Skylands Capital, LLC

CIK 0001299910 • 7 13F filings • Apr 25, 2025 – Oct 21, 2026

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Filer information

Filed by: Skylands Capital, LLC, Vice President & Treasurer
Address: 1200 North Mayfair Road, Suite 250, Milwaukee, WI, 53226
Phone: 414-256-3380
AUM: $737.1M

AUM over time

$762.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $737.1M150 positionsView on SEC.gov

			% of Portfolio
ACCO BRANDS CORP	COM	$67K	0.0%	18,000 SH	New
ADEIA INC	COM	$9.9M	1.3%Prev: 1.1%	572,243 SH	Increased+238,093 SH
AGNICO EAGLE MINES LTD	COM	$4.1M	0.6%Prev: 0.6%	24,405 SH	Decreased+355 SH
ALBANY INTL CORP	CL A	$3.1M	0.4%	62,050 SH	New
ALIGN TECHNOLOGY INC	COM	$3.2M	0.4%Prev: 0.4%	20,400 SH	Increased+500 SH
ALPHABET INC	CAP STK CL A	$46.4M	6.3%Prev: 5.7%	148,300 SH	Increased+21,050 SH
ALPHABET INC	CAP STK CL C	$3.0M	0.4%Prev: 0.4%	9,500 SH	Decreased
AMAZON COM INC	COM	$3.2M	0.4%Prev: 0.4%	13,875 SH	Increased+1,790 SH
AMERICAN TOWER CORP NEW	COM	$11.2M	1.5%	63,730 SH	New
APPLE INC	COM	$26.4M	3.6%Prev: 3.8%	97,270 SH	Decreased+9,455 SH
ARCHER DANIELS MIDLAND CO	COM	$1.5M	0.2%	26,175 SH	New
ASTRONICS CORP	COM	$1.6M	0.2%Prev: 0.3%	28,800 SH	Decreased-300 SH
ASURE SOFTWARE INC	COM	$258K	0.0%Prev: 0.0%	27,427 SH	Decreased-20,447 SH
AUDIOEYE INC	COM NEW	$1.3M	0.2%Prev: 0.2%	133,250 SH	Decreased-79,029 SH
BANK AMERICA CORP	COM	$3.2M	0.4%	58,625 SH	New
BARRICK MNG CORP	COM SHS	$11.8M	1.6%Prev: 1.4%	271,325 SH	Increased+11,050 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$302K	0.0%Prev: 0.0%	600 SH	Increased
BEST BUY INC	COM	$2.9M	0.4%Prev: 0.5%	43,425 SH	Decreased-1,300 SH
BIO RAD LABS INC	CL A	$1.1M	0.1%	3,600 SH	New
BLACKROCK INC	COM	$150K	0.0%Prev: 0.0%	140 SH	Increased+50 SH
BLOOMIN BRANDS INC	COM	$1.5M	0.2%Prev: 0.1%	247,650 SH	Increased+185,400 SH
BOOT BARN HLDGS INC	COM	$513K	0.1%Prev: 0.0%	2,909 SH	Increased+10 SH
BOSTON BEER INC	CL A	$1.2M	0.2%Prev: 0.2%	6,050 SH	Decreased-5,166 SH
BRISTOL-MYERS SQUIBB CO	COM	$7.6M	1.0%Prev: 1.1%	142,480 SH	Decreased+11,480 SH
BRUNSWICK CORP	COM	$1.4M	0.2%Prev: 0.2%	19,125 SH	Increased+1,275 SH
CAMECO CORP	COM	$64K	0.0%Prev: 0.0%	700 SH	Increased
CASELLA WASTE SYS INC	CL A	$27K	0.0%Prev: 0.0%	275 SH	Increased
CBOE GLOBAL MKTS INC	COM	$1.0M	0.1%Prev: 0.0%	4,000 SH	Increased+3,000 SH
CENTRAL GARDEN & PET CO	CL A NON-VTG	$718K	0.1%	24,600 SH	New
CITIGROUP INC	COM NEW	$14.7M	2.0%Prev: 2.0%	125,800 SH	Decreased+5,785 SH
COGENT COMMUNICATIONS HLDGS	COM NEW	$1.3M	0.2%	61,575 SH	New
COHERENT CORP	COM	$11.7M	1.6%Prev: 0.8%	63,170 SH	Increased+41,490 SH
CORE NATURAL RESOURCES INC	COM SHS	$19.3M	2.6%Prev: 2.6%	217,713 SH	Decreased-9,184 SH
COSTAR GROUP INC	COM	$1.1M	0.2%	17,050 SH	New
CROWN CASTLE INTL CORP NEW	COM	$23.3M	3.2%	262,050 SH	New
CROWN HLDGS INC	COM	$185K	0.0%Prev: 0.0%	1,800 SH	Decreased
CSX CORP	COM	$9.5M	1.3%Prev: 1.1%	263,425 SH	Increased+91,000 SH
CYTOSORBENTS CORP	COM NEW	$1.2M	0.2%	1,854,515 SH	New
DENNYS CORP	COM	$3.6M	0.5%	583,150 SH	New
DENTSPLY SIRONA INC	COM	$1.1M	0.1%	94,400 SH	New
DIEBOLD NIXDORF INC	COM SHS	$32.2M	4.4%Prev: 4.3%	474,060 SH	Decreased-57,450 SH
DISNEY WALT CO	COM	$77K	0.0%	675 SH	New
DIVERSIFIED ENERGY CO	COMMON STOCK	$610K	0.1%Prev: 0.3%	42,100 SH	Decreased-122,400 SH
DNOW INC	COM	$658K	0.1%Prev: 0.3%	49,633 SH	Decreased-113,967 SH
EAGLE MATERIALS INC	COM	$8.4M	1.1%	40,415 SH	New
ELANCO ANIMAL HEALTH INC	COM	$4.8M	0.7%Prev: 0.6%	213,600 SH	Increased+2,075 SH
ENERSYS	COM	$7.5M	1.0%Prev: 1.1%	51,230 SH	Decreased+3,640 SH
EXACT SCIENCES CORP	COM	$124K	0.0%	1,225 SH	New
EXXON MOBIL CORP	COM	$459K	0.1%	3,816 SH	New
FEDEX CORP	COM	$209K	0.0%Prev: 0.0%	725 SH	Increased
FIRST TR EXCHANGE-TRADED FD	NAT GAS ETF	$1.9M	0.3%Prev: 0.2%	80,900 SH	Increased+24,050 SH
FMC CORP	COM NEW	$2.6M	0.4%Prev: 0.1%	187,850 SH	Increased+132,050 SH
GATX CORP	COM	$546K	0.1%Prev: 0.1%	3,220 SH	Decreased-440 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$10.3M	1.4%Prev: 1.6%	125,540 SH	Decreased-65,525 SH
GE VERNOVA INC	COM	$49K	0.0%	75 SH	New
GEN RESTAURENT GROUP	CL A COM	$380K	0.1%Prev: 0.0%	180,006 SH	Increased-22,727 SH
GENERAC HLDGS INC	COM	$3.9M	0.5%Prev: 0.7%	28,395 SH	Decreased+1,955 SH
GENERAL DYNAMICS CORP	COM	$244K	0.0%Prev: 0.0%	725 SH	Increased+100 SH
GENERAL MTRS CO	COM	$36.1M	4.9%Prev: 4.3%	443,965 SH	Increased+20,955 SH
GLOO HOLDINGS INC	CL A	$511K	0.1%Prev: 0.1%	89,770 SH	Decreased-36,230 SH
GRAND CANYON ED INC	COM	$7.1M	1.0%Prev: 1.3%	42,475 SH	Decreased-24,240 SH
GRAPHIC PACKAGING HLDG CO	COM	$5.8M	0.8%Prev: 0.3%	384,900 SH	Increased+114,150 SH
GREENBRIER COS INC	COM	$1.2M	0.2%Prev: 0.1%	25,415 SH	Increased+6,375 SH
HAEMONETICS CORP MASS	COM	$2.9M	0.4%Prev: 0.3%	36,475 SH	Increased+14,775 SH
HALLIBURTON CO	COM	$3.0M	0.4%Prev: 0.3%	106,600 SH	Increased+24,700 SH
HARLEY DAVIDSON INC	COM	$328K	0.0%	16,000 SH	New
HILLMAN SOLUTIONS CORP	COM	$3.3M	0.4%Prev: 0.6%	378,950 SH	Decreased-285,250 SH
HOLLEY INC	COM	$4.3M	0.6%Prev: 0.3%	1,035,800 SH	Increased-56,412 SH
HOME DEPOT INC	COM	$34K	0.0%Prev: 0.0%	100 SH	Increased
ICON PLC	SHS	$1.0M	0.1%	5,650 SH	New
INVESCO QQQ TR	UNIT SER 1	$461K	0.1%Prev: 0.1%	750 SH	Decreased
IRIDIUM COMMUNICATIONS INC	COM	$466K	0.1%	26,800 SH	New
ISHARES TR	RUSSELL 2000 ETF	$98K	0.0%Prev: 0.0%	400 SH	Decreased
JOHNSON OUTDOORS INC	CL A	$3.5M	0.5%Prev: 0.1%	83,500 SH	Increased+69,261 SH
JOINT CORP	COM	$7.8M	1.1%Prev: 0.9%	890,045 SH	Increased-56,000 SH
JPMORGAN CHASE & CO	COM	$8.2M	1.1%Prev: 1.0%	25,450 SH	Increased+1,805 SH
KIRBY CORP	COM	$11.5M	1.6%Prev: 0.5%	104,433 SH	Increased+73,548 SH
KOPPERS HOLDINGS INC	COM	$2.2M	0.3%Prev: 0.0%	80,750 SH	Increased+80,575 SH
LINCOLN ELEC HLDGS INC	COM	$3.6M	0.5%Prev: 0.5%	15,080 SH	Decreased+10 SH
LKQ CORP	COM	$6.5M	0.9%Prev: 0.7%	216,800 SH	Increased-21,000 SH
LOVESAC COMPANY	COM	$4.3M	0.6%	291,397 SH	New
MANITOWOC CO INC	COM NEW	$606K	0.1%	50,505 SH	New
MARTIN MARIETTA MATLS INC	COM	$3.7M	0.5%Prev: 0.4%	5,945 SH	Increased+140 SH
MASTERCARD INC	CL A	$303K	0.0%	530 SH	New
MATSON INC	COM	$1.9M	0.3%	15,700 SH	New
MATTHEWS INTL CORP	CL A	$2.4M	0.3%Prev: 0.0%	91,483 SH	Increased+84,883 SH
META PLATFORMS INC	CL A	$5.4M	0.7%Prev: 0.7%	8,205 SH	Increased+1,170 SH
METALLUS INC	COM	$3.5M	0.5%Prev: 0.4%	205,550 SH	Increased+47,750 SH
MICROSOFT CORP	COM	$312K	0.0%Prev: 0.5%	645 SH	Decreased-7,305 SH
MINERALS TECHNOLOGIES INC	COM	$4.7M	0.6%Prev: 0.4%	77,005 SH	Increased+25,226 SH
MITEK SYS INC	COM NEW	$3.2M	0.4%Prev: 0.7%	302,616 SH	Decreased-21,984 SH
MOBILEYE GLOBAL INC	COMMON CLASS A	$3.0M	0.4%	286,900 SH	New
MOHAWK INDS INC	COM	$863K	0.1%Prev: 0.1%	7,900 SH	Decreased+300 SH
MOLSON COORS BEVERAGE CO	CL B	$11.6M	1.6%Prev: 1.8%	248,325 SH	Decreased-137,725 SH
MP MATERIALS CORP	COM CL A	$5.3M	0.7%Prev: 0.7%	104,580 SH	Decreased-12,665 SH
NATURES SUNSHINE PRODS INC	COM	$3.9M	0.5%Prev: 0.3%	180,750 SH	Increased+1,241 SH
NEWMONT CORP	COM	$3.9M	0.5%Prev: 0.6%	39,125 SH	Decreased+1,035 SH
NORDSON CORP	COM	$64K	0.0%Prev: 0.0%	265 SH	Decreased+5 SH
NORFOLK SOUTHN CORP	COM	$16.7M	2.3%Prev: 2.3%	57,880 SH	Decreased+150 SH
NPK INTERNATIONAL INC	COM SHS	$2.0M	0.3%Prev: 0.3%	169,700 SH	Decreased-11,500 SH
OCCIDENTAL PETE CORP	COM	$1.3M	0.2%Prev: 0.2%	30,910 SH	Increased+9,631 SH
ON SEMICONDUCTOR CORP	COM	$4.0M	0.5%Prev: 0.7%	73,670 SH	Decreased+6,950 SH
OSHKOSH CORP	COM	$17.5M	2.4%Prev: 2.2%	139,100 SH	Increased+8,046 SH
OWENS CORNING NEW	COM	$15.4M	2.1%Prev: 1.6%	138,020 SH	Increased+31,105 SH
PHOTRONICS INC	COM	$2.9M	0.4%Prev: 0.3%	91,525 SH	Increased+13,015 SH
PROGRESSIVE CORP	COM	$1.4M	0.2%Prev: 0.1%	6,025 SH	Increased+1,625 SH
QUEST RESOURCE HLDG CORP	COM NEW	$366K	0.0%	196,950 SH	New
QUIDELORTHO CORP	COM	$3.8M	0.5%Prev: 0.8%	134,704 SH	Decreased-447,760 SH
RAYMOND JAMES FINL INC	COM	$710K	0.1%Prev: 0.1%	4,437 SH	Decreased-988 SH
RTX CORPORATION	COM	$6.2M	0.8%Prev: 0.8%	33,860 SH	Increased+1,770 SH
S&P GLOBAL INC	COM	$930K	0.1%Prev: 0.3%	1,780 SH	Decreased-4,630 SH
SANFILIPPO JOHN B & SON INC	COM	$642K	0.1%	9,100 SH	New
SBA COMMUNICATIONS CORP NEW	CL A	$18.7M	2.5%	96,715 SH	New
SCHLUMBERGER LTD	COM STK	$3.4M	0.5%	88,300 SH	New
SCHWAB CHARLES CORP	COM	$4.7M	0.6%	47,000 SH	New
SELECT SECTOR SPDR TR	ENERGY	$4.3M	0.6%	95,400 SH	New
SHERWIN WILLIAMS CO	COM	$49K	0.0%Prev: 0.0%	150 SH	Increased
SILGAN HLDGS INC	COM	$1.7M	0.2%Prev: 0.4%	42,900 SH	Decreased-38,600 SH
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$4.9M	0.7%Prev: 1.0%	53,219 SH	Decreased+26,905 SH
SMURFIT WESTROCK PLC	SHS	$101K	0.0%Prev: 0.0%	2,617 SH	Decreased
SPDR GOLD TRUST	GOLD SHS	$9.9M	1.3%	25,040 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$68K	0.0%	100 SH	New
SPDR SER TR	S&P OILGAS EXP	$7.8M	1.1%	61,630 SH	New
SPORTSMANS WHSE HLDGS INC	COM	$934K	0.1%Prev: 0.1%	639,800 SH	Increased+37,250 SH
SS&C TECHNOLOGIES HLDGS INC	COM	$7.1M	1.0%	80,700 SH	New
T-MOBILE US INC	COM	$8.9M	1.2%Prev: 1.2%	43,780 SH	Decreased-14,520 SH
TARGA RES CORP	COM	$2.4M	0.3%	13,200 SH	New
TARGET CORP	COM	$10K	0.0%Prev: 0.0%	100 SH	Decreased
TENNANT CO	COM	$560K	0.1%Prev: 0.1%	7,600 SH	Decreased-6,500 SH
THRYV HLDGS INC	COM NEW	$784K	0.1%	129,600 SH	New
TIMKEN CO	COM	$1.6M	0.2%Prev: 0.1%	19,550 SH	Increased+10,500 SH
TRANSDIGM GROUP INC	COM	$1.0M	0.1%Prev: 0.1%	770 SH	Increased
TWIN DISC INC	COM	$737K	0.1%	44,200 SH	New
U HAUL HOLDING COMPANY	COM	$103K	0.0%Prev: 0.0%	2,045 SH	Decreased
U HAUL HOLDING COMPANY	COM SER N	$3.1M	0.4%Prev: 0.1%	66,665 SH	Increased+46,950 SH
ULTA BEAUTY INC	COM	$30K	0.0%Prev: 0.0%	50 SH	Increased+5 SH
UNION PAC CORP	COM	$51.6M	7.0%Prev: 7.3%	222,895 SH	Decreased+19,675 SH
UNITED PARCEL SERVICE INC	CL B	$5.1M	0.7%	51,545 SH	New
UNITEDHEALTH GROUP INC	COM	$2.6M	0.4%	8,020 SH	New
VALERO ENERGY CORP	COM	$220K	0.0%	1,350 SH	New
VISA INC	COM CL A	$13.0M	1.8%Prev: 1.7%	36,975 SH	Increased+1,040 SH
VONTIER CORPORATION	COM	$2.4M	0.3%Prev: 0.5%	65,225 SH	Decreased-44,300 SH
WABTEC	COM	$9.5M	1.3%Prev: 1.6%	44,415 SH	Decreased+2,110 SH
WARRIOR MET COAL INC	COM	$1.2M	0.2%Prev: 0.8%	13,250 SH	Decreased-55,457 SH
WESCO INTL INC	COM	$1.4M	0.2%Prev: 0.2%	5,630 SH	Decreased+1,665 SH
WILLIAMS COS INC	COM	$8.0M	1.1%Prev: 1.1%	132,825 SH	Decreased+14,600 SH
WILLSCOT HLDGS CORP	COM CL A	$3.6M	0.5%Prev: 0.2%	189,100 SH	Increased+79,150 SH
XPONENTIAL FITNESS INC	COM CL A	$305K	0.0%	37,000 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$834K	0.1%Prev: 0.1%	41,000 SH	Decreased+14,475 SH
ZIMMER BIOMET HOLDINGS INC	COM	$910K	0.1%Prev: 0.1%	10,121 SH	Increased+510 SH

Sold (vs prior filing)

ADOBE INC — $7.2M
AMERICAN TOWER CORP — $9.8M
ANTERO RESOURCES CORP — $437K
ARISTA NETWORKS INC — $3.9M
AVIS BUDGET GROUP INC — $11K
BANK OF AMER CORP — $3.0M
BOWMAN CONSULTING GROUP LTD — $1.8M
CHARLES SCHWAB CORP (THE) — $5.5M
CHURCHILL DOWNS INC — $12.7M
COGENT COMM HOLDINGS INC — $437K
COINBASE GLOBAL INC — $186K
COSTCO WHOLESALE CORPORATION — $182K
CROWN CASTLE INC — $21.1M
CYTOSORBENTS CORP — $154K
DECKERS OUTDOOR CORP — $5.2M
DENTSPLY SIRONA INC — $1.8M
DICKS SPORTING GOODS INC — $1.8M
DOMINOS PIZZA INC — $1.1M
DXC TECHNOLOGY CO — $6K
EAGLE MATLS INC — $7.2M
… and 37 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 30, 2026	Q4 2025	13F-HR	0001821268-26-000016	$737.1M	View
Oct 21, 2026	Q3 2026	13F-HR	0001821268-26-000195	$762.1M	View
Nov 6, 2025	Q3 2025