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: $763.0M155 positionsView on SEC.gov

			% of Portfolio
ADEIA INC	COM	$9.8M	1.3%Prev: 0.6%	405,950 SH	Increased+98,550 SH
ADOBE INC	COM	$6.1M	0.8%	25,095 SH	New
AGNICO EAGLE MINES LTD	COM	$4.9M	0.6%Prev: 0.6%	24,255 SH	Increased-11,710 SH
ALIGN TECHNOLOGY INC	COM	$2.6M	0.3%Prev: 0.2%	15,300 SH	Increased+6,800 SH
ALPHABET INC	CAP STK CL A	$42.1M	5.5%Prev: 4.1%	146,360 SH	Increased-39,525 SH
ALPHABET INC	CAP STK CL C	$2.7M	0.4%Prev: 0.2%	9,500 SH	Increased
AMAZON COM INC	COM	$3.9M	0.5%Prev: 0.4%	18,785 SH	Increased+3,160 SH
AMERICAN TOWER CORP	COM	$10.1M	1.3%	58,710 SH	New
ANTERO RESOURCES CORP	COM	$352K	0.0%	8,300 SH	New
APPLE INC	COM	$24.6M	3.2%Prev: 4.2%	96,795 SH	Decreased-32,735 SH
ARCHER DANIELS MIDLAND CO	COM	$1.1M	0.1%Prev: 0.6%	15,000 SH	Decreased-75,875 SH
ASTRONICS CORP	COM	$1.9M	0.3%Prev: 0.2%	28,800 SH	Increased-34,200 SH
ASURE SOFTWARE INC	COM	$349K	0.0%Prev: 0.2%	40,638 SH	Decreased-123,070 SH
AUDIOEYE INC	COM NEW	$1.4M	0.2%Prev: 0.1%	222,850 SH	Increased+142,300 SH
BANK AMERICA CORP	COM	$2.8M	0.4%Prev: 0.4%	58,400 SH	Decreased-9,825 SH
BARRICK MNG CORP	COM SHS	$10.7M	1.4%	262,175 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$288K	0.0%Prev: 0.1%	600 SH	Decreased-650 SH
BEST BUY INC	COM	$4.0M	0.5%Prev: 0.1%	61,950 SH	Increased+49,300 SH
BIO RAD LABS INC	CL A	$1.6M	0.2%Prev: 0.0%	5,650 SH	Increased+5,150 SH
BLACKROCK INC	COM	$87K	0.0%Prev: 0.1%	90 SH	Decreased-735 SH
BLOOMIN BRANDS INC	COM	$513K	0.1%Prev: 0.2%	94,950 SH	Decreased-50,050 SH
BOOT BARN HLDGS INC	COM	$410K	0.1%Prev: 0.2%	2,799 SH	Decreased-8,650 SH
BRISTOL-MYERS SQUIBB CO	COM	$8.6M	1.1%Prev: 1.3%	141,400 SH	Decreased-1,050 SH
BRUNSWICK CORP	COM	$1.3M	0.2%Prev: 0.2%	18,400 SH	Increased-3,175 SH
CAESARS ENTERTAINMENT INC NE	COM	$106K	0.0%	4,000 SH	New
CAMECO CORP	COM	$76K	0.0%Prev: 0.1%	700 SH	Decreased-20,200 SH
CASELLA WASTE SYS INC	CL A	$664K	0.1%Prev: 0.0%	8,375 SH	Increased+8,100 SH
CBOE GLOBAL MKTS INC	COM	$281K	0.0%Prev: 0.1%	1,000 SH	Decreased-3,150 SH
CENTRAL GARDEN & PET CO	CL A NON-VTG	$143K	0.0%	4,400 SH	New
CHURCHILL DOWNS INC	COM	$6.6M	0.9%Prev: 0.1%	73,400 SH	Increased+67,350 SH
CITIGROUP INC	COM NEW	$14.4M	1.9%Prev: 1.4%	127,300 SH	Increased-13,900 SH
COGENT COMM HOLDINGS INC	COM NEW	$1.3M	0.2%	68,650 SH	New
COHERENT CORP	COM	$12.9M	1.7%Prev: 1.3%	54,337 SH	Increased-87,263 SH
COINBASE GLOBAL INC	COM CL A	$70K	0.0%	400 SH	New
CORE NATURAL RESOURCES INC	COM SHS	$22.4M	2.9%Prev: 2.7%	213,577 SH	Increased-28,357 SH
COSTAR GROUP INC	COM	$1.3M	0.2%	32,050 SH	New
CROWN CASTLE INC	COM	$23.3M	3.1%	286,635 SH	New
CROWN HLDGS INC	COM	$180K	0.0%Prev: 0.0%	1,800 SH	Decreased-600 SH
CSX CORP	COM	$10.1M	1.3%Prev: 1.4%	245,300 SH	Increased-76,775 SH
CYTOSORBENTS CORP	COM NEW	$967K	0.1%Prev: 0.4%	1,707,498 SH	Decreased-1,295,204 SH
DENTSPLY SIRONA INC	COM	$1.6M	0.2%	136,700 SH	New
DIEBOLD NIXDORF INC	COM SHS	$34.6M	4.5%Prev: 3.5%	459,100 SH	Increased-91,500 SH
DIVERSIFIED ENERGY CO	COMMON STOCK	$550K	0.1%	31,550 SH	New
DNOW INC	COM	$1.1M	0.1%	91,650 SH	New
EAGLE MATLS INC	COM	$7.1M	0.9%	37,310 SH	New
ELANCO ANIMAL HEALTH INC	COM	$5.0M	0.7%Prev: 0.8%	209,225 SH	Decreased-340,925 SH
ENERSYS	COM	$8.9M	1.2%Prev: 0.9%	51,200 SH	Increased-17,855 SH
EXXON MOBIL CORP	COM	$393K	0.1%Prev: 0.2%	2,316 SH	Decreased-6,675 SH
FACTSET RESH SYS INC	COM	$1.0M	0.1%	4,700 SH	New
FEDEX CORP	COM	$258K	0.0%Prev: 0.3%	725 SH	Decreased-8,275 SH
FIRST TR EXCHANGE-TRADED FD	NAT GAS ETF	$1.9M	0.2%Prev: 0.2%	60,050 SH	Increased+12,350 SH
FISERV INC	COM	$89K	0.0%	1,600 SH	New
FMC CORP	COM NEW	$2.8M	0.4%Prev: 2.0%	160,625 SH	Decreased-170,525 SH
GATX CORP	COM	$599K	0.1%Prev: 0.1%	3,510 SH	Increased+1,015 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$11.5M	1.5%Prev: 1.4%	161,090 SH	Increased+38,925 SH
GEN RESTAURENT GROUP	CL A COM	$288K	0.0%Prev: 0.2%	146,806 SH	Decreased-119,370 SH
GENERAC HLDGS INC	COM	$5.4M	0.7%Prev: 0.7%	27,540 SH	Increased-9,385 SH
GENERAL DYNAMICS CORP	COM	$215K	0.0%Prev: 0.0%	625 SH	Increased-100 SH
GENERAL MTRS CO	COM	$31.8M	4.2%Prev: 3.7%	427,135 SH	Increased-125,040 SH
GLOO HOLDINGS INC	CL A	$249K	0.0%	51,812 SH	New
GRAND CANYON ED INC	COM	$7.9M	1.0%Prev: 1.1%	46,415 SH	Increased+3,305 SH
GRAPHIC PACKAGING HLDG CO	COM	$3.4M	0.4%Prev: 0.8%	338,902 SH	Decreased+131,202 SH
GREENBRIER COS INC	COM	$1.2M	0.2%Prev: 0.2%	22,125 SH	Decreased-9,025 SH
HAEMONETICS CORP MASS	COM	$3.7M	0.5%Prev: 0.5%	65,825 SH	Increased+10,050 SH
HALLIBURTON CO	COM	$3.6M	0.5%Prev: 0.6%	92,100 SH	Decreased-66,300 SH
HILLMAN SOLUTIONS CORP	COM	$4.5M	0.6%Prev: 0.2%	538,600 SH	Increased+414,600 SH
HOLLEY INC	COM	$3.1M	0.4%Prev: 0.4%	993,850 SH	Increased-177,150 SH
HOME DEPOT INC	COM	$33K	0.0%Prev: 0.0%	100 SH	Decreased
ICON PLC	SHS	$2.1M	0.3%	19,300 SH	New
INVESCO QQQ TR	UNIT SER 1	$433K	0.1%Prev: 0.1%	750 SH	Increased
ISHARES SILVER TR	ISHARES	$136K	0.0%	2,000 SH	New
ISHARES TR	RUSSELL 2000 ETF	$99K	0.0%Prev: 0.0%	400 SH	Increased
JOHNSON OUTDOORS INC	CL A	$2.8M	0.4%Prev: 0.7%	59,484 SH	Decreased-136,466 SH
JOINT CORP	COM	$7.9M	1.0%Prev: 1.4%	893,195 SH	Decreased+140,867 SH
JPMORGAN CHASE & CO	COM	$7.5M	1.0%Prev: 1.2%	25,385 SH	Decreased-9,900 SH
KIRBY CORP	COM	$6.1M	0.8%Prev: 0.9%	45,930 SH	Decreased-15,670 SH
KOPPERS HOLDINGS INC	COM	$814K	0.1%Prev: 0.1%	21,050 SH	Decreased-15,350 SH
LINCOLN ELEC HLDGS INC	COM	$3.8M	0.5%Prev: 0.5%	15,070 SH	Increased-4,190 SH
LKQ CORP	COM	$5.8M	0.8%Prev: 0.3%	197,600 SH	Increased+144,100 SH
LOVESAC COMPANY	COM	$4.9M	0.6%Prev: 0.5%	332,947 SH	Increased+142,547 SH
MANITOWOC CO INC	COM NEW	$800K	0.1%	68,655 SH	New
MARTIN MARIETTA MATLS INC	COM	$3.4M	0.4%Prev: 0.7%	5,810 SH	Decreased-4,555 SH
MARZETTI COMPANY	COM	$567K	0.1%	4,100 SH	New
MASTERCARD INCORPORATED	CL A	$262K	0.0%	525 SH	New
MATTHEWS INTL CORP	CL A	$2.3M	0.3%Prev: 0.4%	88,800 SH	Decreased-36,634 SH
META PLATFORMS INC	CL A	$5.0M	0.7%Prev: 0.7%	8,690 SH	Increased+195 SH
METALLUS INC	COM	$3.6M	0.5%	220,500 SH	New
MICRON TECHNOLOGY INC	COM	$101K	0.0%Prev: 0.0%	300 SH	Decreased-1,700 SH
MICROSOFT CORP	COM	$4.1M	0.5%Prev: 0.0%	11,155 SH	Increased+10,460 SH
MINERALS TECHNOLOGIES INC	COM	$4.6M	0.6%Prev: 1.1%	65,305 SH	Decreased-53,150 SH
MITEK SYS INC	COM NEW	$5.3M	0.7%	393,400 SH	New
MOBILEYE GLOBAL INC	COMMON CLASS A	$1.4M	0.2%Prev: 0.1%	208,000 SH	Increased+178,850 SH
MOHAWK INDS INC	COM	$930K	0.1%	9,450 SH	New
MOLSON COORS BEVERAGE CO	CL B	$14.8M	1.9%Prev: 0.3%	342,800 SH	Increased+305,175 SH
MP MATERIALS CORP	COM CL A	$5.0M	0.7%Prev: 0.6%	104,395 SH	Increased-73,105 SH
NATURES SUNSHINE PRODS INC	COM	$1.3M	0.2%Prev: 0.8%	52,650 SH	Decreased-379,150 SH
NEWMONT CORP	COM	$4.2M	0.5%Prev: 0.4%	38,625 SH	Increased-20,225 SH
NORDSON CORP	COM	$69K	0.0%Prev: 0.0%	260 SH	Decreased-305 SH
NORFOLK SOUTHN CORP	COM	$15.9M	2.1%Prev: 2.1%	55,290 SH	Increased-5,995 SH
NPK INTERNATIONAL INC	COM SHS	$2.4M	0.3%Prev: 0.2%	164,300 SH	Increased-107,158 SH
NVIDIA CORPORATION	COM	$174K	0.0%	1,000 SH	New
OCCIDENTAL PETE CORP	COM	$1.4M	0.2%Prev: 0.8%	21,800 SH	Decreased-96,194 SH
ON SEMICONDUCTOR CORP	COM	$4.5M	0.6%Prev: 0.5%	73,420 SH	Increased-11,300 SH
OSHKOSH CORP	COM	$19.8M	2.6%Prev: 2.2%	134,379 SH	Increased-24,846 SH
OWENS CORNING NEW	COM	$14.1M	1.9%Prev: 1.9%	130,745 SH	Increased+40,270 SH
PAPA JOHNS INTL INC	COM	$65K	0.0%	2,000 SH	New
PERDOCEO ED CORP	COM	$3.0M	0.4%	81,500 SH	New
PHOTRONICS INC	COM	$3.3M	0.4%Prev: 0.6%	82,050 SH	Decreased-107,750 SH
PROGRESSIVE CORP	COM	$2.1M	0.3%	10,425 SH	New
QUEST RESOURCE HLDG CORP	COM NEW	$197K	0.0%Prev: 0.1%	165,150 SH	Decreased-42,277 SH
QUIDELORTHO CORP	COM	$5.6M	0.7%Prev: 0.4%	341,554 SH	Increased+257,704 SH
RAYMOND JAMES FINL INC	COM	$970K	0.1%Prev: 0.1%	6,725 SH	Increased+1,938 SH
RTX CORPORATION	COM	$6.2M	0.8%Prev: 0.9%	32,135 SH	Increased-13,180 SH
S&P GLOBAL INC	COM	$3.0M	0.4%Prev: 0.1%	7,003 SH	Increased+5,068 SH
SALESFORCE INC	COM	$187K	0.0%	1,000 SH	New
SANFILIPPO JOHN B & SON INC	COM	$1.1M	0.1%	13,500 SH	New
SBA COMMUNICATIONS CORP	CL A	$19.6M	2.6%	113,750 SH	New
SCHWAB CHARLES CORP	COM	$9.4M	1.2%Prev: 0.4%	99,650 SH	Increased+65,050 SH
SELECT SECTOR SPDR TR	ENERGY	$3.9M	0.5%Prev: 0.8%	64,050 SH	Decreased+4,750 SH
SHERWIN WILLIAMS CO	COM	$48K	0.0%Prev: 0.0%	150 SH	Decreased-250 SH
SILGAN HLDGS INC	COM	$1.7M	0.2%	43,300 SH	New
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$5.5M	0.7%Prev: 0.5%	49,169 SH	Increased-22,831 SH
SLB LIMITED	COM STK	$3.8M	0.5%	74,900 SH	New
SMURFIT WESTROCK PLC	SHS	$104K	0.0%Prev: 0.0%	2,617 SH	Decreased-250 SH
SPDR GOLD TR	GOLD SHS	$10.6M	1.4%	24,740 SH	New
SPDR SERIES TRUST	S&P OILGAS EXP	$8.3M	1.1%	45,585 SH	New
SPORTSMANS WHSE HLDGS INC	COM	$902K	0.1%Prev: 0.1%	639,800 SH	Increased+255,800 SH
SS&C TECH HLDGS	COM	$9.4M	1.2%	138,475 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$65K	0.0%	100 SH	New
T-MOBILE US INC	COM	$8.6M	1.1%Prev: 0.7%	41,100 SH	Increased+24,140 SH
TARGET CORP	COM	$12K	0.0%Prev: 0.0%	100 SH	Decreased-300 SH
TENNANT CO	COM	$833K	0.1%	12,550 SH	New
THE CAMPBELLS COMPANY	COM	$1.8M	0.2%	79,450 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$1.9M	0.2%	3,825 SH	New
TIMKEN CO	COM	$1.8M	0.2%Prev: 0.2%	17,600 SH	Increased-6,300 SH
TRANSDIGM GROUP INC	COM	$892K	0.1%Prev: 0.2%	770 SH	Decreased-155 SH
TWIN DISC INC	COM	$621K	0.1%Prev: 0.0%	41,200 SH	Increased+11,496 SH
U HAUL HOLDING COMPANY	COM	$98K	0.0%Prev: 0.0%	2,045 SH	Decreased
U HAUL HOLDING COMPANY	COM SER N	$3.8M	0.5%Prev: 0.2%	85,365 SH	Increased+56,620 SH
ULTA BEAUTY INC	COM	$24K	0.0%Prev: 0.3%	45 SH	Decreased-5,280 SH
UNION PAC CORP	COM	$52.7M	6.9%Prev: 7.7%	217,255 SH	Decreased-7,370 SH
UNITED PARCEL SVCS INC	CL B	$5.1M	0.7%	51,950 SH	New
UNITEDHEALTH GROUP INC	COM	$2.6M	0.3%	9,695 SH	New
VALERO ENERGY CORP	COM	$321K	0.0%Prev: 0.2%	1,300 SH	Decreased-8,600 SH
VISA INC	COM CL A	$11.1M	1.5%Prev: 2.1%	36,885 SH	Decreased-3,820 SH
VITAL FARMS INC	COM	$1.9M	0.3%	137,600 SH	New
VONTIER CORPORATION	COM	$2.1M	0.3%Prev: 0.3%	59,150 SH	Increased-850 SH
WABTEC	COM	$10.9M	1.4%Prev: 1.5%	43,645 SH	Increased-13,005 SH
WARRIOR MET COAL INC	COM	$2.1M	0.3%Prev: 0.2%	22,900 SH	Increased-4,600 SH
WATERS CORP	COM	$372K	0.0%	1,250 SH	New
WESCO INTL INC	COM	$1.5M	0.2%Prev: 0.2%	5,615 SH	Decreased-4,960 SH
WILLIAMS COS INC	COM	$9.3M	1.2%Prev: 1.2%	127,125 SH	Increased-14,750 SH
WILLSCOT HLDGS CORP	COM CL A	$3.0M	0.4%	175,450 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$1.3M	0.2%	78,950 SH	New
ZIMMER BIOMET HOLDINGS INC	COM	$1.2M	0.2%Prev: 0.1%	12,931 SH	Increased+4,395 SH

Sold (vs prior filing)

ACCO BRANDS CORP — $146K
AMERICAN TOWER CORP NEW — $11.2M
ASPEN AEROGELS INC — $350K
BARRICK GOLD CORP — $7.9M
BEACON ROOFING SUPPLY INC — $24.5M
BIOTE CORP — $528K
BWX TECHNOLOGIES INC — $755K
CLEARFIELD INC — $914K
COGENT COMMUNICATIONS HLDGS — $5.0M
COLUMBUS MCKINNON CORP N Y — $3.6M
COMPASS MINERALS INTL INC — $870K
CROWN CASTLE INTL CORP NEW — $25.4M
CROWN CRAFTS INC — $556K
DENNYS CORP — $2.7M
DISNEY WALT CO — $1.2M
EAGLE MATERIALS INC — $10.5M
EVERUS CONSTR GROUP — $998K
EXACT SCIENCES CORP — $841K
GAUZY LTD — $304K
GE VERNOVA INC — $153K
… and 25 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