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 | Value |
|---|---|
UNPUNION PAC CORP | $53.0M |
GOOGLALPHABET INC | $44.7M |
GMGENERAL MTRS CO | $29.3M |
DBDDIEBOLD NIXDORF INC | $27.7M |
AAPLAPPLE INC | $27.4M |
8CWCROWN CASTLE INTL CORP NEW | $23.8M |
OSKOSHKOSH CORP | $18.9M |
CNRCORE NATURAL RESOURCES INC | $18.5M |
NSCNORFOLK SOUTHN CORP | $17.9M |
SBACSBA COMMUNICATIONS CORP NEW | $16.3M |
OCOWENS CORNING NEW | $13.9M |
VVISA INC | $13.5M |
TRVCCITIGROUP INC | $12.8M |
COHRCOHERENT CORP | $12.7M |
FMCFMC CORP | $11.1M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $10.8M |
BBARRICK MNG CORP | $10.1M |
CSXCSX CORP | $9.8M |
EXPEAGLE MATERIALS INC | $9.5M |
GQ9SPDR GOLD TRUST | $9.3M |
WABWABTEC | $9.0M |
GKDGRAND CANYON ED INC | $8.8M |
KEXKIRBY CORP | $8.8M |
WMBWILLIAMS COS INC | $8.5M |
ADEAADEIA INC | $8.4M |
TAPMOLSON COORS BEVERAGE CO | $8.2M |
JPMJPMORGAN CHASE & CO | $8.0M |
AMTAMERICAN TOWER CORP NEW | $8.0M |
JYNTJOINT CORP | $7.9M |
ENSENERSYS | $7.8M |
BMYBRISTOL-MYERS SQUIBB CO | $7.3M |
MPMP MATERIALS CORP | $7.1M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $6.6M |
AFWALIGN TECHNOLOGY INC | $6.0M |
ELANELANCO ANIMAL HEALTH INC | $5.9M |
MTXMINERALS TECHNOLOGIES INC | $5.8M |
RTXRTX CORPORATION | $5.7M |
XOPSPDR SER TR | $5.5M |
LKQ1LKQ CORP | $5.4M |
OXYOCCIDENTAL PETE CORP | $5.1M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $5.1M |
NATRNATURES SUNSHINE PRODS INC | $5.0M |
UNHUNITEDHEALTH GROUP INC | $5.0M |
DENNDENNYS CORP | $4.9M |
METAMETA PLATFORMS INC | $4.8M |
GPKGRAPHIC PACKAGING HLDG CO | $4.7M |
JOUTJOHNSON OUTDOORS INC | $4.6M |
AEMAGNICO EAGLE MINES LTD | $4.4M |
TMUST-MOBILE US INC | $4.3M |
HLLYHOLLEY INC | $4.2M |
UPSUNITED PARCEL SERVICE INC | $4.1M |
OGM1COGENT COMMUNICATIONS HLDGS | $4.1M |
GNRCGENERAC HLDGS INC | $4.0M |
HAEHAEMONETICS CORP MASS | $4.0M |
NEMNEWMONT CORP | $3.8M |
MLMMARTIN MARIETTA MATLS INC | $3.7M |
ONON SEMICONDUCTOR CORP | $3.7M |
SIMOSILICON MOTION TECHNOLOGY CO | $3.7M |
LECOLINCOLN ELEC HLDGS INC | $3.6M |
MBLYMOBILEYE GLOBAL INC | $3.3M |
SLBSCHLUMBERGER LTD | $3.3M |
LOVELOVESAC COMPANY | $3.2M |
PLABPHOTRONICS INC | $3.2M |
BACBANK AMERICA CORP | $3.1M |
QDELQUIDELORTHO CORP | $3.1M |
MTUSMETALLUS INC | $3.0M |
XLESELECT SECTOR SPDR TR | $3.0M |
HALHALLIBURTON CO | $2.9M |
MATWMATTHEWS INTL CORP | $2.9M |
HLMNHILLMAN SOLUTIONS CORP | $2.7M |
SCHWSCHWAB CHARLES CORP | $2.6M |
AMZNAMAZON COM INC | $2.6M |
HCCWARRIOR MET COAL INC | $2.5M |
GOOGALPHABET INC | $2.3M |
MITKMITEK SYS INC | $2.2M |
NPKINPK INTERNATIONAL INC | $2.1M |
AINALBANY INTL CORP | $2.0M |
CTSOCYTOSORBENTS CORP | $2.0M |
UHAL/BU HAUL HOLDING COMPANY | $1.9M |
ADMARCHER DANIELS MIDLAND CO | $1.9M |
SPGIS&P GLOBAL INC | $1.9M |
FCGFIRST TR EXCHANGE-TRADED FD | $1.9M |
FDXFEDEX CORP | $1.8M |
TKRTIMKEN CO | $1.8M |
ATROASTRONICS CORP | $1.8M |
VNTVONTIER CORPORATION | $1.8M |
KOPKOPPERS HOLDINGS INC | $1.8M |
EXASEXACT SCIENCES CORP | $1.8M |
THRYTHRYV HLDGS INC | $1.7M |
BLMNBLOOMIN BRANDS INC | $1.7M |
SLGNSILGAN HLDGS INC | $1.6M |
IRDMIRIDIUM COMMUNICATIONS INC | $1.4M |
AEYEAUDIOEYE INC | $1.3M |
WCCWESCO INTL INC | $1.2M |
BCBRUNSWICK CORP | $1.2M |
GBXGREENBRIER COS INC | $1.2M |
BBYBEST BUY INC | $1.2M |
ICLRICON PLC | $1.2M |
REGNREGENERON PHARMACEUTICALS | $1.2M |
MATXMATSON INC | $1.1M |
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