SC
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Skylands Capital, LLC13F | |
| Skylands Capital, LLC | |
| Last update 2025-04-25 | 153 Stocks (16 new) |
| Value $693.00 Mil | Turnover 10 % |
Skylands Capital, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNP | Union Pacific Corp | 224,625 | 53,065.4 | -1.97% | 7.660 | -0.14% | 0.040 | +5.74% | +2.47% | 138,016.9 | Transportation | |
AAPL | Apple Inc | 129,530 | 28,772.5 | -4.09% | 4.150 | -0.19% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
GOOGL | Alphabet Inc | 185,885 | 28,745.3 | +19.60% | 4.150 | +0.68% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
GM | General Motors Co | 552,175 | 25,968.8 | +3.01% | 3.750 | +0.11% | 0.060 | +16.27% | +0.31% | 50,583.9 | Vehicles & Parts | |
CCI | Crown Castle Inc | 243,755 | 25,406.6 | -0.55% | 3.670 | -0.02% | 0.060 | +8.44% | +24.24% | 47,782.9 | REITs | |
BECN | Beacon Roofing Supply Inc | 197,750 | 24,461.7 | -9.37% | 3.530 | -0.29% | 0.320 | +4.87% | +22.24% | 7,718.6 | Industrial Distribution | |
DBD | Diebold Nixdorf Inc | 550,600 | 24,072.2 | +23.28% | 3.480 | +0.66% | 1.460 | +39.28% | +37.66% | 2,207.9 | Software | |
CNR | Core Natural Resources Inc | 241,934 | 18,653.1 | New Holding | 2.690 | +2.69% | 0.450 | +10.91% | -23.19% | 4,302.9 | Other Energy Sources | |
OSK | Oshkosh Corp | 159,225 | 14,979.9 | -3.34% | 2.160 | -0.07% | 0.250 | +52.38% | +35.85% | 8,232.7 | Farm & Heavy Construction Machinery | |
NSC | Norfolk Southern Corp | 61,285 | 14,515.4 | -3.75% | 2.100 | -0.08% | 0.030 | +27.05% | +20.80% | 63,185.1 | Transportation |
Skylands Capital, LLC's Historical Top Holdings Breakdowns
Skylands Capital, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARCH Unlock Delisted | Arch Resources Inc | 2025-03-31 | Sold Out Sold Out | -3.25% | 133.89 ($138.9) 143.1 | $134.83 | -2.93% | Sold Out | 0 | -164,905 | |
CNR | Core Natural Resources Inc | 2025-03-31 | New Buy New Buy | +2.69% | 67.32 ($84.48) 108.01 | $81.71 | -3.28% | New holding | 241,934 | 241,934 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.68% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Add 19.6% | 185,885 | 30,460 | |
DBD | Diebold Nixdorf Inc | 2025-03-31 | Add Add | +0.66% | 40.6 ($43.58) 47 | $59.25 | 35.96% | Add 23.28% | 550,600 | 103,975 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.57% | 105.44 ($110.59) 118.93 | $109.93 | -0.60% | Reduce -80.9% | 8,991 | -38,091 | |
KEX | Kirby Corp | 2025-03-31 | Add Add | +0.40% | 95.1 ($104.38) 112.81 | $117.02 | 12.11% | Add 81.44% | 61,600 | 27,650 | |
GEHC | GE HealthCare Technologies Inc | 2025-03-31 | Reduce Reduce | -0.38% | 78.38 ($85.94) 93.48 | $77.25 | -10.11% | Reduce -22.08% | 122,165 | -34,625 | |
SBAC | SBA Communications Corp | 2025-03-31 | Reduce Reduce | -0.33% | 192.76 ($209.35) 224.91 | $236.91 | 13.16% | Reduce -16.82% | 57,575 | -11,645 | |
TMUS | T-Mobile US Inc | 2025-03-31 | Reduce Reduce | -0.31% | 211.3 ($246.5) 272.83 | $233.93 | -5.10% | Reduce -36.88% | 16,960 | -9,910 | |
| BECN Unlock Delisted | Beacon Roofing Supply Inc | 2025-03-31 | Reduce Reduce | -0.29% | 100.48 ($116.47) 123.86 | $124.17 | 6.61% | Reduce -9.37% | 197,750 | -20,450 |
Skylands Capital, LLC Total Holding History ($B)
Skylands Capital, LLC's Asset Allocation
Skylands Capital, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Skylands Capital, LLC's Hypothetical Growth since 2025-03-31
Skylands Capital, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Skylands Capital, LLC's Holdings Heat Map
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Skylands Capital, LLC's Holdings Bubble Chart
Skylands Capital, LLC News
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