Skylands Capital

Latest statistics and disclosures from Skylands Capital's latest quarterly 13F-HR filing:

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Positions held by Skylands Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Skylands Capital

Companies in the Skylands Capital portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corporation (UNP) 8.0 $66M -6% 242k 273.21
Apple (AAPL) 7.3 $60M -3% 345k 174.61
Arch Resources Cl A (ARCH) 6.1 $51M -6% 369k 137.38
Crown Castle Intl (CCI) 5.9 $49M 265k 184.60
General Motors Company (GM) 4.4 $37M +8% 837k 43.74
Fmc Corp Com New (FMC) 3.7 $31M -11% 233k 131.57
Owens Corning (OC) 3.1 $26M +22% 280k 91.50
Beacon Roofing Supply (BECN) 2.5 $21M -17% 352k 59.28
Oshkosh Corporation (OSK) 2.2 $18M -6% 183k 100.65
Grand Canyon Education (LOPE) 2.1 $18M -23% 183k 97.11
Mp Materials Corp Com Cl A (MP) 2.1 $18M +2% 307k 57.34
Alphabet Cap Stk Cl A (GOOGL) 2.1 $17M +111% 6.2k 2781.37
Norfolk Southern (NSC) 2.1 $17M +3% 61k 285.22
CBOE Holdings (CBOE) 1.6 $13M +29% 113k 114.42

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Meta Platforms Cl A (FB) 1.5 $13M +143% 57k 222.36
Joint (JYNT) 1.5 $13M +3% 357k 35.39
Bristol Myers Squibb (BMY) 1.5 $12M -16% 168k 73.03
Visa Com Cl A (V) 1.4 $12M -15% 53k 221.77
Spdr Gold Trust Gold Shs (GLD) 1.4 $11M +15% 62k 180.65
EnerSys (ENS) 1.2 $10M +8% 138k 74.57
Citigroup Com New (C) 1.2 $10M -24% 192k 53.40
Cogent Communications Hldgs Com New (CCOI) 1.2 $10M +20% 154k 66.35
Wabtec Corporation (WAB) 1.2 $10M 105k 96.17
American Tower Reit (AMT) 1.2 $9.6M 38k 251.23
Metropcs Communications (TMUS) 1.1 $8.9M +80% 70k 128.35
JPMorgan Chase & Co. (JPM) 1.1 $8.9M +2% 66k 136.32
Columbus McKinnon (CMCO) 1.0 $7.9M -3% 186k 42.40
Barrick Gold Corp (GOLD) 0.9 $7.8M +7% 317k 24.53
Raytheon Technologies Corp (RTX) 0.9 $7.7M -17% 77k 99.07
Eagle Materials (EXP) 0.9 $7.5M +14% 58k 128.36
Hibbett Sports (HIBB) 0.9 $7.3M +340% 164k 44.34
Hillenbrand (HI) 0.9 $7.2M -4% 164k 44.17
Lovesac Company (LOVE) 0.9 $7.1M +2% 131k 54.06
Nv5 Holding (NVEE) 0.8 $7.0M -12% 52k 133.30
Cytosorbents Corp Com New (CTSO) 0.8 $6.8M +9% 2.1M 3.19
Williams Companies (WMB) 0.8 $6.4M -23% 191k 33.41
ON Semiconductor (ON) 0.8 $6.3M 101k 62.61
Amazon (AMZN) 0.8 $6.2M -3% 1.9k 3260.05
Encore Wire Corporation (WIRE) 0.7 $6.1M -23% 54k 114.07
Designer Brands Cl A (DBI) 0.7 $6.1M -5% 450k 13.51
Gray Television (GTN) 0.7 $6.1M -3% 275k 22.07
Ss&c Technologies Holding (SSNC) 0.6 $4.9M +2% 66k 75.02
Graphic Packaging Holding Company (GPK) 0.6 $4.9M -11% 245k 20.04
Newmont Mining Corporation (NEM) 0.6 $4.7M -13% 59k 79.46
Holley (HLLY) 0.6 $4.6M -11% 334k 13.91
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.5 $4.4M 113k 39.13
BlackRock (BLK) 0.5 $4.4M +55% 5.7k 764.11
Ammo (POWW) 0.5 $4.2M +3% 865k 4.80
Mastercraft Boat Holdings (MCFT) 0.5 $4.0M -15% 162k 24.61
Hillman Solutions Corp (HLMN) 0.5 $3.9M -24% 329k 11.88
Twitter (TWTR) 0.5 $3.9M -16% 101k 38.69
Cme (CME) 0.4 $3.7M -26% 16k 237.87
Crown Crafts (CRWS) 0.4 $3.6M +3% 559k 6.51
Greenbrier Companies (GBX) 0.4 $3.6M -18% 70k 51.51
Vontier Corporation (VNT) 0.4 $3.6M +96% 141k 25.39
Fathom Holdings (FTHM) 0.4 $3.5M +53% 331k 10.70
Martin Marietta Materials (MLM) 0.4 $3.3M 8.7k 384.91
Sba Communications Corp Cl A (SBAC) 0.4 $3.1M 9.0k 344.11
United Parcel Service CL B (UPS) 0.4 $3.1M 14k 214.46
Lincoln Electric Holdings (LECO) 0.4 $3.1M 22k 137.82
Best Buy (BBY) 0.4 $3.0M +58% 33k 90.91
Amer (UHAL) 0.3 $2.8M +18% 4.7k 597.02
Vici Pptys (VICI) 0.3 $2.7M +38% 96k 28.46
Northwest Pipe Company (NWPX) 0.3 $2.7M +19% 106k 25.45
Nautilus (NLS) 0.3 $2.6M 622k 4.12
Matthews Intl Corp Cl A (MATW) 0.3 $2.5M +7% 79k 32.36
Gibraltar Industries (ROCK) 0.3 $2.5M -25% 58k 42.96
Twin Disc, Incorporated (TWIN) 0.3 $2.4M +9% 144k 16.64
Immersion Corporation (IMMR) 0.3 $2.3M -10% 421k 5.56
Cryoport Com Par $0.001 (CYRX) 0.3 $2.3M NEW 65k 34.90
Novagold Res Com New (NG) 0.3 $2.2M +30% 282k 7.73
S&p Global (SPGI) 0.3 $2.1M 5.2k 410.24
CSX Corporation (CSX) 0.2 $2.0M 54k 37.44
Greenbrier Cos Note 2.875% 2/0 0.2 $1.8M 1.7M 1.12
Quest Resource Hldg Corp Com New (QRHC) 0.2 $1.8M +9% 299k 6.15
Comscore (SCOR) 0.2 $1.8M +15% 603k 2.91
Boot Barn Hldgs (BOOT) 0.2 $1.5M +26% 16k 94.79
Realogy Hldgs (RLGY) 0.2 $1.5M -23% 96k 15.68
Insperity (NSP) 0.2 $1.5M +19% 15k 100.41
Tuesday Morning Ord (TUEM) 0.2 $1.5M +52% 1.3M 1.10
Transmedics Group (TMDX) 0.2 $1.4M +2% 52k 26.95
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.3M 475.00 2793.68
Ihs Holding Ord Shs (IHS) 0.2 $1.3M -4% 119k 11.08
Brunswick Corporation (BC) 0.2 $1.3M 16k 80.88
FedEx Corporation (FDX) 0.2 $1.2M +10% 5.4k 231.44
Iridium Communications (IRDM) 0.1 $1.2M +854% 30k 40.30
Element Solutions (ESI) 0.1 $1.2M NEW 54k 21.90
Pure Cycle Corp Com New (PCYO) 0.1 $1.2M +18% 97k 12.02
Akamai Technologies (AKAM) 0.1 $1.1M -54% 9.3k 119.35
Xperi Holding Corp (XPER) 0.1 $1.1M NEW 61k 17.32
ACCO Brands Corporation (ACCO) 0.1 $1.0M -18% 126k 8.00
Pioneer Natural Resources (PXD) 0.1 $1.0M NEW 4.0k 250.00
Berry Plastics (BERY) 0.1 $980k -7% 17k 57.99
GATX Corporation (GATX) 0.1 $934k 7.6k 123.38
Plby Group Ord (PLBY) 0.1 $900k 69k 13.09
Glacier Ban (GBCI) 0.1 $862k 17k 50.26
Hackett (HCKT) 0.1 $835k -49% 36k 23.05
Flowserve Corporation (FLS) 0.1 $819k NEW 23k 35.92
Halliburton Company (HAL) 0.1 $799k NEW 21k 37.87
Tristate Capital Hldgs (TSC) 0.1 $776k -59% 23k 33.25
Walgreen Boots Alliance (WBA) 0.1 $762k -34% 17k 44.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $706k -61% 2.0k 353.00
Escalade (ESCA) 0.1 $688k NEW 52k 13.21
Intercontinental Exchange (ICE) 0.1 $674k -71% 5.1k 132.16
MKS Instruments (MKSI) 0.1 $656k -16% 4.4k 149.94
TransDigm Group Incorporated (TDG) 0.1 $639k 980.00 652.04
Denny's Corporation (DENN) 0.1 $555k 39k 14.30
Nature's Sunshine Prod. (NATR) 0.1 $521k NEW 31k 16.83
Nve Corp Com New (NVEC) 0.1 $520k +17% 9.6k 54.45
Mastercard Cl A (MA) 0.1 $500k 1.4k 357.14
Avaya Hldgs Corp Note 2.250% 6/1 0.1 $484k 500k 0.97
The Beauty Health Company Com Cl A (SKIN) 0.1 $471k NEW 28k 16.88
Scotts Miracle-gro Cl A (SMG) 0.0 $406k NEW 3.3k 123.03
Raymond James Financial (RJF) 0.0 $399k 3.6k 109.71
Intevac (IVAC) 0.0 $393k NEW 73k 5.35
Select Sector Spdr Tr Energy (XLE) 0.0 $382k NEW 5.0k 76.40
Crown Holdings (CCK) 0.0 $369k -25% 3.0k 125.08
Ci Financial Corp (CIXX) 0.0 $364k NEW 23k 15.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $363k -9% 1.0k 363.00
P3 Health Partners Com Cl A (PIII) 0.0 $339k NEW 43k 7.83
Ishares Tr Russell 2000 Etf (IWM) 0.0 $268k 1.3k 205.36
McDonald's Corporation (MCD) 0.0 $260k 1.1k 247.62
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $254k 3.8k 66.84
Microsoft Corporation (MSFT) 0.0 $244k -5% 790.00 308.86
Westrock (WRK) 0.0 $230k -34% 4.9k 46.94
Reservoir Media (RSVR) 0.0 $205k -77% 21k 9.85
General Dynamics Corporation (GD) 0.0 $181k 750.00 241.33
Verso Corp Cl A 0.0 $177k -98% 6.6k 27.02
Target Corporation (TGT) 0.0 $149k 700.00 212.86
Nordson Corporation (NDSN) 0.0 $148k 650.00 227.69
L.B. Foster Company (FSTR) 0.0 $126k NEW 8.2k 15.33
Sherwin-Williams Company (SHW) 0.0 $125k 500.00 250.00
Allbirds Com Cl A (BIRD) 0.0 $100k NEW 17k 6.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $90k -33% 200.00 450.00
Abbvie (ABBV) 0.0 $81k 500.00 162.00
3M Company (MMM) 0.0 $74k 500.00 148.00
Qualtek Services Class A Com 0.0 $68k NEW 21k 3.20
Rogers Corporation (ROG) 0.0 $65k -96% 240.00 270.83
Home Depot (HD) 0.0 $60k 200.00 300.00
Casella Waste Sys Cl A (CWST) 0.0 $44k -67% 500.00 88.00
NCR Corporation (NCR) 0.0 $40k 1.0k 40.00
EXACT Sciences Corporation (EXAS) 0.0 $38k 550.00 69.09
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $36k 90.00 400.00
Occidental Petroleum Corporation (OXY) 0.0 $14k 248.00 56.45
Agilent Technologies Inc C ommon (A) 0.0 $7.0k 50.00 140.00
Performance Food (PFGC) 0.0 $2.0k 44.00 45.45

Past Filings by Skylands Capital

SEC 13F filings are viewable for Skylands Capital going back to 2010

View all past filings