Skylands Capital, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Skylands Capital, LLC disclosed 152 US equity positions worth $689.5m in its Q2 2025 13F filing. The largest position was UNP at 7.6% of the reported book, followed by GOOGL and DBD. Against the Q1 2025 filing, it opened 0 new positions, added to 20 and reduced 29 among the top 50 holdings.
What did Skylands Capital, LLC own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | UNP UNION PAC CORP | Industrials | 7.6% | $52.2m | 227,050 | 1% | added |
| 2 | GOOGL ALPHABET INC | Communication Services | 5.5% | $37.7m | 213,725 | 15% | added |
| 3 | DBD DIEBOLD NIXDORF INC | Technology | 4.3% | $29.5m | 533,300 | -3% | reduced |
| 4 | GM GENERAL MTRS CO | Consumer Cyclical | 3.8% | $26.4m | 537,275 | -3% | reduced |
| 5 | AAPL APPLE INC | Technology | 3.7% | $25.7m | 125,135 | -3% | reduced |
| 6 | CCI CROWN CASTLE INTL CORP NEW | Real Estate | 3.5% | $24.4m | 237,540 | -3% | reduced |
| 7 | OSK OSHKOSH CORP | Industrials | 2.7% | $18.8m | 165,350 | 4% | added |
| 8 | CNR CORE NATURAL RESOURCES INC | Energy | 2.4% | $16.6m | 237,394 | -2% | reduced |
| 9 | NSC NORFOLK SOUTHN CORP | Industrials | 2.1% | $14.7m | 57,435 | -6% | reduced |
| 10 | FMC FMC CORP | Basic Materials | 2.1% | $14.5m | 347,550 | 5% | added |
| 11 | V VISA INC | Financial Services | 2.1% | $14.3m | 40,195 | -1% | reduced |
| 12 | OC OWENS CORNING NEW | Industrials | 2.0% | $13.5m | 98,475 | 9% | added |
| 13 | COHR COHERENT CORP | Technology | 1.9% | $12.9m | 144,950 | 2% | added |
| 14 | C CITIGROUP INC | Financial Services | 1.7% | $11.9m | 139,900 | -1% | reduced |
| 15 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 1.7% | $11.5m | 48,995 | -15% | reduced |
| 16 | WAB WABTEC | Industrials | 1.7% | $11.5m | 54,800 | -3% | reduced |
| 17 | GEHC GE HEALTHCARE TECHNOLOGIES I | Healthcare | 1.7% | $11.4m | 154,090 | 26% | added |
| 18 | CSX CSX CORP | Industrials | 1.4% | $9.9m | 302,075 | -6% | reduced |
| 19 | EXP EAGLE MATERIALS INC | Basic Materials | 1.4% | $9.7m | 47,755 | 1% | added |
| 20 | JYNT JOINT CORP | Healthcare | 1.3% | $9.0m | 779,295 | 4% | added |
| 21 | WMB WILLIAMS COS INC | Energy | 1.3% | $8.8m | 140,275 | -1% | reduced |
| 22 | JPM JPMORGAN CHASE & CO | Financial Services | 1.3% | $8.7m | 30,055 | -15% | reduced |
| 23 | GLD SPDR GOLD TRUST | 1.2% | $8.6m | 28,225 | -1% | reduced | |
| 24 | LOPE GRAND CANYON ED INC | Consumer Defensive | 1.2% | $8.1m | 42,930 | -0% | held |
| 25 | AMT AMERICAN TOWER CORP NEW | Real Estate | 1.2% | $8.1m | 36,495 | -29% | reduced |
| 26 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 1.1% | $7.7m | 166,365 | 17% | added |
| 27 | ABX BARRICK GOLD CORP | Financial Services | 1.1% | $7.6m | 363,850 | -10% | reduced |
| 28 | NATR NATURES SUNSHINE PRODS INC | Consumer Defensive | 1.0% | $7.2m | 486,400 | 13% | added |
| 29 | ENS ENERSYS | Industrials | 1.0% | $7.1m | 82,290 | 19% | added |
| 30 | SSNC SS&C TECHNOLOGIES HLDGS INC | Technology | 1.0% | $6.8m | 81,600 | 13% | added |
| 31 | KEX KIRBY CORP | Industrials | 1.0% | $6.6m | 58,400 | -5% | reduced |
| 32 | MTX MINERALS TECHNOLOGIES INC | Basic Materials | 0.9% | $6.4m | 116,055 | -2% | reduced |
| 33 | ELAN ELANCO ANIMAL HEALTH INC | Healthcare | 0.9% | $6.2m | 433,650 | -21% | reduced |
| 34 | ADEA ADEIA INC | Technology | 0.9% | $6.0m | 423,224 | 38% | added |
| 35 | JOUT JOHNSON OUTDOORS INC | 0.8% | $5.7m | 189,494 | -3% | reduced | |
| 36 | GNRC GENERAC HLDGS INC | Industrials | 0.8% | $5.7m | 39,585 | 7% | added |
| 37 | RTX RTX CORPORATION | Industrials | 0.8% | $5.6m | 38,230 | -16% | reduced |
| 38 | WSC WILLSCOT MOBIL MINI HLDNG CO | Industrials | 0.8% | $5.5m | 201,825 | 27% | added |
| 39 | XOP SPDR SER TR | 0.8% | $5.5m | 43,815 | -7% | reduced | |
| 40 | TAP MOLSON COORS BEVERAGE CO | Consumer Defensive | 0.8% | $5.3m | 110,210 | 193% | added |
| 41 | CCOI COGENT COMMUNICATIONS HLDGS | Communication Services | 0.7% | $5.0m | 103,650 | 27% | added |
| 42 | UPS UNITED PARCEL SERVICE INC | Industrials | 0.7% | $4.9m | 48,445 | -3% | reduced |
| 43 | TMUS T-MOBILE US INC | Communication Services | 0.7% | $4.9m | 20,385 | 20% | added |
| 44 | META META PLATFORMS INC | Communication Services | 0.7% | $4.8m | 6,495 | -24% | reduced |
| 45 | OXY OCCIDENTAL PETE CORP | Energy | 0.7% | $4.6m | 110,544 | -6% | reduced |
| 46 | MP MP MATERIALS CORP | Basic Materials | 0.7% | $4.6m | 138,500 | -22% | reduced |
| 47 | ON ON SEMICONDUCTOR CORP | Technology | 0.7% | $4.5m | 86,520 | 2% | added |
| 48 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 0.6% | $4.2m | 7,620 | -26% | reduced |
| 49 | GPK GRAPHIC PACKAGING HLDG CO | Consumer Cyclical | 0.6% | $4.1m | 196,775 | -5% | reduced |
| 50 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 0.6% | $3.9m | 52,000 | -28% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.