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Disclosery

13F-HR filed by Skylands Capital, LLC

Skylands Capital, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-08, with 152 holding rows worth $689,542,851.

Accession
0001528621-25-000825
Filer
CIK 1299910
Filed
2025-08-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 152 entries on the cover page, a total value of $689,542,851 stated on the cover page (in dollars after the unit check, H1), rows summing to $689,542,860 with VALUE read as dollars as filed, 13F file number 028-10937. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Union Pacific Corporation907818108COM227,050$52,239,664dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM213,725$37,664,757dollars as filed
DIEBOLD NIXDORF INC253651202COM SHS533,300$29,544,820dollars as filed
GENERAL MTRS CO COM37045V100Stock537,275$26,439,303dollars as filed
Apple Inc037833100COM125,135$25,673,948dollars as filed
CROWN CASTLE INC COM22822V101REIT237,540$24,402,484dollars as filed
OSHKOSH CORP COM688239201Stock165,350$18,773,839dollars as filed
CORE NATURAL RESOURCES INC218937100COM SHS237,394$16,555,858dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock57,435$14,701,637dollars as filed
FMC CORP COM NEW302491303Stock347,550$14,510,213dollars as filed
Visa Inc92826C839COM40,195$14,271,235dollars as filed
OWENS CORNING NEW690742101COM98,475$13,542,282dollars as filed
COHERENT CORP COM19247G107Stock144,950$12,930,990dollars as filed
Citigroup Inc.172967424COM139,900$11,908,288dollars as filed
SBA COMMUNICATIONS CORP CL A78410G104REIT48,995$11,505,986dollars as filed
WABTEC COM929740108Stock54,800$11,472,380dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock154,090$11,413,446dollars as filed
CSX Corporation126408103COM302,075$9,856,707dollars as filed
EAGLE MATLS INC COM26969P108Stock47,755$9,651,763dollars as filed
JOINT CORP47973J102COM779,295$8,993,064dollars as filed
WILLIAMS COS INC COM969457100Stock140,275$8,810,673dollars as filed
JPMorgan Chase & Co46625H100COM30,055$8,713,245dollars as filed
SPDR GOLD TR78463V107GOLD SHS28,225$8,603,827dollars as filed
GRAND CANYON ED INC COM38526M106Stock42,930$8,113,770dollars as filed
American Tower Corporation03027X100COM36,495$8,066,125dollars as filed
Bristol-Myers Squibb Company110122108COM166,365$7,701,036dollars as filed
BARRICK GOLD CORP067901108COM363,850$7,575,357dollars as filed
NATURES SUNSHINE PRODS INC639027101COMMON STOCK486,400$7,193,856dollars as filed
ENERSYS COM29275Y102Stock82,290$7,058,013dollars as filed
SS&C TECH HLDGS COM78467J100Stock81,600$6,756,480dollars as filed
KIRBY CORP497266106COM58,400$6,623,144dollars as filed
MINERALS TECHNOLOGIES INC COM603158106Stock116,055$6,391,149dollars as filed
ELANCO ANIMAL HEALTH INC COM28414H103Stock433,650$6,192,522dollars as filed
ADEIA INC00676P107COM423,224$5,984,387dollars as filed
JOHNSON OUTDOORS INC A479167108COMMON STOCK189,494$5,735,983dollars as filed
GENERAC HLDGS INC368736104COM39,585$5,668,968dollars as filed
Raytheon Technologies Corporation75513E101COM38,230$5,582,345dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A201,825$5,530,005dollars as filed
SPDR SER TR78468R556S&P OILGAS EXP43,815$5,511,927dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock110,210$5,299,999dollars as filed
COGENT COMMUNICATIONS GROUP19239V302COM NEW103,650$4,996,967dollars as filed
United Parcel Service,Inc. Class B911312106COM48,445$4,890,038dollars as filed
T-Mobile US,Inc.872590104COM20,385$4,856,930dollars as filed
META PLATFORMS INC CL A30303M102COM6,495$4,793,895dollars as filed
OCCIDENTAL PETE CORP674599105COM110,544$4,643,953dollars as filed
MP MATERIALS CORP553368101COM CL A138,500$4,607,895dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock86,520$4,534,513dollars as filed
MARTIN MARIETTA MATLS INC COM573284106Stock7,620$4,183,075dollars as filed
GRAPHIC PACKAGING HLDG CO COM388689101Stock196,775$4,146,049dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR52,000$3,908,840dollars as filed
LKQ CORP COM501889208Stock98,825$3,657,513dollars as filed
PHOTRONICS INC719405102COM188,750$3,554,163dollars as filed
LINCOLN ELEC HLDGS INC533900106COM17,060$3,536,879dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock29,550$3,514,382dollars as filed
LOVESAC COMPANY54738L109COM190,700$3,470,740dollars as filed
DENNYS CORP24869P104COM829,592$3,401,327dollars as filed
CYTOSORBENTS CORP23283X206CMN2,616,715$3,349,395dollars as filed
Amazon.com, Inc023135106COM14,525$3,186,640dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS36,700$3,112,527dollars as filed
MATTHEWS INTL CORP CLASS A577128101COMMON STOCK129,884$3,105,526dollars as filed
Schlumberger Limited806857108COM89,600$3,028,480dollars as filed
Bank of America Corp060505104COM63,325$2,996,539dollars as filed
NEWMONT CORP651639106COM50,350$2,933,391dollars as filed
HOLLEY INC43538H103COMMON STOCK1,350,982$2,701,964dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock48,275$2,547,955dollars as filed
OSI SYSTEMS INC671044105COM11,250$2,529,675dollars as filed
UnitedHealth Group Inc91324P102COM7,715$2,406,849dollars as filed
QUIDELORTHO CORP COM219798105Stock82,800$2,386,296dollars as filed
HALLIBURTON CO COM406216101Stock116,000$2,364,080dollars as filed
VONTIER CORPORATION928881101COM63,400$2,339,460dollars as filed
METALLUS INC887399103COMMON STOCK146,050$2,250,631dollars as filed
HILLMAN SOLUTIONS CORP431636109COM310,550$2,217,327dollars as filed
IRIDIUM COMMUNICATIONS INC46269C102COM73,400$2,214,478dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock23,861$2,176,362dollars as filed
HAEMONETICS CORP MASS COM405024100Stock27,550$2,055,506dollars as filed
FEDEX CORP COM31428X106Stock8,275$1,880,990dollars as filed
NPK INTERNATIONAL INC651718504COMMON STOCK218,474$1,859,214dollars as filed
WESCO INTL INC COM95082P105Stock9,410$1,742,732dollars as filed
WARRIOR MET COAL INC93627C101COM38,000$1,741,540dollars as filed
TIMKEN CO887389104COM23,900$1,733,945dollars as filed
ASTRONICS CORP COM046433108Stock50,400$1,687,392dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM9,500$1,685,205dollars as filed
BOOT BARN HLDGS INC099406100COM10,674$1,622,448dollars as filed
U HAUL HOLDING COMPANY023586506COM SER N29,695$1,614,517dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock8,450$1,599,839dollars as filed
BLOOMIN BRANDS INC094235108COM175,750$1,513,208dollars as filed
ICON PUB LTD CO SHSG4705A100Stock9,850$1,432,683dollars as filed
TRANSDIGM GROUP INC COM893641100Stock925$1,406,592dollars as filed
THRYV HLDGS INC886029206COM NEW111,950$1,361,312dollars as filed
Thermo Fisher Scientific Inc.883556102COM3,350$1,358,291dollars as filed
HARLEY DAVIDSON INC COM412822108Stock57,550$1,358,180dollars as filed
KOPPERS HOLDINGS INC50060P106COM42,100$1,353,515dollars as filed
Charles Schwab Corp808513105COM14,700$1,341,228dollars as filed
XPONENTIAL FITNESS INC A98422X101COMMON STOCK176,900$1,324,981dollars as filed
BRUNSWICK CORP117043109COM21,825$1,205,613dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E807NAT GAS ETF51,900$1,199,409dollars as filed
GREENBRIER COS INC393657101COM25,965$1,195,688dollars as filed
SPORTSMANS WHSE HLDGS INC84920Y106COM329,000$1,135,050dollars as filed
NEOGEN CORP640491106COM234,850$1,122,583dollars as filed
CHURCHILL DOWNS INC171484108COM11,100$1,121,100dollars as filed
GEN RESTAURENT GROUP36870C104CMN284,500$1,109,550dollars as filed
EXACT SCIENCES CORP COM30063P105Stock20,875$1,109,298dollars as filed
BEST BUY INC COM086516101Stock16,050$1,077,437dollars as filed
S&P Global,Inc.78409V104COM1,935$1,020,306dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock63,800$988,262dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock4,150$967,822dollars as filed
BIO RAD LABS INC090572207CL A4,000$965,280dollars as filed
MITEK SYS INC606710200COM NEW93,875$929,363dollars as filed
Walt Disney Co254687106COM7,025$871,170dollars as filed
ASURE SOFTWARE INC04649U102COMMON STOCK88,800$866,688dollars as filed
DOUBLEDOWN INTERACTIVE CO LT25862B109ADS89,000$851,730dollars as filed
AUDIOEYE INC050734201COM NEW67,450$785,793dollars as filed
EXXON MOBIL CORP30231G102COM6,966$750,935dollars as filed
SIMULATIONS PLUS INC829214105COM42,600$743,370dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock4,787$731,789dollars as filed
BLACKROCK INC CL A COM09247X101COM650$682,013dollars as filed
MasterCard, Inc57636Q104COM1,160$651,850dollars as filed
VALERO ENERGY CORP COM91913Y100Stock3,300$443,586dollars as filed
Berkshire Hathaway Inc084670702COM900$437,193dollars as filed
MOBILEYE GLOBAL INC60741F104COMMON CLASS A24,250$436,015dollars as filed
OLD SECOND BANCORP INC680277100COMMON STOCK24,100$427,534dollars as filed
QUEST RESOURCE HLDG CORP74836W203COM NEW207,427$419,003dollars as filed
MOHAWK INDS INC608190104COM3,950$414,118dollars as filed
INVESCO QQQ TR46090E103COM750$413,730dollars as filed
GATX CORP COM361448103Stock2,495$383,132dollars as filed
QXO INC COM NEW82846H405Stock17,500$376,950dollars as filed
Microsoft Corp594918104COM695$345,700dollars as filed
TWIN DISC INC901476101COMMON STOCK39,004$344,405dollars as filed
ASPEN AEROGELS INC04523Y105COMMON STOCK54,800$324,416dollars as filed
CROWN CRAFTS INC228309100COM102,842$295,157dollars as filed
CAMECO CORP COM13321L108Stock3,900$289,497dollars as filed
GE Vernova Inc.36828A101COM500$264,575dollars as filed
CROWN HLDGS INC COM228368106Stock2,400$247,152dollars as filed
LAKELAND INDS INC511795106COM17,151$233,425dollars as filed
BWX TECHNOLOGIES INC05605H100COM1,550$223,293dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock725$211,454dollars as filed
Tesla Motors, Inc88160R101COM660$209,656dollars as filed
McDonalds Corporation580135101COM650$189,911dollars as filed
ACCO BRANDS CORP COM00081T108Stock40,840$146,207dollars as filed
SHERWIN WILLIAMS CO824348106COM400$137,344dollars as filed
U HAUL HOLDING COMPANY023586100COM2,045$123,845dollars as filed
SMURFIT WESTROCK PLC SHSG8267P108Stock2,867$123,711dollars as filed
NORDSON CORP655663102COM565$121,119dollars as filed
GAUZY LTDM4757U106SHS14,150$119,426dollars as filed
iShares Russell 2000 ETF464287655SHS400$86,316dollars as filed
SPY78462F103SHS100$61,785dollars as filed
OKLO INC COM CL A02156V109Stock1,000$55,990dollars as filed
ULTA BEAUTY INC COM90384S303Stock100$46,782dollars as filed
TARGET CORP COM87612E106Stock400$39,460dollars as filed
Home Depot, Inc437076102COM100$36,664dollars as filed
CASELLA WASTE SYS INC147448104CL A275$31,730dollars as filed
MULTISENSOR AI HOLDINGS INC456948108COM28,350$16,953dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001528621-25-000825this filing2025-08-08acceptance time not in the bulk data set