Sponsored

The Analysis of Skylands Capital, LLC's Holdings & P&L

Currently, Skylands Capital, LLC holds 155 types of securities in its portfolio with a total value $763.0M. In the most recent quarter, they have increased their positions in CHDN (+73.4K shares, valued at $6.6M), ADBE (+25.1K shares, valued at $6.1M), SCHW (+52.6K shares, valued at $4.9M); decreased their positions in KEX (-58.5K shares, valued at $7.8M), ADEA (-166.3K shares, valued at $4.0M), NATR (-128.1K shares, valued at $3.1M); initiated new positions in CHDN (+73.4K shares, valued at $6.6M), ADBE (+25.1K shares, valued at $6.1M), PRDO (+81.5K shares, valued at $3.0M).

1M P&L

-4.9M-0.74%

3M P&L

-9.1M-1.35%

HY P&L

+59.5M+9.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Railroads90.7M

14.3%

2Software - Application67.1M

10.6%

3Auto Manufacturers31.8M

5.0%

Top Industries by Stock Count

1N/A9 stocks

6.3%

2Software - Application8 stocks

5.6%

3Medical Devices5 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UNP UNION PAC CORP217.3K shares-2.53%2026-03-312026-04-22

ALPHABET INC ALPHABET INC146.4K shares-1.31%2026-03-312026-04-22

DBD DIEBOLD NIXDORF INC459.1K shares-3.16%2026-03-312026-04-22

GM GENERAL MTRS CO427.1K shares-3.79%2026-03-312026-04-22

AAPL APPLE INC96.8K shares-0.49%2026-03-312026-04-22

CROWN CASTLE INC CROWN CASTLE INC286.6K shares9.38%2026-03-312026-04-22

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC213.6K shares-1.90%2026-03-312026-04-22

OSK OSHKOSH CORP134.4K shares-3.39%2026-03-312026-04-22

Sponsored

SBAC SBA COMMUNICATIONS CORP113.8K shares17.61%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP55.3K shares-4.47%2026-03-312026-04-22

TAP MOLSON COORS BEVERAGE CO342.8K shares38.04%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC127.3K shares1.19%2026-03-312026-04-22

OC OWENS CORNING NEW130.7K shares-5.27%2026-03-312026-04-22

COHERENT CORP COHERENT CORP54.3K shares-13.98%2026-03-312026-04-22

GEHC GE HEALTHCARE TECHNOLOGIES I161.1K shares28.32%2026-03-312026-04-22

V VISA INC36.9K shares-0.24%2026-03-312026-04-22

Sponsored

WAB WABTEC43.6K shares-1.73%2026-03-312026-04-22

BARRICK MNG CORP BARRICK MNG CORP262.2K shares-3.37%2026-03-312026-04-22

GLD SPDR GOLD TR24.7K shares-1.20%2026-03-312026-04-22

AMT AMERICAN TOWER CORP58.7K shares-7.88%2026-03-312026-04-22

CSX CSX CORP245.3K shares-6.88%2026-03-312026-04-22

ADEA ADEIA INC405.9K shares-29.06%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP99.7K shares112.02%2026-03-312026-04-22

SSNC SS&C TECH HLDGS138.5K shares71.59%2026-03-312026-04-22

Sponsored

WMB WILLIAMS COS INC127.1K shares-4.29%2026-03-312026-04-22

ENS ENERSYS51.2K shares-0.06%2026-03-312026-04-22

TMUS T-MOBILE US INC41.1K shares-6.12%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO141.4K shares-0.76%2026-03-312026-04-22

XOP SPDR SERIES TRUST45.6K shares-26.03%2026-03-312026-04-22

JYNT JOINT CORP893.2K shares0.35%2026-03-312026-04-22

LOPE GRAND CANYON ED INC46.4K shares9.28%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO25.4K shares-0.26%2026-03-312026-04-22

Sponsored

EXP EAGLE MATLS INC37.3K shares-7.68%2026-03-312026-04-22

CHDN CHURCHILL DOWNS INC73.4K sharesnew addition2026-03-312026-04-22

RTX RTX CORPORATION32.1K shares-5.09%2026-03-312026-04-22

KEX KIRBY CORP45.9K shares-56.02%2026-03-312026-04-22

ADBE ADOBE INC25.1K sharesnew addition2026-03-312026-04-22

LKQ LKQ CORP197.6K shares-8.86%2026-03-312026-04-22

QDEL QUIDELORTHO CORP341.6K shares153.56%2026-03-312026-04-22

SIMO SILICON MOTION TECHNOLOGY CO49.2K shares-7.61%2026-03-312026-04-22

Sponsored

GNRC GENERAC HLDGS INC27.5K shares-3.01%2026-03-312026-04-22

MITK MITEK SYS INC393.4K shares30.00%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC52.0K shares0.79%2026-03-312026-04-22

MP MP MATERIALS CORP104.4K shares-0.18%2026-03-312026-04-22

ELAN ELANCO ANIMAL HEALTH INC209.2K shares-2.05%2026-03-312026-04-22

META META PLATFORMS INC8.7K shares5.91%2026-03-312026-04-22

AEM AGNICO EAGLE MINES LTD24.3K shares-0.61%2026-03-312026-04-22

LOVE LOVESAC COMPANY332.9K shares14.26%2026-03-312026-04-22

Sponsored

MTX MINERALS TECHNOLOGIES INC65.3K shares-15.19%2026-03-312026-04-22

ON ON SEMICONDUCTOR CORP73.4K shares-0.34%2026-03-312026-04-22

HLMN HILLMAN SOLUTIONS CORP538.6K shares42.13%2026-03-312026-04-22

NEM NEWMONT CORP38.6K shares-1.28%2026-03-312026-04-22

MSFT MICROSOFT CORP11.2K shares1629.46%2026-03-312026-04-22

BBY BEST BUY INC62.0K shares42.66%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR64.0K shares-32.86%2026-03-312026-04-22

AMZN AMAZON COM INC18.8K shares35.39%2026-03-312026-04-22

Sponsored

SLB SLB LIMITED74.9K shares-15.18%2026-03-312026-04-22

UHAL.B U HAUL HOLDING COMPANY85.4K shares28.05%2026-03-312026-04-22

LECO LINCOLN ELEC HLDGS INC15.1K shares-0.07%2026-03-312026-04-22

HAE HAEMONETICS CORP MASS65.8K shares80.47%2026-03-312026-04-22

MTUS METALLUS INC220.5K shares7.27%2026-03-312026-04-22

HAL HALLIBURTON CO92.1K shares-13.60%2026-03-312026-04-22

MLM MARTIN MARIETTA MATLS INC5.8K shares-2.27%2026-03-312026-04-22

GPK GRAPHIC PACKAGING HLDG CO338.9K shares-11.95%2026-03-312026-04-22

Sponsored

PLAB PHOTRONICS INC82.0K shares-10.35%2026-03-312026-04-22

HLLY HOLLEY INC993.9K shares-4.05%2026-03-312026-04-22

WSC WILLSCOT HLDGS CORP175.4K shares-7.22%2026-03-312026-04-22

PRDO PERDOCEO ED CORP81.5K sharesnew addition2026-03-312026-04-22

SPGI S&P GLOBAL INC7.0K shares293.43%2026-03-312026-04-22

BAC BANK AMERICA CORP58.4K shares-0.38%2026-03-312026-04-22

JOUT JOHNSON OUTDOORS INC59.5K shares-28.76%2026-03-312026-04-22

FMC FMC CORP160.6K shares-14.49%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC9.5K shares0.00%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC9.7K shares20.89%2026-03-312026-04-22

ALGN ALIGN TECHNOLOGY INC15.3K shares-25.00%2026-03-312026-04-22

NPKI NPK INTERNATIONAL INC164.3K shares-3.18%2026-03-312026-04-22

MATW MATTHEWS INTL CORP88.8K shares-2.93%2026-03-312026-04-22

ICLR ICON PLC19.3K shares241.59%2026-03-312026-04-22

HCC WARRIOR MET COAL INC22.9K shares72.83%2026-03-312026-04-22

VNT VONTIER CORPORATION59.1K shares-9.31%2026-03-312026-04-22

Sponsored

PGR PROGRESSIVE CORP10.4K shares73.03%2026-03-312026-04-22

VITL VITAL FARMS INC137.6K sharesnew addition2026-03-312026-04-22

ATRO ASTRONICS CORP28.8K shares0.00%2026-03-312026-04-22

FCG FIRST TR EXCHANGE-TRADED FD60.0K shares-25.77%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC3.8K sharesnew addition2026-03-312026-04-22

TKR TIMKEN CO17.6K shares-9.97%2026-03-312026-04-22

CPB THE CAMPBELLS COMPANY79.5K sharesnew addition2026-03-312026-04-22

SLGN SILGAN HLDGS INC43.3K shares0.93%2026-03-312026-04-22

Sponsored

XRAY DENTSPLY SIRONA INC136.7K shares44.81%2026-03-312026-04-22

BIO BIO RAD LABS INC5.7K shares56.94%2026-03-312026-04-22

WCC WESCO INTL INC5.6K shares-0.27%2026-03-312026-04-22

MBLY MOBILEYE GLOBAL INC208.0K shares-27.50%2026-03-312026-04-22

AEYE AUDIOEYE INC222.8K shares67.24%2026-03-312026-04-22

OXY OCCIDENTAL PETE CORP21.8K shares-29.47%2026-03-312026-04-22

BC BRUNSWICK CORP18.4K shares-3.79%2026-03-312026-04-22

CCOI COGENT COMM HOLDINGS INC68.7K shares11.49%2026-03-312026-04-22

Sponsored

CSGP COSTAR GROUP INC32.0K shares87.98%2026-03-312026-04-22

NATR NATURES SUNSHINE PRODS INC52.6K shares-70.87%2026-03-312026-04-22

ZETA ZETA GLOBAL HOLDINGS CORP79.0K shares92.56%2026-03-312026-04-22

ZBH ZIMMER BIOMET HOLDINGS INC12.9K shares27.76%2026-03-312026-04-22

GBX GREENBRIER COS INC22.1K shares-12.95%2026-03-312026-04-22

DNOW DNOW INC91.7K shares84.66%2026-03-312026-04-22

ADM ARCHER DANIELS MIDLAND CO15.0K shares-42.69%2026-03-312026-04-22

JBSS SANFILIPPO JOHN B & SON INC13.5K shares48.35%2026-03-312026-04-22

Sponsored

FDS FACTSET RESH SYS INC4.7K sharesnew addition2026-03-312026-04-22

RJF RAYMOND JAMES FINL INC6.7K shares51.57%2026-03-312026-04-22

CTSO CYTOSORBENTS CORP1.7M shares-7.93%2026-03-312026-04-22

MHK MOHAWK INDS INC9.4K shares19.62%2026-03-312026-04-22

SPWH SPORTSMANS WHSE HLDGS INC639.8K shares0.00%2026-03-312026-04-22

TDG TRANSDIGM GROUP INC770 shares0.00%2026-03-312026-04-22

TNC TENNANT CO12.6K shares65.13%2026-03-312026-04-22

KOP KOPPERS HOLDINGS INC21.1K shares-73.93%2026-03-312026-04-22

Sponsored

MTW MANITOWOC CO INC68.7K shares35.94%2026-03-312026-04-22

CWST CASELLA WASTE SYS INC8.4K shares2945.45%2026-03-312026-04-22

TWIN TWIN DISC INC41.2K shares-6.79%2026-03-312026-04-22

GATX GATX CORP3.5K shares9.01%2026-03-312026-04-22

MZTI MARZETTI COMPANY4.1K sharesnew addition2026-03-312026-04-22

DIVERSIFIED ENERGY CO DIVERSIFIED ENERGY CO31.6K shares-25.06%2026-03-312026-04-22

BLMN BLOOMIN BRANDS INC95.0K shares-61.66%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR750 shares0.00%2026-03-312026-04-22

Sponsored

BOOT BOOT BARN HLDGS INC2.8K shares-3.78%2026-03-312026-04-22

XOM EXXON MOBIL CORP2.3K shares-39.31%2026-03-312026-04-22

WAT WATERS CORP1.3K sharesnew addition2026-03-312026-04-22

AR ANTERO RESOURCES CORP8.3K sharesnew addition2026-03-312026-04-22

ASUR ASURE SOFTWARE INC40.6K shares48.17%2026-03-312026-04-22

VLO VALERO ENERGY CORP1.3K shares-3.70%2026-03-312026-04-22

GENK GEN RESTAURENT GROUP146.8K shares-18.44%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL600 shares0.00%2026-03-312026-04-22

Sponsored

CBOE CBOE GLOBAL MKTS INC1.0K shares-75.00%2026-03-312026-04-22

MA MASTERCARD INCORPORATED525 shares-0.94%2026-03-312026-04-22

FDX FEDEX CORP725 shares0.00%2026-03-312026-04-22

GLOO HOLDINGS INC GLOO HOLDINGS INC51.8K shares-42.28%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP625 shares-13.79%2026-03-312026-04-22

QRHC QUEST RESOURCE HLDG CORP165.2K shares-16.15%2026-03-312026-04-22

CRM SALESFORCE INC1.0K sharesnew addition2026-03-312026-04-22

CCK CROWN HLDGS INC1.8K shares0.00%2026-03-312026-04-22

Sponsored

NVDA NVIDIA CORPORATION1.0K sharesnew addition2026-03-312026-04-22

CENTA CENTRAL GARDEN & PET CO4.4K shares-82.11%2026-03-312026-04-22

SLV ISHARES SILVER TR2.0K sharesnew addition2026-03-312026-04-22

CZR CAESARS ENTERTAINMENT INC NE4.0K sharesnew addition2026-03-312026-04-22

SW SMURFIT WESTROCK PLC2.6K shares0.00%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC300 sharesnew addition2026-03-312026-04-22

IWM ISHARES TR400 shares0.00%2026-03-312026-04-22

UHAL U HAUL HOLDING COMPANY2.0K shares0.00%2026-03-312026-04-22

Sponsored

FI FISERV INC1.6K sharesnew addition2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC90 shares-35.71%2026-03-312026-04-22

CCJ CAMECO CORP700 shares0.00%2026-03-312026-04-22

COIN COINBASE GLOBAL INC400 sharesnew addition2026-03-312026-04-22

NDSN NORDSON CORP260 shares-1.89%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T100 shares0.00%2026-03-312026-04-22

PZZA PAPA JOHNS INTL INC2.0K sharesnew addition2026-03-312026-04-22

SHW SHERWIN WILLIAMS CO150 shares0.00%2026-03-312026-04-22

Sponsored

HD HOME DEPOT INC100 shares0.00%2026-03-312026-04-22

ULTA ULTA BEAUTY INC45 shares-10.00%2026-03-312026-04-22

TGT TARGET CORP100 shares0.00%2026-03-312026-04-22

UNP

UNION PAC CORP

-2.53%

Shares217.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-1.31%

Shares146.4K

Event2026-03-31

Filed2026-04-22

DBD

DIEBOLD NIXDORF INC

-3.16%

Shares459.1K

Event2026-03-31

Filed2026-04-22

GENERAL MTRS CO

-3.79%

Shares427.1K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.49%

Shares96.8K

Event2026-03-31

Filed2026-04-22

CROWN CASTLE INC

9.38%

Shares286.6K

Event2026-03-31

Filed2026-04-22

CORE NATURAL RESOURCES INC

-1.90%

Shares213.6K

Event2026-03-31

Filed2026-04-22

OSK

OSHKOSH CORP

-3.39%

Shares134.4K

Event2026-03-31

Filed2026-04-22

SBAC

SBA COMMUNICATIONS CORP

17.61%

Shares113.8K

Event2026-03-31

Filed2026-04-22

NSC

NORFOLK SOUTHN CORP

-4.47%

Shares55.3K

Event2026-03-31

Filed2026-04-22

TAP

MOLSON COORS BEVERAGE CO

38.04%

Shares342.8K

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

1.19%

Shares127.3K

Event2026-03-31

Filed2026-04-22

OWENS CORNING NEW

-5.27%

Shares130.7K

Event2026-03-31

Filed2026-04-22

COHERENT CORP

-13.98%

Shares54.3K

Event2026-03-31

Filed2026-04-22

GEHC

GE HEALTHCARE TECHNOLOGIES I

28.32%

Shares161.1K

Event2026-03-31

Filed2026-04-22

VISA INC

-0.24%

Shares36.9K

Event2026-03-31

Filed2026-04-22

WAB

WABTEC

-1.73%

Shares43.6K

Event2026-03-31

Filed2026-04-22

BARRICK MNG CORP

-3.37%

Shares262.2K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

-1.20%

Shares24.7K

Event2026-03-31

Filed2026-04-22

AMT

AMERICAN TOWER CORP

-7.88%

Shares58.7K

Event2026-03-31

Filed2026-04-22

CSX

CSX CORP

-6.88%

Shares245.3K

Event2026-03-31

Filed2026-04-22

ADEA

ADEIA INC

-29.06%

Shares405.9K

Event2026-03-31

Filed2026-04-22

SCHW

SCHWAB CHARLES CORP

112.02%

Shares99.7K

Event2026-03-31

Filed2026-04-22

SSNC

SS&C TECH HLDGS

71.59%

Shares138.5K

Event2026-03-31

Filed2026-04-22

WMB

WILLIAMS COS INC

-4.29%

Shares127.1K

Event2026-03-31

Filed2026-04-22

ENS

ENERSYS

-0.06%

Shares51.2K

Event2026-03-31

Filed2026-04-22

TMUS

T-MOBILE US INC

-6.12%

Shares41.1K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

-0.76%

Shares141.4K

Event2026-03-31

Filed2026-04-22

XOP

SPDR SERIES TRUST

-26.03%

Shares45.6K

Event2026-03-31

Filed2026-04-22

JYNT

JOINT CORP

0.35%

Shares893.2K

Event2026-03-31

Filed2026-04-22

LOPE

GRAND CANYON ED INC

9.28%

Shares46.4K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-0.26%

Shares25.4K

Event2026-03-31

Filed2026-04-22

EXP

EAGLE MATLS INC

-7.68%

Shares37.3K

Event2026-03-31

Filed2026-04-22

CHDN

CHURCHILL DOWNS INC

New

Shares73.4K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

-5.09%

Shares32.1K

Event2026-03-31

Filed2026-04-22

KEX

KIRBY CORP

-56.02%

Shares45.9K

Event2026-03-31

Filed2026-04-22

ADBE

ADOBE INC

New

Shares25.1K

Event2026-03-31

Filed2026-04-22

LKQ

LKQ CORP

-8.86%

Shares197.6K

Event2026-03-31

Filed2026-04-22

QDEL

QUIDELORTHO CORP

153.56%

Shares341.6K

Event2026-03-31

Filed2026-04-22

SIMO

SILICON MOTION TECHNOLOGY CO

-7.61%

Shares49.2K

Event2026-03-31

Filed2026-04-22

GNRC

GENERAC HLDGS INC

-3.01%

Shares27.5K

Event2026-03-31

Filed2026-04-22

MITK

MITEK SYS INC

30.00%

Shares393.4K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

0.79%

Shares52.0K

Event2026-03-31

Filed2026-04-22

MP MATERIALS CORP

-0.18%

Shares104.4K

Event2026-03-31

Filed2026-04-22

ELAN

ELANCO ANIMAL HEALTH INC

-2.05%

Shares209.2K

Event2026-03-31

Filed2026-04-22