Skylands Capital, LLC Q3 2025 Filing

Filed November 6, 2025

Portfolio Value

$723.5M

Holdings

152

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (152 positions)

#StockSharesValue% PortfolioType
101
XPOFXPONENTIAL FITNESS INC
144,400$1.1M0.16%
102
SPWHSPORTSMANS WHSE HLDGS INC
393,000$1.1M0.15%
103
T7DTRANSDIGM GROUP INC
770$1.0M0.14%
104
TMOTHERMO FISHER SCIENTIFIC INC
2,050$994K0.14%
105
CBOECBOE GLOBAL MKTS INC
4,000$981K0.14%
106
BUWABIO RAD LABS INC
3,050$855K0.12%
107
RJFRAYMOND JAMES FINL INC
4,437$763K0.11%
108
OSBCOLD SECOND BANCORP INC ILL
43,350$749K0.10%
109
GENKGEN RESTAURENT GROUP
253,467$697K0.10%
110
XOMEXXON MOBIL CORP
5,566$627K0.09%
111
ZETAZETA GLOBAL HOLDINGS CORP
31,100$617K0.09%
112
CLFDCLEARFIELD INC
17,882$614K0.08%
113
BOOTBOOT BARN HLDGS INC
3,614$598K0.08%
114
TWINTWIN DISC INC
42,054$586K0.08%
115
VTE1ASURE SOFTWARE INC
63,700$522K0.07%
116
VLOVALERO ENERGY CORP
2,850$485K0.07%
117
SLPSIMULATIONS PLUS INC
31,300$471K0.07%
118
JBSSSANFILIPPO JOHN B & SON INC
7,123$457K0.06%
119
GATXGATX CORP
2,595$453K0.06%
120
NDQINVESCO QQQ TR
750$450K0.06%
121
MTWMANITOWOC CO INC
43,115$431K0.06%
122
CHRCHURCHILL DOWNS INC
4,400$426K0.06%
123
DISDISNEY WALT CO
3,700$423K0.06%
124
OSISOSI SYSTEMS INC
1,650$411K0.06%
125
BRK/BBERKSHIRE HATHAWAY INC DEL
800$402K0.06%
126
ZBHZIMMER BIOMET HOLDINGS INC
3,761$370K0.05%
127
KLARKLARNA GROUP PLC
10,000$366K0.05%
128
INRINFINITY NAT RES INC
25,850$338K0.05%
129
MSFTMICROSOFT CORP
620$321K0.04%
130
QRHCQUEST RESOURCE HLDG CORP
204,827$319K0.04%
131
COOCOOPER COS INC
4,600$315K0.04%
132
MAMASTERCARD INC
530$301K0.04%
133
OKLOOKLO INC
2,631$293K0.04%
134
GDGENERAL DYNAMICS CORP
725$247K0.03%
135
CCKCROWN HLDGS INC
1,800$173K0.02%
136
HOGHARLEY DAVIDSON INC
6,200$172K0.02%
137
BLKCHFBLACKROCK INC
140$163K0.02%
138
SWSMURFIT WESTROCK PLC
2,817$119K0.02%
139
UHALU HAUL HOLDING COMPANY
2,045$116K0.02%
140
IWMISHARES TR
400$96K0.01%
141
GAUZGAUZY LTD
14,150$89K0.01%
142
ACCOACCO BRANDS CORP
18,000$71K0.01%
143
SPYSPDR S&P 500 ETF TR
100$66K0.01%
144
NDSNNORDSON CORP
265$60K0.01%
145
CCOCAMECO CORP
700$58K0.01%
146
SHWSHERWIN WILLIAMS CO
150$51K0.01%
147
GEVGE VERNOVA INC
75$46K0.01%
148
CRWSCROWN CRAFTS INC
15,503$45K0.01%
149
HDHOME DEPOT INC
100$40K0.01%
150
ULTAULTA BEAUTY INC
50$27K0.00%
151
CWSTCASELLA WASTE SYS INC
275$26K0.00%
152
DYHTARGET CORP
100$8K0.00%
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