The Analysis of Skylands Capital, LLC's Holdings
Currently, Skylands Capital, LLC holds 152 types of securities in its portfolio with a total value $723.5M. In the most recent quarter, they have increased their positions in B (+309.2K shares, valued at $10.1M), SBAC (+35.1K shares, valued at $6.8M), ALGN (+39.8K shares, valued at $5.0M); decreased their positions in GOOGL (-30.0K shares, valued at $7.3M), AAPL (-17.6K shares, valued at $4.5M), GM (-56.6K shares, valued at $3.4M); initiated new positions in B (+309.2K shares, valued at $10.1M), AIN (+37.4K shares, valued at $2.0M), SLGN (+38.1K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
UNP UNION PAC CORP224.3K shares-1.19%2025-09-302025-11-06
GOOGL ALPHABET INC183.7K shares-14.06%2025-09-302025-11-06 GM GENERAL MTRS CO480.7K shares-10.53%2025-09-302025-11-06 DBD DIEBOLD NIXDORF INC486.5K shares-8.77%2025-09-302025-11-06 AAPL APPLE INC107.6K shares-14.02%2025-09-302025-11-06 CCI CROWN CASTLE INTL CORP NEW246.8K shares3.88%2025-09-302025-11-06 OSK OSHKOSH CORP145.8K shares-11.85%2025-09-302025-11-06 CNR CORE NATURAL RESOURCES INC222.0K shares-6.48%2025-09-302025-11-06 NSC NORFOLK SOUTHN CORP59.7K shares3.91%2025-09-302025-11-06 SBAC SBA COMMUNICATIONS CORP NEW84.1K shares71.71%2025-09-302025-11-06 OC OWENS CORNING NEW98.6K shares0.11%2025-09-302025-11-06 V VISA INC39.5K shares-1.70%2025-09-302025-11-06 C CITIGROUP INC126.3K shares-9.70%2025-09-302025-11-06 COHR COHERENT CORP117.7K shares-18.78%2025-09-302025-11-06 FMC FMC CORP330.7K shares-4.86%2025-09-302025-11-06 GEHC GE HEALTHCARE TECHNOLOGIES I144.4K shares-6.30%2025-09-302025-11-06 B BARRICK MNG CORP309.2K sharesnew addition2025-09-302025-11-06 CSX CSX CORP275.8K shares-8.71%2025-09-302025-11-06 EXP EAGLE MATERIALS INC40.6K shares-14.95%2025-09-302025-11-06 GLD SPDR GOLD TRUST26.3K shares-6.91%2025-09-302025-11-06 WAB WABTEC45.0K shares-17.86%2025-09-302025-11-06 LOPE GRAND CANYON ED INC40.1K shares-6.55%2025-09-302025-11-06 KEX KIRBY CORP105.2K shares80.05%2025-09-302025-11-06 WMB WILLIAMS COS INC133.7K shares-4.71%2025-09-302025-11-06 ADEA ADEIA INC497.3K shares17.50%2025-09-302025-11-06 TAP MOLSON COORS BEVERAGE CO180.7K shares63.91%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO25.5K shares-15.14%2025-09-302025-11-06 AMT AMERICAN TOWER CORP NEW41.7K shares14.32%2025-09-302025-11-06 JYNT JOINT CORP832.3K shares6.80%2025-09-302025-11-06 ENS ENERSYS68.8K shares-16.39%2025-09-302025-11-06 BMY BRISTOL-MYERS SQUIBB CO160.9K shares-3.30%2025-09-302025-11-06 MP MP MATERIALS CORP105.3K shares-23.94%2025-09-302025-11-06 SSNC SS&C TECHNOLOGIES HLDGS INC73.9K shares-9.44%2025-09-302025-11-06 ALGN ALIGN TECHNOLOGY INC48.2K shares470.41%2025-09-302025-11-06 ELAN ELANCO ANIMAL HEALTH INC295.2K shares-31.93%2025-09-302025-11-06 MTX MINERALS TECHNOLOGIES INC92.8K shares-20.06%2025-09-302025-11-06 RTX RTX CORPORATION34.2K shares-10.65%2025-09-302025-11-06 XOP SPDR SER TR41.4K shares-5.56%2025-09-302025-11-06 LKQ LKQ CORP178.2K shares80.27%2025-09-302025-11-06 OXY OCCIDENTAL PETE CORP108.2K shares-2.16%2025-09-302025-11-06 WSC WILLSCOT MOBIL MINI HLDNG CO241.2K shares19.48%2025-09-302025-11-06 NATR NATURES SUNSHINE PRODS INC323.4K shares-33.52%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC14.4K shares87.04%2025-09-302025-11-06 DENN DENNYS CORP932.0K shares12.35%2025-09-302025-11-06 META META PLATFORMS INC6.5K shares0.15%2025-09-302025-11-06 GPK GRAPHIC PACKAGING HLDG CO240.1K shares21.99%2025-09-302025-11-06 JOUT JOHNSON OUTDOORS INC113.1K shares-40.30%2025-09-302025-11-06 AEM AGNICO EAGLE MINES LTD25.9K shares-12.22%2025-09-302025-11-06 TMUS T-MOBILE US INC17.9K shares-12.29%2025-09-302025-11-06 HLLY HOLLEY INC1.3M shares-0.11%2025-09-302025-11-06 UPS UNITED PARCEL SERVICE INC49.5K shares2.26%2025-09-302025-11-06 CCOI COGENT COMMUNICATIONS HLDGS106.3K shares2.58%2025-09-302025-11-06 GNRC GENERAC HLDGS INC24.2K shares-38.97%2025-09-302025-11-06 HAE HAEMONETICS CORP MASS81.4K shares195.35%2025-09-302025-11-06 NEM NEWMONT CORP44.6K shares-11.37%2025-09-302025-11-06 MLM MARTIN MARIETTA MATLS INC5.9K shares-21.98%2025-09-302025-11-06 ON ON SEMICONDUCTOR CORP75.4K shares-12.89%2025-09-302025-11-06 SIMO SILICON MOTION TECHNOLOGY CO38.6K shares-25.78%2025-09-302025-11-06 LECO LINCOLN ELEC HLDGS INC15.2K shares-11.02%2025-09-302025-11-06 MBLY MOBILEYE GLOBAL INC233.1K shares861.03%2025-09-302025-11-06 SLB SCHLUMBERGER LTD95.3K shares6.31%2025-09-302025-11-06 LOVE LOVESAC COMPANY189.9K shares-0.39%2025-09-302025-11-06 PLAB PHOTRONICS INC139.2K shares-26.26%2025-09-302025-11-06 BAC BANK AMERICA CORP60.8K shares-3.95%2025-09-302025-11-06 QDEL QUIDELORTHO CORP104.8K shares26.60%2025-09-302025-11-06 MTUS METALLUS INC184.3K shares26.19%2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR33.2K shares-9.54%2025-09-302025-11-06 HAL HALLIBURTON CO119.6K shares3.10%2025-09-302025-11-06 MATW MATTHEWS INTL CORP118.9K shares-8.47%2025-09-302025-11-06 HLMN HILLMAN SOLUTIONS CORP298.3K shares-3.94%2025-09-302025-11-06 SCHW SCHWAB CHARLES CORP27.6K shares87.41%2025-09-302025-11-06 AMZN AMAZON COM INC11.9K shares-18.24%2025-09-302025-11-06 HCC WARRIOR MET COAL INC39.2K shares3.16%2025-09-302025-11-06 GOOG ALPHABET INC9.5K shares0.00%2025-09-302025-11-06 MITK MITEK SYS INC225.3K shares140.00%2025-09-302025-11-06 NPKI NPK INTERNATIONAL INC184.0K shares-15.78%2025-09-302025-11-06 AIN ALBANY INTL CORP37.4K sharesnew addition2025-09-302025-11-06 CTSO CYTOSORBENTS CORP2.1M shares-18.70%2025-09-302025-11-06 UHAL.B U HAUL HOLDING COMPANY38.2K shares28.69%2025-09-302025-11-06 ADM ARCHER DANIELS MIDLAND CO32.0K shares-33.63%2025-09-302025-11-06 SPGI S&P GLOBAL INC3.9K shares100.52%2025-09-302025-11-06 FCG FIRST TR EXCHANGE-TRADED FD79.5K shares53.18%2025-09-302025-11-06 FDX FEDEX CORP7.8K shares-5.44%2025-09-302025-11-06 TKR TIMKEN CO24.1K shares1.05%2025-09-302025-11-06 ATRO ASTRONICS CORP39.4K shares-21.83%2025-09-302025-11-06 VNT VONTIER CORPORATION42.8K shares-32.49%2025-09-302025-11-06 KOP KOPPERS HOLDINGS INC63.4K shares50.55%2025-09-302025-11-06 EXAS EXACT SCIENCES CORP32.2K shares54.13%2025-09-302025-11-06 THRY THRYV HLDGS INC138.0K shares23.27%2025-09-302025-11-06 BLMN BLOOMIN BRANDS INC230.3K shares31.07%2025-09-302025-11-06 SLGN SILGAN HLDGS INC38.1K sharesnew addition2025-09-302025-11-06 IRDM IRIDIUM COMMUNICATIONS INC79.5K shares8.31%2025-09-302025-11-06 AEYE AUDIOEYE INC92.8K shares37.54%2025-09-302025-11-06 WCC WESCO INTL INC5.8K shares-38.79%2025-09-302025-11-06 BC BRUNSWICK CORP19.0K shares-12.83%2025-09-302025-11-06 GBX GREENBRIER COS INC25.6K shares-1.54%2025-09-302025-11-06 BBY BEST BUY INC15.6K shares-2.96%2025-09-302025-11-06 ICLR ICON PLC6.7K shares-31.98%2025-09-302025-11-06 REGN REGENERON PHARMACEUTICALS2.1K sharesnew addition2025-09-302025-11-06 MATX MATSON INC11.6K sharesnew addition2025-09-302025-11-06 XPOF XPONENTIAL FITNESS INC144.4K shares-18.37%2025-09-302025-11-06 SPWH SPORTSMANS WHSE HLDGS INC393.0K shares19.45%2025-09-302025-11-06 TDG TRANSDIGM GROUP INC770 shares-16.76%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC2.0K shares-38.81%2025-09-302025-11-06 CBOE CBOE GLOBAL MKTS INC4.0K shares-3.61%2025-09-302025-11-06 BIO BIO RAD LABS INC3.0K shares-23.75%2025-09-302025-11-06 RJF RAYMOND JAMES FINL INC4.4K shares-7.31%2025-09-302025-11-06 OSBC OLD SECOND BANCORP INC ILL43.4K shares79.88%2025-09-302025-11-06 GENK GEN RESTAURENT GROUP253.5K shares-10.91%2025-09-302025-11-06 XOM EXXON MOBIL CORP5.6K shares-20.10%2025-09-302025-11-06 ZETA ZETA GLOBAL HOLDINGS CORP31.1K shares-51.25%2025-09-302025-11-06 CLFD CLEARFIELD INC17.9K sharesnew addition2025-09-302025-11-06 BOOT BOOT BARN HLDGS INC3.6K shares-66.14%2025-09-302025-11-06 TWIN TWIN DISC INC42.1K shares7.82%2025-09-302025-11-06 ASUR ASURE SOFTWARE INC63.7K shares-28.27%2025-09-302025-11-06 VLO VALERO ENERGY CORP2.9K shares-13.64%2025-09-302025-11-06 SLP SIMULATIONS PLUS INC31.3K shares-26.53%2025-09-302025-11-06 JBSS SANFILIPPO JOHN B & SON INC7.1K sharesnew addition2025-09-302025-11-06 GATX GATX CORP2.6K shares4.01%2025-09-302025-11-06 QQQ INVESCO QQQ TR750 shares0.00%2025-09-302025-11-06 MTW MANITOWOC CO INC43.1K sharesnew addition2025-09-302025-11-06 CHDN CHURCHILL DOWNS INC4.4K shares-60.36%2025-09-302025-11-06 DIS DISNEY WALT CO3.7K shares-47.33%2025-09-302025-11-06 OSIS OSI SYSTEMS INC1.6K shares-85.33%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL800 shares-11.11%2025-09-302025-11-06 ZBH ZIMMER BIOMET HOLDINGS INC3.8K shares-84.24%2025-09-302025-11-06 KLAR KLARNA GROUP PLC10.0K sharesnew addition2025-09-302025-11-06 INR INFINITY NAT RES INC25.9K sharesnew addition2025-09-302025-11-06 MSFT MICROSOFT CORP620 shares-10.79%2025-09-302025-11-06 QRHC QUEST RESOURCE HLDG CORP204.8K shares-1.25%2025-09-302025-11-06 COO COOPER COS INC4.6K sharesnew addition2025-09-302025-11-06 MA MASTERCARD INC530 shares-54.31%2025-09-302025-11-06 OKLO OKLO INC2.6K shares163.10%2025-09-302025-11-06 GD GENERAL DYNAMICS CORP725 shares0.00%2025-09-302025-11-06 CCK CROWN HLDGS INC1.8K shares-25.00%2025-09-302025-11-06 HOG HARLEY DAVIDSON INC6.2K shares-89.23%2025-09-302025-11-06 BLK BLACKROCK INC140 shares-78.46%2025-09-302025-11-06 SW SMURFIT WESTROCK PLC2.8K shares-1.74%2025-09-302025-11-06 UHAL U HAUL HOLDING COMPANY2.0K shares0.00%2025-09-302025-11-06 IWM ISHARES TR400 shares0.00%2025-09-302025-11-06 GAUZ GAUZY LTD14.2K shares0.00%2025-09-302025-11-06 ACCO ACCO BRANDS CORP18.0K shares-55.93%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR100 shares0.00%2025-09-302025-11-06 NDSN NORDSON CORP265 shares-53.10%2025-09-302025-11-06 CCJ CAMECO CORP700 shares-82.05%2025-09-302025-11-06 SHW SHERWIN WILLIAMS CO150 shares-62.50%2025-09-302025-11-06 GEV GE VERNOVA INC75 shares-85.00%2025-09-302025-11-06 CRWS CROWN CRAFTS INC15.5K shares-84.93%2025-09-302025-11-06 HD HOME DEPOT INC100 shares0.00%2025-09-302025-11-06 ULTA ULTA BEAUTY INC50 shares-50.00%2025-09-302025-11-06 CWST CASELLA WASTE SYS INC275 shares0.00%2025-09-302025-11-06 TGT TARGET CORP100 shares-75.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available