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 | Value |
|---|---|
UNPUNION PAC CORP | $51.6M |
GOOGLALPHABET INC | $46.4M |
GMGENERAL MTRS CO | $36.1M |
DBDDIEBOLD NIXDORF INC | $32.2M |
AAPLAPPLE INC | $26.4M |
8CWCROWN CASTLE INTL CORP NEW | $23.3M |
CNRCORE NATURAL RESOURCES INC | $19.3M |
SBACSBA COMMUNICATIONS CORP NEW | $18.7M |
OSKOSHKOSH CORP | $17.5M |
NSCNORFOLK SOUTHN CORP | $16.7M |
OCOWENS CORNING NEW | $15.4M |
TRVCCITIGROUP INC | $14.7M |
VVISA INC | $13.0M |
BBARRICK MNG CORP | $11.8M |
COHRCOHERENT CORP | $11.7M |
TAPMOLSON COORS BEVERAGE CO | $11.6M |
KEXKIRBY CORP | $11.5M |
AMTAMERICAN TOWER CORP NEW | $11.2M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $10.3M |
GQ9SPDR GOLD TRUST | $9.9M |
ADEAADEIA INC | $9.9M |
CSXCSX CORP | $9.5M |
WABWABTEC | $9.5M |
TMUST-MOBILE US INC | $8.9M |
EXPEAGLE MATERIALS INC | $8.4M |
JPMJPMORGAN CHASE & CO | $8.2M |
WMBWILLIAMS COS INC | $8.0M |
XOPSPDR SER TR | $7.8M |
JYNTJOINT CORP | $7.8M |
BMYBRISTOL-MYERS SQUIBB CO | $7.6M |
ENSENERSYS | $7.5M |
GKDGRAND CANYON ED INC | $7.1M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $7.1M |
LKQ1LKQ CORP | $6.5M |
RTXRTX CORPORATION | $6.2M |
GPKGRAPHIC PACKAGING HLDG CO | $5.8M |
METAMETA PLATFORMS INC | $5.4M |
MPMP MATERIALS CORP | $5.3M |
UPSUNITED PARCEL SERVICE INC | $5.1M |
SIMOSILICON MOTION TECHNOLOGY CO | $4.9M |
ELANELANCO ANIMAL HEALTH INC | $4.8M |
SCHWSCHWAB CHARLES CORP | $4.7M |
MTXMINERALS TECHNOLOGIES INC | $4.7M |
LOVELOVESAC COMPANY | $4.3M |
HLLYHOLLEY INC | $4.3M |
XLESELECT SECTOR SPDR TR | $4.3M |
AEMAGNICO EAGLE MINES LTD | $4.1M |
ONON SEMICONDUCTOR CORP | $4.0M |
NEMNEWMONT CORP | $3.9M |
NATRNATURES SUNSHINE PRODS INC | $3.9M |
GNRCGENERAC HLDGS INC | $3.9M |
QDELQUIDELORTHO CORP | $3.8M |
MLMMARTIN MARIETTA MATLS INC | $3.7M |
DENNDENNYS CORP | $3.6M |
LECOLINCOLN ELEC HLDGS INC | $3.6M |
WSCWILLSCOT HLDGS CORP | $3.6M |
JOUTJOHNSON OUTDOORS INC | $3.5M |
MTUSMETALLUS INC | $3.5M |
SLBSCHLUMBERGER LTD | $3.4M |
HLMNHILLMAN SOLUTIONS CORP | $3.3M |
BACBANK AMERICA CORP | $3.2M |
AMZNAMAZON COM INC | $3.2M |
MITKMITEK SYS INC | $3.2M |
AFWALIGN TECHNOLOGY INC | $3.2M |
AINALBANY INTL CORP | $3.1M |
UHAL/BU HAUL HOLDING COMPANY | $3.1M |
HALHALLIBURTON CO | $3.0M |
MBLYMOBILEYE GLOBAL INC | $3.0M |
GOOGALPHABET INC | $3.0M |
PLABPHOTRONICS INC | $2.9M |
HAEHAEMONETICS CORP MASS | $2.9M |
BBYBEST BUY INC | $2.9M |
UNHUNITEDHEALTH GROUP INC | $2.6M |
FMCFMC CORP | $2.6M |
TRGPTARGA RES CORP | $2.4M |
VNTVONTIER CORPORATION | $2.4M |
MATWMATTHEWS INTL CORP | $2.4M |
KOPKOPPERS HOLDINGS INC | $2.2M |
NPKINPK INTERNATIONAL INC | $2.0M |
MATXMATSON INC | $1.9M |
FCGFIRST TR EXCHANGE-TRADED FD | $1.9M |
SLGNSILGAN HLDGS INC | $1.7M |
TKRTIMKEN CO | $1.6M |
ATROASTRONICS CORP | $1.6M |
BLMNBLOOMIN BRANDS INC | $1.5M |
ADMARCHER DANIELS MIDLAND CO | $1.5M |
BCBRUNSWICK CORP | $1.4M |
WCCWESCO INTL INC | $1.4M |
PGRPROGRESSIVE CORP | $1.4M |
AEYEAUDIOEYE INC | $1.3M |
OGM1COGENT COMMUNICATIONS HLDGS | $1.3M |
OXYOCCIDENTAL PETE CORP | $1.3M |
GBXGREENBRIER COS INC | $1.2M |
CTSOCYTOSORBENTS CORP | $1.2M |
SAMBOSTON BEER INC | $1.2M |
HCCWARRIOR MET COAL INC | $1.2M |
CSGPCOSTAR GROUP INC | $1.1M |
BUWABIO RAD LABS INC | $1.1M |
XRAYDENTSPLY SIRONA INC | $1.1M |
ICLRICON PLC | $1.0M |
Page 1 of 2Next