SC

Skylands Capital, LLC

13F
Skylands Capital, LLC
Last update 2025-04-25 153 Stocks (16 new)
Value $693.00 Mil Turnover 10 %
Countries:
Top Holdings: UNP(7.66%)AAPL(4.15%)GOOGL(4.15%)GM(3.75%)CCI(3.67%)
Summary Stock Picks Current Portfolio
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
-8.74%
-1.73%
133,159.4
Transportation
AAPL 		Apple Inc
129,530
28,772.5
-4.09%
4.150
-0.19%
0.000
-17.89%
-19.40%
3,007,477.9
Hardware
GOOGL 		Alphabet Inc
185,885
28,745.3
+19.60%
4.150
+0.68%
0.000
-4.78%
-9.63%
2,079,524.4
Interactive Media
GM 		General Motors Co
552,175
25,968.8
+3.01%
3.750
+0.11%
0.060
+6.73%
-7.25%
47,379.5
Vehicles & Parts
CCI 		Crown Castle Inc
243,755
25,406.6
-0.55%
3.670
-0.02%
0.060
+10.20%
+11.93%
43,511.0
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
+6.76%
+10.15%
1,766.7
Software
CNR 		Core Natural Resources Inc
241,934
18,653.1
New Holding
2.690
+2.69%
0.450
-10.93%
-35.01%
3,646.2
Other Energy Sources
OSK 		Oshkosh Corp
159,225
14,979.9
-3.34%
2.160
-0.07%
0.250
-4.11%
+4.56%
6,336.2
Farm & Heavy Construction Machinery
NSC 		Norfolk Southern Corp
61,285
14,515.4
-3.75%
2.100
-0.08%
0.030
-2.68%
+3.28%
54,025.3
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 Inc2025-03-31Sold Out
-3.25%
●
133.89 ($138.9) 143.1
$134.83
-2.93%
Sold Out
0
-164,905
CNR 		Core Natural Resources Inc2025-03-31New Buy
+2.69%
●
67.32 ($84.48) 108.01
$69.24
-18.04%
New holding
241,934
241,934
GOOGL 		Alphabet Inc2025-03-31Add
+0.68%
●
154.33 ($181.36) 206.38
$170.87
-5.78%
Add 19.6%
185,885
30,460
DBD 		Diebold Nixdorf Inc2025-03-31Add
+0.66%
●
40.6 ($43.58) 47
$47.41
8.79%
Add 23.28%
550,600
103,975
XOM 		Exxon Mobil Corp2025-03-31Reduce
-0.57%
●
105.44 ($110.59) 118.93
$102.97
-6.89%
Reduce -80.9%
8,991
-38,091
KEX 		Kirby Corp2025-03-31Add
+0.40%
●
95.1 ($104.38) 112.81
$107.19
2.69%
Add 81.44%
61,600
27,650
GEHC 		GE HealthCare Technologies Inc2025-03-31Reduce
-0.38%
●
78.38 ($85.94) 93.48
$69.44
-19.20%
Reduce -22.08%
122,165
-34,625
SBAC 		SBA Communications Corp2025-03-31Reduce
-0.33%
●
192.76 ($209.35) 224.91
$228.27
9.04%
Reduce -16.82%
57,575
-11,645
TMUS 		T-Mobile US Inc2025-03-31Reduce
-0.31%
●
211.3 ($246.5) 272.83
$240.82
-2.30%
Reduce -36.88%
16,960
-9,910
BECN Unlock Delisted Beacon Roofing Supply Inc2025-03-31Reduce
-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

Top Ranked Articles

  • 1

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

Size field:

Skylands Capital, LLC's Holdings Bubble Chart

Skylands Capital, LLC News

  • 1

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