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 June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corporation (UNP) 7.6 $64M +2% 290k 219.93
Apple (AAPL) 6.6 $56M 409k 136.96
Crown Castle Intl (CCI) 6.5 $55M -10% 283k 195.10
General Motors Company (GM) 5.1 $43M 727k 59.17
Joint (JYNT) 4.1 $34M -6% 408k 83.92
Oshkosh Corporation (OSK) 3.0 $25M -4% 203k 124.64
Arch Resources Cl A (ARCH) 2.9 $25M 437k 56.98
F M C Corp Com New (FMC) 2.8 $24M +5% 218k 108.20
Beacon Roofing Supply (BECN) 2.7 $22M -5% 421k 53.25
Owens Corning (OC) 1.9 $16M -12% 162k 97.90
Norfolk Southern (NSC) 1.9 $16M +14% 59k 265.40
Visa Com Cl A (V) 1.8 $15M -7% 65k 233.83
Cogent Communications Hldgs Com New (CCOI) 1.6 $14M -21% 179k 76.89
CBOE Holdings (CBOE) 1.6 $14M -8% 115k 119.05

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Bristol Myers Squibb (BMY) 1.6 $13M -5% 202k 66.33
Cytosorbents Corp Com New (CTSO) 1.6 $13M +12% 1.8M 7.55
American Tower Reit (AMT) 1.5 $13M -15% 48k 270.14
Nautilus (NLS) 1.5 $13M +3% 759k 16.85
Citigroup Com New (C) 1.5 $13M 181k 70.75
Mp Materials Corp Com Cl A (MP) 1.3 $11M +20% 306k 36.86
EnerSys (ENS) 1.3 $11M +4% 112k 97.73
Grand Canyon Education (LOPE) 1.3 $11M +104% 121k 89.97
Alphabet Cap Stk Cl A (GOOGL) 1.3 $11M -13% 4.5k 2441.80
Verso Corp Cl A (VRS) 1.2 $10M +6% 589k 17.70
Nv5 Holding (NVEE) 1.2 $10M +3% 107k 94.51
Lovesac Company (LOVE) 1.2 $10M -11% 126k 79.79
Encore Wire Corporation (WIRE) 1.2 $10M -12% 132k 75.79
JPMorgan Chase & Co. (JPM) 1.2 $9.8M 63k 155.54
Spdr Gold Trust Gold Shs (GLD) 1.1 $9.4M +30% 57k 165.64
Eagle Materials (EXP) 0.9 $7.8M -5% 55k 142.10
Williams Companies (WMB) 0.9 $7.5M -13% 283k 26.55
Hillenbrand (HI) 0.9 $7.5M -2% 170k 44.08
Gibraltar Industries (ROCK) 0.9 $7.3M +57% 96k 76.31
Raytheon Technologies Corp (RTX) 0.8 $7.0M -6% 82k 85.32
Amazon (AMZN) 0.8 $6.9M -2% 2.0k 3440.00
Designer Brands Cl A (DBI) 0.8 $6.5M -8% 394k 16.55
Gray Television (GTN) 0.8 $6.5M -16% 277k 23.40
Wabtec Corporation (WAB) 0.7 $5.8M +29% 71k 82.29
Immersion Corporation (IMMR) 0.7 $5.8M +25% 660k 8.77
Graphic Packaging Holding Company (GPK) 0.7 $5.7M +27% 315k 18.14
S&p Global (SPGI) 0.7 $5.7M -36% 14k 410.44
Ammo (POWW) 0.7 $5.6M +10% 574k 9.79
Columbus McKinnon (CMCO) 0.7 $5.6M +47% 116k 48.24
Twitter (TWTR) 0.6 $5.2M 76k 68.82
Akamai Technologies (AKAM) 0.6 $5.2M -27% 45k 116.61
Tuesday Morning Ord (TUEM) 0.6 $5.1M NEW 1.1M 4.50
Mastercraft Boat Holdings (MCFT) 0.6 $5.1M -7% 193k 26.29
BlackRock (BLK) 0.6 $5.0M -12% 5.7k 874.91
Facebook Cl A (FB) 0.6 $5.0M -24% 14k 347.72
Cme (CME) 0.6 $4.9M -16% 23k 212.67
Sba Communications Corp Cl A (SBAC) 0.6 $4.8M -3% 15k 318.73
Ss&c Technologies Holding (SSNC) 0.6 $4.7M -7% 65k 72.06
Barrick Gold Corp (GOLD) 0.5 $4.6M -7% 223k 20.68
Plby Group Ord (PLBY) 0.5 $4.5M +26% 116k 38.89
ON Semiconductor (ON) 0.5 $4.3M 111k 38.28
Intercontinental Exchange (ICE) 0.5 $4.0M -9% 34k 118.69
Martin Marietta Materials (MLM) 0.5 $3.9M 11k 351.78
Amer (UHAL) 0.4 $3.5M +48% 5.9k 589.45
Crown Crafts (CRWS) 0.4 $3.4M +10% 461k 7.43
Landcadia Holdings Iii Com Cl A 0.4 $3.4M NEW 274k 12.40
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.4 $3.4M +28% 122k 27.87
United Parcel Service CL B (UPS) 0.4 $3.4M -11% 16k 207.96
OSI Systems (OSIS) 0.4 $3.3M +87% 33k 101.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $3.1M -36% 11k 277.94
Lincoln Electric Holdings (LECO) 0.3 $2.9M 22k 131.73
Mudrick Capital Acqu Corp Ii Com Cl A (MUDS) 0.3 $2.7M NEW 216k 12.46
Rogers Corporation (ROG) 0.3 $2.6M 13k 200.81
Vertex Energy (VTNR) 0.3 $2.6M NEW 196k 13.23
Vontier Corporation (VNT) 0.3 $2.6M 79k 32.58
Walgreen Boots Alliance (WBA) 0.3 $2.4M -25% 45k 52.62
Insperity (NSP) 0.3 $2.4M -8% 26k 90.37
MarketAxess Holdings (MKTX) 0.3 $2.2M +15% 4.8k 463.54
Realogy Hldgs (RLGY) 0.3 $2.2M -4% 121k 18.22
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.1M -16% 5.00 418600.00
Greenbrier Companies (GBX) 0.2 $1.9M +14% 44k 43.57
Casella Waste Sys Cl A (CWST) 0.2 $1.9M 30k 63.43
Fathom Holdings (FTHM) 0.2 $1.9M +20% 57k 32.79
CSX Corporation (CSX) 0.2 $1.8M +200% 56k 32.08
Greenbrier Cos Note 2.875% 2/0 0.2 $1.8M 1.7M 1.07
Novagold Res Com New (NG) 0.2 $1.8M +2% 220k 8.01
Comscore (SCOR) 0.2 $1.7M +42% 335k 5.00
Brunswick Corporation (BC) 0.2 $1.6M -11% 16k 99.60
Quest Resource Hldg Corp Com New (QRHC) 0.2 $1.5M 233k 6.35
Berry Plastics (BERY) 0.2 $1.5M +46% 23k 65.22
Boot Barn Hldgs (BOOT) 0.2 $1.5M -17% 18k 84.05
Newmont Mining Corporation (NEM) 0.2 $1.4M -21% 23k 63.38
Viacomcbs CL B (VIAC) 0.2 $1.4M 30k 45.20
Twin Disc, Incorporated (TWIN) 0.1 $1.2M 86k 14.23
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.2M 475.00 2507.37
Pure Cycle Corp Com New (PCYO) 0.1 $1.2M -4% 86k 13.83
GATX Corporation (GATX) 0.1 $1.1M -3% 13k 88.48
Matthews Intl Corp Cl A (MATW) 0.1 $1.1M NEW 29k 35.95
Wheeler Real Estate Invt Tr Com New (WHLR) 0.1 $1.0M NEW 207k 5.06
MKS Instruments (MKSI) 0.1 $983k -2% 5.5k 177.92
Glacier Ban (GBCI) 0.1 $961k 18k 55.07
Coupang Cl A (CPNG) 0.1 $836k 20k 41.80
Bowman Consulting Group (BWMN) 0.1 $834k NEW 60k 13.85
Silicon Motion Technology Sponsored Adr (SIMO) 0.1 $756k +17% 12k 64.07
Hackett (HCKT) 0.1 $752k NEW 42k 18.02
Nve Corp Com New (NVEC) 0.1 $703k -26% 9.5k 74.00
Lululemon Athletica (LULU) 0.1 $693k NEW 1.9k 364.74
Vici Pptys (VICI) 0.1 $670k -30% 22k 31.02
Microsoft Corporation (MSFT) 0.1 $643k 2.4k 270.74
TransDigm Group Incorporated (TDG) 0.1 $634k 980.00 646.94
Avaya Hldgs Corp Note 2.250% 6/1 0.1 $584k -20% 500k 1.17
Crown Holdings (CCK) 0.1 $572k 5.6k 102.14
Novanta (NOVT) 0.1 $571k -26% 4.2k 134.67
Empower Cl A Com 0.1 $554k NEW 55k 10.01
Abbvie (ABBV) 0.1 $552k -25% 4.9k 112.65
Stericycle (SRCL) 0.1 $529k -66% 7.4k 71.49
ACCO Brands Corporation (ACCO) 0.1 $519k -49% 60k 8.64
Mastercard Cl A (MA) 0.1 $511k -3% 1.4k 365.00
Rocket Cos Com Cl A (RKT) 0.1 $484k 25k 19.36
Smith Micro Software Com New (SMSI) 0.1 $467k NEW 89k 5.22
Roth Ch Acquisition Iii Unit 02/26/2026 (ROCRU) 0.1 $427k -11% 42k 10.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $425k -14% 1.2k 354.17
Westrock (WRK) 0.0 $399k -2% 7.5k 53.20
Raymond James Financial (RJF) 0.0 $393k -6% 3.0k 129.92
Denny's Corporation (DENN) 0.0 $366k 22k 16.49
Ishares Tr Russell 2000 Etf (IWM) 0.0 $322k -35% 1.4k 229.18
Sherwin-Williams Company (SHW) 0.0 $300k -65% 1.1k 272.73
Didi Global Sponsored Ads (DIDI) 0.0 $283k NEW 20k 14.15
McDonald's Corporation (MCD) 0.0 $243k -16% 1.1k 231.43
FedEx Corporation (FDX) 0.0 $209k 700.00 298.57
C3 Ai Cl A (AI) 0.0 $188k 3.0k 62.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $171k 400.00 427.50
Target Corporation (TGT) 0.0 $169k -12% 700.00 241.43
Nordson Corporation (NDSN) 0.0 $143k 650.00 220.00
General Dynamics Corporation (GD) 0.0 $140k -11% 750.00 186.67
Iridium Communications (IRDM) 0.0 $124k 3.1k 40.00
3M Company (MMM) 0.0 $99k 500.00 198.00
Better Choice (BTTR) 0.0 $85k NEW 20k 4.29
Zix Corporation (ZIXI) 0.0 $71k 10k 7.10
EXACT Sciences Corporation (EXAS) 0.0 $68k 550.00 123.64
Home Depot (HD) 0.0 $64k 200.00 320.00
Tootsie Roll Industries (TR) 0.0 $63k NEW 1.9k 33.87
NCR Corporation (NCR) 0.0 $46k 1.0k 46.00
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $31k 90.00 344.44
Tennant Company (TNC) 0.0 $28k -95% 350.00 80.00
Bentley Sys Com Cl B (BSY) 0.0 $13k 200.00 65.00
Occidental Petroleum Corporation (OXY) 0.0 $8.0k 248.00 32.26
Agilent Technologies Inc C ommon (A) 0.0 $7.0k 50.00 140.00
Cummins (CMI) 0.0 $6.0k 25.00 240.00
Core-Mark Holding Company 0.0 $5.0k 100.00 50.00
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $0 29.00 0.00

Past Filings by Skylands Capital

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

View all past filings