Skylands Capital

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Skylands Capital

Skylands Capital holds 148 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corporation (UNP) 8.7 $60M +8% 296k 201.26
 View chart
Apple (AAPL) 6.8 $47M -6% 284k 164.90
 View chart
Arch Resources Cl A (ARCH) 6.2 $42M 320k 131.46
 View chart
Crown Castle Intl (CCI) 5.3 $36M 272k 133.84
 View chart
General Motors Company (GM) 4.1 $28M 763k 36.68
 View chart
Fmc Corp Com New (FMC) 3.3 $23M +6% 185k 122.13
 View chart
Owens Corning (OC) 3.1 $21M -6% 222k 95.80
 View chart
Beacon Roofing Supply (BECN) 2.6 $18M -4% 307k 58.85
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.5 $17M +8% 162k 103.73
 View chart
Oshkosh Corporation (OSK) 2.3 $16M -4% 187k 83.18
 View chart
Metropcs Communications (TMUS) 2.0 $14M +24% 96k 144.84
 View chart
Bristol Myers Squibb (BMY) 1.9 $13M +62% 187k 69.31
 View chart
Visa Com Cl A (V) 1.8 $12M -2% 54k 225.46
 View chart
Grand Canyon Education (LOPE) 1.6 $11M -8% 99k 113.90
 View chart

Setup an alert

Skylands Capital will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Norfolk Southern (NSC) 1.5 $10M +11% 48k 212.00
 View chart
Hibbett Sports (HIBB) 1.5 $10M +19% 170k 58.98
 View chart
Wabtec Corporation (WAB) 1.4 $9.4M +2% 94k 101.06
 View chart
Mp Materials Corp Com Cl A (MP) 1.4 $9.4M 332k 28.19
 View chart
Cytosorbents Corp Com New (CTSO) 1.4 $9.3M +8% 2.8M 3.37
 View chart
Spdr Gold Trust Gold Shs (GLD) 1.3 $9.0M -6% 49k 183.22
 View chart
Columbus McKinnon (CMCO) 1.3 $8.8M -5% 236k 37.16
 View chart
JPMorgan Chase & Co. (JPM) 1.2 $8.5M 65k 130.31
 View chart
EnerSys (ENS) 1.1 $7.7M 88k 86.88
 View chart
CBOE Holdings (CBOE) 1.1 $7.5M -21% 56k 134.24
 View chart
ON Semiconductor (ON) 1.1 $7.4M -4% 90k 82.32
 View chart
American Tower Reit (AMT) 1.1 $7.3M 36k 204.34
 View chart
Cogent Communications Hldgs Com New (CCOI) 1.1 $7.2M 113k 63.72
 View chart
Eagle Materials (EXP) 1.1 $7.2M 49k 146.75
 View chart
Joint (JYNT) 1.1 $7.2M -4% 427k 16.83
 View chart
Raytheon Technologies Corp (RTX) 1.0 $7.0M 71k 97.93
 View chart
Williams Companies (WMB) 1.0 $6.9M +18% 231k 29.86
 View chart
Pioneer Natural Resources (PXD) 0.9 $6.4M +172% 31k 204.24
 View chart
Coherent Corp (COHR) 0.9 $6.2M -4% 162k 38.08
 View chart
Nextier Oilfield Solutions (NEX) 0.9 $6.1M +186% 763k 7.95
 View chart
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.9 $5.9M 126k 46.88
 View chart
Graphic Packaging Holding Company (GPK) 0.8 $5.2M -10% 202k 25.49
 View chart
Lovesac Company (LOVE) 0.7 $5.1M -6% 176k 28.90
 View chart
Designer Brands Cl A (DBI) 0.7 $4.9M +15% 559k 8.74
 View chart
Meta Platforms Cl A (META) 0.7 $4.8M -46% 23k 211.94
 View chart
Encore Wire Corporation (WIRE) 0.6 $4.4M -23% 24k 185.33
 View chart
Citigroup Com New (C) 0.6 $4.4M -20% 94k 46.89
 View chart
Elanco Animal Health (ELAN) 0.6 $4.3M +120% 459k 9.40
 View chart
Greenbrier Companies (GBX) 0.6 $4.2M -3% 132k 32.17
 View chart
Agnico (AEM) 0.6 $4.2M +26% 83k 50.97
 View chart
Vontier Corporation (VNT) 0.6 $4.1M -4% 150k 27.34
 View chart
Ss&c Technologies Holding (SSNC) 0.6 $4.0M -13% 72k 56.47
 View chart
Bank of America Corporation (BAC) 0.6 $4.0M +184% 139k 28.60
 View chart
Photronics (PLAB) 0.6 $3.9M +10% 236k 16.58
 View chart
Martin Marietta Materials (MLM) 0.5 $3.7M -13% 10k 355.06
 View chart
Lincoln Electric Holdings (LECO) 0.5 $3.6M 22k 169.10
 View chart
Barrick Gold Corp (GOLD) 0.5 $3.5M +41% 189k 18.57
 View chart
Mastercraft Boat Holdings (MCFT) 0.5 $3.4M -3% 110k 30.43
 View chart
Walt Disney Company (DIS) 0.5 $3.2M -9% 32k 100.13
 View chart
Select Sector Spdr Tr Energy (XLE) 0.4 $3.0M +69% 36k 82.83
 View chart
Crown Crafts (CRWS) 0.4 $2.9M 504k 5.76
 View chart
Generac Holdings (GNRC) 0.4 $2.8M -15% 26k 108.01
 View chart
United Parcel Service CL B (UPS) 0.4 $2.7M 14k 193.99
 View chart
Amazon (AMZN) 0.4 $2.7M 26k 103.29
 View chart
BlackRock (BLK) 0.4 $2.5M +2% 3.7k 669.12
 View chart
Gray Television (GTN) 0.3 $2.4M +10% 272k 8.72
 View chart
Sba Communications Corp Cl A (SBAC) 0.3 $2.3M +28% 9.0k 261.07
 View chart
Quidel Corp (QDEL) 0.3 $2.3M +81% 26k 89.09
 View chart
Newmont Mining Corporation (NEM) 0.3 $2.2M +33% 45k 49.02
 View chart
FedEx Corporation (FDX) 0.3 $2.2M -41% 9.5k 228.49
 View chart
Boot Barn Hldgs (BOOT) 0.3 $2.1M -18% 28k 76.64
 View chart
Cme (CME) 0.3 $2.0M -25% 11k 191.52
 View chart
Quest Resource Hldg Corp Com New (QRHC) 0.3 $2.0M 329k 6.14
 View chart
Twin Disc, Incorporated (TWIN) 0.3 $2.0M +5% 212k 9.53
 View chart
Nv5 Holding (NVEE) 0.3 $1.9M +15% 18k 103.97
 View chart
Halliburton Company (HAL) 0.3 $1.9M +14% 60k 31.64
 View chart
Best Buy (BBY) 0.3 $1.8M -2% 23k 78.27
 View chart
S&p Global (SPGI) 0.3 $1.7M 5.0k 344.77
 View chart
Johnson Outdoors Cl A (JOUT) 0.2 $1.7M +84% 27k 63.01
 View chart
CSX Corporation (CSX) 0.2 $1.6M 54k 29.94
 View chart
Greenbrier Cos Note 2.875% 2/0 0.2 $1.6M 1.7M 0.98
 View chart
Nature's Sunshine Prod. (NATR) 0.2 $1.5M -23% 146k 10.21
 View chart
Cryoport Com Par $0.001 (CYRX) 0.2 $1.5M -36% 62k 24.00
 View chart
Akamai Technologies (AKAM) 0.2 $1.4M +166% 17k 78.30
 View chart
Fathom Holdings (FTHM) 0.2 $1.3M +8% 312k 4.25
 View chart
U Haul Holding Company Com Ser N (UHAL.B) 0.2 $1.3M -18% 25k 51.85
 View chart
Sportsmans Whse Hldgs (SPWH) 0.2 $1.3M +387% 152k 8.48
 View chart
Ihs Holding Ord Shs (IHS) 0.2 $1.2M -6% 140k 8.76
 View chart
Brunswick Corporation (BC) 0.2 $1.2M -6% 14k 82.00
 View chart
Clarus Corp (CLAR) 0.2 $1.2M +32% 122k 9.45
 View chart
Holley (HLLY) 0.2 $1.0M +37% 376k 2.74
 View chart
Getty Images Holdings Cl A Com (GETY) 0.1 $1.0M NEW 200k 5.09
 View chart
Cambium Networks Corp SHS (CMBM) 0.1 $1.0M +87% 57k 17.72
 View chart
Raymond James Financial (RJF) 0.1 $998k +30% 11k 93.27
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $988k 9.5k 104.00
 View chart
Hillman Solutions Corp (HLMN) 0.1 $881k +19% 105k 8.42
 View chart
Hillenbrand (HI) 0.1 $860k 18k 47.53
 View chart
GATX Corporation (GATX) 0.1 $855k 7.8k 110.02
 View chart
CoStar (CSGP) 0.1 $833k 12k 68.85
 View chart
Vici Pptys (VICI) 0.1 $819k -40% 25k 32.62
 View chart
Harmonic (HLIT) 0.1 $816k NEW 56k 14.59
 View chart
Symbotic Class A Com (SYM) 0.1 $731k NEW 32k 22.84
 View chart
TransDigm Group Incorporated (TDG) 0.1 $722k 980.00 737.05
 View chart
Minerals Technologies (MTX) 0.1 $701k +61% 12k 60.42
 View chart
Dupont De Nemours (DD) 0.1 $693k 9.7k 71.77
 View chart
Glacier Ban (GBCI) 0.1 $691k 17k 42.01
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $618k 2.0k 308.77
 View chart
Xperi Common Stock (XPER) 0.1 $607k NEW 56k 10.93
 View chart
Crane Holdings (CR) 0.1 $596k NEW 5.3k 113.50
 View chart
Luna Innovations Incorporated (LUNA) 0.1 $587k -11% 82k 7.19
 View chart
Silicon Motion Technology Sponsored Adr (SIMO) 0.1 $577k +29% 8.8k 65.52
 View chart
Electronic Arts (EA) 0.1 $554k NEW 4.6k 120.45
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $541k -31% 6.6k 82.03
 View chart
Realogy Hldgs (HOUS) 0.1 $534k -3% 101k 5.28
 View chart
Northwest Pipe Company (NWPX) 0.1 $531k NEW 17k 31.23
 View chart
Mastercard Cl A (MA) 0.1 $491k 1.4k 363.41
 View chart
Charles Schwab Corporation (SCHW) 0.1 $490k NEW 9.4k 52.38
 View chart
Walgreen Boots Alliance (WBA) 0.1 $467k 14k 34.58
 View chart
Berry Plastics (BERY) 0.1 $412k +89% 7.0k 58.90
 View chart
Jack Henry & Associates (JKHY) 0.1 $407k NEW 2.7k 150.72
 View chart
Intercontinental Exchange (ICE) 0.1 $407k 3.9k 104.29
 View chart
Goldman Sachs (GS) 0.1 $360k NEW 1.1k 327.11
 View chart
Denny's Corporation (DENN) 0.1 $357k -9% 32k 11.16
 View chart
MKS Instruments (MKSI) 0.1 $355k 4.0k 88.62
 View chart
Reservoir Media (RSVR) 0.0 $318k -57% 49k 6.52
 View chart
Wintrust Financial Corporation (WTFC) 0.0 $317k NEW 4.4k 72.95
 View chart
Everi Hldgs (EVRI) 0.0 $279k -75% 16k 17.15
 View chart
Matthews Intl Corp Cl A (MATW) 0.0 $269k NEW 7.5k 36.06
 View chart
McDonald's Corporation (MCD) 0.0 $266k -9% 950.00 279.61
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $257k -11% 800.00 320.93
 View chart
Crown Holdings (CCK) 0.0 $252k 3.1k 82.71
 View chart
Microsoft Corporation (MSFT) 0.0 $228k 790.00 288.30
 View chart
Pure Cycle Corp Com New (PCYO) 0.0 $226k -37% 24k 9.45
 View chart
ACCO Brands Corporation (ACCO) 0.0 $218k -30% 41k 5.32
 View chart
Insperity (NSP) 0.0 $207k 1.7k 121.55
 View chart
Ci Financial Corp (CIXXF) 0.0 $202k -77% 22k 9.37
 View chart
General Dynamics Corporation (GD) 0.0 $171k 750.00 228.21
 View chart
Amer (UHAL) 0.0 $156k -43% 2.6k 59.65
 View chart
Nordson Corporation (NDSN) 0.0 $133k 600.00 222.26
 View chart
Westrock (WRK) 0.0 $130k 4.3k 30.47
 View chart
Target Corporation (TGT) 0.0 $116k 700.00 165.63
 View chart
Sherwin-Williams Company (SHW) 0.0 $112k 500.00 224.77
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $80k -10% 450.00 178.40
 View chart
Gibraltar Industries (ROCK) 0.0 $63k -13% 1.3k 48.50
 View chart
Home Depot (HD) 0.0 $59k 200.00 295.12
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $49k 90.00 545.67
 View chart
3M Company (MMM) 0.0 $42k -20% 400.00 105.11
 View chart
Casella Waste Sys Cl A (CWST) 0.0 $41k 500.00 82.66
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $41k 100.00 409.39
 View chart
EXACT Sciences Corporation (EXAS) 0.0 $37k 550.00 67.81
 View chart
Occidental Petroleum Corporation (OXY) 0.0 $16k 248.00 62.43
 View chart
Agilent Technologies Inc C ommon (A) 0.0 $6.9k 50.00 138.12
 View chart
Immersion Corporation (IMMR) 0.0 $2.7k -99% 300.00 8.94
 View chart
Performance Food (PFGC) 0.0 $2.7k 44.00 60.34
 View chart

Past Filings by Skylands Capital

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

View all past filings