Skylands Capital, LLC Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$737.1M
Holdings
150
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNPUNION PAC CORP | 222,895 | $51.6M | 6.99% | |
| 2 | GOOGLALPHABET INC | 148,300 | $46.4M | 6.30% | |
| 3 | GMGENERAL MTRS CO | 443,965 | $36.1M | 4.90% | |
| 4 | DBDDIEBOLD NIXDORF INC | 474,060 | $32.2M | 4.37% | |
| 5 | AAPLAPPLE INC | 97,270 | $26.4M | 3.59% | |
| 6 | 8CWCROWN CASTLE INTL CORP NEW | 262,050 | $23.3M | 3.16% | |
| 7 | CNRCORE NATURAL RESOURCES INC | 217,713 | $19.3M | 2.61% | |
| 8 | SBACSBA COMMUNICATIONS CORP NEW | 96,715 | $18.7M | 2.54% | |
| 9 | OSKOSHKOSH CORP | 139,100 | $17.5M | 2.37% | |
| 10 | NSCNORFOLK SOUTHN CORP | 57,880 | $16.7M | 2.27% | |
| 11 | OCOWENS CORNING NEW | 138,020 | $15.4M | 2.10% | |
| 12 | TRVCCITIGROUP INC | 125,800 | $14.7M | 1.99% | |
| 13 | VVISA INC | 36,975 | $13.0M | 1.76% | |
| 14 | BBARRICK MNG CORP | 271,325 | $11.8M | 1.60% | |
| 15 | COHRCOHERENT CORP | 63,170 | $11.7M | 1.58% | |
| 16 | TAPMOLSON COORS BEVERAGE CO | 248,325 | $11.6M | 1.57% | |
| 17 | KEXKIRBY CORP | 104,433 | $11.5M | 1.56% | |
| 18 | AMTAMERICAN TOWER CORP NEW | 63,730 | $11.2M | 1.52% | |
| 19 | GEHCGE HEALTHCARE TECHNOLOGIES I | 125,540 | $10.3M | 1.40% | |
| 20 | GQ9SPDR GOLD TRUST | 25,040 | $9.9M | 1.35% | |
| 21 | ADEAADEIA INC | 572,243 | $9.9M | 1.34% | |
| 22 | CSXCSX CORP | 263,425 | $9.5M | 1.30% | |
| 23 | WABWABTEC | 44,415 | $9.5M | 1.29% | |
| 24 | TMUST-MOBILE US INC | 43,780 | $8.9M | 1.21% | |
| 25 | EXPEAGLE MATERIALS INC | 40,415 | $8.4M | 1.13% | |
| 26 | JPMJPMORGAN CHASE & CO | 25,450 | $8.2M | 1.11% | |
| 27 | WMBWILLIAMS COS INC | 132,825 | $8.0M | 1.08% | |
| 28 | XOPSPDR SER TR | 61,630 | $7.8M | 1.06% | |
| 29 | JYNTJOINT CORP | 890,045 | $7.8M | 1.05% | |
| 30 | BMYBRISTOL-MYERS SQUIBB CO | 142,480 | $7.6M | 1.03% | |
| 31 | ENSENERSYS | 51,230 | $7.5M | 1.02% | |
| 32 | GKDGRAND CANYON ED INC | 42,475 | $7.1M | 0.96% | |
| 33 | SSNCSS&C TECHNOLOGIES HLDGS INC | 80,700 | $7.1M | 0.96% | |
| 34 | LKQ1LKQ CORP | 216,800 | $6.5M | 0.89% | |
| 35 | RTXRTX CORPORATION | 33,860 | $6.2M | 0.84% | |
| 36 | GPKGRAPHIC PACKAGING HLDG CO | 384,900 | $5.8M | 0.79% | |
| 37 | METAMETA PLATFORMS INC | 8,205 | $5.4M | 0.73% | |
| 38 | MPMP MATERIALS CORP | 104,580 | $5.3M | 0.72% | |
| 39 | UPSUNITED PARCEL SERVICE INC | 51,545 | $5.1M | 0.69% | |
| 40 | SIMOSILICON MOTION TECHNOLOGY CO | 53,219 | $4.9M | 0.67% | |
| 41 | ELANELANCO ANIMAL HEALTH INC | 213,600 | $4.8M | 0.66% | |
| 42 | SCHWSCHWAB CHARLES CORP | 47,000 | $4.7M | 0.64% | |
| 43 | MTXMINERALS TECHNOLOGIES INC | 77,005 | $4.7M | 0.64% | |
| 44 | LOVELOVESAC COMPANY | 291,397 | $4.3M | 0.58% | |
| 45 | HLLYHOLLEY INC | 1,035,800 | $4.3M | 0.58% | |
| 46 | XLESELECT SECTOR SPDR TR | 95,400 | $4.3M | 0.58% | |
| 47 | AEMAGNICO EAGLE MINES LTD | 24,405 | $4.1M | 0.56% | |
| 48 | ONON SEMICONDUCTOR CORP | 73,670 | $4.0M | 0.54% | |
| 49 | NEMNEWMONT CORP | 39,125 | $3.9M | 0.53% | |
| 50 | NATRNATURES SUNSHINE PRODS INC | 180,750 | $3.9M | 0.53% | |
| 51 | GNRCGENERAC HLDGS INC | 28,395 | $3.9M | 0.53% | |
| 52 | QDELQUIDELORTHO CORP | 134,704 | $3.8M | 0.52% | |
| 53 | MLMMARTIN MARIETTA MATLS INC | 5,945 | $3.7M | 0.50% | |
| 54 | DENNDENNYS CORP | 583,150 | $3.6M | 0.49% | |
| 55 | LECOLINCOLN ELEC HLDGS INC | 15,080 | $3.6M | 0.49% | |
| 56 | WSCWILLSCOT HLDGS CORP | 189,100 | $3.6M | 0.48% | |
| 57 | JOUTJOHNSON OUTDOORS INC | 83,500 | $3.5M | 0.48% | |
| 58 | MTUSMETALLUS INC | 205,550 | $3.5M | 0.48% | |
| 59 | SLBSCHLUMBERGER LTD | 88,300 | $3.4M | 0.46% | |
| 60 | HLMNHILLMAN SOLUTIONS CORP | 378,950 | $3.3M | 0.45% | |
| 61 | BACBANK AMERICA CORP | 58,625 | $3.2M | 0.44% | |
| 62 | AMZNAMAZON COM INC | 13,875 | $3.2M | 0.43% | |
| 63 | MITKMITEK SYS INC | 302,616 | $3.2M | 0.43% | |
| 64 | AFWALIGN TECHNOLOGY INC | 20,400 | $3.2M | 0.43% | |
| 65 | AINALBANY INTL CORP | 62,050 | $3.1M | 0.43% | |
| 66 | UHAL/BU HAUL HOLDING COMPANY | 66,665 | $3.1M | 0.42% | |
| 67 | HALHALLIBURTON CO | 106,600 | $3.0M | 0.41% | |
| 68 | MBLYMOBILEYE GLOBAL INC | 286,900 | $3.0M | 0.41% | |
| 69 | GOOGALPHABET INC | 9,500 | $3.0M | 0.40% | |
| 70 | PLABPHOTRONICS INC | 91,525 | $2.9M | 0.40% | |
| 71 | HAEHAEMONETICS CORP MASS | 36,475 | $2.9M | 0.40% | |
| 72 | BBYBEST BUY INC | 43,425 | $2.9M | 0.39% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 8,020 | $2.6M | 0.36% | |
| 74 | FMCFMC CORP | 187,850 | $2.6M | 0.35% | |
| 75 | TRGPTARGA RES CORP | 13,200 | $2.4M | 0.33% | |
| 76 | VNTVONTIER CORPORATION | 65,225 | $2.4M | 0.33% | |
| 77 | MATWMATTHEWS INTL CORP | 91,483 | $2.4M | 0.32% | |
| 78 | KOPKOPPERS HOLDINGS INC | 80,750 | $2.2M | 0.30% | |
| 79 | NPKINPK INTERNATIONAL INC | 169,700 | $2.0M | 0.27% | |
| 80 | MATXMATSON INC | 15,700 | $1.9M | 0.26% | |
| 81 | FCGFIRST TR EXCHANGE-TRADED FD | 80,900 | $1.9M | 0.26% | |
| 82 | SLGNSILGAN HLDGS INC | 42,900 | $1.7M | 0.23% | |
| 83 | TKRTIMKEN CO | 19,550 | $1.6M | 0.22% | |
| 84 | ATROASTRONICS CORP | 28,800 | $1.6M | 0.21% | |
| 85 | BLMNBLOOMIN BRANDS INC | 247,650 | $1.5M | 0.21% | |
| 86 | ADMARCHER DANIELS MIDLAND CO | 26,175 | $1.5M | 0.20% | |
| 87 | BCBRUNSWICK CORP | 19,125 | $1.4M | 0.19% | |
| 88 | WCCWESCO INTL INC | 5,630 | $1.4M | 0.19% | |
| 89 | PGRPROGRESSIVE CORP | 6,025 | $1.4M | 0.19% | |
| 90 | AEYEAUDIOEYE INC | 133,250 | $1.3M | 0.18% | |
| 91 | OGM1COGENT COMMUNICATIONS HLDGS | 61,575 | $1.3M | 0.18% | |
| 92 | OXYOCCIDENTAL PETE CORP | 30,910 | $1.3M | 0.17% | |
| 93 | GBXGREENBRIER COS INC | 25,415 | $1.2M | 0.16% | |
| 94 | CTSOCYTOSORBENTS CORP | 1,854,515 | $1.2M | 0.16% | |
| 95 | SAMBOSTON BEER INC | 6,050 | $1.2M | 0.16% | |
| 96 | HCCWARRIOR MET COAL INC | 13,250 | $1.2M | 0.16% | |
| 97 | CSGPCOSTAR GROUP INC | 17,050 | $1.1M | 0.16% | |
| 98 | BUWABIO RAD LABS INC | 3,600 | $1.1M | 0.15% | |
| 99 | XRAYDENTSPLY SIRONA INC | 94,400 | $1.1M | 0.15% | |
| 100 | ICLRICON PLC | 5,650 | $1.0M | 0.14% |
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