Skylands Capital, LLC Top Holdings and 13F Report (2024) → He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (From InvestorPlace) (Ad) About Skylands Capital, LLCInvestment ActivitySkylands Capital, LLC has $723.91 million in total holdings as of March 31, 2024.Skylands Capital, LLC owns shares of 152 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 7.02% of the portfolio was purchased this quarter.About 5.54% of the portfolio was sold this quarter.This quarter, Skylands Capital, LLC has purchased 144 new stocks and bought additional shares in 41 stocks.Skylands Capital, LLC sold shares of 75 stocks and completely divested from 4 stocks this quarter.Largest Holdings Union Pacific $53,256,142Arch Resources $40,680,674Apple $34,488,915General Motors $31,726,860Alphabet $27,291,917 Largest New Holdings this Quarter Archer-Daniels-Midland $3,080,831 HoldingSPDR S&P Oil & Gas Exploration & Production ETF $2,719,022 HoldingiShares MSCI Japan ETF $2,418,765 HoldingAir Products and Chemicals $2,041,125 HoldingSony Group $2,032,038 Holding Largest Purchases this Quarter SBA Communications 14,300 shares (about $3.10M)Archer-Daniels-Midland 49,050 shares (about $3.08M)SPDR S&P Oil & Gas Exploration & Production ETF 17,550 shares (about $2.72M)Iridium Communications 100,988 shares (about $2.64M)iShares MSCI Japan ETF 33,900 shares (about $2.42M) Largest Sales this Quarter Meta Platforms 5,400 shares (about $2.62M)SPDR Gold Shares 9,600 shares (about $1.97M)T-Mobile US 11,550 shares (about $1.89M)General Motors 40,925 shares (about $1.86M)Crown Castle 16,000 shares (about $1.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSkylands Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNPUnion Pacific$53,256,142$940,682 ▼-1.7%216,5507.4%IndustrialsARCHArch Resources$40,680,674$172,849 ▼-0.4%253,0055.6%Oils/EnergyAAPLApple$34,488,915$640,478 ▼-1.8%201,1254.8%Computer and TechnologyGMGeneral Motors$31,726,860$1,855,949 ▼-5.5%699,6004.4%Auto/Tires/TrucksGOOGLAlphabet$27,291,917$2,113,020 ▲8.4%180,8253.8%Computer and TechnologyCCICrown Castle$26,089,741$1,693,280 ▼-6.1%246,5253.6%FinanceBECNBeacon Roofing Supply$22,855,029$132,033 ▼-0.6%233,1673.2%Retail/WholesaleOSKOshkosh$19,966,071$367,895 ▲1.9%160,1002.8%Auto/Tires/TrucksOCOwens Corning$16,662,486$232,686 ▼-1.4%99,8952.3%ConstructionFMCFMC$13,068,055$1,438,028 ▲12.4%205,1501.8%Basic MaterialsHIBBHibbett$12,988,571$1,155,991 ▼-8.2%169,1001.8%Retail/WholesaleVVisa$12,601,857$941,895 ▼-7.0%45,1551.7%Business ServicesNSCNorfolk Southern$11,769,897$531,404 ▼-4.3%46,1801.6%TransportationEXPEagle Materials$11,713,784$502,738 ▼-4.1%43,1051.6%ConstructionWABWestinghouse Air Brake Technologies$11,537,856$18,210 ▼-0.2%79,2001.6%TransportationTMUST-Mobile US$11,074,477$1,885,191 ▼-14.5%67,8501.5%Computer and TechnologyCMCOColumbus McKinnon$10,862,763$8,926 ▼-0.1%243,3961.5%Industrial ProductsCOHRCoherent$10,813,941$762,296 ▼-6.6%178,3891.5%Business ServicesBMYBristol-Myers Squibb$10,230,490$521,964 ▲5.4%188,6501.4%MedicalJPMJPMorgan Chase & Co.$9,877,795$1,429,141 ▼-12.6%49,3151.4%FinanceGEHCGE HealthCare Technologies$9,734,188$452,277 ▼-4.4%107,0751.3%MedicalRTXRTX$9,634,306$170,678 ▼-1.7%98,7831.3%AerospaceJYNTJoint$8,998,732$1,115,193 ▲14.1%689,0301.2%MedicalLOPEGrand Canyon Education$8,584,908$27,242 ▼-0.3%63,0271.2%Consumer DiscretionaryENSEnerSys$8,284,614$302,272 ▲3.8%87,7051.1%Industrial ProductsAMTAmerican Tower$8,248,395$1,718,045 ▲26.3%41,7451.1%FinanceXLEEnergy Select Sector SPDR Fund$8,168,825$568,820 ▲7.5%86,5251.1%ETFWMBWilliams Companies$7,993,721$256,228 ▼-3.1%205,1251.1%Oils/EnergyCCitigroup$7,478,130$626,076 ▼-7.7%118,2501.0%FinanceDIEBOLD NIXDORF INC$6,994,764$2,279,928 ▲48.4%203,1001.0%COM SHSPXDPioneer Natural Resources$6,759,375$872,813 ▼-11.4%25,7500.9%Oils/EnergyCSXCSX$6,607,728$674,674 ▼-9.3%178,2500.9%TransportationGLDSPDR Gold Shares$6,454,465$1,974,912 ▼-23.4%31,3750.9%FinanceQDELQuidelOrtho$6,390,402$1,958,349 ▲44.2%133,3000.9%MedicalGPKGraphic Packaging$6,063,604$889,990 ▼-12.8%207,8000.8%Industrial ProductsMETAMeta Platforms$5,882,802$2,622,132 ▼-30.8%12,1150.8%Computer and TechnologySBACSBA Communications$5,753,385$3,098,810 ▲116.7%26,5500.8%FinanceONOnsemi$5,644,5950.0%76,7450.8%Computer and TechnologyDISWalt Disney$5,545,967$296,723 ▼-5.1%45,3250.8%Consumer DiscretionaryCCOICogent Communications$5,415,857$199,257 ▲3.8%82,9000.7%Computer and TechnologyJOUTJohnson Outdoors$5,196,597$797,703 ▲18.1%112,7000.7%Consumer DiscretionaryIRDMIridium Communications$5,052,490$2,641,846 ▲109.6%193,1380.7%Computer and TechnologyLECOLincoln Electric$4,746,075$268,212 ▼-5.3%18,5800.7%Industrial ProductsWSCWillScot Mobile Mini$4,672,088$874,200 ▼-15.8%100,4750.6%Consumer DiscretionaryLOVELovesac$4,645,204$600,595 ▲14.8%205,5400.6%Retail/WholesaleGOLDBarrick Gold$4,549,376$614,848 ▲15.6%273,4000.6%Basic MaterialsMLMMartin Marietta Materials$4,549,295$245,576 ▼-5.1%7,4100.6%ConstructionSSNCSS&C Technologies$4,340,147$159,316 ▼-3.5%67,4250.6%Computer and TechnologyELANElanco Animal Health$4,110,700$1,651,606 ▼-28.7%252,5000.6%MedicalGNRCGenerac$4,010,621$413,108 ▲11.5%31,7950.6%Computer and TechnologyHALHalliburton$3,918,348$707,589 ▲22.0%99,4000.5%Oils/EnergyOXYOccidental Petroleum$3,914,608$110,483 ▼-2.7%60,2340.5%Oils/EnergyPTENPatterson-UTI Energy$3,797,636$520,882 ▼-12.1%318,0600.5%Oils/EnergyHLLYHolley$3,643,490$1,014,766 ▲38.6%816,9260.5%Auto/Tires/TrucksAEMAgnico Eagle Mines$3,574,526$190,880 ▼-5.1%59,9250.5%Basic MaterialsBACBank of America$3,422,280$39,816 ▼-1.2%90,2500.5%FinanceOSISOSI Systems$3,327,563$1,792,248 ▲116.7%23,2990.5%Computer and TechnologyMPMP Materials$3,280,420$741,455 ▼-18.4%229,4000.5%Basic MaterialsAMZNAmazon.com$3,264,878$99,209 ▼-2.9%18,1000.5%Retail/WholesaleMTXMinerals Technologies$3,184,344$489,320 ▲18.2%42,3000.4%Basic MaterialsCBOECboe Global Markets$3,123,410$439,115 ▼-12.3%17,0000.4%Financial ServicesPLABPhotronics$3,089,712$2,832 ▼-0.1%109,1000.4%Computer and TechnologyADMArcher-Daniels-Midland$3,080,831$3,080,831 ▲New Holding49,0500.4%Consumer StaplesSIMOSilicon Motion Technology$2,992,966$246,208 ▼-7.6%38,9000.4%Computer and TechnologyTRGPTarga Resources$2,906,141$195,983 ▲7.2%25,9500.4%Oils/EnergyUPSUnited Parcel Service$2,887,138$885,835 ▲44.3%19,4250.4%TransportationNEMNewmont$2,820,608$1,052,800 ▲59.6%78,7000.4%Basic MaterialsCTSOCytosorbents$2,731,774$359,728 ▼-11.6%2,875,5520.4%MedicalXOPSPDR S&P Oil & Gas Exploration & Production ETF$2,719,022$2,719,022 ▲New Holding17,5500.4%ETFFDXFedEx$2,672,852$651,915 ▲32.3%9,2250.4%TransportationGBXGreenbrier Companies$2,487,775$448,060 ▼-15.3%47,7500.3%TransportationBOOTBoot Barn$2,439,075$642,262 ▼-20.8%25,6340.3%Retail/WholesaleEWJiShares MSCI Japan ETF$2,418,765$2,418,765 ▲New Holding33,9000.3%ETFSCHWCharles Schwab$2,412,539$361,700 ▼-13.0%33,3500.3%FinanceQRHCQuest Resource$2,210,500$197,254 ▼-8.2%257,6340.3%Business ServicesAPDAir Products and Chemicals$2,041,125$2,041,125 ▲New Holding8,4250.3%Basic MaterialsSONYSony Group$2,032,038$2,032,038 ▲New Holding23,7000.3%Consumer DiscretionaryMODVModivCare$2,004,975$1,294,440 ▲182.2%85,5000.3%MedicalKOPKoppers$1,853,712$650,951 ▼-26.0%33,6000.3%Basic MaterialsHLITHarmonic$1,829,184$174,720 ▼-8.7%136,1000.3%Computer and TechnologyXPERXperi$1,792,418$217,382 ▲13.8%148,6250.2%Business ServicesU HAUL HOLDING COMPANY$1,776,689$390,078 ▲28.1%26,6450.2%COM SER NGTNGray Television$1,743,056$111,864 ▲6.9%275,8000.2%Consumer DiscretionaryGENKGEN Restaurant Group$1,721,632$1,602,496 ▲1,345.1%147,4000.2%Retail/WholesaleNRNewpark Resources$1,685,870$450,167 ▲36.4%233,5000.2%Oils/EnergyMCFTMasterCraft Boat$1,667,516$454,238 ▼-21.4%70,3000.2%Consumer DiscretionarySPGIS&P Global$1,627,346$21,272 ▼-1.3%3,8250.2%Business ServicesDBIDesigner Brands$1,604,524$1,043,815 ▼-39.4%146,8000.2%Retail/WholesaleGOOGAlphabet$1,446,4700.0%9,5000.2%Computer and TechnologyBLKBlackRock$1,417,290$687,803 ▼-32.7%1,7000.2%FinanceHLMNHillman Solutions$1,408,204$905,464 ▼-39.1%132,3500.2%ConstructionNVEENV5 Global$1,242,277$117,122 ▼-8.6%12,6750.2%Business ServicesSRCLStericycle$1,192,150$1,192,150 ▲New Holding22,6000.2%Business ServicesTDGTransDigm Group$1,188,4940.0%9650.2%AerospaceADEAAdeia$1,137,132$1,137,132 ▲New Holding104,1330.2%Business ServicesVNTVontier$1,134,000$294,840 ▼-20.6%25,0000.2%Business ServicesCRWSCrown Crafts$1,106,945$375,610 ▼-25.3%217,0480.2%Consumer DiscretionaryLUNALuna Innovations$1,089,586$320,300 ▲41.6%339,4350.2%Business ServicesASTEAstec Industries$1,057,782$775,853 ▲275.2%24,2000.1%Industrial ProductsCMECME Group$1,006,481$984,952 ▼-49.5%4,6750.1%FinanceShowing largest 100 holdings. 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