Skylands Capital, LLC

CIK Number: 0001299910

692.72M
Market Value
145
# of Holdings
24 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 UNP Union Pacific C...
229.69
+1.27% 229.15K +7.18% 52.26M 100.92 7.30%
2 AAPL Apple Inc.
201.21
-0.18% 135.06K -11.76% 33.82M 22.64 4.72%
3 GOOGL Alphabet Inc.
173.50
+1.65% 155.43K -7.15% 29.42M 112.04 4.11%
4 GM General Motors ...
49.16
+2.15% 536.05K -9.1% 28.56M 36.55 3.99%
5 CCI Crown Castle In...
100.42
-1.37% 245.1K +4.43% 22.25M 89.76 3.11%
6 DBD Diebold Nixdorf...
54.52
+2.97% 446.63K +57.46% 19.22M 34.61 2.69%
7 FMC FMC Corporation
43.17
+2.57% 340.77K +33.73% 16.57M 70.43 2.31%
8 OSK Oshkosh Corpora...
113.10
+2.96% 164.74K +2.53% 15.66M 70.83 2.19%
9 OC Owens Corning
137.25
+0.89% 88.22K -0.75% 15.03M 70.06 2.10%
10 NSC Norfolk Souther...
255.65
+0.17% 63.67K +10.21% 14.94M 179.42 2.09%
11 SBAC SBA Communicati...
230.74
-0.83% 69.22K +65.96% 14.11M 205.46 1.97%
12 V Visa Inc.
346.26
+0.29% 41.06K -11.91% 12.98M 47.02 1.81%
13 COHR Coherent, Inc.
90.14
+5.27% 131.81K -12.65% 12.49M 37.28 1.74%
14 GEHC GE HealthCare T...
74.92
+3.00% 156.79K +19.71% 12.26M 72.33 1.71%
15 WAB Westinghouse Ai...
206.56
+1.37% 63.09K -17.68% 11.96M 82.63 1.67%
16 AMT American Tower ...
217.64
-1.17% 56.32K +45.74% 10.33M 172.38 1.44%
17 EXP Eagle Materials...
203.04
+1.05% 41.73K -6.24% 10.3M 94.98 1.44%
18 CSX CSX Corporation
32.60
+0.34% 316.85K +34.86% 10.22M 28.99 1.43%
19 C Citigroup Inc.
84.42
+2.17% 136.78K +2.36% 9.63M 60.99 1.34%
20 BMY Bristol-Myers S...
46.69
+0.01% 163.68K -9.61% 9.26M 60 1.29%
21 JPM JPMorgan Chase ...
288.83
+1.68% 37.23K -12.33% 8.93M 53.5 1.25%
22 JYNT The Joint Corp.
11.59
+0.78% 738.73K +10.92% 7.85M 11.25 1.10%
23 WMB The Williams Co...
62.84
+3.53% 143.22K -8.28% 7.75M 21.2 1.08%
24 LOPE Grand Canyon Ed...
186.69
+0.66% 47.09K -24.32% 7.71M 89 1.08%
25 CMCO Columbus McKinn...
15.15
+3.59% 197.07K -18.25% 7.34M 38.97 1.03%
26 ENS EnerSys
86.36
+1.83% 77.98K -4.65% 7.21M 71.99 1.01%
27 MTX Minerals Techno...
55.75
+2.44% 94.4K -0.16% 7.19M 69.15 1.01%
28 OXY Occidental Petr...
43.16
+1.73% 145.08K +23.05% 7.17M 54.65 1.00%
29 GLD SPDR Gold Share...
306.79
-0.11% 29.48K -0.67% 7.14M 167.52 1.00%
30 XLE Energy Select S...
85.73
+1.41% 77.45K -1.09% 6.63M 81.89 0.93%
31 GOLD Barrick Gold Co...
21.16
+1.37% 423.35K +4.16% 6.56M 17.19 0.92%
32 META Meta Platforms,...
726.45
+2.51% 10.98K -11.12% 6.43M 252.93 0.90%
33 SSNC SS&C Technologi...
81.30
+1.01% 84.22K +19.21% 6.38M 58.64 0.89%
34 RTX RTX Corporation
142.71
+0.94% 54.36K -4.9% 6.29M 69.36 0.88%
35 NATR Nature's Sunshi...
14.27
-3.84% 424.59K -0.42% 6.22M 14.72 0.87%
36 ELAN Elanco Animal H...
14.31
+4.00% 504.5K +36.22% 6.11M 12.42 0.85%
37 TMUS T-Mobile US, In...
231.48
+0.25% 26.87K -27.23% 5.93M 130.71 0.83%
38 GNRC Generac Holding...
142.44
+2.17% 36.5K +20.98% 5.66M 119.31 0.79%
39 CCOI Cogent Communic...
48.20
+0.10% 70.08K -26.91% 5.4M 57.54 0.75%
40 MLM Martin Marietta...
542.06
+1.43% 10.43K +15.19% 5.38M 325.67 0.75%
41 JOUT Johnson Outdoor...
29.65
+1.19% 162.2K +2.82% 5.35M 48.68 0.75%
42 UPS United Parcel S...
100.72
+1.36% 40.2K +24.55% 5.07M 129.87 0.71%
43 XOM Exxon Mobil Cor...
110.07
+1.57% 47.08K -11.97% 5.06M 114.96 0.71%
44 GPK Graphic Packagi...
21.18
-0.09% 184.25K -2.87% 5M 17.73 0.70%
45 WSC WillScot Holdin...
27.96
+1.99% 137.75K +33.38% 4.61M 26.47 0.64%
46 ON ON Semiconducto...
53.66
-0.16% 72.92K -0.14% 4.6M 8.75 0.64%
47 HAL Halliburton Com...
20.64
+1.88% 165.95K -22.36% 4.51M 31.41 0.63%
48 XOP SPDR S&P Oil & ...
127.73
+1.26% 32.42K +11.33% 4.29M 147.82 0.60%
49 LOVE The Lovesac Com...
18.41
-0.38% 180.65K -9.58% 4.27M 21.82 0.60%
50 SIMO Silicon Motion ...
73.09
+2.27% 76.55K -19.38% 4.14M 61.48 0.58%
51 ADM Archer-Daniels-...
53.16
+1.63% 78.13K +46.16% 3.95M 58.46 0.55%
52 PLAB Photronics, Inc...
19.05
+0.42% 164.5K +50.92% 3.88M 19.2 0.54%
53 QDEL QuidelOrtho Cor...
28.66
+1.94% 84K -30.15% 3.74M 68.75 0.52%
54 ADEA Adeia Inc.
14.24
+2.93% 262K -0.3% 3.66M 11.19 0.51%
55 LECO Lincoln Electri...
211.39
+2.21% 19.36K -3.49% 3.63M 93.89 0.51%
56 HLLY Holley Inc.
2.00
+0.75% 1.19M +4.31% 3.61M 5.67 0.50%
57 KEX Kirby Corporati...
114.83
+2.25% 33.95K +100.00% 3.59M 105.8 0.50%
58 OSIS OSI Systems, In...
224.49
+4.64% 21.22K -20.52% 3.55M 135.55 0.50%
59 AEM Agnico Eagle Mi...
123.09
+2.76% 45K 0.00% 3.52M 44.11 0.49%
60 DENN Denny's Corpora...
4.08
-0.12% 570K +28.62% 3.45M 6.86 0.48%
61 AMZN Amazon.com, Inc...
217.26
+2.49% 15.68K -10.81% 3.44M 61.56 0.48%
62 MP MP Materials Co...
36.01
+1.74% 209K -9.52% 3.26M 31.15 0.46%
63 SLB Schlumberger Li...
33.80
+1.85% 76.85K +100.00% 2.95M 38.34 0.41%
64 BAC Bank of America...
47.51
+1.40% 65.42K -14.51% 2.88M 29.8 0.40%
65 LKQ LKQ Corporation
37.08
+0.37% 72.05K +107.04% 2.65M 38.73 0.37%
66 IRDM Iridium Communi...
29.52
+2.48% 91.2K -46% 2.65M 33.68 0.37%
67 CTSO Cytosorbents Co...
1.15
-4.17% 2.78M +0.95% 2.53M 4.9 0.35%
68 FDX FedEx Corporati...
221.09
-0.41% 8.47K -7.12% 2.38M 225.93 0.33%
69 NEM Newmont Corpora...
59.18
+1.93% 62.38K +2.46% 2.32M 45.39 0.32%
70 SCHW The Charles Sch...
89.52
-0.32% 30.35K -8.31% 2.25M 60.67 0.31%
71 TKR The Timken Comp...
74.22
+1.60% 30.6K +100.00% 2.18M 71.37 0.31%
72 VLO Valero Energy C...
137.04
+0.97% 17.55K +100.00% 2.15M 122.59 0.30%
73 HAE Haemonetics Cor...
74.77
+1.87% 27.18K +16.63% 2.12M 80.05 0.30%
74 GBX The Greenbrier ...
46.21
+2.10% 32.9K -28.4% 2.01M 32.47 0.28%
75 MATW Matthews Intern...
23.76
+8.84% 72K -3.81% 1.99M 23.41 0.28%
76 PTEN Patterson-UTI E...
5.88
+2.35% 227.71K -10.19% 1.88M 13.84 0.26%
77 GENK GEN Restaurant ...
3.70
+2.49% 243.99K +3.43% 1.83M 11.1 0.26%
78 GOOG Alphabet Inc.
174.38
+1.69% 9.5K 0.00% 1.81M 51.78 0.25%
79 DIS The Walt Disney...
121.64
+1.86% 14.93K -75.47% 1.66M 91.8 0.23%
80 CBOE Cboe Global Mar...
226.31
-1.78% 8.5K +88.89% 1.66M 144.43 0.23%
81 ASUR Asure Software,...
9.95
+2.79% 174.37K +28.79% 1.64M 8.99 0.23%
82 ATRO Astronics Corpo...
33.56
+1.79% 101.63K +100.00% 1.62M 15.96 0.23%
83 ULTA Ulta Beauty, In...
458.04
-0.23% 3.49K -60.3% 1.52M 383.22 0.21%
84 BOOT Boot Barn Holdi...
152.46
+0.87% 9.85K -26.22% 1.5M 60.24 0.21%
85 TAP Molson Coors Be...
47.26
+0.03% 25.95K -28.07% 1.49M 52.31 0.21%
86 QRHC Quest Resource ...
2.30
-0.43% 217.31K -1.83% 1.41M 4.17 0.20%
87 BLMN Bloomin' Brands...
8.80
-0.17% 115.2K +100.00% 1.41M 12.21 0.20%
88 WCC WESCO Internati...
186.50
+2.40% 7.75K +355.88% 1.4M 178.11 0.20%
89 BC Brunswick Corpo...
55.51
+1.26% 21.57K +38.52% 1.4M 63.23 0.20%
90 XPOF Xponential Fitn...
7.61
-1.55% 95.46K +80.11% 1.28M 12.87 0.18%
91 KRE SPDR S&P Region...
59.52
+2.38% 21.1K +100.00% 1.27M 60.35 0.18%
92 TDG TransDigm Group...
1474.25
+1.17% 930 -2.62% 1.18M 54.14 0.16%
93 USM United States C...
62.51
+0.31% 16.3K +100.00% 1.02M 62.72 0.14%
94 CMP Compass Mineral...
19.68
+1.00% 89.9K -38.28% 1.01M 11.43 0.14%
95 THRY Thryv Holdings,...
12.03
+0.38% 68K +4.70% 1.01M 17.12 0.14%
96 BTMD biote Corp.
4.29
+3.62% 159.5K -19.65% 985.71K 6.41 0.14%
97 SPGI S&P Global Inc.
515.63
-1.09% 1.97K -7.09% 978.63K 249.12 0.14%
98 BLK BlackRock, Inc.
1031.27
+1.30% 850 -29.17% 871.34K 554.55 0.12%
99 VNT Vontier Corpora...
37.34
+1.43% 23.7K -13.97% 864.34K 24.85 0.12%
100 BBY Best Buy Co., I...
68.46
+0.68% 9.25K +22.52% 793.65K 81.25 0.11%
101 CRWS Crown Crafts, I...
2.80
-1.41% 172.34K -16.89% 773.82K 6.93 0.11%
102 SONY Sony Group Corp...
25.59
+2.67% 35.85K +60.76% 758.59K 17.19 0.11%
103 RJF Raymond James F...
152.72
+0.65% 4.79K -30.99% 741.17K 84.51 0.10%
104 ZBH Zimmer Biomet H...
91.83
-1.03% 6.99K +87.54% 737.93K 106.87 0.10%
105 HOG Harley-Davidson...
23.68
+1.87% 24.1K +100.00% 726.13K 30.13 0.10%
106 SPWH Sportsman's War...
3.29
+0.15% 267.45K +39.77% 714.09K 4.23 0.10%
107 EXAS Exact Sciences ...
51.84
-0.15% 11.8K +2.85K% 663.04K 55.68 0.09%
108 KOP Koppers Holding...
31.78
+0.35% 20.45K -34.98% 662.58K 43.49 0.09%
109 BRK-B Berkshire Hatha...
485.71
-0.1% 1.45K 0.00% 657.26K 225.59 0.09%
110 CLFD Clearfield, Inc...
41.87
+1.65% 20.8K +100.00% 644.8K 31 0.09%
111 MA Mastercard Inco...
546.24
-0.63% 1.18K -4.08% 618.72K 44.61 0.09%
112 CCJ Cameco Corporat...
74.53
+4.35% 10.65K -31.51% 547.3K 47.27 0.08%
113 GATX GATX Corporatio...
155.24
+1.21% 3.25K -23.56% 502.85K 62.68 0.07%
114 ASTE Astec Industrie...
41.77
+4.24% 14.8K -28.38% 497.28K 41.26 0.07%
115 HLMN Hillman Solutio...
7.07
+4.12% 48.35K -59.57% 470.93K 9.06 0.07%
116 NVEE NV5 Global, Inc...
22.75
+0.91% 24.7K +185.55% 465.35K 21.4 0.07%
117 QQQ Invesco QQQ Tru...
546.29
+0.95% 750 0.00% 383.42K 171.65 0.05%
118 CME CME Group Inc.
272.92
-0.04% 1.65K -51.47% 383.18K 150.92 0.05%
119 BA The Boeing Comp...
202.60
+1.86% 2K 0.00% 354K 152.04 0.05%
120 TWIN Twin Disc, Inco...
8.80
-0.56% 27.3K +110.00% 320.77K 10.85 0.04%
121 MSFT Microsoft Corpo...
497.50
+1.06% 695 -6.71% 292.94K 157.71 0.04%
122 MSAI MultiSensor AI ...
0.61
+2.89% 130.6K -32.96% 240.3K 1.64 0.03%
123 ICE Intercontinenta...
180.94
+0.23% 1.6K 0.00% 238.42K 69.66 0.03%
124 PCYO Pure Cycle Corp...
10.44
+1.90% 18.43K -0.91% 233.73K 8.76 0.03%
125 GBCI Glacier Bancorp...
43.67
+1.89% 4.35K -40.82% 218.46K 32.37 0.03%
126 AEYE AudioEye, Inc.
11.84
-2.31% 13.55K +100.00% 206.1K 15.21 0.03%
127 MCD McDonald's Corp...
285.78
+0.08% 700 -17.65% 202.92K 83.73 0.03%
128 CCK Crown Holdings,...
104.68
+0.73% 2.4K 0.00% 198.46K 71.03 0.03%
129 GD General Dynamic...
291.49
+1.95% 725 0.00% 191.03K 180.88 0.03%
130 ACCO ACCO Brands Cor...
3.55
+2.01% 34.74K 0.00% 182.38K 7.08 0.03%
131 TRGP Targa Resources...
175.74
+3.08% 950 -87.16% 169.57K 87.46 0.02%
132 GEV GE Vernova Inc.
506.71
+0.80% 500 -84.38% 164.47K 179.82 0.02%
133 HI Hillenbrand, In...
20.61
+2.56% 5.25K -40.34% 161.59K 34.4 0.02%
134 SW Smurfit Westroc...
42.74
+0.62% 2.87K 0.00% 154.42K 49.42 0.02%
135 UHAL U-Haul Holding ...
61.00
+0.35% 2.04K -8.91% 141.29K 46.13 0.02%
136 SHW The Sherwin-Wil...
342.00
-0.47% 400 0.00% 135.97K 219.96 0.02%
137 NDSN Nordson Corpora...
215.11
+1.12% 575 0.00% 119.86K 55.3 0.02%
138 EWJ iShares MSCI Ja...
73.96
+2.10% 1.4K -89.47% 93.94K 69.76 0.01%
139 IWM iShares Russell...
215.50
+1.67% 400 0.00% 88.38K 121.99 0.01%
140 SPY SPDR S&P 500 ET...
611.96
+0.80% 100 0.00% 58.61K 150.89 < 0.01%
141 TGT Target Corporat...
97.57
+0.90% 400 -20% 54.07K 89.54 < 0.01%
142 HD The Home Depot,...
363.71
+0.51% 100 0.00% 38.9K 104.38 < 0.01%
143 CWST Casella Waste S...
116.40
+1.73% 300 0.00% 31.74K 6.2 < 0.01%
144 MODV ModivCare Inc.
3.52
+2.33% 2.5K -96.09% 29.6K 28.06 < 0.01%
145 PFGC Performance Foo...
86.22
+0.81% 44 0.00% 3.72K 46.45 < 0.01%