Skylands Capital as of June 30, 2025
Portfolio Holdings for Skylands Capital
Skylands Capital holds 152 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 7.6 | $52M | 227k | 230.08 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $38M | 214k | 176.23 | |
| Diebold Nixdorf Com Shs (DBD) | 4.3 | $30M | 533k | 55.40 | |
| General Motors Company (GM) | 3.8 | $26M | 537k | 49.21 | |
| Apple (AAPL) | 3.7 | $26M | 125k | 205.17 | |
| Crown Castle Intl (CCI) | 3.5 | $24M | 238k | 102.73 | |
| Oshkosh Corporation (OSK) | 2.7 | $19M | 165k | 113.54 | |
| Core Natural Resources Com Shs (CNR) | 2.4 | $17M | 237k | 69.74 | |
| Norfolk Southern (NSC) | 2.1 | $15M | 57k | 255.97 | |
| Fmc Corp Com New (FMC) | 2.1 | $15M | 348k | 41.75 | |
| Visa Com Cl A (V) | 2.1 | $14M | 40k | 355.05 | |
| Owens Corning (OC) | 2.0 | $14M | 99k | 137.52 | |
| Coherent Corp (COHR) | 1.9 | $13M | 145k | 89.21 | |
| Citigroup Com New (C) | 1.7 | $12M | 140k | 85.12 | |
| Sba Communications Corp Cl A (SBAC) | 1.7 | $12M | 49k | 234.84 | |
| Wabtec Corporation (WAB) | 1.7 | $12M | 55k | 209.35 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.7 | $11M | 154k | 74.07 | |
| CSX Corporation (CSX) | 1.4 | $9.9M | 302k | 32.63 | |
| Eagle Materials (EXP) | 1.4 | $9.7M | 48k | 202.11 | |
| Joint (JYNT) | 1.3 | $9.0M | 779k | 11.54 | |
| Williams Companies (WMB) | 1.3 | $8.8M | 140k | 62.81 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $8.7M | 30k | 289.91 | |
| Spdr Gold Trust Gold Shs (GLD) | 1.2 | $8.6M | 28k | 304.83 | |
| Grand Canyon Education (LOPE) | 1.2 | $8.1M | 43k | 189.00 | |
| American Tower Reit (AMT) | 1.2 | $8.1M | 37k | 221.02 | |
| Bristol Myers Squibb (BMY) | 1.1 | $7.7M | 166k | 46.29 | |
| Barrick Gold Corp (GOLD) | 1.1 | $7.6M | 364k | 20.82 | |
| Nature's Sunshine Prod. (NATR) | 1.0 | $7.2M | 486k | 14.79 | |
| EnerSys (ENS) | 1.0 | $7.1M | 82k | 85.77 | |
| Ss&c Technologies Holding (SSNC) | 1.0 | $6.8M | 82k | 82.80 | |
| Kirby Corporation (KEX) | 1.0 | $6.6M | 58k | 113.41 | |
| Minerals Technologies (MTX) | 0.9 | $6.4M | 116k | 55.07 | |
| Elanco Animal Health (ELAN) | 0.9 | $6.2M | 434k | 14.28 | |
| Adeia (ADEA) | 0.9 | $6.0M | 423k | 14.14 | |
| Johnson Outdoors Cl A (JOUT) | 0.8 | $5.7M | 190k | 30.27 | |
| Generac Holdings (GNRC) | 0.8 | $5.7M | 40k | 143.21 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $5.6M | 38k | 146.02 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.8 | $5.5M | 202k | 27.40 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.8 | $5.5M | 44k | 125.80 | |
| Molson Coors Beverage CL B (TAP) | 0.8 | $5.3M | 110k | 48.09 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.7 | $5.0M | 104k | 48.21 | |
| United Parcel Service CL B (UPS) | 0.7 | $4.9M | 48k | 100.94 | |
| Metropcs Communications (TMUS) | 0.7 | $4.9M | 20k | 238.26 | |
| Meta Platforms Cl A (META) | 0.7 | $4.8M | 6.5k | 738.09 | |
| Occidental Petroleum Corporation (OXY) | 0.7 | $4.6M | 111k | 42.01 | |
| Mp Materials Corp Com Cl A (MP) | 0.7 | $4.6M | 139k | 33.27 | |
| ON Semiconductor (ON) | 0.7 | $4.5M | 87k | 52.41 | |
| Martin Marietta Materials (MLM) | 0.6 | $4.2M | 7.6k | 548.96 | |
| Graphic Packaging Holding Company (GPK) | 0.6 | $4.1M | 197k | 21.07 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.6 | $3.9M | 52k | 75.17 | |
| LKQ Corporation (LKQ) | 0.5 | $3.7M | 99k | 37.01 | |
| Photronics (PLAB) | 0.5 | $3.6M | 189k | 18.83 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $3.5M | 17k | 207.32 | |
| Agnico (AEM) | 0.5 | $3.5M | 30k | 118.93 | |
| Lovesac Company (LOVE) | 0.5 | $3.5M | 191k | 18.20 | |
| Denny's Corporation (DENN) | 0.5 | $3.4M | 830k | 4.10 | |
| Cytosorbents Corp Com New (CTSO) | 0.5 | $3.3M | 2.6M | 1.28 | |
| Amazon (AMZN) | 0.5 | $3.2M | 15k | 219.39 | |
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $3.1M | 37k | 84.81 | |
| Matthews Intl Corp Cl A (MATW) | 0.5 | $3.1M | 130k | 23.91 | |
| Schlumberger Com Stk (SLB) | 0.4 | $3.0M | 90k | 33.80 | |
| Bank of America Corporation (BAC) | 0.4 | $3.0M | 63k | 47.32 | |
| Newmont Mining Corporation (NEM) | 0.4 | $2.9M | 50k | 58.26 | |
| Holley (HLLY) | 0.4 | $2.7M | 1.4M | 2.00 | |
| Archer Daniels Midland Company (ADM) | 0.4 | $2.5M | 48k | 52.78 | |
| OSI Systems (OSIS) | 0.4 | $2.5M | 11k | 224.86 | |
| UnitedHealth (UNH) | 0.3 | $2.4M | 7.7k | 311.97 | |
| Quidel Corp (QDEL) | 0.3 | $2.4M | 83k | 28.82 | |
| Halliburton Company (HAL) | 0.3 | $2.4M | 116k | 20.38 | |
| Vontier Corporation (VNT) | 0.3 | $2.3M | 63k | 36.90 | |
| Timkensteel (MTUS) | 0.3 | $2.3M | 146k | 15.41 | |
| Hillman Solutions Corp (HLMN) | 0.3 | $2.2M | 311k | 7.14 | |
| Iridium Communications (IRDM) | 0.3 | $2.2M | 73k | 30.17 | |
| Zimmer Holdings (ZBH) | 0.3 | $2.2M | 24k | 91.21 | |
| Haemonetics Corporation (HAE) | 0.3 | $2.1M | 28k | 74.61 | |
| FedEx Corporation (FDX) | 0.3 | $1.9M | 8.3k | 227.31 | |
| Npk International Com Shs (NPKI) | 0.3 | $1.9M | 219k | 8.51 | |
| WESCO International (WCC) | 0.3 | $1.7M | 9.4k | 185.20 | |
| Warrior Met Coal (HCC) | 0.3 | $1.7M | 38k | 45.83 | |
| Timken Company (TKR) | 0.3 | $1.7M | 24k | 72.55 | |
| Astronics Corporation (ATRO) | 0.2 | $1.7M | 50k | 33.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | 9.5k | 177.39 | |
| Boot Barn Hldgs (BOOT) | 0.2 | $1.6M | 11k | 152.00 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.2 | $1.6M | 30k | 54.37 | |
| Align Technology (ALGN) | 0.2 | $1.6M | 8.5k | 189.33 | |
| Bloomin Brands (BLMN) | 0.2 | $1.5M | 176k | 8.61 | |
| Icon SHS (ICLR) | 0.2 | $1.4M | 9.9k | 145.45 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $1.4M | 925.00 | 1520.64 | |
| Thryv Hldgs Com New (THRY) | 0.2 | $1.4M | 112k | 12.16 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | 3.4k | 405.46 | |
| Harley-Davidson (HOG) | 0.2 | $1.4M | 58k | 23.60 | |
| Koppers Holdings (KOP) | 0.2 | $1.4M | 42k | 32.15 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $1.3M | 15k | 91.24 | |
| Xponential Fitness Com Cl A (XPOF) | 0.2 | $1.3M | 177k | 7.49 | |
| Brunswick Corporation (BC) | 0.2 | $1.2M | 22k | 55.24 | |
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.2 | $1.2M | 52k | 23.11 | |
| Greenbrier Companies (GBX) | 0.2 | $1.2M | 26k | 46.05 | |
| Sportsmans Whse Hldgs (SPWH) | 0.2 | $1.1M | 329k | 3.45 | |
| Neogen Corporation (NEOG) | 0.2 | $1.1M | 235k | 4.78 | |
| Churchill Downs (CHDN) | 0.2 | $1.1M | 11k | 101.00 | |
| Gen Restaurent Group Cl A Com (GENK) | 0.2 | $1.1M | 285k | 3.90 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $1.1M | 21k | 53.14 | |
| Best Buy (BBY) | 0.2 | $1.1M | 16k | 67.13 | |
| S&p Global (SPGI) | 0.1 | $1.0M | 1.9k | 527.29 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.1 | $988k | 64k | 15.49 | |
| CBOE Holdings (CBOE) | 0.1 | $968k | 4.2k | 233.21 | |
| Bio Rad Labs Cl A (BIO) | 0.1 | $965k | 4.0k | 241.32 | |
| Mitek Sys Com New (MITK) | 0.1 | $929k | 94k | 9.90 | |
| Walt Disney Company (DIS) | 0.1 | $871k | 7.0k | 124.01 | |
| Asure Software (ASUR) | 0.1 | $867k | 89k | 9.76 | |
| Doubledown Interactive Co Lt Ads (DDI) | 0.1 | $852k | 89k | 9.57 | |
| Audioeye Com New (AEYE) | 0.1 | $786k | 68k | 11.65 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $751k | 7.0k | 107.80 | |
| Simulations Plus (SLP) | 0.1 | $743k | 43k | 17.45 | |
| Raymond James Financial (RJF) | 0.1 | $732k | 4.8k | 152.87 | |
| BlackRock | 0.1 | $682k | 650.00 | 1049.25 | |
| Mastercard Cl A (MA) | 0.1 | $652k | 1.2k | 561.94 | |
| Valero Energy Corporation (VLO) | 0.1 | $444k | 3.3k | 134.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $437k | 900.00 | 485.77 | |
| Mobileye Global Common Class A (MBLY) | 0.1 | $436k | 24k | 17.98 | |
| Old Second Ban (OSBC) | 0.1 | $428k | 24k | 17.74 | |
| Quest Resource Hldg Corp Com New (QRHC) | 0.1 | $419k | 207k | 2.02 | |
| Mohawk Industries (MHK) | 0.1 | $414k | 4.0k | 104.84 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $414k | 750.00 | 551.64 | |
| GATX Corporation (GATX) | 0.1 | $383k | 2.5k | 153.56 | |
| Qxo Com New (QXO) | 0.1 | $377k | 18k | 21.54 | |
| Microsoft Corporation (MSFT) | 0.1 | $346k | 695.00 | 497.41 | |
| Twin Disc, Incorporated (TWIN) | 0.0 | $344k | 39k | 8.83 | |
| Aspen Aerogels (ASPN) | 0.0 | $324k | 55k | 5.92 | |
| Crown Crafts (CRWS) | 0.0 | $295k | 103k | 2.87 | |
| Cameco Corporation (CCJ) | 0.0 | $290k | 3.9k | 74.23 | |
| Ge Vernova (GEV) | 0.0 | $265k | 500.00 | 529.15 | |
| Crown Holdings (CCK) | 0.0 | $247k | 2.4k | 102.98 | |
| Lakeland Industries (LAKE) | 0.0 | $233k | 17k | 13.61 | |
| Bwx Technologies (BWXT) | 0.0 | $223k | 1.6k | 144.06 | |
| General Dynamics Corporation (GD) | 0.0 | $212k | 725.00 | 291.66 | |
| Tesla Motors (TSLA) | 0.0 | $210k | 660.00 | 317.66 | |
| McDonald's Corporation (MCD) | 0.0 | $190k | 650.00 | 292.17 | |
| ACCO Brands Corporation (ACCO) | 0.0 | $146k | 41k | 3.58 | |
| Sherwin-Williams Company (SHW) | 0.0 | $137k | 400.00 | 343.36 | |
| Amer (UHAL) | 0.0 | $124k | 2.0k | 60.56 | |
| Smurfit Westrock SHS (SW) | 0.0 | $124k | 2.9k | 43.15 | |
| Nordson Corporation (NDSN) | 0.0 | $121k | 565.00 | 214.37 | |
| Gauzy SHS (GAUZ) | 0.0 | $119k | 14k | 8.44 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $86k | 400.00 | 215.79 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $62k | 100.00 | 617.85 | |
| Oklo Com Cl A (OKLO) | 0.0 | $56k | 1.0k | 55.99 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $47k | 100.00 | 467.82 | |
| Target Corporation (TGT) | 0.0 | $40k | 400.00 | 98.65 | |
| Home Depot (HD) | 0.0 | $37k | 100.00 | 366.64 | |
| Casella Waste Sys Cl A (CWST) | 0.0 | $32k | 275.00 | 115.38 | |
| Infrared Cameras Hldgs (MSAI) | 0.0 | $17k | 28k | 0.60 |
