Skylands Capital as of Dec. 31, 2025
Portfolio Holdings for Skylands Capital
Skylands Capital holds 150 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 7.0 | $52M | 223k | 231.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $46M | 148k | 313.00 | |
| General Motors Company (GM) | 4.9 | $36M | 444k | 81.32 | |
| Diebold Nixdorf Com Shs (DBD) | 4.4 | $32M | 474k | 67.89 | |
| Apple (AAPL) | 3.6 | $26M | 97k | 271.86 | |
| Crown Castle Intl (CCI) | 3.2 | $23M | 262k | 88.87 | |
| Core Natural Resources Com Shs (CNR) | 2.6 | $19M | 218k | 88.51 | |
| Sba Communications Corp Cl A (SBAC) | 2.5 | $19M | 97k | 193.43 | |
| Oshkosh Corporation (OSK) | 2.4 | $18M | 139k | 125.63 | |
| Norfolk Southern (NSC) | 2.3 | $17M | 58k | 288.72 | |
| Owens Corning (OC) | 2.1 | $15M | 138k | 111.91 | |
| Citigroup Com New (C) | 2.0 | $15M | 126k | 116.69 | |
| Visa Com Cl A (V) | 1.8 | $13M | 37k | 350.71 | |
| Barrick Mng Corp Com Shs (B) | 1.6 | $12M | 271k | 43.55 | |
| Coherent Corp (COHR) | 1.6 | $12M | 63k | 184.57 | |
| Molson Coors Beverage CL B (TAP) | 1.6 | $12M | 248k | 46.68 | |
| Kirby Corporation (KEX) | 1.6 | $12M | 104k | 110.18 | |
| American Tower Reit (AMT) | 1.5 | $11M | 64k | 175.57 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.4 | $10M | 126k | 82.02 | |
| Spdr Gold Trust Gold Shs (GLD) | 1.3 | $9.9M | 25k | 396.31 | |
| Adeia (ADEA) | 1.3 | $9.9M | 572k | 17.25 | |
| CSX Corporation (CSX) | 1.3 | $9.5M | 263k | 36.25 | |
| Wabtec Corporation (WAB) | 1.3 | $9.5M | 44k | 213.45 | |
| Metropcs Communications (TMUS) | 1.2 | $8.9M | 44k | 203.04 | |
| Eagle Materials (EXP) | 1.1 | $8.4M | 40k | 206.68 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $8.2M | 26k | 322.22 | |
| Williams Companies (WMB) | 1.1 | $8.0M | 133k | 60.11 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 1.1 | $7.8M | 62k | 126.26 | |
| Joint (JYNT) | 1.1 | $7.8M | 890k | 8.72 | |
| Bristol Myers Squibb (BMY) | 1.0 | $7.6M | 143k | 53.31 | |
| EnerSys (ENS) | 1.0 | $7.5M | 51k | 146.75 | |
| Grand Canyon Education (LOPE) | 1.0 | $7.1M | 43k | 166.31 | |
| Ss&c Technologies Holding (SSNC) | 1.0 | $7.1M | 81k | 87.42 | |
| LKQ Corporation (LKQ) | 0.9 | $6.5M | 217k | 30.20 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $6.2M | 34k | 183.40 | |
| Graphic Packaging Holding Company (GPK) | 0.8 | $5.8M | 385k | 15.06 | |
| Meta Platforms Cl A (META) | 0.7 | $5.4M | 8.2k | 660.09 | |
| Mp Materials Corp Com Cl A (MP) | 0.7 | $5.3M | 105k | 50.52 | |
| United Parcel Service CL B (UPS) | 0.7 | $5.1M | 52k | 99.19 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.7 | $4.9M | 53k | 92.70 | |
| Elanco Animal Health (ELAN) | 0.7 | $4.8M | 214k | 22.63 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $4.7M | 47k | 99.91 | |
| Minerals Technologies (MTX) | 0.6 | $4.7M | 77k | 60.95 | |
| Lovesac Company (LOVE) | 0.6 | $4.3M | 291k | 14.75 | |
| Holley (HLLY) | 0.6 | $4.3M | 1.0M | 4.13 | |
| Select Sector Spdr Tr Energy (XLE) | 0.6 | $4.3M | 95k | 44.71 | |
| Agnico (AEM) | 0.6 | $4.1M | 24k | 169.53 | |
| ON Semiconductor (ON) | 0.5 | $4.0M | 74k | 54.15 | |
| Newmont Mining Corporation (NEM) | 0.5 | $3.9M | 39k | 99.85 | |
| Nature's Sunshine Prod. (NATR) | 0.5 | $3.9M | 181k | 21.58 | |
| Generac Holdings (GNRC) | 0.5 | $3.9M | 28k | 136.37 | |
| Quidel Corp (QDEL) | 0.5 | $3.8M | 135k | 28.56 | |
| Martin Marietta Materials (MLM) | 0.5 | $3.7M | 5.9k | 622.66 | |
| Denny's Corporation | 0.5 | $3.6M | 583k | 6.22 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $3.6M | 15k | 239.64 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.5 | $3.6M | 189k | 18.83 | |
| Johnson Outdoors Cl A (JOUT) | 0.5 | $3.5M | 84k | 42.45 | |
| Timkensteel (MTUS) | 0.5 | $3.5M | 206k | 17.16 | |
| Schlumberger Com Stk (SLB) | 0.5 | $3.4M | 88k | 38.38 | |
| Hillman Solutions Corp (HLMN) | 0.4 | $3.3M | 379k | 8.66 | |
| Bank of America Corporation (BAC) | 0.4 | $3.2M | 59k | 55.00 | |
| Amazon (AMZN) | 0.4 | $3.2M | 14k | 230.82 | |
| Mitek Sys Com New (MITK) | 0.4 | $3.2M | 303k | 10.55 | |
| Align Technology (ALGN) | 0.4 | $3.2M | 20k | 156.15 | |
| Albany Intl Corp Cl A (AIN) | 0.4 | $3.1M | 62k | 50.70 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.4 | $3.1M | 67k | 46.74 | |
| Halliburton Company (HAL) | 0.4 | $3.0M | 107k | 28.26 | |
| Mobileye Global Common Class A (MBLY) | 0.4 | $3.0M | 287k | 10.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.0M | 9.5k | 313.80 | |
| Photronics (PLAB) | 0.4 | $2.9M | 92k | 32.00 | |
| Haemonetics Corporation (HAE) | 0.4 | $2.9M | 37k | 80.15 | |
| Best Buy (BBY) | 0.4 | $2.9M | 43k | 66.93 | |
| UnitedHealth (UNH) | 0.4 | $2.6M | 8.0k | 330.11 | |
| Fmc Corp Com New (FMC) | 0.4 | $2.6M | 188k | 13.87 | |
| Targa Res Corp (TRGP) | 0.3 | $2.4M | 13k | 184.50 | |
| Vontier Corporation (VNT) | 0.3 | $2.4M | 65k | 37.18 | |
| Matthews Intl Corp Cl A (MATW) | 0.3 | $2.4M | 92k | 26.12 | |
| Koppers Holdings (KOP) | 0.3 | $2.2M | 81k | 27.08 | |
| Npk International Com Shs (NPKI) | 0.3 | $2.0M | 170k | 11.92 | |
| Matson (MATX) | 0.3 | $1.9M | 16k | 123.55 | |
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.3 | $1.9M | 81k | 23.41 | |
| Silgan Holdings (SLGN) | 0.2 | $1.7M | 43k | 40.37 | |
| Timken Company (TKR) | 0.2 | $1.6M | 20k | 84.13 | |
| Astronics Corporation (ATRO) | 0.2 | $1.6M | 29k | 54.24 | |
| Bloomin Brands (BLMN) | 0.2 | $1.5M | 248k | 6.17 | |
| Archer Daniels Midland Company (ADM) | 0.2 | $1.5M | 26k | 57.49 | |
| Brunswick Corporation (BC) | 0.2 | $1.4M | 19k | 74.24 | |
| WESCO International (WCC) | 0.2 | $1.4M | 5.6k | 244.64 | |
| Progressive Corporation (PGR) | 0.2 | $1.4M | 6.0k | 227.72 | |
| Audioeye Com New (AEYE) | 0.2 | $1.3M | 133k | 9.99 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.2 | $1.3M | 62k | 21.56 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $1.3M | 31k | 41.12 | |
| Greenbrier Companies (GBX) | 0.2 | $1.2M | 25k | 46.74 | |
| Cytosorbents Corp Com New (CTSO) | 0.2 | $1.2M | 1.9M | 0.64 | |
| Boston Beer Cl A (SAM) | 0.2 | $1.2M | 6.1k | 195.13 | |
| Warrior Met Coal (HCC) | 0.2 | $1.2M | 13k | 88.17 | |
| CoStar (CSGP) | 0.2 | $1.1M | 17k | 67.24 | |
| Bio Rad Labs Cl A (BIO) | 0.1 | $1.1M | 3.6k | 302.99 | |
| Dentsply Sirona (XRAY) | 0.1 | $1.1M | 94k | 11.43 | |
| Icon SHS (ICLR) | 0.1 | $1.0M | 5.7k | 182.22 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $1.0M | 770.00 | 1329.85 | |
| CBOE Holdings (CBOE) | 0.1 | $1.0M | 4.0k | 251.00 | |
| Sportsmans Whse Hldgs (SPWH) | 0.1 | $934k | 640k | 1.46 | |
| S&p Global (SPGI) | 0.1 | $930k | 1.8k | 522.59 | |
| Zimmer Holdings (ZBH) | 0.1 | $910k | 10k | 89.92 | |
| Mohawk Industries (MHK) | 0.1 | $864k | 7.9k | 109.30 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.1 | $834k | 41k | 20.35 | |
| Thryv Hldgs Com New (THRY) | 0.1 | $784k | 130k | 6.05 | |
| Twin Disc, Incorporated (TWIN) | 0.1 | $737k | 44k | 16.68 | |
| Central Garden & Pet Cl A Non-vtg (CENTA) | 0.1 | $718k | 25k | 29.19 | |
| Raymond James Financial (RJF) | 0.1 | $710k | 4.4k | 160.05 | |
| Now (DNOW) | 0.1 | $658k | 50k | 13.25 | |
| John B. Sanfilippo & Son (JBSS) | 0.1 | $643k | 9.1k | 70.60 | |
| Diversified Energy Common Stock (DEC) | 0.1 | $610k | 42k | 14.48 | |
| Manitowoc Com New (MTW) | 0.1 | $606k | 51k | 11.99 | |
| Tennant Company (TNC) | 0.1 | $560k | 7.6k | 73.70 | |
| GATX Corporation (GATX) | 0.1 | $546k | 3.2k | 169.60 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $513k | 2.9k | 176.47 | |
| Gloo Holdings Cl A (GLOO) | 0.1 | $511k | 90k | 5.69 | |
| Iridium Communications (IRDM) | 0.1 | $466k | 27k | 17.38 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $461k | 750.00 | 614.31 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $459k | 3.8k | 120.34 | |
| Gen Restaurent Group Cl A Com (GENK) | 0.1 | $380k | 180k | 2.11 | |
| Quest Resource Hldg Corp Com New (QRHC) | 0.0 | $366k | 197k | 1.86 | |
| Harley-Davidson (HOG) | 0.0 | $328k | 16k | 20.49 | |
| Microsoft Corporation (MSFT) | 0.0 | $312k | 645.00 | 483.62 | |
| Xponential Fitness Com Cl A (XPOF) | 0.0 | $305k | 37k | 8.23 | |
| Mastercard Cl A (MA) | 0.0 | $303k | 530.00 | 570.88 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $302k | 600.00 | 502.65 | |
| Asure Software (ASUR) | 0.0 | $258k | 27k | 9.42 | |
| General Dynamics Corporation (GD) | 0.0 | $244k | 725.00 | 336.66 | |
| Valero Energy Corporation (VLO) | 0.0 | $220k | 1.4k | 162.79 | |
| FedEx Corporation (FDX) | 0.0 | $209k | 725.00 | 288.86 | |
| Crown Holdings (CCK) | 0.0 | $185k | 1.8k | 102.97 | |
| Blackrock (BLK) | 0.0 | $150k | 140.00 | 1070.34 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $124k | 1.2k | 101.56 | |
| Amer (UHAL) | 0.0 | $103k | 2.0k | 50.41 | |
| Smurfit Westrock SHS (SW) | 0.0 | $101k | 2.6k | 38.67 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $99k | 400.00 | 246.16 | |
| Walt Disney Company (DIS) | 0.0 | $77k | 675.00 | 113.77 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $68k | 100.00 | 681.92 | |
| ACCO Brands Corporation (ACCO) | 0.0 | $67k | 18k | 3.73 | |
| Cameco Corporation (CCJ) | 0.0 | $64k | 700.00 | 91.49 | |
| Nordson Corporation (NDSN) | 0.0 | $64k | 265.00 | 240.43 | |
| Ge Vernova (GEV) | 0.0 | $49k | 75.00 | 653.57 | |
| Sherwin-Williams Company (SHW) | 0.0 | $49k | 150.00 | 324.03 | |
| Home Depot (HD) | 0.0 | $34k | 100.00 | 344.10 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $30k | 50.00 | 605.02 | |
| Casella Waste Sys Cl A (CWST) | 0.0 | $27k | 275.00 | 97.94 | |
| Target Corporation (TGT) | 0.0 | $9.8k | 100.00 | 97.75 |
