13F HOLDINGS REPORT
Skylands Capital, LLC
Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001821268-26-000016
Total Value
$737.1M
Positions
150
Other Managers
0
Confidential Omitted
No
Holdings (150)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNION PAC CORP | UNP | 222,895 | $51.6M | 6.99% |
| 2 | ALPHABET INC | GOOG | 148,300 | $46.4M | 6.30% |
| 3 | GENERAL MTRS CO | 37045V100 | 443,965 | $36.1M | 4.90% |
| 4 | DIEBOLD NIXDORF INC | DBD | 474,060 | $32.2M | 4.37% |
| 5 | APPLE INC | AAPL | 97,270 | $26.4M | 3.59% |
| 6 | CROWN CASTLE INTL CORP NEW | CCI | 262,050 | $23.3M | 3.16% |
| 7 | CORE NATURAL RESOURCES INC | CNR | 217,713 | $19.3M | 2.61% |
| 8 | SBA COMMUNICATIONS CORP NEW | SBAC | 96,715 | $18.7M | 2.54% |
| 9 | OSHKOSH CORP | OSK | 139,100 | $17.5M | 2.37% |
| 10 | NORFOLK SOUTHN CORP | 655844108 | 57,880 | $16.7M | 2.27% |
| 11 | OWENS CORNING NEW | OC | 138,020 | $15.4M | 2.10% |
| 12 | CITIGROUP INC | C-PR | 125,800 | $14.7M | 1.99% |
| 13 | VISA INC | V | 36,975 | $13.0M | 1.76% |
| 14 | BARRICK MNG CORP | 06849F108 | 271,325 | $11.8M | 1.60% |
| 15 | COHERENT CORP | COHR | 63,170 | $11.7M | 1.58% |
| 16 | MOLSON COORS BEVERAGE CO | TAP-A | 248,325 | $11.6M | 1.57% |
| 17 | KIRBY CORP | KEX | 104,433 | $11.5M | 1.56% |
| 18 | AMERICAN TOWER CORP NEW | 03027X100 | 63,730 | $11.2M | 1.52% |
| 19 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 125,540 | $10.3M | 1.40% |
| 20 | SPDR GOLD TRUST | GLD | 25,040 | $9.9M | 1.35% |
| 21 | ADEIA INC | ADEA | 572,243 | $9.9M | 1.34% |
| 22 | CSX CORP | CSX | 263,425 | $9.5M | 1.30% |
| 23 | WABTEC | 929740108 | 44,415 | $9.5M | 1.29% |
| 24 | T-MOBILE US INC | TMUSZ | 43,780 | $8.9M | 1.21% |
| 25 | EAGLE MATERIALS INC | 26969P108 | 40,415 | $8.4M | 1.13% |
| 26 | JPMORGAN CHASE & CO | VYLD | 25,450 | $8.2M | 1.11% |
| 27 | WILLIAMS COS INC | 969457100 | 132,825 | $8.0M | 1.08% |
| 28 | SPDR SER TR | 78468R556 | 61,630 | $7.8M | 1.06% |
| 29 | JOINT CORP | JYNT | 890,045 | $7.8M | 1.05% |
| 30 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 142,480 | $7.6M | 1.03% |
| 31 | ENERSYS | ENS | 51,230 | $7.5M | 1.02% |
| 32 | GRAND CANYON ED INC | LOPE | 42,475 | $7.1M | 0.96% |
| 33 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 80,700 | $7.1M | 0.96% |
| 34 | LKQ CORP | LKQ | 216,800 | $6.5M | 0.89% |
| 35 | RTX CORPORATION | RTX | 33,860 | $6.2M | 0.84% |
| 36 | GRAPHIC PACKAGING HLDG CO | GPK | 384,900 | $5.8M | 0.79% |
| 37 | META PLATFORMS INC | META | 8,205 | $5.4M | 0.73% |
| 38 | MP MATERIALS CORP | MP | 104,580 | $5.3M | 0.72% |
| 39 | UNITED PARCEL SERVICE INC | UPS | 51,545 | $5.1M | 0.69% |
| 40 | SILICON MOTION TECHNOLOGY CO | SIMO | 53,219 | $4.9M | 0.67% |
| 41 | ELANCO ANIMAL HEALTH INC | ELAN | 213,600 | $4.8M | 0.66% |
| 42 | SCHWAB CHARLES CORP | SCHW-PJ | 47,000 | $4.7M | 0.64% |
| 43 | MINERALS TECHNOLOGIES INC | MTX | 77,005 | $4.7M | 0.64% |
| 44 | LOVESAC COMPANY | LOVE | 291,397 | $4.3M | 0.58% |
| 45 | HOLLEY INC | HLLY-WT | 1,035,800 | $4.3M | 0.58% |
| 46 | SELECT SECTOR SPDR TR | 81369Y506 | 95,400 | $4.3M | 0.58% |
| 47 | AGNICO EAGLE MINES LTD | AEM | 24,405 | $4.1M | 0.56% |
| 48 | ON SEMICONDUCTOR CORP | ON | 73,670 | $4.0M | 0.54% |
| 49 | NEWMONT CORP | NEMCL | 39,125 | $3.9M | 0.53% |
| 50 | NATURES SUNSHINE PRODS INC | 639027101 | 180,750 | $3.9M | 0.53% |
| 51 | GENERAC HLDGS INC | GNRC | 28,395 | $3.9M | 0.53% |
| 52 | QUIDELORTHO CORP | QDEL | 134,704 | $3.8M | 0.52% |
| 53 | MARTIN MARIETTA MATLS INC | 573284106 | 5,945 | $3.7M | 0.50% |
| 54 | DENNYS CORP | 24869P104 | 583,150 | $3.6M | 0.49% |
| 55 | LINCOLN ELEC HLDGS INC | 533900106 | 15,080 | $3.6M | 0.49% |
| 56 | WILLSCOT HLDGS CORP | WSC | 189,100 | $3.6M | 0.48% |
| 57 | JOHNSON OUTDOORS INC | JOUT | 83,500 | $3.5M | 0.48% |
| 58 | METALLUS INC | MTUS | 205,550 | $3.5M | 0.48% |
| 59 | SCHLUMBERGER LTD | SLB | 88,300 | $3.4M | 0.46% |
| 60 | HILLMAN SOLUTIONS CORP | HLMN | 378,950 | $3.3M | 0.45% |
| 61 | BANK AMERICA CORP | 060505104 | 58,625 | $3.2M | 0.44% |
| 62 | AMAZON COM INC | AMZN | 13,875 | $3.2M | 0.43% |
| 63 | MITEK SYS INC | MITK | 302,616 | $3.2M | 0.43% |
| 64 | ALIGN TECHNOLOGY INC | ALGN | 20,400 | $3.2M | 0.43% |
| 65 | ALBANY INTL CORP | 012348108 | 62,050 | $3.1M | 0.43% |
| 66 | U HAUL HOLDING COMPANY | UHAL-B | 66,665 | $3.1M | 0.42% |
| 67 | HALLIBURTON CO | HAL | 106,600 | $3.0M | 0.41% |
| 68 | MOBILEYE GLOBAL INC | MBLY | 286,900 | $3.0M | 0.41% |
| 69 | ALPHABET INC | GOOG | 9,500 | $3.0M | 0.40% |
| 70 | PHOTRONICS INC | PLAB | 91,525 | $2.9M | 0.40% |
| 71 | HAEMONETICS CORP MASS | HAE | 36,475 | $2.9M | 0.40% |
| 72 | BEST BUY INC | BBY | 43,425 | $2.9M | 0.39% |
| 73 | UNITEDHEALTH GROUP INC | UNH | 8,020 | $2.6M | 0.36% |
| 74 | FMC CORP | FMC | 187,850 | $2.6M | 0.35% |
| 75 | TARGA RES CORP | TRGP | 13,200 | $2.4M | 0.33% |
| 76 | VONTIER CORPORATION | VNT | 65,225 | $2.4M | 0.33% |
| 77 | MATTHEWS INTL CORP | 577128101 | 91,483 | $2.4M | 0.32% |
| 78 | KOPPERS HOLDINGS INC | KOP | 80,750 | $2.2M | 0.30% |
| 79 | NPK INTERNATIONAL INC | NPKI | 169,700 | $2.0M | 0.27% |
| 80 | MATSON INC | MATX | 15,700 | $1.9M | 0.26% |
| 81 | FIRST TR EXCHANGE-TRADED FD | 33733E807 | 80,900 | $1.9M | 0.26% |
| 82 | SILGAN HLDGS INC | SLGN | 42,900 | $1.7M | 0.23% |
| 83 | TIMKEN CO | TKR | 19,550 | $1.6M | 0.22% |
| 84 | ASTRONICS CORP | ATROB | 28,800 | $1.6M | 0.21% |
| 85 | BLOOMIN BRANDS INC | BLMN | 247,650 | $1.5M | 0.21% |
| 86 | ARCHER DANIELS MIDLAND CO | ADM | 26,175 | $1.5M | 0.20% |
| 87 | BRUNSWICK CORP | BC-PC | 19,125 | $1.4M | 0.19% |
| 88 | WESCO INTL INC | 95082P105 | 5,630 | $1.4M | 0.19% |
| 89 | PROGRESSIVE CORP | 743315103 | 6,025 | $1.4M | 0.19% |
| 90 | AUDIOEYE INC | AEYE | 133,250 | $1.3M | 0.18% |
| 91 | COGENT COMMUNICATIONS HLDGS | CCOI | 61,575 | $1.3M | 0.18% |
| 92 | OCCIDENTAL PETE CORP | 674599105 | 30,910 | $1.3M | 0.17% |
| 93 | GREENBRIER COS INC | 393657101 | 25,415 | $1.2M | 0.16% |
| 94 | CYTOSORBENTS CORP | CTSO | 1,854,515 | $1.2M | 0.16% |
| 95 | BOSTON BEER INC | SAM | 6,050 | $1.2M | 0.16% |
| 96 | WARRIOR MET COAL INC | HCC | 13,250 | $1.2M | 0.16% |
| 97 | COSTAR GROUP INC | CSGP | 17,050 | $1.1M | 0.16% |
| 98 | BIO RAD LABS INC | 090572207 | 3,600 | $1.1M | 0.15% |
| 99 | DENTSPLY SIRONA INC | XRAY | 94,400 | $1.1M | 0.15% |
| 100 | ICON PLC | ICLR | 5,650 | $1.0M | 0.14% |
| 101 | TRANSDIGM GROUP INC | TDG | 770 | $1.0M | 0.14% |
| 102 | CBOE GLOBAL MKTS INC | 12503M108 | 4,000 | $1.0M | 0.14% |
| 103 | SPORTSMANS WHSE HLDGS INC | 84920Y106 | 639,800 | $934,108 | 0.13% |
| 104 | S&P GLOBAL INC | SPGI | 1,780 | $930,210 | 0.13% |
| 105 | ZIMMER BIOMET HOLDINGS INC | ZBH | 10,121 | $910,080 | 0.12% |
| 106 | MOHAWK INDS INC | 608190104 | 7,900 | $863,470 | 0.12% |
| 107 | ZETA GLOBAL HOLDINGS CORP | ZETA | 41,000 | $834,350 | 0.11% |
| 108 | THRYV HLDGS INC | THRY | 129,600 | $784,080 | 0.11% |
| 109 | TWIN DISC INC | TWIN | 44,200 | $737,256 | 0.10% |
| 110 | CENTRAL GARDEN & PET CO | CENTA | 24,600 | $718,074 | 0.10% |
| 111 | RAYMOND JAMES FINL INC | 754730109 | 4,437 | $710,142 | 0.10% |
| 112 | DNOW INC | DNOW | 49,633 | $657,637 | 0.09% |
| 113 | SANFILIPPO JOHN B & SON INC | JBSS | 9,100 | $642,460 | 0.09% |
| 114 | DIVERSIFIED ENERGY CO | DEC | 42,100 | $609,608 | 0.08% |
| 115 | MANITOWOC CO INC | MTW | 50,505 | $605,555 | 0.08% |
| 116 | TENNANT CO | TNC | 7,600 | $560,120 | 0.08% |
| 117 | GATX CORP | GATX | 3,220 | $546,112 | 0.07% |
| 118 | BOOT BARN HLDGS INC | BOOT | 2,909 | $513,351 | 0.07% |
| 119 | GLOO HOLDINGS INC | GLOO | 89,770 | $510,791 | 0.07% |
| 120 | IRIDIUM COMMUNICATIONS INC | IRDM | 26,800 | $465,784 | 0.06% |
| 121 | INVESCO QQQ TR | IVZ | 750 | $460,733 | 0.06% |
| 122 | EXXON MOBIL CORP | XOM | 3,816 | $459,217 | 0.06% |
| 123 | GEN RESTAURENT GROUP | 36870C104 | 180,006 | $379,813 | 0.05% |
| 124 | QUEST RESOURCE HLDG CORP | QRHC | 196,950 | $366,327 | 0.05% |
| 125 | HARLEY DAVIDSON INC | HOG | 16,000 | $327,840 | 0.04% |
| 126 | MICROSOFT CORP | MSFT | 645 | $311,935 | 0.04% |
| 127 | XPONENTIAL FITNESS INC | XPOF | 37,000 | $304,510 | 0.04% |
| 128 | MASTERCARD INC | MA | 530 | $302,566 | 0.04% |
| 129 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 600 | $301,590 | 0.04% |
| 130 | ASURE SOFTWARE INC | ASUR | 27,427 | $258,362 | 0.04% |
| 131 | GENERAL DYNAMICS CORP | GD | 725 | $244,079 | 0.03% |
| 132 | VALERO ENERGY CORP | VLO | 1,350 | $219,767 | 0.03% |
| 133 | FEDEX CORP | FDX | 725 | $209,424 | 0.03% |
| 134 | CROWN HLDGS INC | CCK | 1,800 | $185,346 | 0.03% |
| 135 | BLACKROCK INC | BLK | 140 | $149,848 | 0.02% |
| 136 | EXACT SCIENCES CORP | 30063P105 | 1,225 | $124,411 | 0.02% |
| 137 | U HAUL HOLDING COMPANY | UHAL-B | 2,045 | $103,088 | 0.01% |
| 138 | SMURFIT WESTROCK PLC | SW | 2,617 | $101,199 | 0.01% |
| 139 | ISHARES TR | 464287655 | 400 | $98,464 | 0.01% |
| 140 | DISNEY WALT CO | 254687106 | 675 | $76,795 | 0.01% |
| 141 | SPDR S&P 500 ETF TR | SPY | 100 | $68,192 | 0.01% |
| 142 | ACCO BRANDS CORP | ACCO | 18,000 | $67,140 | 0.01% |
| 143 | CAMECO CORP | CCJ | 700 | $64,043 | 0.01% |
| 144 | NORDSON CORP | NDSN | 265 | $63,714 | 0.01% |
| 145 | GE VERNOVA INC | GEV | 75 | $49,018 | 0.01% |
| 146 | SHERWIN WILLIAMS CO | SHW | 150 | $48,605 | 0.01% |
| 147 | HOME DEPOT INC | HD | 100 | $34,410 | 0.00% |
| 148 | ULTA BEAUTY INC | ULTA | 50 | $30,251 | 0.00% |
| 149 | CASELLA WASTE SYS INC | CWST | 275 | $26,934 | 0.00% |
| 150 | TARGET CORP | TGT | 100 | $9,775 | 0.00% |