Skylands Capital, LLC 13F Holdings

CIK 0001299910 · Milwaukee, WI

As of Sep 30, 2025, Skylands Capital, LLC reported 152 positions worth $723.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
UNION PACIFIC CORPUNPIndustrials224,350$53.0M7.33%
ALPHABET INCGOOGLEquity183,685$44.7M6.17%
GENERAL MOTORS COGMConsumer Cyclical480,715$29.3M4.05%
DIEBOLD NIXDORF INCDBDTechnology486,520$27.7M3.84%
APPLE INCAAPLTechnology107,585$27.4M3.79%
CROWN CASTLE INCCCIReal Estate246,750$23.8M3.29%
OSHKOSH CORPOSKIndustrials145,750 8.9M2.61%
CORE NATURAL RESOURCES INCCNRBasic Materials222,022 8.5M2.56%
NORFOLK SOUTHERN CORPNSCIndustrials59,680 7.9M2.48%
SBA COMMUNICATIONS CORPSBACReal Estate84,130 6.3M2.25%
OWENS CORNINGOCBasic Materials98,585 3.9M1.93%
VISA INC-CLASS A SHARESVFinancial Services39,510 3.5M1.86%
CITIGROUP INCCFinancial Services126,325 2.8M1.77%
COHERENT CORPCOHRTechnology117,735 2.7M1.75%
FMC CORPFMCBasic Materials330,675 1.1M1.54%
GE HEALTHCARE TECHNOLOGIES INCGEHCHealthcare144,390 0.8M1.50%
BARRICK MINING CORPBBasic Materials309,175 0.1M1.40%
CSX CORPCSXIndustrials275,775$9.8M1.35%
EAGLE MATERIALS INCEXPBasic Materials40,615$9.5M1.31%
SPDR GOLD TRUSTGQ9—26,275$9.3M1.29%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWABIndustrials45,015$9.0M1.25%
GRAND CANYON EDUCATION INCLOPEConsumer Defensive40,120$8.8M1.22%
KIRBY CORPKEXIndustrials105,150$8.8M1.21%
WILLIAMS COMPANIES INCWMBEnergy133,675$8.5M1.17%
ADEIA INCADEATechnology497,300$8.4M1.15%