Skylands Capital, LLC Top Holdings and 13F Report (2025) About Skylands Capital, LLCInvestment ActivitySkylands Capital, LLC has $692.72 million in total holdings as of March 31, 2025.Skylands Capital, LLC owns shares of 153 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 9.69% of the portfolio was purchased this quarter.About 10.20% of the portfolio was sold this quarter.This quarter, Skylands Capital, LLC has purchased 150 new stocks and bought additional shares in 56 stocks.Skylands Capital, LLC sold shares of 64 stocks and completely divested from 13 stocks this quarter.Largest Holdings Union Pacific $53,065,410Apple $28,772,499Alphabet $28,745,256General Motors $25,968,790Crown Castle $25,406,584 Largest New Holdings this Quarter 218937100 - CORE NATURAL RESOURCES INC $18,653,111 Holding016255101 - Align Technology $1,350,310 Holding93627C101 - Warrior Met Coal $1,312,300 Holding33733E807 - First Trust Natural Gas ETF $1,185,345 Holding63845R107 - National Vision $1,010,259 Holding Largest Purchases this Quarter CORE NATURAL RESOURCES INC 241,934 shares (about $18.65M)Alphabet 30,460 shares (about $4.71M)DIEBOLD NIXDORF INC 103,975 shares (about $4.55M)Kirby 27,650 shares (about $2.79M)SPDR S&P Oil & Gas Exploration & Production ETF 14,600 shares (about $1.92M) Largest Sales this Quarter Exxon Mobil 38,091 shares (about $4.53M)GE HealthCare Technologies 34,625 shares (about $2.79M)T-Mobile US 9,910 shares (about $2.64M)SBA Communications 11,645 shares (about $2.56M)Beacon Roofing Supply 20,450 shares (about $2.53M) 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$53,065,410$1,068,986 ▼-2.0%224,6257.7%TransportationAAPLApple$28,772,499$1,227,268 ▼-4.1%129,5304.2%Computer and TechnologyGOOGLAlphabet$28,745,256$4,710,334 ▲19.6%185,8854.1%Computer and TechnologyGMGeneral Motors$25,968,790$758,359 ▲3.0%552,1753.7%Auto/Tires/TrucksCCICrown Castle$25,406,584$140,711 ▼-0.6%243,7553.7%FinanceBECNBeacon Roofing Supply$24,461,675$2,529,665 ▼-9.4%197,7503.5%Retail/WholesaleDIEBOLD NIXDORF INC$24,072,232$4,545,787 ▲23.3%550,6003.5%COM SHSCORE NATURAL RESOURCES INC$18,653,111$18,653,111 ▲New Holding241,9342.7%COM SHSOSKOshkosh$14,979,888$518,381 ▼-3.3%159,2252.2%Auto/Tires/TrucksNSCNorfolk Southern$14,515,352$564,887 ▼-3.7%61,2852.1%TransportationVVisa$14,265,474$126,166 ▼-0.9%40,7052.1%Business ServicesFMCFMC$13,971,219$406,079 ▼-2.8%331,1502.0%Consumer StaplesOCOwens Corning$12,921,640$321,345 ▲2.6%90,4751.9%ConstructionSBACSBA Communications$12,667,076$2,562,017 ▼-16.8%57,5751.8%FinanceAMTAmerican Tower$11,228,160$1,027,072 ▼-8.4%51,6001.6%FinanceEXPEagle Materials$10,531,688$1,270,549 ▲13.7%47,4551.5%ConstructionWABWestinghouse Air Brake Technologies$10,273,478$1,167,894 ▼-10.2%56,6501.5%TransportationCCitigroup$10,023,788$314,131 ▲3.2%141,2001.4%FinanceGEHCGE HealthCare Technologies$9,859,937$2,794,584 ▼-22.1%122,1651.4%MedicalCSXCSX$9,478,667$153,772 ▲1.6%322,0751.4%TransportationJYNTJoint$9,396,577$169,864 ▲1.8%752,3281.4%MedicalCOHRCoherent$9,195,504$635,438 ▲7.4%141,6001.3%Business ServicesBMYBristol-Myers Squibb$8,688,026$1,294,513 ▼-13.0%142,4501.3%MedicalJPMJPMorgan Chase & Co.$8,655,411$478,335 ▼-5.2%35,2851.2%FinanceWMBWilliams Companies$8,478,450$80,676 ▼-0.9%141,8751.2%EnergyGLDSPDR Gold Shares$8,197,583$295,344 ▼-3.5%28,4501.2%FinanceGOLDBarrick Gold$7,877,088$352,836 ▼-4.3%405,2001.1%Basic MaterialsMTXMinerals Technologies$7,530,184$1,529,176 ▲25.5%118,4551.1%Basic MaterialsLOPEGrand Canyon Education$7,458,892$688,966 ▼-8.5%43,1101.1%Consumer DiscretionaryENSEnerSys$6,324,057$817,352 ▼-11.4%69,0550.9%IndustrialsKEXKirby$6,222,216$2,792,927 ▲81.4%61,6000.9%TransportationXOPSPDR S&P Oil & Gas Exploration & Production ETF$6,193,663$1,922,966 ▲45.0%47,0250.9%ETFSSNCSS&C Technologies$6,024,601$1,010,713 ▼-14.4%72,1250.9%Computer and TechnologyRTXRTX$6,002,425$1,197,836 ▼-16.6%45,3150.9%AerospaceOXYOccidental Petroleum$5,824,184$1,337,162 ▼-18.7%117,9940.8%EnergyELANElanco Animal Health$5,776,575$479,325 ▲9.0%550,1500.8%MedicalXLEEnergy Select Sector SPDR Fund$5,541,585$1,696,118 ▼-23.4%59,3000.8%ETFUPSUnited Parcel Service$5,515,449$1,093,851 ▲24.7%50,1450.8%TransportationNATRNature's Sunshine Products$5,419,090$90,473 ▲1.7%431,8000.8%MedicalGPKGraphic Packaging$5,391,892$608,762 ▲12.7%207,7000.8%IndustrialsCCOICogent Communications$4,989,101$692,803 ▲16.1%81,3750.7%Computer and TechnologyMLMMartin Marietta Materials$4,955,817$28,688 ▼-0.6%10,3650.7%ConstructionMETAMeta Platforms$4,896,178$1,435,136 ▼-22.7%8,4950.7%Computer and TechnologyJOUTJohnson Outdoors$4,867,398$838,350 ▲20.8%195,9500.7%Consumer DiscretionaryGNRCGenerac$4,676,551$53,826 ▲1.2%36,9250.7%IndustrialsTMUST-Mobile US$4,523,402$2,643,096 ▼-36.9%16,9600.7%Computer and TechnologyWSCWillScot Mobile Mini$4,411,860$582,410 ▲15.2%158,7000.6%FinanceADMArcher-Daniels-Midland$4,362,909$612,128 ▲16.3%90,8750.6%Consumer StaplesMPMP Materials$4,332,775$768,915 ▼-15.1%177,5000.6%Basic MaterialsADEAAdeia$4,063,828$600,188 ▲17.3%307,4000.6%Business ServicesHALHalliburton$4,018,608$191,544 ▼-4.5%158,4000.6%EnergyPLABPhotronics$3,940,248$525,228 ▲15.4%189,8000.6%Computer and TechnologyAEMAgnico Eagle Mines$3,898,966$979,484 ▼-20.1%35,9650.6%Basic MaterialsLECOLincoln Electric$3,643,222$17,970 ▼-0.5%19,2600.5%IndustrialsSIMOSilicon Motion Technology$3,640,320$230,048 ▼-5.9%72,0000.5%Computer and TechnologyCMCOColumbus McKinnon$3,572,653$236,173 ▲7.1%211,0250.5%IndustrialsHAEHaemonetics$3,544,501$1,817,530 ▲105.2%55,7750.5%MedicalLOVELovesac$3,461,472$177,255 ▲5.4%190,4000.5%Retail/WholesaleONOnsemi$3,447,257$480,142 ▲16.2%84,7200.5%Computer and TechnologyOSISOSI Systems$3,097,974$1,025,921 ▼-24.9%15,9410.4%Computer and TechnologyHLLYHolley$3,009,470$59,066 ▼-1.9%1,171,0000.4%Auto/Tires/TrucksCTSOCytosorbents$3,002,702$221,080 ▲7.9%3,002,7020.4%MedicalAMZNAmazon.com$2,972,813$9,513 ▼-0.3%15,6250.4%Retail/WholesaleQDELQuidelOrtho$2,932,235$5,246 ▼-0.2%83,8500.4%MedicalBACBank of America$2,847,029$116,844 ▲4.3%68,2250.4%FinanceNEMNewmont$2,841,278$170,187 ▼-5.7%58,8500.4%Basic MaterialsMATWMatthews International$2,789,652$1,188,372 ▲74.2%125,4340.4%Consumer StaplesDENNDenny's$2,736,425$644,525 ▲30.8%745,6200.4%Retail/WholesaleSCHWCharles Schwab$2,708,488$332,690 ▲14.0%34,6000.4%FinanceTAPMolson Coors Beverage$2,290,234$710,657 ▲45.0%37,6250.3%Consumer StaplesLKQLKQ$2,275,890$789,117 ▼-25.7%53,5000.3%Auto/Tires/TrucksSLBSchlumberger$2,219,580$992,750 ▼-30.9%53,1000.3%EnergyFDXFedEx$2,194,020$127,985 ▲6.2%9,0000.3%TransportationPTENPatterson-UTI Energy$2,094,538$222,762 ▲11.9%254,8100.3%EnergyIRDMIridium Communications$2,013,484$478,100 ▼-19.2%73,7000.3%Computer and TechnologyVNTVontier$1,971,000$1,192,455 ▲153.2%60,0000.3%Business ServicesULTAUlta Beauty$1,951,826$672,601 ▲52.6%5,3250.3%Retail/WholesaleTKRTimken$1,717,693$481,529 ▼-21.9%23,9000.2%Computer and TechnologyU HAUL HOLDING COMPANY$1,701,1290.0%28,7450.2%COM SER NWCCWESCO International$1,642,298$438,723 ▲36.5%10,5750.2%Computer and TechnologyGBXGreenbrier Companies$1,595,503$89,635 ▼-5.3%31,1500.2%TransportationNRNewpark Resources$1,577,171$423,886 ▲36.8%271,4580.2%EnergyASURAsure Software$1,563,411$101,813 ▼-6.1%163,7080.2%Computer and TechnologyATROAstronics$1,522,710$933,735 ▼-38.0%63,0000.2%AerospaceGOOGAlphabet$1,484,1850.0%9,5000.2%Computer and TechnologyGENKGEN Restaurant Group$1,469,292$122,456 ▲9.1%266,1760.2%Retail/WholesaleXPOFXponential Fitness$1,370,285$575,120 ▲72.3%164,5000.2%Consumer DiscretionaryALGNAlign Technology$1,350,310$1,350,310 ▲New Holding8,5000.2%MedicalHCCWarrior Met Coal$1,312,300$1,312,300 ▲New Holding27,5000.2%EnergyVLOValero Energy$1,307,493$1,010,336 ▼-43.6%9,9000.2%EnergyTDGTransDigm Group$1,279,543$6,916 ▼-0.5%9250.2%AerospaceBOOTBoot Barn$1,229,966$171,888 ▲16.2%11,4490.2%Retail/WholesaleDISWalt Disney$1,221,413$251,685 ▼-17.1%12,3750.2%Consumer DiscretionaryFCGFirst Trust Natural Gas ETF$1,185,345$1,185,345 ▲New Holding47,7000.2%ETFBCBrunswick$1,161,8140.0%21,5750.2%Consumer DiscretionaryHOGHarley-Davidson$1,090,800$482,275 ▲79.3%43,2000.2%Auto/Tires/TrucksHLMNHillman Solutions$1,089,960$664,964 ▲156.5%124,0000.2%ConstructionXOMExxon Mobil$1,069,300$4,530,164 ▼-80.9%8,9910.2%EnergyBLMNBloomin' Brands$1,039,650$213,666 ▲25.9%145,0000.2%Retail/WholesaleKOPKoppers$1,019,200$446,600 ▲78.0%36,4000.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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