Skylands Capital, LLC Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$737.1M
Holdings
150
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | T7DTRANSDIGM GROUP INC | 770 | $1.0M | 0.14% | |
| 102 | CBOECBOE GLOBAL MKTS INC | 4,000 | $1.0M | 0.14% | |
| 103 | SPWHSPORTSMANS WHSE HLDGS INC | 639,800 | $934K | 0.13% | |
| 104 | SPGIS&P GLOBAL INC | 1,780 | $930K | 0.13% | |
| 105 | ZBHZIMMER BIOMET HOLDINGS INC | 10,121 | $910K | 0.12% | |
| 106 | MHKMOHAWK INDS INC | 7,900 | $863K | 0.12% | |
| 107 | ZETAZETA GLOBAL HOLDINGS CORP | 41,000 | $834K | 0.11% | |
| 108 | THRYTHRYV HLDGS INC | 129,600 | $784K | 0.11% | |
| 109 | TWINTWIN DISC INC | 44,200 | $737K | 0.10% | |
| 110 | CENTACENTRAL GARDEN & PET CO | 24,600 | $718K | 0.10% | |
| 111 | RJFRAYMOND JAMES FINL INC | 4,437 | $710K | 0.10% | |
| 112 | DNOWDNOW INC | 49,633 | $657K | 0.09% | |
| 113 | JBSSSANFILIPPO JOHN B & SON INC | 9,100 | $642K | 0.09% | |
| 114 | DECDIVERSIFIED ENERGY CO | 42,100 | $609K | 0.08% | |
| 115 | MTWMANITOWOC CO INC | 50,505 | $605K | 0.08% | |
| 116 | TN1TENNANT CO | 7,600 | $560K | 0.08% | |
| 117 | GATXGATX CORP | 3,220 | $546K | 0.07% | |
| 118 | BOOTBOOT BARN HLDGS INC | 2,909 | $513K | 0.07% | |
| 119 | GLOOGLOO HOLDINGS INC | 89,770 | $510K | 0.07% | |
| 120 | IRDMIRIDIUM COMMUNICATIONS INC | 26,800 | $465K | 0.06% | |
| 121 | NDQINVESCO QQQ TR | 750 | $460K | 0.06% | |
| 122 | XOMEXXON MOBIL CORP | 3,816 | $459K | 0.06% | |
| 123 | GENKGEN RESTAURENT GROUP | 180,006 | $379K | 0.05% | |
| 124 | QRHCQUEST RESOURCE HLDG CORP | 196,950 | $366K | 0.05% | |
| 125 | HOGHARLEY DAVIDSON INC | 16,000 | $327K | 0.04% | |
| 126 | MSFTMICROSOFT CORP | 645 | $311K | 0.04% | |
| 127 | XPOFXPONENTIAL FITNESS INC | 37,000 | $304K | 0.04% | |
| 128 | MAMASTERCARD INC | 530 | $302K | 0.04% | |
| 129 | BRK/BBERKSHIRE HATHAWAY INC DEL | 600 | $301K | 0.04% | |
| 130 | VTE1ASURE SOFTWARE INC | 27,427 | $258K | 0.04% | |
| 131 | GDGENERAL DYNAMICS CORP | 725 | $244K | 0.03% | |
| 132 | VLOVALERO ENERGY CORP | 1,350 | $219K | 0.03% | |
| 133 | FDXFEDEX CORP | 725 | $209K | 0.03% | |
| 134 | CCKCROWN HLDGS INC | 1,800 | $185K | 0.03% | |
| 135 | BLKBLACKROCK INC | 140 | $149K | 0.02% | |
| 136 | EXASEXACT SCIENCES CORP | 1,225 | $124K | 0.02% | |
| 137 | UHALU HAUL HOLDING COMPANY | 2,045 | $103K | 0.01% | |
| 138 | SWSMURFIT WESTROCK PLC | 2,617 | $101K | 0.01% | |
| 139 | IWMISHARES TR | 400 | $98K | 0.01% | |
| 140 | DISDISNEY WALT CO | 675 | $76K | 0.01% | |
| 141 | SPYSPDR S&P 500 ETF TR | 100 | $68K | 0.01% | |
| 142 | ACCOACCO BRANDS CORP | 18,000 | $67K | 0.01% | |
| 143 | CCOCAMECO CORP | 700 | $64K | 0.01% | |
| 144 | NDSNNORDSON CORP | 265 | $63K | 0.01% | |
| 145 | GEVGE VERNOVA INC | 75 | $49K | 0.01% | |
| 146 | SHWSHERWIN WILLIAMS CO | 150 | $48K | 0.01% | |
| 147 | HDHOME DEPOT INC | 100 | $34K | 0.00% | |
| 148 | ULTAULTA BEAUTY INC | 50 | $30K | 0.00% | |
| 149 | CWSTCASELLA WASTE SYS INC | 275 | $26K | 0.00% | |
| 150 | DYHTARGET CORP | 100 | $9K | 0.00% |
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