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: $689.5M152 positionsView on SEC.gov

			% of Portfolio
ACCO BRANDS CORP	COM	$146K	0.0%	40,840 SH	New
ADEIA INC	COM	$6.0M	0.9%Prev: 1.3%	423,224 SH	Decreased+17,274 SH
AGNICO EAGLE MINES LTD	COM	$3.5M	0.5%Prev: 0.6%	29,550 SH	Decreased+5,295 SH
ALIGN TECHNOLOGY INC	COM	$1.6M	0.2%Prev: 0.3%	8,450 SH	Decreased-6,850 SH
ALPHABET INC	CAP STK CL A	$37.7M	5.5%Prev: 5.5%	213,725 SH	Decreased+67,365 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.2%Prev: 0.4%	9,500 SH	Decreased
AMAZON COM INC	COM	$3.2M	0.5%Prev: 0.5%	14,525 SH	Decreased-4,260 SH
AMERICAN TOWER CORP NEW	COM	$8.1M	1.2%	36,495 SH	New
APPLE INC	COM	$25.7M	3.7%Prev: 3.2%	125,135 SH	Increased+28,340 SH
ARCHER DANIELS MIDLAND CO	COM	$2.5M	0.4%Prev: 0.1%	48,275 SH	Increased+33,275 SH
ASPEN AEROGELS INC	COM	$324K	0.0%	54,800 SH	New
ASTRONICS CORP	COM	$1.7M	0.2%Prev: 0.3%	50,400 SH	Decreased+21,600 SH
ASURE SOFTWARE INC	COM	$867K	0.1%Prev: 0.0%	88,800 SH	Increased+48,162 SH
AUDIOEYE INC	COM NEW	$786K	0.1%Prev: 0.2%	67,450 SH	Decreased-155,400 SH
BANK AMERICA CORP	COM	$3.0M	0.4%Prev: 0.4%	63,325 SH	Increased+4,925 SH
BARRICK GOLD CORP	COM	$7.6M	1.1%	363,850 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$437K	0.1%Prev: 0.0%	900 SH	Increased+300 SH
BEST BUY INC	COM	$1.1M	0.2%Prev: 0.5%	16,050 SH	Decreased-45,900 SH
BIO RAD LABS INC	CL A	$965K	0.1%Prev: 0.2%	4,000 SH	Decreased-1,650 SH
BLACKROCK INC	COM	$682K	0.1%Prev: 0.0%	650 SH	Increased+560 SH
BLOOMIN BRANDS INC	COM	$1.5M	0.2%Prev: 0.1%	175,750 SH	Increased+80,800 SH
BOOT BARN HLDGS INC	COM	$1.6M	0.2%Prev: 0.1%	10,674 SH	Increased+7,875 SH
BRISTOL-MYERS SQUIBB CO	COM	$7.7M	1.1%Prev: 1.1%	166,365 SH	Decreased+24,965 SH
BRUNSWICK CORP	COM	$1.2M	0.2%Prev: 0.2%	21,825 SH	Decreased+3,425 SH
BWX TECHNOLOGIES INC	COM	$223K	0.0%	1,550 SH	New
CAMECO CORP	COM	$289K	0.0%Prev: 0.0%	3,900 SH	Increased+3,200 SH
CASELLA WASTE SYS INC	CL A	$32K	0.0%Prev: 0.1%	275 SH	Decreased-8,100 SH
CBOE GLOBAL MKTS INC	COM	$968K	0.1%Prev: 0.0%	4,150 SH	Increased+3,150 SH
CHURCHILL DOWNS INC	COM	$1.1M	0.2%Prev: 0.9%	11,100 SH	Decreased-62,300 SH
CITIGROUP INC	COM NEW	$11.9M	1.7%Prev: 1.9%	139,900 SH	Decreased+12,600 SH
COGENT COMMUNICATIONS HLDGS	COM NEW	$5.0M	0.7%	103,650 SH	New
COHERENT CORP	COM	$12.9M	1.9%Prev: 1.7%	144,950 SH	Decreased+90,613 SH
CORE NATURAL RESOURCES INC	COM SHS	$16.6M	2.4%Prev: 2.9%	237,394 SH	Decreased+23,817 SH
CROWN CASTLE INTL CORP NEW	COM	$24.4M	3.5%	237,540 SH	New
CROWN CRAFTS INC	COM	$295K	0.0%	102,842 SH	New
CROWN HLDGS INC	COM	$247K	0.0%Prev: 0.0%	2,400 SH	Increased+600 SH
CSX CORP	COM	$9.9M	1.4%Prev: 1.3%	302,075 SH	Decreased+56,775 SH
CYTOSORBENTS CORP	COM NEW	$3.3M	0.5%Prev: 0.1%	2,616,715 SH	Increased+909,217 SH
DENNYS CORP	COM	$3.4M	0.5%	829,592 SH	New
DIEBOLD NIXDORF INC	COM SHS	$29.5M	4.3%Prev: 4.5%	533,300 SH	Decreased+74,200 SH
DISNEY WALT CO	COM	$871K	0.1%	7,025 SH	New
DOUBLEDOWN INTERACTIVE CO LT	ADS	$852K	0.1%	89,000 SH	New
EAGLE MATERIALS INC	COM	$9.7M	1.4%	47,755 SH	New
ELANCO ANIMAL HEALTH INC	COM	$6.2M	0.9%Prev: 0.7%	433,650 SH	Increased+224,425 SH
ENERSYS	COM	$7.1M	1.0%Prev: 1.2%	82,290 SH	Decreased+31,090 SH
EXACT SCIENCES CORP	COM	$1.1M	0.2%	20,875 SH	New
EXXON MOBIL CORP	COM	$751K	0.1%Prev: 0.1%	6,966 SH	Increased+4,650 SH
FEDEX CORP	COM	$1.9M	0.3%Prev: 0.0%	8,275 SH	Increased+7,550 SH
FIRST TR EXCHANGE-TRADED FD	NAT GAS ETF	$1.2M	0.2%Prev: 0.2%	51,900 SH	Decreased-8,150 SH
FMC CORP	COM NEW	$14.5M	2.1%Prev: 0.4%	347,550 SH	Increased+186,925 SH
GATX CORP	COM	$383K	0.1%Prev: 0.1%	2,495 SH	Decreased-1,015 SH
GAUZY LTD	SHS	$119K	0.0%	14,150 SH	New
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$11.4M	1.7%Prev: 1.5%	154,090 SH	Decreased-7,000 SH
GE VERNOVA INC	COM	$265K	0.0%	500 SH	New
GEN RESTAURENT GROUP	CL A COM	$1.1M	0.2%Prev: 0.0%	284,500 SH	Increased+137,694 SH
GENERAC HLDGS INC	COM	$5.7M	0.8%Prev: 0.7%	39,585 SH	Increased+12,045 SH
GENERAL DYNAMICS CORP	COM	$211K	0.0%Prev: 0.0%	725 SH	Decreased+100 SH
GENERAL MTRS CO	COM	$26.4M	3.8%Prev: 4.2%	537,275 SH	Decreased+110,140 SH
GRAND CANYON ED INC	COM	$8.1M	1.2%Prev: 1.0%	42,930 SH	Increased-3,485 SH
GRAPHIC PACKAGING HLDG CO	COM	$4.1M	0.6%Prev: 0.4%	196,775 SH	Increased-142,127 SH
GREENBRIER COS INC	COM	$1.2M	0.2%Prev: 0.2%	25,965 SH	Increased+3,840 SH
HAEMONETICS CORP MASS	COM	$2.1M	0.3%Prev: 0.5%	27,550 SH	Decreased-38,275 SH
HALLIBURTON CO	COM	$2.4M	0.3%Prev: 0.5%	116,000 SH	Decreased+23,900 SH
HARLEY DAVIDSON INC	COM	$1.4M	0.2%	57,550 SH	New
HILLMAN SOLUTIONS CORP	COM	$2.2M	0.3%Prev: 0.6%	310,550 SH	Decreased-228,050 SH
HOLLEY INC	COM	$2.7M	0.4%Prev: 0.4%	1,350,982 SH	Decreased+357,132 SH
HOME DEPOT INC	COM	$37K	0.0%Prev: 0.0%	100 SH	Increased
ICON PLC	SHS	$1.4M	0.2%Prev: 0.3%	9,850 SH	Decreased-9,450 SH
INVESCO QQQ TR	UNIT SER 1	$414K	0.1%Prev: 0.1%	750 SH	Decreased
IRIDIUM COMMUNICATIONS INC	COM	$2.2M	0.3%	73,400 SH	New
ISHARES TR	RUSSELL 2000 ETF	$86K	0.0%Prev: 0.0%	400 SH	Decreased
JOHNSON OUTDOORS INC	CL A	$5.7M	0.8%Prev: 0.4%	189,494 SH	Increased+130,010 SH
JOINT CORP	COM	$9.0M	1.3%Prev: 1.0%	779,295 SH	Increased-113,900 SH
JPMORGAN CHASE & CO	COM	$8.7M	1.3%Prev: 1.0%	30,055 SH	Increased+4,670 SH
KIRBY CORP	COM	$6.6M	1.0%Prev: 0.8%	58,400 SH	Increased+12,470 SH
KOPPERS HOLDINGS INC	COM	$1.4M	0.2%Prev: 0.1%	42,100 SH	Increased+21,050 SH
LAKELAND INDS INC	COM	$233K	0.0%	17,151 SH	New
LINCOLN ELEC HLDGS INC	COM	$3.5M	0.5%Prev: 0.5%	17,060 SH	Decreased+1,990 SH
LKQ CORP	COM	$3.7M	0.5%Prev: 0.8%	98,825 SH	Decreased-98,775 SH
LOVESAC COMPANY	COM	$3.5M	0.5%Prev: 0.6%	190,700 SH	Decreased-142,247 SH
MARTIN MARIETTA MATLS INC	COM	$4.2M	0.6%Prev: 0.4%	7,620 SH	Increased+1,810 SH
MASTERCARD INC	CL A	$652K	0.1%	1,160 SH	New
MATTHEWS INTL CORP	CL A	$3.1M	0.5%Prev: 0.3%	129,884 SH	Increased+41,084 SH
MCDONALDS CORP	COM	$190K	0.0%	650 SH	New
META PLATFORMS INC	CL A	$4.8M	0.7%Prev: 0.7%	6,495 SH	Decreased-2,195 SH
METALLUS INC	COM	$2.3M	0.3%Prev: 0.5%	146,050 SH	Decreased-74,450 SH
MICROSOFT CORP	COM	$346K	0.1%Prev: 0.5%	695 SH	Decreased-10,460 SH
MINERALS TECHNOLOGIES INC	COM	$6.4M	0.9%Prev: 0.6%	116,055 SH	Increased+50,750 SH
MITEK SYS INC	COM NEW	$929K	0.1%Prev: 0.7%	93,875 SH	Decreased-299,525 SH
MOBILEYE GLOBAL INC	COMMON CLASS A	$436K	0.1%Prev: 0.2%	24,250 SH	Decreased-183,750 SH
MOHAWK INDS INC	COM	$414K	0.1%Prev: 0.1%	3,950 SH	Decreased-5,500 SH
MOLSON COORS BEVERAGE CO	CL B	$5.3M	0.8%Prev: 1.9%	110,210 SH	Decreased-232,590 SH
MP MATERIALS CORP	COM CL A	$4.6M	0.7%Prev: 0.7%	138,500 SH	Decreased+34,105 SH
MULTISENSOR AI HOLDINGS INC	COM	$17K	0.0%	28,350 SH	New
NATURES SUNSHINE PRODS INC	COM	$7.2M	1.0%Prev: 0.2%	486,400 SH	Increased+433,750 SH
NEOGEN CORP	COM	$1.1M	0.2%	234,850 SH	New
NEWMONT CORP	COM	$2.9M	0.4%Prev: 0.5%	50,350 SH	Decreased+11,725 SH
NORDSON CORP	COM	$121K	0.0%Prev: 0.0%	565 SH	Increased+305 SH
NORFOLK SOUTHN CORP	COM	$14.7M	2.1%Prev: 2.1%	57,435 SH	Decreased+2,145 SH
NPK INTERNATIONAL INC	COM SHS	$1.9M	0.3%Prev: 0.3%	218,474 SH	Decreased+54,174 SH
OCCIDENTAL PETE CORP	COM	$4.6M	0.7%Prev: 0.2%	110,544 SH	Increased+88,744 SH
OKLO INC	COM CL A	$56K	0.0%	1,000 SH	New
OLD SECOND BANCORP INC ILL	COM	$428K	0.1%	24,100 SH	New
ON SEMICONDUCTOR CORP	COM	$4.5M	0.7%Prev: 0.6%	86,520 SH	Decreased+13,100 SH
OSHKOSH CORP	COM	$18.8M	2.7%Prev: 2.6%	165,350 SH	Decreased+30,971 SH
OSI SYSTEMS INC	COM	$2.5M	0.4%	11,250 SH	New
OWENS CORNING NEW	COM	$13.5M	2.0%Prev: 1.9%	98,475 SH	Decreased-32,270 SH
PHOTRONICS INC	COM	$3.6M	0.5%Prev: 0.4%	188,750 SH	Increased+106,700 SH
QUEST RESOURCE HLDG CORP	COM NEW	$419K	0.1%Prev: 0.0%	207,427 SH	Increased+42,277 SH
QUIDELORTHO CORP	COM	$2.4M	0.3%Prev: 0.7%	82,800 SH	Decreased-258,754 SH
QXO INC	COM NEW	$377K	0.1%	17,500 SH	New
RAYMOND JAMES FINL INC	COM	$732K	0.1%Prev: 0.1%	4,787 SH	Decreased-1,938 SH
RTX CORPORATION	COM	$5.6M	0.8%Prev: 0.8%	38,230 SH	Decreased+6,095 SH
S&P GLOBAL INC	COM	$1.0M	0.1%Prev: 0.4%	1,935 SH	Decreased-5,068 SH
SBA COMMUNICATIONS CORP NEW	CL A	$11.5M	1.7%	48,995 SH	New
SCHLUMBERGER LTD	COM STK	$3.0M	0.4%	89,600 SH	New
SCHWAB CHARLES CORP	COM	$1.3M	0.2%Prev: 1.2%	14,700 SH	Decreased-84,950 SH
SELECT SECTOR SPDR TR	ENERGY	$3.1M	0.5%Prev: 0.5%	36,700 SH	Decreased-27,350 SH
SHERWIN WILLIAMS CO	COM	$137K	0.0%Prev: 0.0%	400 SH	Increased+250 SH
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$3.9M	0.6%Prev: 0.7%	52,000 SH	Decreased+2,831 SH
SIMULATIONS PLUS INC	COM	$743K	0.1%	42,600 SH	New
SMURFIT WESTROCK PLC	SHS	$124K	0.0%Prev: 0.0%	2,867 SH	Increased+250 SH
SPDR GOLD TRUST	GOLD SHS	$8.6M	1.2%	28,225 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$62K	0.0%	100 SH	New
SPDR SER TR	S&P OILGAS EXP	$5.5M	0.8%	43,815 SH	New
SPORTSMANS WHSE HLDGS INC	COM	$1.1M	0.2%Prev: 0.1%	329,000 SH	Increased-310,800 SH
SS&C TECHNOLOGIES HLDGS INC	COM	$6.8M	1.0%	81,600 SH	New
T-MOBILE US INC	COM	$4.9M	0.7%Prev: 1.1%	20,385 SH	Decreased-20,715 SH
TARGET CORP	COM	$39K	0.0%Prev: 0.0%	400 SH	Increased+300 SH
TESLA INC	COM	$210K	0.0%	660 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$1.4M	0.2%Prev: 0.2%	3,350 SH	Decreased-475 SH
THRYV HLDGS INC	COM NEW	$1.4M	0.2%	111,950 SH	New
TIMKEN CO	COM	$1.7M	0.3%Prev: 0.2%	23,900 SH	Decreased+6,300 SH
TRANSDIGM GROUP INC	COM	$1.4M	0.2%Prev: 0.1%	925 SH	Increased+155 SH
TWIN DISC INC	COM	$344K	0.0%Prev: 0.1%	39,004 SH	Decreased-2,196 SH
U HAUL HOLDING COMPANY	COM	$124K	0.0%Prev: 0.0%	2,045 SH	Increased
U HAUL HOLDING COMPANY	COM SER N	$1.6M	0.2%Prev: 0.5%	29,695 SH	Decreased-55,670 SH
ULTA BEAUTY INC	COM	$47K	0.0%Prev: 0.0%	100 SH	Increased+55 SH
UNION PAC CORP	COM	$52.2M	7.6%Prev: 6.9%	227,050 SH	Decreased+9,795 SH
UNITED PARCEL SERVICE INC	CL B	$4.9M	0.7%	48,445 SH	New
UNITEDHEALTH GROUP INC	COM	$2.4M	0.3%Prev: 0.3%	7,715 SH	Decreased-1,980 SH
VALERO ENERGY CORP	COM	$444K	0.1%Prev: 0.0%	3,300 SH	Increased+2,000 SH
VISA INC	COM CL A	$14.3M	2.1%Prev: 1.5%	40,195 SH	Increased+3,310 SH
VONTIER CORPORATION	COM	$2.3M	0.3%Prev: 0.3%	63,400 SH	Increased+4,250 SH
WABTEC	COM	$11.5M	1.7%Prev: 1.4%	54,800 SH	Increased+11,155 SH
WARRIOR MET COAL INC	COM	$1.7M	0.3%Prev: 0.3%	38,000 SH	Decreased+15,100 SH
WESCO INTL INC	COM	$1.7M	0.3%Prev: 0.2%	9,410 SH	Increased+3,795 SH
WILLIAMS COS INC	COM	$8.8M	1.3%Prev: 1.2%	140,275 SH	Decreased+13,150 SH
WILLSCOT MOBIL MINI HLDNG CO	COM CL A	$5.5M	0.8%	201,825 SH	New
XPONENTIAL FITNESS INC	COM CL A	$1.3M	0.2%	176,900 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$988K	0.1%Prev: 0.2%	63,800 SH	Decreased-15,150 SH
ZIMMER BIOMET HOLDINGS INC	COM	$2.2M	0.3%Prev: 0.2%	23,861 SH	Increased+10,930 SH

Sold (vs prior filing)

ADOBE INC — $6.1M
AMERICAN TOWER CORP — $10.1M
ANTERO RESOURCES CORP — $352K
BARRICK MNG CORP — $10.7M
CAESARS ENTERTAINMENT INC NE — $106K
CENTRAL GARDEN & PET CO — $143K
COGENT COMM HOLDINGS INC — $1.3M
COINBASE GLOBAL INC — $70K
COSTAR GROUP INC — $1.3M
CROWN CASTLE INC — $23.3M
DENTSPLY SIRONA INC — $1.6M
DIVERSIFIED ENERGY CO — $550K
DNOW INC — $1.1M
EAGLE MATLS INC — $7.1M
FACTSET RESH SYS INC — $1.0M
FISERV INC — $89K
GLOO HOLDINGS INC — $249K
ISHARES SILVER TR — $136K
MANITOWOC CO INC — $800K
MARZETTI COMPANY — $567K
… and 21 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