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.
Top Valuable Stocks in Skylands Capital, LLC Portfolio
UNION PAC CORP
ALPHABET INC
GENERAL MTRS CO
DIEBOLD NIXDORF INC
APPLE INC
CROWN CASTLE INTL CORP NEW
CORE NATURAL RESOURCES INC
SBA COMMUNICATIONS CORP NEW
OSHKOSH CORP
NORFOLK SOUTHN CORP
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