | |
| 53 | GNRCGENERAC HLDGS INC | 24,160 | $4.0M | 0.56% | |
| 54 | HAEHAEMONETICS CORP MASS | 81,369 | $4.0M | 0.55% | |
| 55 | NEMNEWMONT CORP | 44,625 | $3.8M | 0.52% | |
| 56 | MLMMARTIN MARIETTA MATLS INC | 5,945 | $3.7M | 0.52% | |
| 57 | ONON SEMICONDUCTOR CORP | 75,370 | $3.7M | 0.51% | |
| 58 | SIMOSILICON MOTION TECHNOLOGY CO | 38,594 | $3.7M | 0.51% | |
| 59 | LECOLINCOLN ELEC HLDGS INC | 15,180 | $3.6M | 0.49% | |
| 60 | MBLYMOBILEYE GLOBAL INC | 233,050 | $3.3M | 0.45% | |
| 61 | SLBSCHLUMBERGER LTD | 95,250 | $3.3M | 0.45% | |
| 62 | LOVELOVESAC COMPANY | 189,950 | $3.2M | 0.44% | |
| 63 | PLABPHOTRONICS INC | 139,175 | $3.2M | 0.44% | |
| 64 | BACBANK AMERICA CORP | 60,825 | $3.1M | 0.43% | |
| 65 | QDELQUIDELORTHO CORP | 104,825 | $3.1M | 0.43% | |
| 66 | MTUSMETALLUS INC | 184,300 | $3.0M | 0.42% | |
| 67 | XLESELECT SECTOR SPDR TR | 33,200 | $3.0M | 0.41% | |
| 68 | HALHALLIBURTON CO | 119,600 | $2.9M | 0.41% | |
| 69 | MATWMATTHEWS INTL CORP | 118,884 | $2.9M | 0.40% | |
| 70 | HLMNHILLMAN SOLUTIONS CORP | 298,300 | $2.7M | 0.38% | |
| 71 | SCHWSCHWAB CHARLES CORP | 27,550 | $2.6M | 0.36% | |
| 72 | AMZNAMAZON COM INC | 11,875 | $2.6M | 0.36% | |
| 73 | HCCWARRIOR MET COAL INC | 39,200 | $2.5M | 0.34% | |
| 74 | GOOGALPHABET INC | 9,500 | $2.3M | 0.32% | |
| 75 | MITKMITEK SYS INC | 225,296 | $2.2M | 0.30% | |
| 76 | NPKINPK INTERNATIONAL INC | 184,000 | $2.1M | 0.29% | |
| 77 | AINALBANY INTL CORP | 37,375 | $2.0M | 0.28% | |
| 78 | CTSOCYTOSORBENTS CORP | 2,127,265 | $2.0M | 0.27% | |
| 79 | UHAL/BU HAUL HOLDING COMPANY | 38,215 | $1.9M | 0.27% | |
| 80 | ADMARCHER DANIELS MIDLAND CO | 32,040 | $1.9M | 0.26% | |
| 81 | SPGIS&P GLOBAL INC | 3,880 | $1.9M | 0.26% | |
| 82 | FCGFIRST TR EXCHANGE-TRADED FD | 79,500 | $1.9M | 0.26% | |
| 83 | FDXFEDEX CORP | 7,825 | $1.8M | 0.26% | |
| 84 | TKRTIMKEN CO | 24,150 | $1.8M | 0.25% | |
| 85 | ATROASTRONICS CORP | 39,400 | $1.8M | 0.25% | |
| 86 | VNTVONTIER CORPORATION | 42,800 | $1.8M | 0.25% | |
| 87 | KOPKOPPERS HOLDINGS INC | 63,380 | $1.8M | 0.25% | |
| 88 | EXASEXACT SCIENCES CORP | 32,175 | $1.8M | 0.24% | |
| 89 | THRYTHRYV HLDGS INC | 138,000 | $1.7M | 0.23% | |
| 90 | BLMNBLOOMIN BRANDS INC | 230,350 | $1.7M | 0.23% | |
| 91 | SLGNSILGAN HLDGS INC | 38,150 | $1.6M | 0.23% | |
| 92 | IRDMIRIDIUM COMMUNICATIONS INC | 79,500 | $1.4M | 0.19% | |
| 93 | AEYEAUDIOEYE INC | 92,774 | $1.3M | 0.18% | |
| 94 | WCCWESCO INTL INC | 5,760 | $1.2M | 0.17% | |
| 95 | BCBRUNSWICK CORP | 19,025 | $1.2M | 0.17% | |
| 96 | GBXGREENBRIER COS INC | 25,565 | $1.2M | 0.16% | |
| 97 | BBYBEST BUY INC | 15,575 | $1.2M | 0.16% | |
| 98 | ICLRICON PLC | 6,700 | $1.2M | 0.16% | |
| 99 | REGNREGENERON PHARMACEUTICALS | 2,065 | $1.2M | 0.16% | |
| 100 | MATXMATSON INC | 11,600 | $1.1M | 0.16% |
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