13F HOLDINGS REPORT
Skylands Capital, LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001821268-25-000227
Total Value
$723.5M
Positions
152
Other Managers
0
Confidential Omitted
No
Holdings (152)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNION PAC CORP | UNP | 224,350 | $53.0M | 7.33% |
| 2 | ALPHABET INC | GOOG | 183,685 | $44.7M | 6.17% |
| 3 | GENERAL MTRS CO | 37045V100 | 480,715 | $29.3M | 4.05% |
| 4 | DIEBOLD NIXDORF INC | DBD | 486,520 | $27.7M | 3.84% |
| 5 | APPLE INC | AAPL | 107,585 | $27.4M | 3.79% |
| 6 | CROWN CASTLE INTL CORP NEW | CCI | 246,750 | $23.8M | 3.29% |
| 7 | OSHKOSH CORP | OSK | 145,750 | $18.9M | 2.61% |
| 8 | CORE NATURAL RESOURCES INC | CNR | 222,022 | $18.5M | 2.56% |
| 9 | NORFOLK SOUTHN CORP | 655844108 | 59,680 | $17.9M | 2.48% |
| 10 | SBA COMMUNICATIONS CORP NEW | SBAC | 84,130 | $16.3M | 2.25% |
| 11 | OWENS CORNING NEW | OC | 98,585 | $13.9M | 1.93% |
| 12 | VISA INC | V | 39,510 | $13.5M | 1.86% |
| 13 | CITIGROUP INC | C-PR | 126,325 | $12.8M | 1.77% |
| 14 | COHERENT CORP | COHR | 117,735 | $12.7M | 1.75% |
| 15 | FMC CORP | FMC | 330,675 | $11.1M | 1.54% |
| 16 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 144,390 | $10.8M | 1.50% |
| 17 | BARRICK MNG CORP | 06849F108 | 309,175 | $10.1M | 1.40% |
| 18 | CSX CORP | CSX | 275,775 | $9.8M | 1.35% |
| 19 | EAGLE MATERIALS INC | 26969P108 | 40,615 | $9.5M | 1.31% |
| 20 | SPDR GOLD TRUST | GLD | 26,275 | $9.3M | 1.29% |
| 21 | WABTEC | 929740108 | 45,015 | $9.0M | 1.25% |
| 22 | GRAND CANYON ED INC | LOPE | 40,120 | $8.8M | 1.22% |
| 23 | KIRBY CORP | KEX | 105,150 | $8.8M | 1.21% |
| 24 | WILLIAMS COS INC | 969457100 | 133,675 | $8.5M | 1.17% |
| 25 | ADEIA INC | ADEA | 497,300 | $8.4M | 1.15% |
| 26 | MOLSON COORS BEVERAGE CO | TAP-A | 180,650 | $8.2M | 1.13% |
| 27 | JPMORGAN CHASE & CO | VYLD | 25,505 | $8.0M | 1.11% |
| 28 | AMERICAN TOWER CORP NEW | 03027X100 | 41,720 | $8.0M | 1.11% |
| 29 | JOINT CORP | JYNT | 832,278 | $7.9M | 1.10% |
| 30 | ENERSYS | ENS | 68,805 | $7.8M | 1.07% |
| 31 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 160,880 | $7.3M | 1.00% |
| 32 | MP MATERIALS CORP | MP | 105,350 | $7.1M | 0.98% |
| 33 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 73,900 | $6.6M | 0.91% |
| 34 | ALIGN TECHNOLOGY INC | ALGN | 48,200 | $6.0M | 0.83% |
| 35 | ELANCO ANIMAL HEALTH INC | ELAN | 295,200 | $5.9M | 0.82% |
| 36 | MINERALS TECHNOLOGIES INC | MTX | 92,780 | $5.8M | 0.80% |
| 37 | RTX CORPORATION | RTX | 34,160 | $5.7M | 0.79% |
| 38 | SPDR SER TR | 78468R556 | 41,380 | $5.5M | 0.76% |
| 39 | LKQ CORP | LKQ | 178,150 | $5.4M | 0.75% |
| 40 | OCCIDENTAL PETE CORP | 674599105 | 108,160 | $5.1M | 0.71% |
| 41 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 241,150 | $5.1M | 0.70% |
| 42 | NATURES SUNSHINE PRODS INC | 639027101 | 323,350 | $5.0M | 0.69% |
| 43 | UNITEDHEALTH GROUP INC | UNH | 14,430 | $5.0M | 0.69% |
| 44 | DENNYS CORP | 24869P104 | 932,050 | $4.9M | 0.67% |
| 45 | META PLATFORMS INC | META | 6,505 | $4.8M | 0.66% |
| 46 | GRAPHIC PACKAGING HLDG CO | GPK | 240,050 | $4.7M | 0.65% |
| 47 | JOHNSON OUTDOORS INC | JOUT | 113,136 | $4.6M | 0.63% |
| 48 | AGNICO EAGLE MINES LTD | AEM | 25,940 | $4.4M | 0.60% |
| 49 | T-MOBILE US INC | TMUSZ | 17,880 | $4.3M | 0.59% |
| 50 | HOLLEY INC | HLLY-WT | 1,349,450 | $4.2M | 0.59% |
| 51 | UNITED PARCEL SERVICE INC | UPS | 49,540 | $4.1M | 0.57% |
| 52 | COGENT COMMUNICATIONS HLDGS | CCOI | 106,325 | $4.1M | 0.56% |
| 53 | GENERAC HLDGS INC | GNRC | 24,160 | $4.0M | 0.56% |
| 54 | HAEMONETICS CORP MASS | HAE | 81,369 | $4.0M | 0.55% |
| 55 | NEWMONT CORP | NEMCL | 44,625 | $3.8M | 0.52% |
| 56 | MARTIN MARIETTA MATLS INC | 573284106 | 5,945 | $3.7M | 0.52% |
| 57 | ON SEMICONDUCTOR CORP | ON | 75,370 | $3.7M | 0.51% |
| 58 | SILICON MOTION TECHNOLOGY CO | SIMO | 38,594 | $3.7M | 0.51% |
| 59 | LINCOLN ELEC HLDGS INC | 533900106 | 15,180 | $3.6M | 0.49% |
| 60 | MOBILEYE GLOBAL INC | MBLY | 233,050 | $3.3M | 0.45% |
| 61 | SCHLUMBERGER LTD | SLB | 95,250 | $3.3M | 0.45% |
| 62 | LOVESAC COMPANY | LOVE | 189,950 | $3.2M | 0.44% |
| 63 | PHOTRONICS INC | PLAB | 139,175 | $3.2M | 0.44% |
| 64 | BANK AMERICA CORP | 060505104 | 60,825 | $3.1M | 0.43% |
| 65 | QUIDELORTHO CORP | QDEL | 104,825 | $3.1M | 0.43% |
| 66 | METALLUS INC | MTUS | 184,300 | $3.0M | 0.42% |
| 67 | SELECT SECTOR SPDR TR | 81369Y506 | 33,200 | $3.0M | 0.41% |
| 68 | HALLIBURTON CO | HAL | 119,600 | $2.9M | 0.41% |
| 69 | MATTHEWS INTL CORP | 577128101 | 118,884 | $2.9M | 0.40% |
| 70 | HILLMAN SOLUTIONS CORP | HLMN | 298,300 | $2.7M | 0.38% |
| 71 | SCHWAB CHARLES CORP | SCHW-PJ | 27,550 | $2.6M | 0.36% |
| 72 | AMAZON COM INC | AMZN | 11,875 | $2.6M | 0.36% |
| 73 | WARRIOR MET COAL INC | HCC | 39,200 | $2.5M | 0.34% |
| 74 | ALPHABET INC | GOOG | 9,500 | $2.3M | 0.32% |
| 75 | MITEK SYS INC | MITK | 225,296 | $2.2M | 0.30% |
| 76 | NPK INTERNATIONAL INC | NPKI | 184,000 | $2.1M | 0.29% |
| 77 | ALBANY INTL CORP | 012348108 | 37,375 | $2.0M | 0.28% |
| 78 | CYTOSORBENTS CORP | CTSO | 2,127,265 | $2.0M | 0.27% |
| 79 | U HAUL HOLDING COMPANY | UHAL-B | 38,215 | $1.9M | 0.27% |
| 80 | ARCHER DANIELS MIDLAND CO | ADM | 32,040 | $1.9M | 0.26% |
| 81 | S&P GLOBAL INC | SPGI | 3,880 | $1.9M | 0.26% |
| 82 | FIRST TR EXCHANGE-TRADED FD | 33733E807 | 79,500 | $1.9M | 0.26% |
| 83 | FEDEX CORP | FDX | 7,825 | $1.8M | 0.26% |
| 84 | TIMKEN CO | TKR | 24,150 | $1.8M | 0.25% |
| 85 | ASTRONICS CORP | ATROB | 39,400 | $1.8M | 0.25% |
| 86 | VONTIER CORPORATION | VNT | 42,800 | $1.8M | 0.25% |
| 87 | KOPPERS HOLDINGS INC | KOP | 63,380 | $1.8M | 0.25% |
| 88 | EXACT SCIENCES CORP | 30063P105 | 32,175 | $1.8M | 0.24% |
| 89 | THRYV HLDGS INC | THRY | 138,000 | $1.7M | 0.23% |
| 90 | BLOOMIN BRANDS INC | BLMN | 230,350 | $1.7M | 0.23% |
| 91 | SILGAN HLDGS INC | SLGN | 38,150 | $1.6M | 0.23% |
| 92 | IRIDIUM COMMUNICATIONS INC | IRDM | 79,500 | $1.4M | 0.19% |
| 93 | AUDIOEYE INC | AEYE | 92,774 | $1.3M | 0.18% |
| 94 | WESCO INTL INC | 95082P105 | 5,760 | $1.2M | 0.17% |
| 95 | BRUNSWICK CORP | BC-PC | 19,025 | $1.2M | 0.17% |
| 96 | GREENBRIER COS INC | 393657101 | 25,565 | $1.2M | 0.16% |
| 97 | BEST BUY INC | BBY | 15,575 | $1.2M | 0.16% |
| 98 | ICON PLC | ICLR | 6,700 | $1.2M | 0.16% |
| 99 | REGENERON PHARMACEUTICALS | REGN | 2,065 | $1.2M | 0.16% |
| 100 | MATSON INC | MATX | 11,600 | $1.1M | 0.16% |
| 101 | XPONENTIAL FITNESS INC | XPOF | 144,400 | $1.1M | 0.16% |
| 102 | SPORTSMANS WHSE HLDGS INC | 84920Y106 | 393,000 | $1.1M | 0.15% |
| 103 | TRANSDIGM GROUP INC | TDG | 770 | $1.0M | 0.14% |
| 104 | THERMO FISHER SCIENTIFIC INC | TMO | 2,050 | $994,291 | 0.14% |
| 105 | CBOE GLOBAL MKTS INC | 12503M108 | 4,000 | $981,000 | 0.14% |
| 106 | BIO RAD LABS INC | 090572207 | 3,050 | $855,190 | 0.12% |
| 107 | RAYMOND JAMES FINL INC | 754730109 | 4,437 | $763,608 | 0.11% |
| 108 | OLD SECOND BANCORP INC ILL | OSBC | 43,350 | $749,522 | 0.10% |
| 109 | GEN RESTAURENT GROUP | 36870C104 | 253,467 | $697,034 | 0.10% |
| 110 | EXXON MOBIL CORP | XOM | 5,566 | $627,567 | 0.09% |
| 111 | ZETA GLOBAL HOLDINGS CORP | ZETA | 31,100 | $617,957 | 0.09% |
| 112 | CLEARFIELD INC | CLFD | 17,882 | $614,783 | 0.08% |
| 113 | BOOT BARN HLDGS INC | BOOT | 3,614 | $598,912 | 0.08% |
| 114 | TWIN DISC INC | TWIN | 42,054 | $586,233 | 0.08% |
| 115 | ASURE SOFTWARE INC | ASUR | 63,700 | $522,340 | 0.07% |
| 116 | VALERO ENERGY CORP | VLO | 2,850 | $485,241 | 0.07% |
| 117 | SIMULATIONS PLUS INC | SLP | 31,300 | $471,691 | 0.07% |
| 118 | SANFILIPPO JOHN B & SON INC | JBSS | 7,123 | $457,866 | 0.06% |
| 119 | GATX CORP | GATX | 2,595 | $453,606 | 0.06% |
| 120 | INVESCO QQQ TR | IVZ | 750 | $450,278 | 0.06% |
| 121 | MANITOWOC CO INC | MTW | 43,115 | $431,581 | 0.06% |
| 122 | CHURCHILL DOWNS INC | CHDN | 4,400 | $426,844 | 0.06% |
| 123 | DISNEY WALT CO | 254687106 | 3,700 | $423,650 | 0.06% |
| 124 | OSI SYSTEMS INC | OSIS | 1,650 | $411,246 | 0.06% |
| 125 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 800 | $402,192 | 0.06% |
| 126 | ZIMMER BIOMET HOLDINGS INC | ZBH | 3,761 | $370,459 | 0.05% |
| 127 | KLARNA GROUP PLC | KLAR | 10,000 | $366,500 | 0.05% |
| 128 | INFINITY NAT RES INC | 456941103 | 25,850 | $338,894 | 0.05% |
| 129 | MICROSOFT CORP | MSFT | 620 | $321,129 | 0.04% |
| 130 | QUEST RESOURCE HLDG CORP | QRHC | 204,827 | $319,530 | 0.04% |
| 131 | COOPER COS INC | 216648501 | 4,600 | $315,376 | 0.04% |
| 132 | MASTERCARD INC | MA | 530 | $301,469 | 0.04% |
| 133 | OKLO INC | OKLO | 2,631 | $293,699 | 0.04% |
| 134 | GENERAL DYNAMICS CORP | GD | 725 | $247,225 | 0.03% |
| 135 | CROWN HLDGS INC | CCK | 1,800 | $173,862 | 0.02% |
| 136 | HARLEY DAVIDSON INC | HOG | 6,200 | $172,980 | 0.02% |
| 137 | BLACKROCK INC | BLK | 140 | $163,222 | 0.02% |
| 138 | SMURFIT WESTROCK PLC | SW | 2,817 | $119,920 | 0.02% |
| 139 | U HAUL HOLDING COMPANY | UHAL-B | 2,045 | $116,708 | 0.02% |
| 140 | ISHARES TR | 464287655 | 400 | $96,784 | 0.01% |
| 141 | GAUZY LTD | GAUZ | 14,150 | $89,570 | 0.01% |
| 142 | ACCO BRANDS CORP | ACCO | 18,000 | $71,820 | 0.01% |
| 143 | SPDR S&P 500 ETF TR | SPY | 100 | $66,618 | 0.01% |
| 144 | NORDSON CORP | NDSN | 265 | $60,142 | 0.01% |
| 145 | CAMECO CORP | CCJ | 700 | $58,702 | 0.01% |
| 146 | SHERWIN WILLIAMS CO | SHW | 150 | $51,939 | 0.01% |
| 147 | GE VERNOVA INC | GEV | 75 | $46,118 | 0.01% |
| 148 | CROWN CRAFTS INC | CRWS | 15,503 | $45,114 | 0.01% |
| 149 | HOME DEPOT INC | HD | 100 | $40,519 | 0.01% |
| 150 | ULTA BEAUTY INC | ULTA | 50 | $27,338 | 0.00% |
| 151 | CASELLA WASTE SYS INC | CWST | 275 | $26,092 | 0.00% |
| 152 | TARGET CORP | TGT | 100 | $8,970 | 0.00% |