Skylands Capital, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$689.5M
Holdings
152
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (152 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNPUNION PAC CORP | 227,050 | $52.2M | 7.58% | |
| 2 | GOOGLALPHABET INC | 213,725 | $37.7M | 5.46% | |
| 3 | DBDDIEBOLD NIXDORF INC | 533,300 | $29.5M | 4.28% | |
| 4 | GMGENERAL MTRS CO | 537,275 | $26.4M | 3.83% | |
| 5 | AAPLAPPLE INC | 125,135 | $25.7M | 3.72% | |
| 6 | 8CWCROWN CASTLE INTL CORP NEW | 237,540 | $24.4M | 3.54% | |
| 7 | OSKOSHKOSH CORP | 165,350 | $18.8M | 2.72% | |
| 8 | CNRCORE NATURAL RESOURCES INC | 237,394 | $16.6M | 2.40% | |
| 9 | NSCNORFOLK SOUTHN CORP | 57,435 | $14.7M | 2.13% | |
| 10 | FMCFMC CORP | 347,550 | $14.5M | 2.10% | |
| 11 | VVISA INC | 40,195 | $14.3M | 2.07% | |
| 12 | OCOWENS CORNING NEW | 98,475 | $13.5M | 1.96% | |
| 13 | COHRCOHERENT CORP | 144,950 | $12.9M | 1.88% | |
| 14 | TRVCCITIGROUP INC | 139,900 | $11.9M | 1.73% | |
| 15 | SBACSBA COMMUNICATIONS CORP NEW | 48,995 | $11.5M | 1.67% | |
| 16 | WABWABTEC | 54,800 | $11.5M | 1.66% | |
| 17 | GEHCGE HEALTHCARE TECHNOLOGIES I | 154,090 | $11.4M | 1.66% | |
| 18 | CSXCSX CORP | 302,075 | $9.9M | 1.43% | |
| 19 | EXPEAGLE MATERIALS INC | 47,755 | $9.7M | 1.40% | |
| 20 | JYNTJOINT CORP | 779,295 | $9.0M | 1.30% | |
| 21 | WMBWILLIAMS COS INC | 140,275 | $8.8M | 1.28% | |
| 22 | JPMJPMORGAN CHASE & CO | 30,055 | $8.7M | 1.26% | |
| 23 | GQ9SPDR GOLD TRUST | 28,225 | $8.6M | 1.25% | |
| 24 | GKDGRAND CANYON ED INC | 42,930 | $8.1M | 1.18% | |
| 25 | AMTAMERICAN TOWER CORP NEW | 36,495 | $8.1M | 1.17% | |
| 26 | BMYBRISTOL-MYERS SQUIBB CO | 166,365 | $7.7M | 1.12% | |
| 27 | ABXBARRICK GOLD CORP | 363,850 | $7.6M | 1.10% | |
| 28 | NATRNATURES SUNSHINE PRODS INC | 486,400 | $7.2M | 1.04% | |
| 29 | ENSENERSYS | 82,290 | $7.1M | 1.02% | |
| 30 | SSNCSS&C TECHNOLOGIES HLDGS INC | 81,600 | $6.8M | 0.98% | |
| 31 | KEXKIRBY CORP | 58,400 | $6.6M | 0.96% | |
| 32 | MTXMINERALS TECHNOLOGIES INC | 116,055 | $6.4M | 0.93% | |
| 33 | ELANELANCO ANIMAL HEALTH INC | 433,650 | $6.2M | 0.90% | |
| 34 | ADEAADEIA INC | 423,224 | $6.0M | 0.87% | |
| 35 | JOUTJOHNSON OUTDOORS INC | 189,494 | $5.7M | 0.83% | |
| 36 | GNRCGENERAC HLDGS INC | 39,585 | $5.7M | 0.82% | |
| 37 | RTXRTX CORPORATION | 38,230 | $5.6M | 0.81% | |
| 38 | WSCWILLSCOT MOBIL MINI HLDNG CO | 201,825 | $5.5M | 0.80% | |
| 39 | XOPSPDR SER TR | 43,815 | $5.5M | 0.80% | |
| 40 | TAPMOLSON COORS BEVERAGE CO | 110,210 | $5.3M | 0.77% | |
| 41 | OGM1COGENT COMMUNICATIONS HLDGS | 103,650 | $5.0M | 0.72% | |
| 42 | UPSUNITED PARCEL SERVICE INC | 48,445 | $4.9M | 0.71% | |
| 43 | TMUST-MOBILE US INC | 20,385 | $4.9M | 0.70% | |
| 44 | METAMETA PLATFORMS INC | 6,495 | $4.8M | 0.70% | |
| 45 | OXYOCCIDENTAL PETE CORP | 110,544 | $4.6M | 0.67% | |
| 46 | MPMP MATERIALS CORP | 138,500 | $4.6M | 0.67% | |
| 47 | ONON SEMICONDUCTOR CORP | 86,520 | $4.5M | 0.66% | |
| 48 | MLMMARTIN MARIETTA MATLS INC | 7,620 | $4.2M | 0.61% | |
| 49 | GPKGRAPHIC PACKAGING HLDG CO | 196,775 | $4.1M | 0.60% | |
| 50 | SIMOSILICON MOTION TECHNOLOGY CO | 52,000 | $3.9M | 0.57% | |
| 51 | LKQ1LKQ CORP | 98,825 | $3.7M | 0.53% | |
| 52 | PLABPHOTRONICS INC | 188,750 | $3.6M | 0.52% | |
| 53 | LECOLINCOLN ELEC HLDGS INC | 17,060 | $3.5M | 0.51% | |
| 54 | AEMAGNICO EAGLE MINES LTD | 29,550 | $3.5M | 0.51% | |
| 55 | LOVELOVESAC COMPANY | 190,700 | $3.5M | 0.50% | |
| 56 | DENNDENNYS CORP | 829,592 | $3.4M | 0.49% | |
| 57 | CTSOCYTOSORBENTS CORP | 2,616,715 | $3.3M | 0.49% | |
| 58 | AMZNAMAZON COM INC | 14,525 | $3.2M | 0.46% | |
| 59 | XLESELECT SECTOR SPDR TR | 36,700 | $3.1M | 0.45% | |
| 60 | MATWMATTHEWS INTL CORP | 129,884 | $3.1M | 0.45% | |
| 61 | SLBSCHLUMBERGER LTD | 89,600 | $3.0M | 0.44% | |
| 62 | BACBANK AMERICA CORP | 63,325 | $3.0M | 0.43% | |
| 63 | NEMNEWMONT CORP | 50,350 | $2.9M | 0.43% | |
| 64 | HLLYHOLLEY INC | 1,350,982 | $2.7M | 0.39% | |
| 65 | ADMARCHER DANIELS MIDLAND CO | 48,275 | $2.5M | 0.37% | |
| 66 | OSISOSI SYSTEMS INC | 11,250 | $2.5M | 0.37% | |
| 67 | UNHUNITEDHEALTH GROUP INC | 7,715 | $2.4M | 0.35% | |
| 68 | QDELQUIDELORTHO CORP | 82,800 | $2.4M | 0.35% | |
| 69 | HALHALLIBURTON CO | 116,000 | $2.4M | 0.34% | |
| 70 | VNTVONTIER CORPORATION | 63,400 | $2.3M | 0.34% | |
| 71 | MTUSMETALLUS INC | 146,050 | $2.3M | 0.33% | |
| 72 | HLMNHILLMAN SOLUTIONS CORP | 310,550 | $2.2M | 0.32% | |
| 73 | IRDMIRIDIUM COMMUNICATIONS INC | 73,400 | $2.2M | 0.32% | |
| 74 | ZBHZIMMER BIOMET HOLDINGS INC | 23,861 | $2.2M | 0.32% | |
| 75 | HAEHAEMONETICS CORP MASS | 27,550 | $2.1M | 0.30% | |
| 76 | FDXFEDEX CORP | 8,275 | $1.9M | 0.27% | |
| 77 | NPKINPK INTERNATIONAL INC | 218,474 | $1.9M | 0.27% | |
| 78 | WCCWESCO INTL INC | 9,410 | $1.7M | 0.25% | |
| 79 | HCCWARRIOR MET COAL INC | 38,000 | $1.7M | 0.25% | |
| 80 | TKRTIMKEN CO | 23,900 | $1.7M | 0.25% | |
| 81 | ATROASTRONICS CORP | 50,400 | $1.7M | 0.24% | |
| 82 | GOOGALPHABET INC | 9,500 | $1.7M | 0.24% | |
| 83 | BOOTBOOT BARN HLDGS INC | 10,674 | $1.6M | 0.24% | |
| 84 | UHAL/BU HAUL HOLDING COMPANY | 29,695 | $1.6M | 0.23% | |
| 85 | AFWALIGN TECHNOLOGY INC | 8,450 | $1.6M | 0.23% | |
| 86 | BLMNBLOOMIN BRANDS INC | 175,750 | $1.5M | 0.22% | |
| 87 | ICLRICON PLC | 9,850 | $1.4M | 0.21% | |
| 88 | T7DTRANSDIGM GROUP INC | 925 | $1.4M | 0.20% | |
| 89 | THRYTHRYV HLDGS INC | 111,950 | $1.4M | 0.20% | |
| 90 | TMOTHERMO FISHER SCIENTIFIC INC | 3,350 | $1.4M | 0.20% | |
| 91 | HOGHARLEY DAVIDSON INC | 57,550 | $1.4M | 0.20% | |
| 92 | KOPKOPPERS HOLDINGS INC | 42,100 | $1.4M | 0.20% | |
| 93 | SCHWSCHWAB CHARLES CORP | 14,700 | $1.3M | 0.19% | |
| 94 | XPOFXPONENTIAL FITNESS INC | 176,900 | $1.3M | 0.19% | |
| 95 | BCBRUNSWICK CORP | 21,825 | $1.2M | 0.17% | |
| 96 | FCGFIRST TR EXCHANGE-TRADED FD | 51,900 | $1.2M | 0.17% | |
| 97 | GBXGREENBRIER COS INC | 25,965 | $1.2M | 0.17% | |
| 98 | SPWHSPORTSMANS WHSE HLDGS INC | 329,000 | $1.1M | 0.16% | |
| 99 | NEOGNEOGEN CORP | 234,850 | $1.1M | 0.16% | |
| 100 | CHRCHURCHILL DOWNS INC | 11,100 | $1.1M | 0.16% |
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