Skylands Capital as of Sept. 30, 2025
Portfolio Holdings for Skylands Capital
Skylands Capital holds 152 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 7.3 | $53M | 224k | 236.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $45M | 184k | 243.10 | |
| General Motors Company (GM) | 4.1 | $29M | 481k | 60.97 | |
| Diebold Nixdorf Com Shs (DBD) | 3.8 | $28M | 487k | 57.03 | |
| Apple (AAPL) | 3.8 | $27M | 108k | 254.63 | |
| Crown Castle Intl (CCI) | 3.3 | $24M | 247k | 96.49 | |
| Oshkosh Corporation (OSK) | 2.6 | $19M | 146k | 129.70 | |
| Core Natural Resources Com Shs (CNR) | 2.6 | $19M | 222k | 83.48 | |
| Norfolk Southern (NSC) | 2.5 | $18M | 60k | 300.41 | |
| Sba Communications Corp Cl A (SBAC) | 2.2 | $16M | 84k | 193.35 | |
| Owens Corning (OC) | 1.9 | $14M | 99k | 141.46 | |
| Visa Com Cl A (V) | 1.9 | $14M | 40k | 341.38 | |
| Citigroup Com New (C) | 1.8 | $13M | 126k | 101.50 | |
| Coherent Corp (COHR) | 1.8 | $13M | 118k | 107.72 | |
| Fmc Corp Com New (FMC) | 1.5 | $11M | 331k | 33.63 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.5 | $11M | 144k | 75.10 | |
| Barrick Mng Corp Com Shs (B) | 1.4 | $10M | 309k | 32.77 | |
| CSX Corporation (CSX) | 1.4 | $9.8M | 276k | 35.51 | |
| Eagle Materials (EXP) | 1.3 | $9.5M | 41k | 233.04 | |
| Spdr Gold Trust Gold Shs (GLD) | 1.3 | $9.3M | 26k | 355.47 | |
| Wabtec Corporation (WAB) | 1.2 | $9.0M | 45k | 200.47 | |
| Grand Canyon Education (LOPE) | 1.2 | $8.8M | 40k | 219.52 | |
| Kirby Corporation (KEX) | 1.2 | $8.8M | 105k | 83.45 | |
| Williams Companies (WMB) | 1.2 | $8.5M | 134k | 63.35 | |
| Adeia (ADEA) | 1.2 | $8.4M | 497k | 16.80 | |
| Molson Coors Beverage CL B (TAP) | 1.1 | $8.2M | 181k | 45.25 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $8.0M | 26k | 315.43 | |
| American Tower Reit (AMT) | 1.1 | $8.0M | 42k | 192.32 | |
| Joint (JYNT) | 1.1 | $7.9M | 832k | 9.54 | |
| EnerSys (ENS) | 1.1 | $7.8M | 69k | 112.96 | |
| Bristol Myers Squibb (BMY) | 1.0 | $7.3M | 161k | 45.10 | |
| Mp Materials Corp Com Cl A (MP) | 1.0 | $7.1M | 105k | 67.07 | |
| Ss&c Technologies Holding (SSNC) | 0.9 | $6.6M | 74k | 88.76 | |
| Align Technology (ALGN) | 0.8 | $6.0M | 48k | 125.22 | |
| Elanco Animal Health (ELAN) | 0.8 | $5.9M | 295k | 20.14 | |
| Minerals Technologies (MTX) | 0.8 | $5.8M | 93k | 62.12 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $5.7M | 34k | 167.33 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.8 | $5.5M | 41k | 132.20 | |
| LKQ Corporation (LKQ) | 0.8 | $5.4M | 178k | 30.54 | |
| Occidental Petroleum Corporation (OXY) | 0.7 | $5.1M | 108k | 47.25 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.7 | $5.1M | 241k | 21.11 | |
| Nature's Sunshine Prod. (NATR) | 0.7 | $5.0M | 323k | 15.52 | |
| UnitedHealth (UNH) | 0.7 | $5.0M | 14k | 345.30 | |
| Denny's Corporation (DENN) | 0.7 | $4.9M | 932k | 5.23 | |
| Meta Platforms Cl A (META) | 0.7 | $4.8M | 6.5k | 734.38 | |
| Graphic Packaging Holding Company (GPK) | 0.6 | $4.7M | 240k | 19.57 | |
| Johnson Outdoors Cl A (JOUT) | 0.6 | $4.6M | 113k | 40.39 | |
| Agnico (AEM) | 0.6 | $4.4M | 26k | 168.56 | |
| Metropcs Communications (TMUS) | 0.6 | $4.3M | 18k | 239.38 | |
| Holley (HLLY) | 0.6 | $4.2M | 1.3M | 3.14 | |
| United Parcel Service CL B (UPS) | 0.6 | $4.1M | 50k | 83.53 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.6 | $4.1M | 106k | 38.35 | |
| Generac Holdings (GNRC) | 0.6 | $4.0M | 24k | 167.40 | |
| Haemonetics Corporation (HAE) | 0.5 | $4.0M | 81k | 48.74 | |
| Newmont Mining Corporation (NEM) | 0.5 | $3.8M | 45k | 84.31 | |
| Martin Marietta Materials (MLM) | 0.5 | $3.7M | 5.9k | 630.28 | |
| ON Semiconductor (ON) | 0.5 | $3.7M | 75k | 49.31 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.5 | $3.7M | 39k | 94.81 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $3.6M | 15k | 235.83 | |
| Mobileye Global Common Class A (MBLY) | 0.5 | $3.3M | 233k | 14.12 | |
| Schlumberger Com Stk (SLB) | 0.5 | $3.3M | 95k | 34.37 | |
| Lovesac Company (LOVE) | 0.4 | $3.2M | 190k | 16.93 | |
| Photronics (PLAB) | 0.4 | $3.2M | 139k | 22.95 | |
| Bank of America Corporation (BAC) | 0.4 | $3.1M | 61k | 51.59 | |
| Quidel Corp (QDEL) | 0.4 | $3.1M | 105k | 29.45 | |
| Timkensteel (MTUS) | 0.4 | $3.0M | 184k | 16.53 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $3.0M | 33k | 89.34 | |
| Halliburton Company (HAL) | 0.4 | $2.9M | 120k | 24.60 | |
| Matthews Intl Corp Cl A (MATW) | 0.4 | $2.9M | 119k | 24.28 | |
| Hillman Solutions Corp (HLMN) | 0.4 | $2.7M | 298k | 9.18 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $2.6M | 28k | 95.47 | |
| Amazon (AMZN) | 0.4 | $2.6M | 12k | 219.57 | |
| Warrior Met Coal (HCC) | 0.3 | $2.5M | 39k | 63.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.3M | 9.5k | 243.55 | |
| Mitek Sys Com New (MITK) | 0.3 | $2.2M | 225k | 9.77 | |
| Npk International Com Shs (NPKI) | 0.3 | $2.1M | 184k | 11.31 | |
| Albany Intl Corp Cl A (AIN) | 0.3 | $2.0M | 37k | 53.30 | |
| Cytosorbents Corp Com New (CTSO) | 0.3 | $2.0M | 2.1M | 0.93 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.3 | $1.9M | 38k | 50.90 | |
| Archer Daniels Midland Company (ADM) | 0.3 | $1.9M | 32k | 59.74 | |
| S&p Global (SPGI) | 0.3 | $1.9M | 3.9k | 486.71 | |
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.3 | $1.9M | 80k | 23.49 | |
| FedEx Corporation (FDX) | 0.3 | $1.8M | 7.8k | 235.81 | |
| Timken Company (TKR) | 0.3 | $1.8M | 24k | 75.18 | |
| Astronics Corporation (ATRO) | 0.2 | $1.8M | 39k | 45.61 | |
| Vontier Corporation (VNT) | 0.2 | $1.8M | 43k | 41.97 | |
| Koppers Holdings (KOP) | 0.2 | $1.8M | 63k | 28.00 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $1.8M | 32k | 54.71 | |
| Thryv Hldgs Com New (THRY) | 0.2 | $1.7M | 138k | 12.06 | |
| Bloomin Brands (BLMN) | 0.2 | $1.7M | 230k | 7.17 | |
| Silgan Holdings (SLGN) | 0.2 | $1.6M | 38k | 43.01 | |
| Iridium Communications (IRDM) | 0.2 | $1.4M | 80k | 17.46 | |
| Audioeye Com New (AEYE) | 0.2 | $1.3M | 93k | 13.86 | |
| WESCO International (WCC) | 0.2 | $1.2M | 5.8k | 211.50 | |
| Brunswick Corporation (BC) | 0.2 | $1.2M | 19k | 63.24 | |
| Greenbrier Companies (GBX) | 0.2 | $1.2M | 26k | 46.17 | |
| Best Buy (BBY) | 0.2 | $1.2M | 16k | 75.62 | |
| Icon SHS (ICLR) | 0.2 | $1.2M | 6.7k | 175.00 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $1.2M | 2.1k | 562.27 | |
| Matson (MATX) | 0.2 | $1.1M | 12k | 98.59 | |
| Xponential Fitness Com Cl A (XPOF) | 0.2 | $1.1M | 144k | 7.79 | |
| Sportsmans Whse Hldgs (SPWH) | 0.2 | $1.1M | 393k | 2.77 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $1.0M | 770.00 | 1318.02 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $994k | 2.1k | 485.02 | |
| CBOE Holdings (CBOE) | 0.1 | $981k | 4.0k | 245.25 | |
| Bio Rad Labs Cl A (BIO) | 0.1 | $855k | 3.1k | 280.39 | |
| Raymond James Financial (RJF) | 0.1 | $764k | 4.4k | 172.10 | |
| Old Second Ban (OSBC) | 0.1 | $750k | 43k | 17.29 | |
| Gen Restaurent Group Cl A Com (GENK) | 0.1 | $697k | 254k | 2.75 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $628k | 5.6k | 112.75 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.1 | $618k | 31k | 19.87 | |
| Clearfield (CLFD) | 0.1 | $615k | 18k | 34.38 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $599k | 3.6k | 165.72 | |
| Twin Disc, Incorporated (TWIN) | 0.1 | $586k | 42k | 13.94 | |
| Asure Software (ASUR) | 0.1 | $522k | 64k | 8.20 | |
| Valero Energy Corporation (VLO) | 0.1 | $485k | 2.9k | 170.26 | |
| Simulations Plus (SLP) | 0.1 | $472k | 31k | 15.07 | |
| John B. Sanfilippo & Son (JBSS) | 0.1 | $458k | 7.1k | 64.28 | |
| GATX Corporation (GATX) | 0.1 | $454k | 2.6k | 174.80 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $450k | 750.00 | 600.37 | |
| Manitowoc Com New (MTW) | 0.1 | $432k | 43k | 10.01 | |
| Churchill Downs (CHDN) | 0.1 | $427k | 4.4k | 97.01 | |
| Walt Disney Company (DIS) | 0.1 | $424k | 3.7k | 114.50 | |
| OSI Systems (OSIS) | 0.1 | $411k | 1.7k | 249.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $402k | 800.00 | 502.74 | |
| Zimmer Holdings (ZBH) | 0.1 | $371k | 3.8k | 98.50 | |
| Klarna Group SHS | 0.1 | $367k | 10k | 36.65 | |
| Infinity Nat Res Com Cl A (INR) | 0.0 | $339k | 26k | 13.11 | |
| Microsoft Corporation (MSFT) | 0.0 | $321k | 620.00 | 517.95 | |
| Quest Resource Hldg Corp Com New (QRHC) | 0.0 | $320k | 205k | 1.56 | |
| Cooper Cos (COO) | 0.0 | $315k | 4.6k | 68.56 | |
| Mastercard Cl A (MA) | 0.0 | $302k | 530.00 | 568.81 | |
| Oklo Com Cl A (OKLO) | 0.0 | $294k | 2.6k | 111.63 | |
| General Dynamics Corporation (GD) | 0.0 | $247k | 725.00 | 341.00 | |
| Crown Holdings (CCK) | 0.0 | $174k | 1.8k | 96.59 | |
| Harley-Davidson (HOG) | 0.0 | $173k | 6.2k | 27.90 | |
| BlackRock | 0.0 | $163k | 140.00 | 1165.87 | |
| Smurfit Westrock SHS (SW) | 0.0 | $120k | 2.8k | 42.57 | |
| Amer (UHAL) | 0.0 | $117k | 2.0k | 57.07 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $97k | 400.00 | 241.96 | |
| Gauzy SHS (GAUZ) | 0.0 | $90k | 14k | 6.33 | |
| ACCO Brands Corporation (ACCO) | 0.0 | $72k | 18k | 3.99 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $67k | 100.00 | 666.18 | |
| Nordson Corporation (NDSN) | 0.0 | $60k | 265.00 | 226.95 | |
| Cameco Corporation (CCJ) | 0.0 | $59k | 700.00 | 83.86 | |
| Sherwin-Williams Company (SHW) | 0.0 | $52k | 150.00 | 346.26 | |
| Ge Vernova (GEV) | 0.0 | $46k | 75.00 | 614.91 | |
| Crown Crafts (CRWS) | 0.0 | $45k | 16k | 2.91 | |
| Home Depot (HD) | 0.0 | $41k | 100.00 | 405.19 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $27k | 50.00 | 546.76 | |
| Casella Waste Sys Cl A (CWST) | 0.0 | $26k | 275.00 | 94.88 | |
| Target Corporation (TGT) | 0.0 | $9.0k | 100.00 | 89.70 |
