Skylands Capital, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$715.8M
Holdings
150
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (150 positions)
| Stock | Value |
|---|---|
UNPUNION PAC CORP | $52.3M |
AAPLAPPLE INC | $33.8M |
GOOGLALPHABET INC | $29.4M |
GMGENERAL MTRS CO | $28.6M |
ARCH1USDARCH RESOURCES INC | $23.3M |
8CWCROWN CASTLE INTL CORP NEW | $22.2M |
BECNUSDBEACON ROOFING SUPPLY INC | $22.2M |
DBDDIEBOLD NIXDORF INC | $19.2M |
FMCFMC CORP | $16.6M |
OSKOSHKOSH CORP | $15.7M |
OCOWENS CORNING NEW | $15.0M |
NSCNORFOLK SOUTHN CORP | $14.9M |
SBACSBA COMMUNICATIONS CORP NEW | $14.1M |
VVISA INC | $13.0M |
COHRCOHERENT CORP | $12.5M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $12.3M |
WABWABTEC | $12.0M |
AMTAMERICAN TOWER CORP NEW | $10.3M |
EXPEAGLE MATERIALS INC | $10.3M |
CSXCSX CORP | $10.2M |
TRVCCITIGROUP INC | $9.6M |
BMYBRISTOL-MYERS SQUIBB CO | $9.3M |
JPMJPMORGAN CHASE & CO | $8.9M |
JYNTJOINT CORP | $7.9M |
WMBWILLIAMS COS INC | $7.8M |
GKDGRAND CANYON ED INC | $7.7M |
CMCOCOLUMBUS MCKINNON CORP N Y | $7.3M |
ENSENERSYS | $7.2M |
MTXMINERALS TECHNOLOGIES INC | $7.2M |
OXYOCCIDENTAL PETE CORP | $7.2M |
GQ9SPDR GOLD TRUST | $7.1M |
XLESELECT SECTOR SPDR TR | $6.6M |
ABXBARRICK GOLD CORP | $6.6M |
METAMETA PLATFORMS INC | $6.4M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $6.4M |
RTXRTX CORPORATION | $6.3M |
NATRNATURES SUNSHINE PRODS INC | $6.2M |
ELANELANCO ANIMAL HEALTH INC | $6.1M |
TMUST-MOBILE US INC | $5.9M |
GNRCGENERAC HLDGS INC | $5.7M |
OGM1COGENT COMMUNICATIONS HLDGS | $5.4M |
MLMMARTIN MARIETTA MATLS INC | $5.4M |
JOUTJOHNSON OUTDOORS INC | $5.4M |
UPSUNITED PARCEL SERVICE INC | $5.1M |
XOMEXXON MOBIL CORP | $5.1M |
GPKGRAPHIC PACKAGING HLDG CO | $5.0M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $4.6M |
ONON SEMICONDUCTOR CORP | $4.6M |
HALHALLIBURTON CO | $4.5M |
XOPSPDR SER TR | $4.3M |
LOVELOVESAC COMPANY | $4.3M |
SIMOSILICON MOTION TECHNOLOGY CO | $4.1M |
ADMARCHER DANIELS MIDLAND CO | $3.9M |
PLABPHOTRONICS INC | $3.9M |
QDELQUIDELORTHO CORP | $3.7M |
ADEAADEIA INC | $3.7M |
LECOLINCOLN ELEC HLDGS INC | $3.6M |
HLLYHOLLEY INC | $3.6M |
KEXKIRBY CORP | $3.6M |
OSISOSI SYSTEMS INC | $3.6M |
AEMAGNICO EAGLE MINES LTD | $3.5M |
DENNDENNYS CORP | $3.4M |
AMZNAMAZON COM INC | $3.4M |
MPMP MATERIALS CORP | $3.3M |
SLBSCHLUMBERGER LTD | $2.9M |
BACBANK AMERICA CORP | $2.9M |
LKQ1LKQ CORP | $2.6M |
IRDMIRIDIUM COMMUNICATIONS INC | $2.6M |
CTSOCYTOSORBENTS CORP | $2.5M |
FDXFEDEX CORP | $2.4M |
NEMNEWMONT CORP | $2.3M |
SCHWSCHWAB CHARLES CORP | $2.2M |
TKRTIMKEN CO | $2.2M |
VLOVALERO ENERGY CORP | $2.2M |
HAEHAEMONETICS CORP MASS | $2.1M |
GBXGREENBRIER COS INC | $2.0M |
MATWMATTHEWS INTL CORP | $2.0M |
PTENPATTERSON-UTI ENERGY INC | $1.9M |
UHAL/BU HAUL HOLDING COMPANY | $1.8M |
GENKGEN RESTAURENT GROUP | $1.8M |
GOOGALPHABET INC | $1.8M |
DISDISNEY WALT CO | $1.7M |
CBOECBOE GLOBAL MKTS INC | $1.7M |
VTE1ASURE SOFTWARE INC | $1.6M |
ATROASTRONICS CORP | $1.6M |
NPKINPK INTERNATIONAL INC | $1.5M |
ULTAULTA BEAUTY INC | $1.5M |
BOOTBOOT BARN HLDGS INC | $1.5M |
TAPMOLSON COORS BEVERAGE CO | $1.5M |
QRHCQUEST RESOURCE HLDG CORP | $1.4M |
BLMNBLOOMIN BRANDS INC | $1.4M |
WCCWESCO INTL INC | $1.4M |
BCBRUNSWICK CORP | $1.4M |
XPOFXPONENTIAL FITNESS INC | $1.3M |
LVLNSPDR SER TR | $1.3M |
T7DTRANSDIGM GROUP INC | $1.2M |
ADUNITED STATES CELLULAR CORP | $1.0M |
CMPCOMPASS MINERALS INTL INC | $1.0M |
THRYTHRYV HLDGS INC | $1.0M |
BTMDBIOTE CORP | $985K |
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