Skylands Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Skylands Capital, LLC held in its portfolio 150 assets valued at $737,109,758 (i.e. $737.11M).
The most valuable assets in the portfolio included: UNION PAC CORP ($51.56M), ALPHABET INC ($46.42M), and GENERAL MTRS CO ($36.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 150 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Skylands Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| UNION PAC CORP | 222895 | 51560071 | COM |
| ALPHABET INC | 148300 | 46417900 | CAP STK CL A |
| GENERAL MTRS CO | 443965 | 36103234 | COM |
| DIEBOLD NIXDORF INC | 474060 | 32183933 | COM SHS |
| APPLE INC | 97270 | 26443822 | COM |
| CROWN CASTLE INTL CORP NEW | 262050 | 23288384 | COM |
| CORE NATURAL RESOURCES INC | 217713 | 19269778 | COM SHS |
| SBA COMMUNICATIONS CORP NEW | 96715 | 18707582 | CL A |
| OSHKOSH CORP | 139100 | 17475133 | COM |
| NORFOLK SOUTHN CORP | 57880 | 16711114 | COM |
| OWENS CORNING NEW | 138020 | 15445818 | COM |
| CITIGROUP INC | 125800 | 14679602 | COM NEW |
| VISA INC | 36975 | 12967502 | COM CL A |
| BARRICK MNG CORP | 271325 | 11816204 | COM SHS |
| COHERENT CORP | 63170 | 11659287 | COM |
| MOLSON COORS BEVERAGE CO | 248325 | 11591811 | CL B |
| KIRBY CORP | 104433 | 11506428 | COM |
| AMERICAN TOWER CORP NEW | 63730 | 11189076 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 125540 | 10296791 | COMMON STOCK |
| SPDR GOLD TRUST | 25040 | 9923602 | GOLD SHS |
| ADEIA INC | 572243 | 9871192 | COM |
| CSX CORP | 263425 | 9549156 | COM |
| WABTEC | 44415 | 9480382 | COM |
| T-MOBILE US INC | 43780 | 8889091 | COM |
| EAGLE MATERIALS INC | 40415 | 8352972 | COM |
| JPMORGAN CHASE & CO | 25450 | 8200499 | COM |
| WILLIAMS COS INC | 132825 | 7984111 | COM |
| SPDR SER TR | 61630 | 7781404 | S&P OILGAS EXP |
| JOINT CORP | 890045 | 7761192 | COM |
| BRISTOL-MYERS SQUIBB CO | 142480 | 7595609 | COM |
| ENERSYS | 51230 | 7518003 | COM |
| GRAND CANYON ED INC | 42475 | 7064017 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 80700 | 7054794 | COM |
| LKQ CORP | 216800 | 6547360 | COM |
| RTX CORPORATION | 33860 | 6209924 | COM |
| GRAPHIC PACKAGING HLDG CO | 384900 | 5796594 | COM |
| META PLATFORMS INC | 8205 | 5416038 | CL A |
| MP MATERIALS CORP | 104580 | 5283382 | COM CL A |
| UNITED PARCEL SERVICE INC | 51545 | 5112749 | CL B |
| SILICON MOTION TECHNOLOGY CO | 53219 | 4933401 | SPONSORED ADR |
| ELANCO ANIMAL HEALTH INC | 213600 | 4833768 | COM |
| SCHWAB CHARLES CORP | 47000 | 4695770 | COM |
| MINERALS TECHNOLOGIES INC | 77005 | 4693455 | COM |
| LOVESAC COMPANY | 291397 | 4298106 | COM |
| HOLLEY INC | 1035800 | 4277854 | COM |
| SELECT SECTOR SPDR TR | 95400 | 4265334 | ENERGY |
| AGNICO EAGLE MINES LTD | 24405 | 4137380 | COM |
| ON SEMICONDUCTOR CORP | 73670 | 3989231 | COM |
| NEWMONT CORP | 39125 | 3906631 | COM |
| NATURES SUNSHINE PRODS INC | 180750 | 3900585 | COM |
| GENERAC HLDGS INC | 28395 | 3872226 | COM |
| QUIDELORTHO CORP | 134704 | 3847146 | COM |
| MARTIN MARIETTA MATLS INC | 5945 | 3701714 | COM |
| DENNYS CORP | 583150 | 3627193 | COM |
| LINCOLN ELEC HLDGS INC | 15080 | 3613771 | COM |
| WILLSCOT HLDGS CORP | 189100 | 3560753 | COM CL A |
| JOHNSON OUTDOORS INC | 83500 | 3544575 | CL A |
| METALLUS INC | 205550 | 3527238 | COM |
| SCHLUMBERGER LTD | 88300 | 3388954 | COM STK |
| HILLMAN SOLUTIONS CORP | 378950 | 3281707 | COM |
| BANK AMERICA CORP | 58625 | 3224375 | COM |
| AMAZON COM INC | 13875 | 3202628 | COM |
| MITEK SYS INC | 302616 | 3192599 | COM NEW |
| ALIGN TECHNOLOGY INC | 20400 | 3185460 | COM |
| ALBANY INTL CORP | 62050 | 3145935 | CL A |
| U HAUL HOLDING COMPANY | 66665 | 3115922 | COM SER N |
| HALLIBURTON CO | 106600 | 3012516 | COM |
| MOBILEYE GLOBAL INC | 286900 | 2995236 | COMMON CLASS A |
| ALPHABET INC | 9500 | 2981100 | CAP STK CL C |
| PHOTRONICS INC | 91525 | 2928800 | COM |
| HAEMONETICS CORP MASS | 36475 | 2923471 | COM |
| BEST BUY INC | 43425 | 2906435 | COM |
| UNITEDHEALTH GROUP INC | 8020 | 2647482 | COM |
| FMC CORP | 187850 | 2605480 | COM NEW |
| TARGA RES CORP | 13200 | 2435400 | COM |
| VONTIER CORPORATION | 65225 | 2425066 | COM |
| MATTHEWS INTL CORP | 91483 | 2389536 | CL A |
| KOPPERS HOLDINGS INC | 80750 | 2186710 | COM |
| NPK INTERNATIONAL INC | 169700 | 2022824 | COM SHS |
| MATSON INC | 15700 | 1939735 | COM |
| FIRST TR EXCHANGE-TRADED FD | 80900 | 1893869 | NAT GAS ETF |
| SILGAN HLDGS INC | 42900 | 1731873 | COM |
| TIMKEN CO | 19550 | 1644742 | COM |
| ASTRONICS CORP | 28800 | 1562112 | COM |
| BLOOMIN BRANDS INC | 247650 | 1528001 | COM |
| ARCHER DANIELS MIDLAND CO | 26175 | 1504801 | COM |
| BRUNSWICK CORP | 19125 | 1419840 | COM |
| WESCO INTL INC | 5630 | 1377323 | COM |
| PROGRESSIVE CORP | 6025 | 1372013 | COM |
| AUDIOEYE INC | 133250 | 1331168 | COM NEW |
| COGENT COMMUNICATIONS HLDGS | 61575 | 1327557 | COM NEW |
| OCCIDENTAL PETE CORP | 30910 | 1271019 | COM |
| GREENBRIER COS INC | 25415 | 1187897 | COM |
| CYTOSORBENTS CORP | 1854515 | 1185406 | COM NEW |
| BOSTON BEER INC | 6050 | 1180537 | CL A |
| WARRIOR MET COAL INC | 13250 | 1168253 | COM |
| COSTAR GROUP INC | 17050 | 1146442 | COM |
| BIO RAD LABS INC | 3600 | 1090764 | CL A |
| DENTSPLY SIRONA INC | 94400 | 1078992 | COM |
| ICON PLC | 5650 | 1029543 | SHS |
| TRANSDIGM GROUP INC | 770 | 1023985 | COM |
| CBOE GLOBAL MKTS INC | 4000 | 1004000 | COM |
| SPORTSMANS WHSE HLDGS INC | 639800 | 934108 | COM |
| S&P GLOBAL INC | 1780 | 930210 | COM |
| ZIMMER BIOMET HOLDINGS INC | 10121 | 910080 | COM |
| MOHAWK INDS INC | 7900 | 863470 | COM |
| ZETA GLOBAL HOLDINGS CORP | 41000 | 834350 | CL A |
| THRYV HLDGS INC | 129600 | 784080 | COM NEW |
| TWIN DISC INC | 44200 | 737256 | COM |
| CENTRAL GARDEN & PET CO | 24600 | 718074 | CL A NON-VTG |
| RAYMOND JAMES FINL INC | 4437 | 710142 | COM |
| DNOW INC | 49633 | 657637 | COM |
| SANFILIPPO JOHN B & SON INC | 9100 | 642460 | COM |
| DIVERSIFIED ENERGY CO | 42100 | 609608 | COMMON STOCK |
| MANITOWOC CO INC | 50505 | 605555 | COM NEW |
| TENNANT CO | 7600 | 560120 | COM |
| GATX CORP | 3220 | 546112 | COM |
| BOOT BARN HLDGS INC | 2909 | 513351 | COM |
| GLOO HOLDINGS INC | 89770 | 510791 | CL A |
| IRIDIUM COMMUNICATIONS INC | 26800 | 465784 | COM |
| INVESCO QQQ TR | 750 | 460733 | UNIT SER 1 |
| EXXON MOBIL CORP | 3816 | 459217 | COM |
| GEN RESTAURENT GROUP | 180006 | 379813 | CL A COM |
| QUEST RESOURCE HLDG CORP | 196950 | 366327 | COM NEW |
| HARLEY DAVIDSON INC | 16000 | 327840 | COM |
| MICROSOFT CORP | 645 | 311935 | COM |
| XPONENTIAL FITNESS INC | 37000 | 304510 | COM CL A |
| MASTERCARD INC | 530 | 302566 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 600 | 301590 | CL B NEW |
| ASURE SOFTWARE INC | 27427 | 258362 | COM |
| GENERAL DYNAMICS CORP | 725 | 244079 | COM |
| VALERO ENERGY CORP | 1350 | 219767 | COM |
| FEDEX CORP | 725 | 209424 | COM |
| CROWN HLDGS INC | 1800 | 185346 | COM |
| BLACKROCK INC | 140 | 149848 | COM |
| EXACT SCIENCES CORP | 1225 | 124411 | COM |
| U HAUL HOLDING COMPANY | 2045 | 103088 | COM |
| SMURFIT WESTROCK PLC | 2617 | 101199 | SHS |
| ISHARES TR | 400 | 98464 | RUSSELL 2000 ETF |
| DISNEY WALT CO | 675 | 76795 | COM |
| SPDR S&P 500 ETF TR | 100 | 68192 | TR UNIT |
| ACCO BRANDS CORP | 18000 | 67140 | COM |
| CAMECO CORP | 700 | 64043 | COM |
| NORDSON CORP | 265 | 63714 | COM |
| GE VERNOVA INC | 75 | 49018 | COM |
| SHERWIN WILLIAMS CO | 150 | 48605 | COM |
| HOME DEPOT INC | 100 | 34410 | COM |
| ULTA BEAUTY INC | 50 | 30251 | COM |
| CASELLA WASTE SYS INC | 275 | 26934 | CL A |
| TARGET CORP | 100 | 9775 | COM |