Skylands Capital, LLC Top Holdings and 13F Report (2025) About Skylands Capital, LLCInvestment ActivitySkylands Capital, LLC has $689.54 million in total holdings as of March 31, 2025.Skylands Capital, LLC owns shares of 152 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 6.91% of the portfolio was purchased this quarter.About 11.97% of the portfolio was sold this quarter.This quarter, Skylands Capital, LLC has purchased 153 new stocks and bought additional shares in 45 stocks.Skylands Capital, LLC sold shares of 68 stocks and completely divested from 16 stocks this quarter.Largest Holdings Union Pacific $52,239,664Alphabet $37,664,757DIEBOLD NIXDORF INC $29,544,820General Motors $26,439,303Apple $25,673,948 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $2,406,849 Holding887399103 - TimkenSteel $2,250,631 HoldingG4705A100 - Icon $1,432,683 Holding883556102 - Thermo Fisher Scientific $1,358,291 Holding640491106 - Neogen $1,122,583 Holding Largest Purchases this Quarter Alphabet 27,840 shares (about $4.91M)Molson Coors Beverage 72,585 shares (about $3.49M)UnitedHealth Group 7,715 shares (about $2.41M)GE HealthCare Technologies 31,925 shares (about $2.36M)TimkenSteel 146,050 shares (about $2.25M) Largest Sales this Quarter American Tower 15,105 shares (about $3.34M)Ulta Beauty 5,225 shares (about $2.44M)Archer Daniels Midland 42,600 shares (about $2.25M)Haemonetics 28,225 shares (about $2.11M)SBA Communications 8,580 shares (about $2.01M) 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$52,239,664$557,944 ▲1.1%227,0507.6%TransportationGOOGLAlphabet$37,664,757$4,906,243 ▲15.0%213,7255.5%Computer and TechnologyDIEBOLD NIXDORF INC$29,544,820$958,420 ▼-3.1%533,3004.3%COM SHSGMGeneral Motors$26,439,303$733,229 ▼-2.7%537,2753.8%Auto/Tires/TrucksAAPLApple$25,673,948$901,722 ▼-3.4%125,1353.7%Computer and TechnologyCCICrown Castle$24,402,484$638,467 ▼-2.5%237,5403.5%FinanceOSKOshkosh$18,773,839$695,433 ▲3.8%165,3502.7%Auto/Tires/TrucksCORE NATURAL RESOURCES INC$16,555,858$316,620 ▼-1.9%237,3942.4%COM SHSNSCNorfolk Southern$14,701,637$985,485 ▼-6.3%57,4352.1%TransportationFMCFMC$14,510,213$684,700 ▲5.0%347,5502.1%Consumer StaplesVVisa$14,271,235$181,076 ▼-1.3%40,1952.1%Business ServicesOCOwens Corning$13,542,282$1,100,160 ▲8.8%98,4752.0%ConstructionCOHRCoherent$12,930,990$298,854 ▲2.4%144,9501.9%Business ServicesCCitigroup$11,908,288$110,656 ▼-0.9%139,9001.7%Financial ServicesSBACSBA Communications$11,505,986$2,014,927 ▼-14.9%48,9951.7%FinanceWABWabtec$11,472,380$387,298 ▼-3.3%54,8001.7%TransportationGEHCGE HealthCare Technologies$11,413,446$2,364,685 ▲26.1%154,0901.7%MedicalCSXCSX$9,856,707$652,600 ▼-6.2%302,0751.4%TransportationEXPEagle Materials$9,651,763$60,633 ▲0.6%47,7551.4%ConstructionJYNTJoint$8,993,064$311,199 ▲3.6%779,2951.3%MedicalWMBWilliams Companies$8,810,673$100,496 ▼-1.1%140,2751.3%EnergyJPMJPMorgan Chase & Co.$8,713,245$1,516,229 ▼-14.8%30,0551.3%FinanceGLDSPDR Gold Shares$8,603,827$68,587 ▼-0.8%28,2251.2%FinanceLOPEGrand Canyon Education$8,113,770$34,020 ▼-0.4%42,9301.2%Consumer DiscretionaryAMTAmerican Tower$8,066,125$3,338,507 ▼-29.3%36,4951.2%FinanceBMYBristol Myers Squibb$7,701,036$1,107,025 ▲16.8%166,3651.1%MedicalBARRICK GOLD CORP$7,575,357$860,907 ▼-10.2%363,8501.1%COMNATRNature's Sunshine Products$7,193,856$807,534 ▲12.6%486,4001.0%MedicalENSEnersys$7,058,013$1,135,166 ▲19.2%82,2901.0%IndustrialsSSNCSS&C Technologies$6,756,480$784,530 ▲13.1%81,6001.0%Computer and TechnologyKEXKirby$6,623,144$362,912 ▼-5.2%58,4001.0%TransportationMTXMinerals Technologies$6,391,149$132,168 ▼-2.0%116,0550.9%Basic MaterialsELANElanco Animal Health$6,192,522$1,663,620 ▼-21.2%433,6500.9%MedicalADEAAdeia$5,984,387$1,637,751 ▲37.7%423,2240.9%Business ServicesJOUTJohnson Outdoors$5,735,983$195,423 ▼-3.3%189,4940.8%Consumer DiscretionaryGNRCGenerac$5,668,968$380,939 ▲7.2%39,5850.8%IndustrialsRTXRTX$5,582,345$1,034,552 ▼-15.6%38,2300.8%AerospaceWSCWillScot$5,530,005$1,181,625 ▲27.2%201,8250.8%FinanceXOPSPDR S&P Oil & Gas Exploration & Production ETF$5,511,927$403,818 ▼-6.8%43,8150.8%ETFTAPMolson Coors Beverage$5,299,999$3,490,613 ▲192.9%110,2100.8%Consumer StaplesCCOICogent Communications$4,996,967$1,073,878 ▲27.4%103,6500.7%Computer and TechnologyUPSUnited Parcel Service$4,890,038$171,598 ▼-3.4%48,4450.7%TransportationTMUST-Mobile US$4,856,930$816,040 ▲20.2%20,3850.7%Computer and TechnologyMETAMeta Platforms$4,793,895$1,476,180 ▼-23.5%6,4950.7%Computer and TechnologyOXYOccidental Petroleum$4,643,953$312,974 ▼-6.3%110,5440.7%EnergyMPMP Materials$4,607,895$1,297,530 ▼-22.0%138,5000.7%Basic MaterialsONON Semiconductor$4,534,513$94,338 ▲2.1%86,5200.7%Computer and TechnologyMLMMartin Marietta Materials$4,183,075$1,506,895 ▼-26.5%7,6200.6%ConstructionGPKGraphic Packaging$4,146,049$230,190 ▼-5.3%196,7750.6%IndustrialsSIMOSilicon Motion Technology$3,908,840$1,503,400 ▼-27.8%52,0000.6%Computer and TechnologyLKQLKQ$3,657,513$1,677,478 ▲84.7%98,8250.5%Auto/Tires/TrucksPLABPhotronics$3,554,163$19,772 ▼-0.6%188,7500.5%Computer and TechnologyLECOLincoln Electric$3,536,879$456,104 ▼-11.4%17,0600.5%IndustrialsAEMAgnico Eagle Mines$3,514,382$762,936 ▼-17.8%29,5500.5%Basic MaterialsLOVELovesac$3,470,740$5,460 ▲0.2%190,7000.5%Retail/WholesaleDENNDenny's$3,401,327$344,285 ▲11.3%829,5920.5%Retail/WholesaleCTSOCytosorbents$3,349,395$494,063 ▼-12.9%2,616,7150.5%MedicalAMZNAmazon.com$3,186,640$241,329 ▼-7.0%14,5250.5%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$3,112,527$1,916,706 ▼-38.1%36,7000.5%ETFMATWMatthews International$3,105,526$106,399 ▲3.5%129,8840.5%Consumer StaplesSLBSchlumberger$3,028,480$1,233,700 ▲68.7%89,6000.4%EnergyBACBank of America$2,996,539$231,868 ▼-7.2%63,3250.4%FinanceNEMNewmont$2,933,391$495,210 ▼-14.4%50,3500.4%Basic MaterialsHLLYHolley$2,701,964$359,964 ▲15.4%1,350,9820.4%Auto/Tires/TrucksADMArcher Daniels Midland$2,547,955$2,248,428 ▼-46.9%48,2750.4%Consumer StaplesOSISOSI Systems$2,529,675$1,054,818 ▼-29.4%11,2500.4%Computer and TechnologyUNHUnitedHealth Group$2,406,849$2,406,849 ▲New Holding7,7150.3%MedicalQDELQuidelOrtho$2,386,296$30,261 ▼-1.3%82,8000.3%MedicalHALHalliburton$2,364,080$864,112 ▼-26.8%116,0000.3%EnergyVNTVontier$2,339,460$125,460 ▲5.7%63,4000.3%Business ServicesTMSTTimkenSteel$2,250,631$2,250,631 ▲New Holding146,0500.3%Basic MaterialsHLMNHillman Solutions$2,217,327$1,331,967 ▲150.4%310,5500.3%ConstructionIRDMIridium Communications$2,214,478$9,051 ▼-0.4%73,4000.3%Computer and TechnologyZBHZimmer Biomet$2,176,362$1,397,793 ▲179.5%23,8610.3%MedicalHAEHaemonetics$2,055,506$2,105,868 ▼-50.6%27,5500.3%MedicalFDXFedEx$1,880,990$164,800 ▼-8.1%8,2750.3%TransportationNRNewpark Resources$1,859,214$450,894 ▼-19.5%218,4740.3%EnergyWCCWESCO International$1,742,732$215,758 ▼-11.0%9,4100.3%Computer and TechnologyHCCWarrior Met Coal$1,741,540$481,215 ▲38.2%38,0000.3%EnergyTKRTimken$1,733,9450.0%23,9000.3%Computer and TechnologyATROAstronics$1,687,392$421,848 ▼-20.0%50,4000.2%AerospaceGOOGAlphabet$1,685,2050.0%9,5000.2%Computer and TechnologyBOOTBoot Barn$1,622,448$117,800 ▼-6.8%10,6740.2%Retail/WholesaleU HAUL HOLDING COMPANY$1,614,517$51,651 ▲3.3%29,6950.2%COM SER NALGNAlign Technology$1,599,839$9,467 ▼-0.6%8,4500.2%MedicalBLMNBloomin' Brands$1,513,208$264,758 ▲21.2%175,7500.2%Retail/WholesaleICLRIcon$1,432,683$1,432,683 ▲New Holding9,8500.2%MedicalTDGTransdigm Group$1,406,5920.0%9250.2%AerospaceTHRYThryv$1,361,312$437,760 ▲47.4%111,9500.2%Computer and TechnologyTMOThermo Fisher Scientific$1,358,291$1,358,291 ▲New Holding3,3500.2%MedicalHOGHarley-Davidson$1,358,180$338,660 ▲33.2%57,5500.2%Auto/Tires/TrucksKOPKoppers$1,353,515$183,255 ▲15.7%42,1000.2%Basic MaterialsSCHWCharles Schwab$1,341,228$1,815,676 ▼-57.5%14,7000.2%FinanceXPOFXponential Fitness$1,324,981$92,876 ▲7.5%176,9000.2%Consumer DiscretionaryBCBrunswick$1,205,613$13,810 ▲1.2%21,8250.2%Consumer DiscretionaryFCGFirst Trust Natural Gas ETF$1,199,409$97,062 ▲8.8%51,9000.2%ETFGBXGreenbrier Companies$1,195,688$238,769 ▼-16.6%25,9650.2%TransportationSPWHSportsman's Warehouse$1,135,050$189,750 ▼-14.3%329,0000.2%Retail/WholesaleNEOGNeogen$1,122,583$1,122,583 ▲New Holding234,8500.2%MedicalCHDNChurchill Downs$1,121,100$510,050 ▲83.5%11,1000.2%Consumer DiscretionaryShowing largest 100 holdings. 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