Skylands Capital, LLC Q1 2025 Filing

Filed April 25, 2025

Portfolio Value

$692.7M

Holdings

153

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (153 positions)

#StockSharesValue% PortfolioType
101
EYENATIONAL VISION HLDGS INC
79,050$1.0M0.15%
102
ECGEVERUS CONSTR GROUP
26,900$997K0.14%
103
SPGIS&P GLOBAL INC
1,935$983K0.14%
104
THRYTHRYV HLDGS INC
75,950$972K0.14%
105
ZBHZIMMER BIOMET HOLDINGS INC
8,536$966K0.14%
106
CBOECBOE GLOBAL MKTS INC
4,150$939K0.14%
107
BBYBEST BUY INC
12,650$931K0.13%
108
CLFDCLEARFIELD INC
30,757$914K0.13%
109
AEYEAUDIOEYE INC
80,550$894K0.13%
110
CMPCOMPASS MINERALS INTL INC
93,600$869K0.13%
111
CCOCAMECO CORP
20,900$860K0.12%
112
EXASEXACT SCIENCES CORP
19,425$840K0.12%
113
BLKCHFBLACKROCK INC
825$780K0.11%
114
BWXTBWX TECHNOLOGIES INC
7,650$754K0.11%
115
CHRCHURCHILL DOWNS INC
6,050$671K0.10%
116
BRK/BBERKSHIRE HATHAWAY INC DEL
1,250$665K0.10%
117
RJFRAYMOND JAMES FINL INC
4,787$662K0.10%
118
MAMASTERCARD INC
1,165$638K0.09%
119
CRWSCROWN CRAFTS INC
152,842$556K0.08%
120
QRHCQUEST RESOURCE HLDG CORP
207,427$539K0.08%
121
BTMDBIOTE CORP
158,600$528K0.08%
122
MBLYMOBILEYE GLOBAL INC
29,150$419K0.06%
123
GATXGATX CORP
2,495$387K0.06%
124
SPWHSPORTSMANS WHSE HLDGS INC
384,000$381K0.06%
125
NDQINVESCO QQQ TR
750$351K0.05%
126
ASPNASPEN AEROGELS INC
54,800$350K0.05%
127
TTITETRA TECHNOLOGIES INC DEL
95,600$321K0.05%
128
GAUZGAUZY LTD
38,046$304K0.04%
129
MSFTMICROSOFT CORP
695$260K0.04%
130
TWINTWIN DISC INC
29,704$224K0.03%
131
CCKCROWN HLDGS INC
2,400$214K0.03%
132
MCDMCDONALDS CORP
650$203K0.03%
133
GDGENERAL DYNAMICS CORP
725$197K0.03%
134
GBCIGLACIER BANCORP INC NEW
4,250$187K0.03%
135
PCYOPURE CYCLE CORP
17,733$185K0.03%
136
TRGPTARGA RES CORP
900$180K0.03%
137
MUMICRON TECHNOLOGY INC
2,000$173K0.02%
138
GEVGE VERNOVA INC
500$152K0.02%
139
ACCOACCO BRANDS CORP
34,740$145K0.02%
140
SHWSHERWIN WILLIAMS CO
400$139K0.02%
141
UHALU HAUL HOLDING COMPANY
2,045$133K0.02%
142
MODMODINE MFG CO
1,700$130K0.02%
143
SWSMURFIT WESTROCK PLC
2,867$129K0.02%
144
HOODROBINHOOD MKTS INC
3,000$124K0.02%
145
BUWABIO RAD LABS INC
500$121K0.02%
146
NDSNNORDSON CORP
565$113K0.02%
147
GSGOLDMAN SACHS GROUP INC
200$109K0.02%
148
IWMISHARES TR
400$79K0.01%
149
MSAIMULTISENSOR AI HOLDINGS INC
82,233$76K0.01%
150
SPYSPDR S&P 500 ETF TR
100$55K0.01%
151
DYHTARGET CORP
400$41K0.01%
152
HDHOME DEPOT INC
100$36K0.01%
153
CWSTCASELLA WASTE SYS INC
275$30K0.00%
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