Skylands Capital, LLC Q4 2024 Filing

Filed February 4, 2025

Portfolio Value

$715.8M

Holdings

150

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (150 positions)

#StockSharesValue% PortfolioType
101
SPGIS&P GLOBAL INC
1,965$978K0.14%
102
BLKCHFBLACKROCK INC
850$871K0.12%
103
VNTVONTIER CORPORATION
23,700$864K0.12%
104
BBYBEST BUY INC
9,250$793K0.11%
105
CRWSCROWN CRAFTS INC
172,342$773K0.11%
106
SONYSONY GROUP CORP
35,850$758K0.11%
107
RJFRAYMOND JAMES FINL INC
4,787$741K0.10%
108
ZBHZIMMER BIOMET HOLDINGS INC
6,986$737K0.10%
109
HOGHARLEY DAVIDSON INC
24,100$726K0.10%
110
SPWHSPORTSMANS WHSE HLDGS INC
267,450$714K0.10%
111
EXASEXACT SCIENCES CORP
11,800$663K0.09%
112
KOPKOPPERS HOLDINGS INC
20,450$662K0.09%
113
BRK/BBERKSHIRE HATHAWAY INC DEL
1,450$657K0.09%
114
CLFDCLEARFIELD INC
20,800$644K0.09%
115
MAMASTERCARD INC
1,175$618K0.09%
116
CCOCAMECO CORP
10,650$547K0.08%
117
GATXGATX CORP
3,245$502K0.07%
118
ASTEASTEC INDS INC
14,800$497K0.07%
119
HLMNHILLMAN SOLUTIONS CORP
48,350$470K0.07%
120
NVEEUSDNV5 GLOBAL INC
24,700$465K0.06%
121
GAUZGAUZY LTD
43,500$431K0.06%
122
NDQINVESCO QQQ TR
750$383K0.05%
123
CMECME GROUP INC
1,650$383K0.05%
124
BABOEING CO
2,000$354K0.05%
125
TWINTWIN DISC INC
27,300$320K0.04%
126
MSFTMICROSOFT CORP
695$292K0.04%
127
MSAIMULTISENSOR AI HOLDINGS INC
130,600$240K0.03%
128
ICEINTERCONTINENTAL EXCHANGE IN
1,600$238K0.03%
129
PCYOPURE CYCLE CORP
18,433$233K0.03%
130
GBCIGLACIER BANCORP INC NEW
4,350$218K0.03%
131
AEYEAUDIOEYE INC
13,550$206K0.03%
132
MCDMCDONALDS CORP
700$202K0.03%
133
CCKCROWN HLDGS INC
2,400$198K0.03%
134
GDGENERAL DYNAMICS CORP
725$191K0.03%
135
ACCOACCO BRANDS CORP
34,740$182K0.03%
136
TRGPTARGA RES CORP
950$169K0.02%
137
GEVGE VERNOVA INC
500$164K0.02%
138
HIHILLENBRAND INC
5,250$161K0.02%
139
SWSMURFIT WESTROCK PLC
2,867$154K0.02%
140
UHALU HAUL HOLDING COMPANY
2,045$141K0.02%
141
SHWSHERWIN WILLIAMS CO
400$135K0.02%
142
NDSNNORDSON CORP
575$119K0.02%
143
EWJISHARES INC
1,400$93K0.01%
144
IWMISHARES TR
400$88K0.01%
145
SPYSPDR S&P 500 ETF TR
100$58K0.01%
146
DYHTARGET CORP
400$54K0.01%
147
HDHOME DEPOT INC
100$38K0.01%
148
CWSTCASELLA WASTE SYS INC
300$31K0.00%
149
MODVQMODIVCARE INC
2,500$29K0.00%
150
PFGCPERFORMANCE FOOD GROUP CO
44$3K0.00%
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