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Skylands Capital, LLC

13F
Skylands Capital, LLC
Last update 2025-04-25 153 Stocks (16 new)
Value $693.00 Mil Turnover 10 %
Countries:
Skylands Capital, LLC Top Holdings of 2025-03-31 View Full List
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
+6.33%
+1.69%
136,965.3
Transportation
AAPL
Apple Inc
129,530
28,772.5
-4.09%
4.150
-0.19%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
GOOGL
Alphabet Inc
185,885
28,745.3
+19.60%
4.150
+0.68%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
GM
General Motors Co
552,175
25,968.8
+3.01%
3.750
+0.11%
0.060
+8.60%
-7.70%
47,004.5
Vehicles & Parts
CCI
Crown Castle Inc
243,755
25,406.6
-0.55%
3.670
-0.02%
0.060
+6.77%
+24.83%
48,009.3
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
+41.66%
+37.55%
2,206.0
Software
CNR
Core Natural Resources Inc
241,934
18,653.1
New Holding
2.690
+2.69%
0.450
+13.10%
-21.33%
4,407.1
Other Energy Sources
OSK
Oshkosh Corp
159,225
14,979.9
-3.34%
2.160
-0.07%
0.250
+51.83%
+33.88%
8,113.6
Farm & Heavy Construction Machinery
NSC
Norfolk Southern Corp
61,285
14,515.4
-3.75%
2.100
-0.08%
0.030
+28.17%
+20.79%
63,182.8
Transportation

Skylands Capital, LLC's Historical Top Holdings Breakdowns

Skylands Capital, LLC's Top Stock Picks View Full List
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
$83.69
-0.94%
New holding
241,934
241,934
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.68%
154.33 ($181.36) 206.38
$191.34
5.50%
Add 19.6%
185,885
30,460
DBD
Diebold Nixdorf Inc
2025-03-31
Add
Add
+0.66%
40.6 ($43.58) 47
$59.20
35.84%
Add 23.28%
550,600
103,975
XOM
Exxon Mobil Corp
2025-03-31
Reduce
Reduce
-0.57%
105.44 ($110.59) 118.93
$108.54
-1.85%
Reduce -80.9%
8,991
-38,091
KEX
Kirby Corp
2025-03-31
Add
Add
+0.40%
95.1 ($104.38) 112.81
$114.99
10.16%
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
$76.49
-11.00%
Reduce -22.08%
122,165
-34,625
SBAC
SBA Communications Corp
2025-03-31
Reduce
Reduce
-0.33%
192.76 ($209.35) 224.91
$239.35
14.33%
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
$233.25
-5.38%
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)

To

Skylands Capital, LLC's Asset Allocation

To

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 %

Skylands Capital, LLC's Holdings Heat Map

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