Skylands Capital, LLC

CIK Number: 0001299910

689.54M
Market Value
151
# of Holdings
23 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 25, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 UNP Union Pacific C...
221.35
-0.82% 224.63K -1.97% 53.07M 100.92 7.66% Share
2 AAPL Apple Inc.
232.81
-0.22% 129.53K -4.09% 28.77M 22.64 4.15% Share
3 GOOGL Alphabet Inc.
202.88
+0.46% 185.88K +19.60% 28.75M 119.02 4.15% Share
4 GM General Motors ...
56.42
+1.51% 552.17K +3.01% 25.97M 36.85 3.75% Share
5 CCI Crown Castle In...
101.05
-0.76% 243.75K -0.55% 25.41M 89.76 3.67% Share
6 BECN Beacon Roofing ...
124.17
-0.08% 197.75K -9.37% 24.46M 45.47 3.53% Share
7 DBD Diebold Nixdorf...
62.40
+0.71% 550.6K +23.28% 24.07M 36.33 3.48% Share
8 CNR Core Natural Re...
74.83
+0.09% 241.93K +100.00% 18.65M 77.1 2.69% Share
9 OSK Oshkosh Corpora...
140.15
-1.09% 159.22K -3.34% 14.98M 70.83 2.16% Share
10 NSC Norfolk Souther...
282.46
+0.22% 61.28K -3.75% 14.52M 179.42 2.10% Share
11 V Visa Inc.
345.40
+0.83% 40.7K -0.88% 14.27M 47.02 2.06% Share
12 FMC FMC Corporation
37.27
-0.71% 331.15K -2.82% 13.97M 70.43 2.02% Share
13 OC Owens Corning
151.73
-2.37% 90.47K +2.55% 12.92M 71.87 1.87% Share
14 SBAC SBA Communicati...
216.91
-1.13% 57.58K -16.82% 12.67M 205.46 1.83% Share
15 AMT American Tower ...
203.48
-0.33% 51.6K -8.38% 11.23M 172.38 1.62% Share
16 EXP Eagle Materials...
234.82
-2.65% 47.45K +13.72% 10.53M 110.29 1.52% Share
17 WAB Westinghouse Ai...
190.98
-1.76% 56.65K -10.21% 10.27M 82.63 1.48% Share
18 C Citigroup Inc.
95.45
+0.85% 141.2K +3.24% 10.02M 61.3 1.45% Share
19 GEHC GE HealthCare T...
73.67
-2.22% 122.17K -22.08% 9.86M 72.33 1.42% Share
20 CSX CSX Corporation
36.35
+0.75% 322.07K +1.65% 9.48M 29 1.37% Share
21 JYNT The Joint Corp.
10.74
-2.41% 752.33K +1.84% 9.4M 11.27 1.36% Share
22 COHR Coherent, Inc.
91.65
-19.61% 141.6K +7.42% 9.2M 39.19 1.33% Share
23 BMY Bristol-Myers S...
47.81
-0.08% 142.45K -12.97% 8.69M 60 1.25% Share
24 JPM JPMorgan Chase ...
294.09
+1.23% 35.28K -5.24% 8.66M 53.5 1.25% Share
25 WMB The Williams Co...
57.34
-0.9% 141.88K -0.94% 8.48M 21.2 1.22% Share
26 GLD SPDR Gold Share...
307.25
-0.63% 28.45K -3.48% 8.2M 167.52 1.18% Share
27 GOLD Barrick Gold Co...
21.16
+1.37% 405.2K -4.29% 7.88M 17.19 1.14% Share
28 MTX Minerals Techno...
61.72
-2.26% 118.45K +25.48% 7.53M 68.01 1.09% Share
29 LOPE Grand Canyon Ed...
196.04
-0.99% 43.11K -8.46% 7.46M 89 1.08% Share
30 ENS EnerSys
99.11
-1.29% 69.06K -11.45% 6.32M 71.99 0.91% Share
31 KEX Kirby Corporati...
97.86
-1.65% 61.6K +81.44% 6.22M 103.65 0.90% Share
32 XOP SPDR S&P Oil & ...
125.17
+0.19% 47.02K +45.03% 6.19M 142.82 0.89% Share
33 SSNC SS&C Technologi...
87.85
-0.08% 72.13K -14.37% 6.02M 58.64 0.87% Share
34 RTX RTX Corporation
155.06
-0.42% 45.31K -16.64% 6M 69.36 0.87% Share
35 OXY Occidental Petr...
44.77
+0.06% 117.99K -18.67% 5.82M 54.65 0.84% Share
36 ELAN Elanco Animal H...
17.99
+1.01% 550.15K +9.05% 5.78M 12.26 0.83% Share
37 XLE Energy Select S...
85.55
-0.11% 59.3K -23.43% 5.54M 81.89 0.80% Share
38 UPS United Parcel S...
88.56
+0.43% 50.15K +24.74% 5.52M 125.93 0.80% Share
39 NATR Nature's Sunshi...
16.58
-1.07% 431.8K +1.70% 5.42M 14.68 0.78% Share
40 GPK Graphic Packagi...
22.63
-2.1% 207.7K +12.73% 5.39M 18.66 0.78% Share
41 CCOI Cogent Communic...
34.15
-1.95% 81.38K +16.13% 4.99M 58.06 0.72% Share
42 MLM Martin Marietta...
612.14
-1.28% 10.37K -0.58% 4.96M 325.67 0.72% Share
43 META Meta Platforms,...
781.96
+0.24% 8.49K -22.67% 4.9M 252.93 0.71% Share
44 JOUT Johnson Outdoor...
38.93
-1.62% 195.95K +20.81% 4.87M 44.57 0.70% Share
45 GNRC Generac Holding...
198.91
-1.94% 36.92K +1.16% 4.68M 119.39 0.68% Share
46 TMUS T-Mobile US, In...
250.25
-0.24% 16.96K -36.88% 4.52M 130.71 0.65% Share
47 WSC WillScot Holdin...
24.64
-3.69% 158.7K +15.21% 4.41M 26.65 0.64% Share
48 ADM Archer-Daniels-...
59.31
-0.84% 90.88K +16.32% 4.36M 56.99 0.63% Share
49 MP MP Materials Co...
76.54
+1.51% 177.5K -15.07% 4.33M 31.15 0.63% Share
50 ADEA Adeia Inc.
14.94
-1.84% 307.4K +17.33% 4.06M 11.49 0.59% Share
51 HAL Halliburton Com...
21.35
+0.71% 158.4K -4.55% 4.02M 31.41 0.58% Share
52 PLAB Photronics, Inc...
21.35
-1.75% 189.8K +15.38% 3.94M 19.41 0.57% Share
53 AEM Agnico Eagle Mi...
132.74
-0.71% 35.97K -20.08% 3.9M 44.11 0.56% Share
54 LECO Lincoln Electri...
243.51
-0.79% 19.26K -0.49% 3.64M 93.89 0.53% Share
55 SIMO Silicon Motion ...
75.48
-1.51% 72K -5.94% 3.64M 61.48 0.53% Share
56 CMCO Columbus McKinn...
14.66
-2.79% 211.03K +7.08% 3.57M 37.51 0.52% Share
57 HAE Haemonetics Cor...
52.31
-2.91% 55.77K +105.24% 3.54M 71.59 0.51% Share
58 LOVE The Lovesac Com...
19.23
-3.03% 190.4K +5.40% 3.46M 21.64 0.50% Share
59 ON ON Semiconducto...
51.62
-0.52% 84.72K +16.18% 3.45M 13.2 0.50% Share
60 OSIS OSI Systems, In...
233.49
-1.08% 15.94K -24.88% 3.1M 135.55 0.45% Share
61 HLLY Holley Inc.
3.63
-0.27% 1.17M -1.92% 3.01M 5.67 0.43% Share
62 CTSO Cytosorbents Co...
1.14
+5.09% 3M +7.95% 3M 4.61 0.43% Share
63 AMZN Amazon.com, Inc...
230.94
+2.84% 15.63K -0.32% 2.97M 61.56 0.43% Share
64 QDEL QuidelOrtho Cor...
25.95
-4.17% 83.85K -0.18% 2.93M 68.75 0.42% Share
65 BAC Bank of America...
47.70
+0.97% 68.22K +4.28% 2.85M 30.29 0.41% Share
66 NEM Newmont Corpora...
68.44
-0.18% 58.85K -5.65% 2.84M 45.39 0.41% Share
67 MATW Matthews Intern...
24.28
-4.3% 125.43K +74.21% 2.79M 22.91 0.40% Share
68 DENN Denny's Corpora...
4.04
-1.46% 745.62K +30.81% 2.74M 6.11 0.40% Share
69 SCHW The Charles Sch...
97.75
+2.26% 34.6K +14.00% 2.71M 62.83 0.39% Share
70 TAP Molson Coors Be...
51.25
-0.89% 37.63K +44.99% 2.29M 54.96 0.33% Share
71 LKQ LKQ Corporation
31.55
-0.52% 53.5K -25.75% 2.28M 38.73 0.33% Share
72 SLB Schlumberger Li...
33.20
-1.03% 53.1K -30.9% 2.22M 38.34 0.32% Share
73 FDX FedEx Corporati...
231.18
+0.30% 9K +6.19% 2.19M 226.97 0.32% Share
74 PTEN Patterson-UTI E...
5.61
+0.54% 254.81K +11.90% 2.09M 13.24 0.30% Share
75 IRDM Iridium Communi...
24.96
-0.08% 73.7K -19.19% 2.01M 33.68 0.29% Share
76 VNT Vontier Corpora...
43.05
-0.3% 60K +153.16% 1.97M 29.69 0.28% Share
77 ULTA Ulta Beauty, In...
526.18
-1.23% 5.33K +52.58% 1.95M 377.47 0.28% Share
78 TKR The Timken Comp...
77.10
-4.09% 23.9K -21.9% 1.72M 71.37 0.25% Share
79 WCC WESCO Internati...
210.78
-2.15% 10.57K +36.45% 1.64M 172.02 0.24% Share
80 GBX The Greenbrier ...
46.52
-2.33% 31.15K -5.32% 1.6M 32.47 0.23% Share
81 NPKI NPK Internation...
9.99
-0.06% 271.46K +36.75% 1.58M 6.75 0.23% Share
82 ASUR Asure Software,...
8.30
-0.84% 163.71K -6.11% 1.56M 8.99 0.23% Share
83 ATRO Astronics Corpo...
32.86
-4.06% 63K -38.01% 1.52M 15.96 0.22% Share
84 GOOG Alphabet Inc.
203.77
+0.36% 9.5K 0.00% 1.48M 51.78 0.21% Share
85 GENK GEN Restaurant ...
3.40
-0.29% 266.18K +9.09% 1.47M 10.63 0.21% Share
86 XPOF Xponential Fitn...
8.41
-1.29% 164.5K +72.33% 1.37M 10.96 0.20% Share
87 ALGN Align Technolog...
142.81
-2.01% 8.5K +100.00% 1.35M 158.86 0.19% Share
88 HCC Warrior Met Coa...
61.56
-3.59% 27.5K +100.00% 1.31M 47.72 0.19% Share
89 VLO Valero Energy C...
135.85
-0.22% 9.9K -43.59% 1.31M 122.59 0.19% Share
90 TDG TransDigm Group...
1413.44
-0.87% 925 -0.54% 1.28M 54.14 0.18% Share
91 BOOT Boot Barn Holdi...
162.47
-3.58% 11.45K +16.25% 1.23M 66.84 0.18% Share
92 DIS The Walt Disney...
116.33
-0.27% 12.38K -17.09% 1.22M 91.8 0.18% Share
93 FCG First Trust Nat...
23.09
+0.02% 47.7K +100.00% 1.19M 24.85 0.17% Share
94 BC Brunswick Corpo...
64.27
-0.54% 21.57K 0.00% 1.16M 63.23 0.17% Share
95 HOG Harley-Davidson...
27.57
+0.47% 43.2K +79.25% 1.09M 27.97 0.16% Share
96 HLMN Hillman Solutio...
9.98
-3.57% 124K +156.46% 1.09M 8.9 0.16% Share
97 XOM Exxon Mobil Cor...
107.38
-0.21% 8.99K -80.9% 1.07M 114.96 0.15% Share
98 BLMN Bloomin' Brands...
7.25
+1.61% 145K +25.87% 1.04M 11.17 0.15% Share
99 KOP Koppers Holding...
30.65
-1.32% 36.4K +78.00% 1.02M 36.7 0.15% Share
100 EYE National Vision...
22.94
-1.21% 79.05K +100.00% 1.01M 12.78 0.15% Share
101 ECG Everus Construc...
75.39
-4.76% 26.9K +100.00% 997.72K 37.09 0.14% Share
102 SPGI S&P Global Inc.
564.10
+0.27% 1.94K -1.53% 983.17K 249.12 0.14% Share
103 THRY Thryv Holdings,...
13.22
-4.55% 75.95K +11.69% 972.92K 16.67 0.14% Share
104 ZBH Zimmer Biomet H...
102.13
-1.06% 8.54K +22.19% 966.1K 108.01 0.14% Share
105 CBOE Cboe Global Mar...
243.58
-0.75% 4.15K -51.18% 939.1K 144.43 0.14% Share
106 BBY Best Buy Co., I...
71.77
-1.32% 12.65K +36.76% 931.17K 79.2 0.13% Share
107 CLFD Clearfield, Inc...
31.47
-6.98% 30.76K +47.87% 914.1K 30.59 0.13% Share
108 AEYE AudioEye, Inc.
11.17
+1.18% 80.55K +494.46% 894.11K 11.79 0.13% Share
109 CMP Compass Mineral...
18.74
-1.88% 93.6K +4.12% 869.54K 11.35 0.13% Share
110 CCJ Cameco Corporat...
75.57
-0.04% 20.9K +96.24% 860.24K 44.27 0.12% Share
111 EXAS Exact Sciences ...
44.99
+0.18% 19.43K +64.62% 840.91K 50.82 0.12% Share
112 BLK BlackRock, Inc.
1160.35
+0.03% 825 -2.94% 780.85K 554.55 0.11% Share
113 BWXT BWX Technologie...
174.60
-1.22% 7.65K +100.00% 754.67K 98.65 0.11% Share
114 CHDN Churchill Downs...
103.59
+0.02% 6.05K +100.00% 671.97K 111.07 0.10% Share
115 BRK-B Berkshire Hatha...
479.02
+0.36% 1.25K -13.79% 665.73K 225.59 0.10% Share
116 RJF Raymond James F...
164.67
+0.51% 4.79K 0.00% 662.57K 84.51 0.10% Share
117 MA Mastercard Inco...
583.65
+0.99% 1.17K -0.85% 638.56K 44.61 0.09% Share
118 CRWS Crown Crafts, I...
2.91
+3.93% 152.84K -11.31% 556.35K 6.93 0.08% Share
119 QRHC Quest Resource ...
1.68
-1.18% 207.43K -4.55% 539.31K 4.17 0.08% Share
120 BTMD biote Corp.
2.98
-3.09% 158.6K -0.56% 528.14K 6.41 0.08% Share
121 MBLY Mobileye Global...
13.96
-2.04% 29.15K +100.00% 419.76K 14.4 0.06% Share
122 GATX GATX Corporatio...
157.33
-1.38% 2.5K -23.11% 387.4K 62.68 0.06% Share
123 SPWH Sportsman's War...
2.90
-5.23% 384K +43.58% 381.73K 3.25 0.06% Share
124 QQQ Invesco QQQ Tru...
579.86
-0.08% 750 0.00% 351.69K 171.65 0.05% Share
125 ASPN Aspen Aerogels,...
7.07
-5.35% 54.8K +100.00% 350.17K 6.39 0.05% Share
126 TTI TETRA Technolog...
3.96
+1.15% 95.6K +100.00% 321.22K 3.36 0.05% Share
127 MSFT Microsoft Corpo...
522.28
+0.33% 695 0.00% 260.9K 157.71 0.04% Share
128 TWIN Twin Disc, Inco...
8.94
-0.33% 29.7K +8.81% 224.86K 10.59 0.03% Share
129 CCK Crown Holdings,...
101.07
-1.71% 2.4K 0.00% 214.22K 71.03 0.03% Share
130 MCD McDonald's Corp...
308.84
+1.24% 650 -7.14% 203.04K 83.73 0.03% Share
131 GD General Dynamic...
315.89
-0.5% 725 0.00% 197.62K 180.88 0.03% Share
132 GBCI Glacier Bancorp...
46.15
-1.47% 4.25K -2.3% 187.94K 32.37 0.03% Share
133 PCYO Pure Cycle Corp...
10.04
-3.92% 17.73K -3.8% 185.66K 8.76 0.03% Share
134 TRGP Targa Resources...
165.49
-0.75% 900 -5.26% 180.42K 87.46 0.03% Share
135 MU Micron Technolo...
125.27
+0.80% 2K +100.00% 173.78K 86.89 0.03% Share
136 GEV GE Vernova Inc.
625.14
-1.45% 500 0.00% 152.64K 179.82 0.02% Share
137 ACCO ACCO Brands Cor...
3.90
-0.13% 34.74K 0.00% 145.56K 7.08 0.02% Share
138 SHW The Sherwin-Wil...
365.43
-0.92% 400 0.00% 139.68K 219.96 0.02% Share
139 UHAL U-Haul Holding ...
58.26
-1.34% 2.04K 0.00% 133.66K 46.13 0.02% Share
140 MOD Modine Manufact...
139.58
-1.51% 1.7K +100.00% 130.47K 76.75 0.02% Share
141 SW Smurfit Westroc...
43.73
-3.09% 2.87K 0.00% 129.19K 49.42 0.02% Share
142 HOOD Robinhood Marke...
110.69
+1.91% 3K +100.00% 124.86K 41.62 0.02% Share
143 BIO Bio-Rad Laborat...
287.02
-0.05% 500 +100.00% 121.78K 243.56 0.02% Share
144 NDSN Nordson Corpora...
217.22
-1.97% 565 -1.74% 113.97K 55.3 0.02% Share
145 GS The Goldman Sac...
746.99
+0.31% 200 +100.00% 109.26K 546.29 0.02% Share
146 IWM iShares Russell...
228.20
-1.31% 400 0.00% 79.8K 121.99 0.01% Share
147 MSAI MultiSensor AI ...
0.77
-6.76% 82.23K -37.03% 76.48K 1.64 0.01% Share
148 SPY SPDR S&P 500 ET...
644.93
+0.01% 100 0.00% 55.94K 150.89 < 0.01% Share
149 TGT Target Corporat...
104.22
-1.08% 400 0.00% 41.74K 89.54 < 0.01% Share
150 HD The Home Depot,...
400.32
-1.68% 100 0.00% 36.65K 104.38 < 0.01% Share