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: $813.9M166 positionsView on SEC.gov

			% of Portfolio
ADEIA INC	COM	$11.0M	1.4%Prev: 0.9%	334,950 SH	Increased-88,274 SH
ADOBE INC	COM	$10.1M	1.2%	49,085 SH	New
AGNICO EAGLE MINES LTD	COM	$3.7M	0.5%Prev: 0.5%	24,050 SH	Increased-5,500 SH
ALIGN TECHNOLOGY INC	COM	$2.6M	0.3%Prev: 0.2%	15,550 SH	Increased+7,100 SH
ALPHABET INC	CAP STK CL A	$45.2M	5.6%Prev: 5.5%	126,475 SH	Increased-87,250 SH
ALPHABET INC	CAP STK CL C	$3.4M	0.4%Prev: 0.2%	9,500 SH	Increased
AMAZON COM INC	COM	$3.2M	0.4%Prev: 0.5%	13,585 SH	Increased-940 SH
AMERICAN TOWER CORP	COM	$10.1M	1.2%	61,491 SH	New
ANTERO RESOURCES CORP	COM	$464K	0.1%	13,200 SH	New
APPLE INC	COM	$26.5M	3.3%Prev: 3.7%	91,740 SH	Increased-33,395 SH
ARISTA NETWORKS INC	COM SHS	$3.2M	0.4%	19,100 SH	New
ASTRONICS CORP	COM	$1.8M	0.2%Prev: 0.2%	21,600 SH	Increased-28,800 SH
ASURE SOFTWARE INC	COM	$386K	0.0%Prev: 0.1%	48,638 SH	Decreased-40,162 SH
AUDIOEYE INC	COM NEW	$1.6M	0.2%Prev: 0.1%	268,750 SH	Increased+201,300 SH
AVIS BUDGET GROUP INC	COM	$15K	0.0%	100 SH	New
BANK OF AMER CORP	COM	$3.1M	0.4%	55,280 SH	New
BARRICK MNG CORP	COM SHS	$9.6M	1.2%	261,175 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$300K	0.0%Prev: 0.1%	600 SH	Decreased-300 SH
BEST BUY INC	COM	$4.8M	0.6%Prev: 0.2%	63,000 SH	Increased+46,950 SH
BIO RAD LABS INC	CL A	$2.1M	0.3%Prev: 0.1%	7,225 SH	Increased+3,225 SH
BLACKROCK INC	COM	$87K	0.0%Prev: 0.1%	90 SH	Decreased-560 SH
BLOOMIN BRANDS INC	COM	$569K	0.1%Prev: 0.2%	62,250 SH	Decreased-113,500 SH
BOOT BARN HLDGS INC	COM	$640K	0.1%Prev: 0.2%	3,899 SH	Decreased-6,775 SH
BOSTON BEER INC	CL A	$372K	0.0%	2,100 SH	New
BOWMAN CONSULTING GROUP LTD	COM	$522K	0.1%	17,865 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$8.0M	1.0%Prev: 1.1%	138,725 SH	Increased-27,640 SH
BRUNSWICK CORP	COM	$1.2M	0.2%Prev: 0.2%	14,650 SH	Increased-7,175 SH
CAMECO CORP	COM	$71K	0.0%Prev: 0.0%	700 SH	Decreased-3,200 SH
CASELLA WASTE SYS INC	CL A	$27K	0.0%Prev: 0.0%	275 SH	Decreased
CBOE GLOBAL MKTS INC	COM	$243K	0.0%Prev: 0.1%	1,000 SH	Decreased-3,150 SH
CHURCHILL DOWNS INC	COM	$9.3M	1.1%Prev: 0.2%	103,250 SH	Increased+92,150 SH
CITIGROUP INC	COM NEW	$16.9M	2.1%Prev: 1.7%	120,565 SH	Increased-19,335 SH
CME GROUP INC	COM	$696K	0.1%	3,150 SH	New
COGENT COMM HOLDINGS INC	COM NEW	$1.4M	0.2%	98,425 SH	New
COHERENT CORP	COM	$8.6M	1.1%Prev: 1.9%	21,780 SH	Decreased-123,170 SH
CORE NATURAL RESOURCES INC	COM SHS	$18.1M	2.2%Prev: 2.4%	226,302 SH	Increased-11,092 SH
COSTAR GROUP INC	COM	$1.5M	0.2%	52,150 SH	New
COSTCO WHOLESALE CORPORATION	COM	$187K	0.0%	200 SH	New
CROWN CASTLE INC	COM	$21.1M	2.6%	279,035 SH	New
CROWN HLDGS INC	COM	$201K	0.0%Prev: 0.0%	1,800 SH	Decreased-600 SH
CSX CORP	COM	$8.7M	1.1%Prev: 1.4%	183,875 SH	Decreased-118,200 SH
CYTOSORBENTS CORP	COM NEW	$453K	0.1%Prev: 0.5%	1,211,400 SH	Decreased-1,405,315 SH
DENTSPLY SIRONA INC	COM	$1.9M	0.2%	176,850 SH	New
DIEBOLD NIXDORF INC	COM SHS	$39.9M	4.9%Prev: 4.3%	469,185 SH	Increased-64,115 SH
DIVERSIFIED ENERGY CO	COMMON STOCK	$2.2M	0.3%	155,500 SH	New
DNOW INC	COM	$2.3M	0.3%	176,700 SH	New
DOMINOS PIZZA INC	COM	$1.6M	0.2%	5,500 SH	New
DXC TECHNOLOGY CO	COM	$5K	0.0%	600 SH	New
EAGLE MATLS INC	COM	$8.4M	1.0%	37,300 SH	New
ELANCO ANIMAL HEALTH INC	COM	$5.1M	0.6%Prev: 0.9%	209,225 SH	Decreased-224,425 SH
ELMET GROUP CO (THE)	COMMON STOCK	$2.1M	0.3%	108,217 SH	New
ENERSYS	COM	$10.4M	1.3%Prev: 1.0%	44,365 SH	Increased-37,925 SH
EXXON MOBIL CORP	COM	$317K	0.0%Prev: 0.1%	2,316 SH	Decreased-4,650 SH
FACTSET RESH SYS INC	COM	$1.2M	0.1%	5,300 SH	New
FEDEX CORP	COM	$227K	0.0%Prev: 0.3%	725 SH	Decreased-7,550 SH
FEDEX FGHT HLDG CO INC	COMMON STOCK	$55K	0.0%	361 SH	New
FIRST TR EXCHANGE-TRADED FD	NAT GAS ETF	$1.6M	0.2%Prev: 0.2%	60,050 SH	Increased+8,150 SH
FISERV INC	COM	$1.9M	0.2%	38,950 SH	New
FLOTEK INDUSTRIES INC	COM NEW	$393K	0.0%	16,700 SH	New
FMC CORP	COM NEW	$1.4M	0.2%Prev: 2.1%	118,400 SH	Decreased-229,150 SH
GATX CORP	COM	$595K	0.1%Prev: 0.1%	3,360 SH	Increased+865 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$12.4M	1.5%Prev: 1.7%	194,040 SH	Increased+39,950 SH
GEN RESTAURENT GROUP	CL A COM	$348K	0.0%Prev: 0.2%	176,413 SH	Decreased-108,087 SH
GENERAC HLDGS INC	COM	$7.2M	0.9%Prev: 0.8%	24,465 SH	Increased-15,120 SH
GENERAL DYNAMICS CORP	COM	$221K	0.0%Prev: 0.0%	625 SH	Increased-100 SH
GENERAL MTRS CO	COM	$32.9M	4.0%Prev: 3.8%	427,035 SH	Increased-110,240 SH
GENTEX CORP	COM	$342K	0.0%	13,550 SH	New
GIBRALTAR INDS INC	COM	$1.5M	0.2%	33,350 SH	New
GLOO HOLDINGS INC	CL A	$466K	0.1%	102,362 SH	New
GRAND CANYON ED INC	COM	$8.2M	1.0%Prev: 1.2%	57,565 SH	Increased+14,635 SH
GRAPHIC PACKAGING HLDG CO	COM	$3.5M	0.4%Prev: 0.6%	328,400 SH	Decreased+131,625 SH
GREENBRIER COS INC	COM	$904K	0.1%Prev: 0.2%	18,440 SH	Decreased-7,525 SH
HAEMONETICS CORP MASS	COM	$3.6M	0.4%Prev: 0.3%	47,625 SH	Increased+20,075 SH
HALLIBURTON CO	COM	$2.8M	0.3%Prev: 0.3%	82,100 SH	Increased-33,900 SH
HENRY JACK & ASSOC INC	COM	$434K	0.1%	3,150 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$88K	0.0%	1,950 SH	New
HILLMAN SOLUTIONS CORP	COM	$4.9M	0.6%Prev: 0.3%	575,800 SH	Increased+265,250 SH
HOLLEY INC	COM	$2.7M	0.3%Prev: 0.4%	1,069,829 SH	Increased-281,153 SH
HOME DEPOT INC	COM	$35K	0.0%Prev: 0.0%	100 SH	Decreased
HP INC	COM	$14K	0.0%	650 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$265K	0.0%	2,150 SH	New
INVESCO QQQ TR	UNIT SER 1	$552K	0.1%Prev: 0.1%	750 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$120K	0.0%Prev: 0.0%	400 SH	Increased
JOHNSON OUTDOORS INC	CL A	$1.2M	0.1%Prev: 0.8%	25,642 SH	Decreased-163,852 SH
JOINT CORP	COM	$7.9M	1.0%Prev: 1.3%	895,572 SH	Decreased+116,277 SH
JPMORGAN CHASE & CO	COM	$7.8M	1.0%Prev: 1.3%	23,785 SH	Decreased-6,270 SH
KIRBY CORP	COM	$4.8M	0.6%Prev: 1.0%	35,010 SH	Decreased-23,390 SH
KOPPERS HOLDINGS INC	COM	$8K	0.0%Prev: 0.2%	175 SH	Decreased-41,925 SH
LINCOLN ELEC HLDGS INC	COM	$4.0M	0.5%Prev: 0.5%	15,070 SH	Increased-1,990 SH
LKQ CORP	COM	$6.3M	0.8%Prev: 0.5%	240,450 SH	Increased+141,625 SH
LOVESAC CO	COM	$5.3M	0.6%	314,647 SH	New
LULULEMON ATHLETICA INC	COM	$754K	0.1%	6,600 SH	New
MANITOWOC CO INC	COM NEW	$940K	0.1%	67,653 SH	New
MARTIN MARIETTA MATLS INC	COM	$3.3M	0.4%Prev: 0.6%	5,805 SH	Decreased-1,815 SH
MARZETTI COMPANY	COM	$1.5M	0.2%	13,475 SH	New
MASTERCARD INCORPORATED	CL A	$270K	0.0%	525 SH	New
MATTHEWS INTL CORP	CL A	$1.1M	0.1%Prev: 0.5%	42,000 SH	Decreased-87,884 SH
META PLATFORMS INC	CL A	$5.6M	0.7%Prev: 0.7%	9,865 SH	Increased+3,370 SH
METALLUS INC	COM	$3.0M	0.4%Prev: 0.3%	158,800 SH	Increased+12,750 SH
MICROSOFT CORP	COM	$4.6M	0.6%Prev: 0.1%	12,350 SH	Increased+11,655 SH
MINERALS TECHNOLOGIES INC	COM	$3.8M	0.5%Prev: 0.9%	51,779 SH	Decreased-64,276 SH
MITEK SYS INC	COM NEW	$7.6M	0.9%Prev: 0.1%	375,300 SH	Increased+281,425 SH
MOBILEYE GLOBAL INC	COMMON CLASS A	$980K	0.1%Prev: 0.1%	101,200 SH	Increased+76,950 SH
MOHAWK INDS INC	COM	$807K	0.1%Prev: 0.1%	6,650 SH	Increased+2,700 SH
MOLSON COORS BEVERAGE CO	CL B	$15.3M	1.9%Prev: 0.8%	393,750 SH	Increased+283,540 SH
MP MATERIALS CORP	COM CL A	$5.9M	0.7%Prev: 0.7%	104,495 SH	Increased-34,005 SH
NATURES SUNSHINE PRODS INC	COM	$345K	0.0%Prev: 1.0%	15,824 SH	Decreased-470,576 SH
NEWMONT CORP	COM	$3.6M	0.4%Prev: 0.4%	38,140 SH	Increased-12,210 SH
NORDSON CORP	COM	$78K	0.0%Prev: 0.0%	260 SH	Decreased-305 SH
NORFOLK SOUTHN CORP	COM	$17.3M	2.1%Prev: 2.1%	55,080 SH	Increased-2,355 SH
NPK INTERNATIONAL INC	COM SHS	$2.6M	0.3%Prev: 0.3%	164,300 SH	Increased-54,174 SH
NVIDIA CORPORATION	COM	$400K	0.0%	2,000 SH	New
OCCIDENTAL PETE CORP	COM	$1.0M	0.1%Prev: 0.7%	21,429 SH	Decreased-89,115 SH
ON SEMICONDUCTOR CORP	COM	$6.5M	0.8%Prev: 0.7%	68,620 SH	Increased-17,900 SH
OSHKOSH CORP	COM	$20.5M	2.5%Prev: 2.7%	133,579 SH	Increased-31,771 SH
OSI SYSTEMS INC	COM	$454K	0.1%Prev: 0.4%	2,075 SH	Decreased-9,175 SH
OWENS CORNING NEW	COM	$18.2M	2.2%Prev: 2.0%	114,440 SH	Increased+15,965 SH
PAPA JOHNS INTL INC	COM	$74K	0.0%	2,000 SH	New
PERDOCEO ED CORP	COM	$3.9M	0.5%	121,700 SH	New
PHOTRONICS INC	COM	$2.7M	0.3%Prev: 0.5%	81,510 SH	Decreased-107,240 SH
PROGRESSIVE CORP	COM	$1.7M	0.2%	7,625 SH	New
QUEST RESOURCE HLDG CORP	COM NEW	$139K	0.0%Prev: 0.1%	110,602 SH	Decreased-96,825 SH
QUIDELORTHO CORP	COM	$9.8M	1.2%Prev: 0.3%	560,414 SH	Increased+477,614 SH
RAYMOND JAMES FINL INC	COM	$1.0M	0.1%Prev: 0.1%	6,725 SH	Increased+1,938 SH
RTX CORPORATION	COM	$6.1M	0.7%Prev: 0.8%	32,135 SH	Increased-6,095 SH
S&P GLOBAL INC	COM	$3.3M	0.4%Prev: 0.1%	8,085 SH	Increased+6,150 SH
SBA COMMUNICATIONS CORP	CL A	$19.2M	2.4%	108,880 SH	New
SCHWAB CHARLES CORP	COM	$12.9M	1.6%Prev: 0.2%	139,835 SH	Increased+125,135 SH
SELECT SECTOR SPDR TR	ENERGY	$3.3M	0.4%Prev: 0.5%	61,650 SH	Increased+24,950 SH
SHERWIN WILLIAMS CO	COM	$52K	0.0%Prev: 0.0%	150 SH	Decreased-250 SH
SILGAN HLDGS INC	COM	$1.9M	0.2%	41,250 SH	New
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$11.4M	1.4%Prev: 0.6%	34,214 SH	Increased-17,786 SH
SLB LIMITED	COM STK	$3.3M	0.4%	70,100 SH	New
SMURFIT WESTROCK PLC	SHS	$121K	0.0%Prev: 0.0%	2,617 SH	Decreased-250 SH
SPDR GOLD TR	GOLD SHS	$9.1M	1.1%	24,590 SH	New
SPDR SERIES TRUST	S&P OILGAS EXP	$6.8M	0.8%	43,885 SH	New
SPORTSMANS WHSE HLDGS INC	COM	$829K	0.1%Prev: 0.2%	622,950 SH	Decreased+293,950 SH
SS&C TECH HLDGS	COM	$10.3M	1.3%	165,275 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$75K	0.0%	100 SH	New
STRATEGY INC	CL A NEW	$87K	0.0%	1,000 SH	New
T-MOBILE US INC	COM	$10.0M	1.2%Prev: 0.7%	59,350 SH	Increased+38,965 SH
TARGET CORP	COM	$13K	0.0%Prev: 0.0%	100 SH	Decreased-300 SH
TENNANT CO	COM	$499K	0.1%	5,700 SH	New
THE CAMPBELLS COMPANY	COM	$3.8M	0.5%	172,300 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$2.0M	0.2%Prev: 0.2%	4,025 SH	Increased+675 SH
TIMKEN CO	COM	$1.3M	0.2%Prev: 0.3%	9,050 SH	Decreased-14,850 SH
TRANSDIGM GROUP INC	COM	$1.0M	0.1%Prev: 0.2%	770 SH	Decreased-155 SH
TWIN DISC INC	COM	$385K	0.0%Prev: 0.0%	16,595 SH	Increased-22,409 SH
U HAUL HOLDING COMPANY	COM	$134K	0.0%Prev: 0.0%	2,045 SH	Increased
U HAUL HOLDING COMPANY	COM SER N	$2.9M	0.4%Prev: 0.2%	50,965 SH	Increased+21,270 SH
ULTA BEAUTY INC	COM	$20K	0.0%Prev: 0.0%	45 SH	Decreased-55 SH
UNION PAC CORP	COM	$55.8M	6.8%Prev: 7.6%	204,970 SH	Increased-22,080 SH
UNITED PARCEL SVCS INC	CL B	$5.7M	0.7%	53,375 SH	New
UNITEDHEALTH GROUP INC	COM	$707K	0.1%Prev: 0.3%	1,700 SH	Decreased-6,015 SH
VALERO ENERGY CORP	COM	$339K	0.0%Prev: 0.1%	1,300 SH	Decreased-2,000 SH
VERIZON COMMUNICATIONS INC	COM	$30K	0.0%	700 SH	New
VISA INC	COM CL A	$12.9M	1.6%Prev: 2.1%	37,735 SH	Decreased-2,460 SH
VITAL FARMS INC	COM	$580K	0.1%	49,900 SH	New
VONTIER CORPORATION	COM	$3.8M	0.5%Prev: 0.3%	132,600 SH	Increased+69,200 SH
WABTEC	COM	$11.5M	1.4%Prev: 1.7%	42,525 SH	Decreased-12,275 SH
WARRIOR MET COAL INC	COM	$5.4M	0.7%Prev: 0.3%	66,500 SH	Increased+28,500 SH
WESCO INTL INC	COM	$1.4M	0.2%Prev: 0.3%	4,015 SH	Decreased-5,395 SH
WILLIAMS COS INC	COM	$8.8M	1.1%Prev: 1.3%	118,425 SH	Decreased-21,850 SH
WILLSCOT HLDGS CORP	COM CL A	$3.5M	0.4%	122,550 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$1.4M	0.2%Prev: 0.1%	71,200 SH	Increased+7,400 SH
ZIMMER BIOMET HOLDINGS INC	COM	$1.3M	0.2%Prev: 0.3%	14,711 SH	Decreased-9,150 SH

Sold (vs prior filing)

ACCO BRANDS CORP — $146K
AMERICAN TOWER CORP NEW — $8.1M
ARCHER DANIELS MIDLAND CO — $2.5M
ASPEN AEROGELS INC — $324K
BANK AMERICA CORP — $3.0M
BARRICK GOLD CORP — $7.6M
BWX TECHNOLOGIES INC — $223K
COGENT COMMUNICATIONS HLDGS — $5.0M
CROWN CASTLE INTL CORP NEW — $24.4M
CROWN CRAFTS INC — $295K
DENNYS CORP — $3.4M
DISNEY WALT CO — $871K
DOUBLEDOWN INTERACTIVE CO LT — $852K
EAGLE MATERIALS INC — $9.7M
EXACT SCIENCES CORP — $1.1M
GAUZY LTD — $119K
GE VERNOVA INC — $265K
HARLEY DAVIDSON INC — $1.4M
ICON PLC — $1.4M
IRIDIUM COMMUNICATIONS INC — $2.2M
… 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