Skylands Capital, LLC
CIK: 0001299910SEC EDGAR →
Portfolio Value
$727K
Holdings
150
As of
Q4 2025
New Positions
11
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | UNION PAC CORP | 222,895 | $52K | 7.09% |
| 2 | ALPHABET INC | 148,300 | $46K | 6.39% |
| 3 | GENERAL MTRS CO | 443,965 | $36K | 4.97% |
| 4 | DIEBOLD NIXDORF INC | 474,060 | $32K | 4.43% |
| 5 | APPLE INC | 97,270 | $26K | 3.64% |
| 6 | CROWN CASTLE INTL CORP NEW | 262,050 | $23K | 3.20% |
| 7 | CORE NATURAL RESOURCES INC | 217,713 | $19K | 2.65% |
| 8 | SBA COMMUNICATIONS CORP NEW | 96,715 | $19K | 2.57% |
| 9 | OSHKOSH CORP | 139,100 | $17K | 2.40% |
| 10 | NORFOLK SOUTHN CORP | 57,880 | $17K | 2.30% |
Quarterly Changes
New Positions (12)
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 30 | $178K | 24.5% |
| Technology | 14 | $108K | 14.8% |
| Unknown | 16 | $75K | 10.4% |
| Consumer Cyclical | 22 | $75K | 10.3% |
| Communication Services | 8 | $60K | 8.2% |
| Financial Services | 15 | $48K | 6.6% |
| Basic Materials | 11 | $47K | 6.4% |
| Healthcare | 12 | $44K | 6.1% |
| Energy | 12 | $42K | 5.8% |
| Real Estate | 3 | $31K | 4.3% |
| Consumer Defensive | 6 | $20K | 2.7% |
| Utilities | 1 | $49 | 0.0% |