Skylands Capital as of March 31, 2025
Portfolio Holdings for Skylands Capital
Skylands Capital holds 153 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 7.7 | $53M | 225k | 236.24 | |
| Apple (AAPL) | 4.2 | $29M | 130k | 222.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $29M | 186k | 154.64 | |
| General Motors Company (GM) | 3.7 | $26M | 552k | 47.03 | |
| Crown Castle Intl (CCI) | 3.7 | $25M | 244k | 104.23 | |
| Beacon Roofing Supply (BECN) | 3.5 | $25M | 198k | 123.70 | |
| Diebold Nixdorf Com Shs (DBD) | 3.5 | $24M | 551k | 43.72 | |
| Core Natural Resources Com Shs (CNR) | 2.7 | $19M | 242k | 77.10 | |
| Oshkosh Corporation (OSK) | 2.2 | $15M | 159k | 94.08 | |
| Norfolk Southern (NSC) | 2.1 | $15M | 61k | 236.85 | |
| Visa Com Cl A (V) | 2.1 | $14M | 41k | 350.46 | |
| Fmc Corp Com New (FMC) | 2.0 | $14M | 331k | 42.19 | |
| Owens Corning (OC) | 1.9 | $13M | 91k | 142.82 | |
| Sba Communications Corp Cl A (SBAC) | 1.8 | $13M | 58k | 220.01 | |
| American Tower Reit (AMT) | 1.6 | $11M | 52k | 217.60 | |
| Eagle Materials (EXP) | 1.5 | $11M | 48k | 221.93 | |
| Wabtec Corporation (WAB) | 1.5 | $10M | 57k | 181.35 | |
| Citigroup Com New (C) | 1.4 | $10M | 141k | 70.99 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.4 | $9.9M | 122k | 80.71 | |
| CSX Corporation (CSX) | 1.4 | $9.5M | 322k | 29.43 | |
| Joint (JYNT) | 1.4 | $9.4M | 752k | 12.49 | |
| Coherent Corp (COHR) | 1.3 | $9.2M | 142k | 64.94 | |
| Bristol Myers Squibb (BMY) | 1.3 | $8.7M | 143k | 60.99 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $8.7M | 35k | 245.30 | |
| Williams Companies (WMB) | 1.2 | $8.5M | 142k | 59.76 | |
| Spdr Gold Trust Gold Shs (GLD) | 1.2 | $8.2M | 29k | 288.14 | |
| Barrick Gold Corp (GOLD) | 1.1 | $7.9M | 405k | 19.44 | |
| Minerals Technologies (MTX) | 1.1 | $7.5M | 119k | 63.57 | |
| Grand Canyon Education (LOPE) | 1.1 | $7.5M | 43k | 173.02 | |
| EnerSys (ENS) | 0.9 | $6.3M | 69k | 91.58 | |
| Kirby Corporation (KEX) | 0.9 | $6.2M | 62k | 101.01 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.9 | $6.2M | 47k | 131.71 | |
| Ss&c Technologies Holding (SSNC) | 0.9 | $6.0M | 72k | 83.53 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $6.0M | 45k | 132.46 | |
| Occidental Petroleum Corporation (OXY) | 0.8 | $5.8M | 118k | 49.36 | |
| Elanco Animal Health (ELAN) | 0.8 | $5.8M | 550k | 10.50 | |
| Select Sector Spdr Tr Energy (XLE) | 0.8 | $5.5M | 59k | 93.45 | |
| United Parcel Service CL B (UPS) | 0.8 | $5.5M | 50k | 109.99 | |
| Nature's Sunshine Prod. (NATR) | 0.8 | $5.4M | 432k | 12.55 | |
| Graphic Packaging Holding Company (GPK) | 0.8 | $5.4M | 208k | 25.96 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.7 | $5.0M | 81k | 61.31 | |
| Martin Marietta Materials (MLM) | 0.7 | $5.0M | 10k | 478.13 | |
| Meta Platforms Cl A (META) | 0.7 | $4.9M | 8.5k | 576.36 | |
| Johnson Outdoors Cl A (JOUT) | 0.7 | $4.9M | 196k | 24.84 | |
| Generac Holdings (GNRC) | 0.7 | $4.7M | 37k | 126.65 | |
| Metropcs Communications (TMUS) | 0.7 | $4.5M | 17k | 266.71 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.6 | $4.4M | 159k | 27.80 | |
| Archer Daniels Midland Company (ADM) | 0.6 | $4.4M | 91k | 48.01 | |
| Mp Materials Corp Com Cl A (MP) | 0.6 | $4.3M | 178k | 24.41 | |
| Adeia (ADEA) | 0.6 | $4.1M | 307k | 13.22 | |
| Halliburton Company (HAL) | 0.6 | $4.0M | 158k | 25.37 | |
| Photronics (PLAB) | 0.6 | $3.9M | 190k | 20.76 | |
| Agnico (AEM) | 0.6 | $3.9M | 36k | 108.41 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $3.6M | 19k | 189.16 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.5 | $3.6M | 72k | 50.56 | |
| Columbus McKinnon (CMCO) | 0.5 | $3.6M | 211k | 16.93 | |
| Haemonetics Corporation (HAE) | 0.5 | $3.5M | 56k | 63.55 | |
| Lovesac Company (LOVE) | 0.5 | $3.5M | 190k | 18.18 | |
| ON Semiconductor (ON) | 0.5 | $3.4M | 85k | 40.69 | |
| OSI Systems (OSIS) | 0.4 | $3.1M | 16k | 194.34 | |
| Holley (HLLY) | 0.4 | $3.0M | 1.2M | 2.57 | |
| Cytosorbents Corp Com New (CTSO) | 0.4 | $3.0M | 3.0M | 1.00 | |
| Amazon (AMZN) | 0.4 | $3.0M | 16k | 190.26 | |
| Quidel Corp (QDEL) | 0.4 | $2.9M | 84k | 34.97 | |
| Bank of America Corporation (BAC) | 0.4 | $2.8M | 68k | 41.73 | |
| Newmont Mining Corporation (NEM) | 0.4 | $2.8M | 59k | 48.28 | |
| Matthews Intl Corp Cl A (MATW) | 0.4 | $2.8M | 125k | 22.24 | |
| Denny's Corporation (DENN) | 0.4 | $2.7M | 746k | 3.67 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $2.7M | 35k | 78.28 | |
| Molson Coors Beverage CL B (TAP) | 0.3 | $2.3M | 38k | 60.87 | |
| LKQ Corporation (LKQ) | 0.3 | $2.3M | 54k | 42.54 | |
| Schlumberger Com Stk (SLB) | 0.3 | $2.2M | 53k | 41.80 | |
| FedEx Corporation (FDX) | 0.3 | $2.2M | 9.0k | 243.78 | |
| Patterson-UTI Energy (PTEN) | 0.3 | $2.1M | 255k | 8.22 | |
| Iridium Communications (IRDM) | 0.3 | $2.0M | 74k | 27.32 | |
| Vontier Corporation (VNT) | 0.3 | $2.0M | 60k | 32.85 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $2.0M | 5.3k | 366.54 | |
| Timken Company (TKR) | 0.2 | $1.7M | 24k | 71.87 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.2 | $1.7M | 29k | 59.18 | |
| WESCO International (WCC) | 0.2 | $1.6M | 11k | 155.30 | |
| Greenbrier Companies (GBX) | 0.2 | $1.6M | 31k | 51.22 | |
| Npk International Com Shs (NPKI) | 0.2 | $1.6M | 272k | 5.81 | |
| Asure Software (ASUR) | 0.2 | $1.6M | 164k | 9.55 | |
| Astronics Corporation (ATRO) | 0.2 | $1.5M | 63k | 24.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.5M | 9.5k | 156.23 | |
| Gen Restaurent Group Cl A Com (GENK) | 0.2 | $1.5M | 266k | 5.52 | |
| Xponential Fitness Com Cl A (XPOF) | 0.2 | $1.4M | 165k | 8.33 | |
| Align Technology (ALGN) | 0.2 | $1.4M | 8.5k | 158.86 | |
| Warrior Met Coal (HCC) | 0.2 | $1.3M | 28k | 47.72 | |
| Valero Energy Corporation (VLO) | 0.2 | $1.3M | 9.9k | 132.07 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $1.3M | 925.00 | 1383.29 | |
| Boot Barn Hldgs (BOOT) | 0.2 | $1.2M | 11k | 107.43 | |
| Walt Disney Company (DIS) | 0.2 | $1.2M | 12k | 98.70 | |
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.2 | $1.2M | 48k | 24.85 | |
| Brunswick Corporation (BC) | 0.2 | $1.2M | 22k | 53.85 | |
| Harley-Davidson (HOG) | 0.2 | $1.1M | 43k | 25.25 | |
| Hillman Solutions Corp (HLMN) | 0.2 | $1.1M | 124k | 8.79 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 9.0k | 118.93 | |
| Bloomin Brands (BLMN) | 0.2 | $1.0M | 145k | 7.17 | |
| Koppers Holdings (KOP) | 0.1 | $1.0M | 36k | 28.00 | |
| National Vision Hldgs (EYE) | 0.1 | $1.0M | 79k | 12.78 | |
| Everus Constr Group (ECG) | 0.1 | $998k | 27k | 37.09 | |
| S&p Global (SPGI) | 0.1 | $983k | 1.9k | 508.10 | |
| Thryv Hldgs Com New (THRY) | 0.1 | $973k | 76k | 12.81 | |
| Zimmer Holdings (ZBH) | 0.1 | $966k | 8.5k | 113.18 | |
| CBOE Holdings (CBOE) | 0.1 | $939k | 4.2k | 226.29 | |
| Best Buy (BBY) | 0.1 | $931k | 13k | 73.61 | |
| Clearfield (CLFD) | 0.1 | $914k | 31k | 29.72 | |
| Audioeye Com New (AEYE) | 0.1 | $894k | 81k | 11.10 | |
| Compass Minerals International (CMP) | 0.1 | $870k | 94k | 9.29 | |
| Cameco Corporation (CCJ) | 0.1 | $860k | 21k | 41.16 | |
| EXACT Sciences Corporation (EXAS) | 0.1 | $841k | 19k | 43.29 | |
| BlackRock | 0.1 | $781k | 825.00 | 946.48 | |
| Bwx Technologies (BWXT) | 0.1 | $755k | 7.7k | 98.65 | |
| Churchill Downs (CHDN) | 0.1 | $672k | 6.1k | 111.07 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $666k | 1.3k | 532.58 | |
| Raymond James Financial (RJF) | 0.1 | $663k | 4.8k | 138.41 | |
| Mastercard Cl A (MA) | 0.1 | $639k | 1.2k | 548.12 | |
| Crown Crafts (CRWS) | 0.1 | $556k | 153k | 3.64 | |
| Quest Resource Hldg Corp Com New (QRHC) | 0.1 | $539k | 207k | 2.60 | |
| Biote Corp Class A Com (BTMD) | 0.1 | $528k | 159k | 3.33 | |
| Mobileye Global Common Class A (MBLY) | 0.1 | $420k | 29k | 14.40 | |
| GATX Corporation (GATX) | 0.1 | $387k | 2.5k | 155.27 | |
| Sportsmans Whse Hldgs (SPWH) | 0.1 | $382k | 384k | 0.99 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $352k | 750.00 | 468.92 | |
| Aspen Aerogels (ASPN) | 0.1 | $350k | 55k | 6.39 | |
| TETRA Technologies (TTI) | 0.0 | $321k | 96k | 3.36 | |
| Gauzy SHS (GAUZ) | 0.0 | $304k | 38k | 8.00 | |
| Microsoft Corporation (MSFT) | 0.0 | $261k | 695.00 | 375.39 | |
| Twin Disc, Incorporated (TWIN) | 0.0 | $225k | 30k | 7.57 | |
| Crown Holdings (CCK) | 0.0 | $214k | 2.4k | 89.26 | |
| McDonald's Corporation (MCD) | 0.0 | $203k | 650.00 | 312.37 | |
| General Dynamics Corporation (GD) | 0.0 | $198k | 725.00 | 272.58 | |
| Glacier Ban (GBCI) | 0.0 | $188k | 4.3k | 44.22 | |
| Pure Cycle Corp Com New (PCYO) | 0.0 | $186k | 18k | 10.47 | |
| Targa Res Corp (TRGP) | 0.0 | $180k | 900.00 | 200.47 | |
| Micron Technology (MU) | 0.0 | $174k | 2.0k | 86.89 | |
| Ge Vernova (GEV) | 0.0 | $153k | 500.00 | 305.28 | |
| ACCO Brands Corporation (ACCO) | 0.0 | $146k | 35k | 4.19 | |
| Sherwin-Williams Company (SHW) | 0.0 | $140k | 400.00 | 349.19 | |
| Amer (UHAL) | 0.0 | $134k | 2.0k | 65.36 | |
| Modine Manufacturing (MOD) | 0.0 | $131k | 1.7k | 76.75 | |
| Smurfit Westrock SHS (SW) | 0.0 | $129k | 2.9k | 45.06 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $125k | 3.0k | 41.62 | |
| Bio Rad Labs Cl A (BIO) | 0.0 | $122k | 500.00 | 243.56 | |
| Nordson Corporation (NDSN) | 0.0 | $114k | 565.00 | 201.72 | |
| Goldman Sachs (GS) | 0.0 | $109k | 200.00 | 546.29 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $80k | 400.00 | 199.49 | |
| Infrared Cameras Hldgs (MSAI) | 0.0 | $77k | 82k | 0.93 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $56k | 100.00 | 559.39 | |
| Target Corporation (TGT) | 0.0 | $42k | 400.00 | 104.36 | |
| Home Depot (HD) | 0.0 | $37k | 100.00 | 366.49 | |
| Casella Waste Sys Cl A (CWST) | 0.0 | $31k | 275.00 | 111.51 |
