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: $762.1M164 positionsView on SEC.gov

			% of Portfolio
ADEIA INC	COM	$8.6M	1.1%Prev: 1.2%	334,150 SH	Increased-163,150 SH
ADOBE INC	COM	$7.2M	0.9%	29,805 SH	New
AGNICO EAGLE MINES LTD	COM	$4.4M	0.6%Prev: 0.6%	24,050 SH	Increased-1,890 SH
ALIGN TECHNOLOGY INC	COM	$2.9M	0.4%Prev: 0.8%	19,900 SH	Decreased-28,300 SH
ALPHABET INC	CAP STK CL A	$43.8M	5.7%Prev: 6.2%	127,250 SH	Decreased-56,435 SH
ALPHABET INC	CAP STK CL C	$3.2M	0.4%Prev: 0.3%	9,500 SH	Increased
AMAZON COM INC	COM	$3.0M	0.4%Prev: 0.4%	12,085 SH	Increased+210 SH
AMERICAN TOWER CORP	COM	$9.8M	1.3%	60,041 SH	New
ANTERO RESOURCES CORP	COM	$437K	0.1%	13,100 SH	New
APPLE INC	COM	$29.2M	3.8%Prev: 3.8%	87,815 SH	Increased-19,770 SH
ARISTA NETWORKS INC	COM SHS	$3.9M	0.5%	19,000 SH	New
ASTRONICS CORP	COM	$2.0M	0.3%Prev: 0.2%	29,100 SH	Increased-10,300 SH
ASURE SOFTWARE INC	COM	$362K	0.0%Prev: 0.1%	47,874 SH	Decreased-15,826 SH
AUDIOEYE INC	COM NEW	$1.4M	0.2%Prev: 0.2%	212,279 SH	Increased+119,505 SH
AVIS BUDGET GROUP INC	COM	$11K	0.0%	100 SH	New
BANK OF AMER CORP	COM	$3.0M	0.4%	55,080 SH	New
BARRICK MNG CORP	COM SHS	$10.6M	1.4%Prev: 1.4%	260,275 SH	Increased-48,900 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$299K	0.0%Prev: 0.1%	600 SH	Decreased-200 SH
BEST BUY INC	COM	$3.9M	0.5%Prev: 0.2%	44,725 SH	Increased+29,150 SH
BLACKROCK INC	COM	$95K	0.0%Prev: 0.0%	90 SH	Decreased-50 SH
BLOOMIN BRANDS INC	COM	$482K	0.1%Prev: 0.2%	62,250 SH	Decreased-168,100 SH
BOOT BARN HLDGS INC	COM	$349K	0.0%Prev: 0.1%	2,899 SH	Decreased-715 SH
BOSTON BEER INC	CL A	$1.8M	0.2%	11,216 SH	New
BOWMAN CONSULTING GROUP LTD	COM	$1.8M	0.2%	42,900 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$8.2M	1.1%Prev: 1.0%	131,000 SH	Increased-29,880 SH
BRUNSWICK CORP	COM	$1.1M	0.2%Prev: 0.2%	17,850 SH	Decreased-1,175 SH
CAMECO CORP	COM	$61K	0.0%Prev: 0.0%	700 SH	Increased
CASELLA WASTE SYS INC	CL A	$22K	0.0%Prev: 0.0%	275 SH	Decreased
CBOE GLOBAL MKTS INC	COM	$275K	0.0%Prev: 0.1%	1,000 SH	Decreased-3,000 SH
CHARLES SCHWAB CORP (THE)	COM	$5.5M	0.7%	56,050 SH	New
CHURCHILL DOWNS INC	COM	$12.7M	1.7%Prev: 0.1%	167,256 SH	Increased+162,856 SH
CITIGROUP INC	COM NEW	$15.5M	2.0%Prev: 1.8%	120,015 SH	Increased-6,310 SH
COGENT COMM HOLDINGS INC	COM NEW	$437K	0.1%	56,125 SH	New
COHERENT CORP	COM	$6.2M	0.8%Prev: 1.8%	21,680 SH	Decreased-96,055 SH
COINBASE GLOBAL INC	COM CL A	$186K	0.0%	1,000 SH	New
CORE NATURAL RESOURCES INC	COM SHS	$19.5M	2.6%Prev: 2.6%	226,897 SH	Increased+4,875 SH
COSTCO WHOLESALE CORPORATION	COM	$182K	0.0%	200 SH	New
CROWN CASTLE INC	COM	$21.1M	2.8%	317,010 SH	New
CROWN HLDGS INC	COM	$190K	0.0%Prev: 0.0%	1,800 SH	Increased
CSX CORP	COM	$8.0M	1.1%Prev: 1.4%	172,425 SH	Decreased-103,350 SH
CYTOSORBENTS CORP	COMMON STOCK	$154K	0.0%	39,526 SH	New
DECKERS OUTDOOR CORP	COM	$5.2M	0.7%	67,075 SH	New
DENTSPLY SIRONA INC	COM	$1.8M	0.2%	199,150 SH	New
DICKS SPORTING GOODS INC	COM	$1.8M	0.2%	13,400 SH	New
DIEBOLD NIXDORF INC	COM SHS	$32.5M	4.3%Prev: 3.8%	531,510 SH	Increased+44,990 SH
DIVERSIFIED ENERGY CO	COMMON STOCK	$2.2M	0.3%	164,500 SH	New
DNOW INC	COM	$2.5M	0.3%	163,600 SH	New
DOMINOS PIZZA INC	COM	$1.1M	0.1%	3,600 SH	New
DXC TECHNOLOGY CO	COM	$6K	0.0%	600 SH	New
EAGLE MATLS INC	COM	$7.2M	0.9%	41,900 SH	New
ELANCO ANIMAL HEALTH INC	COM	$4.7M	0.6%Prev: 0.8%	211,525 SH	Decreased-83,675 SH
ELMET GROUP CO (THE)	COMMON STOCK	$2.7M	0.3%	133,036 SH	New
ENERSYS	COM	$8.7M	1.1%Prev: 1.1%	47,590 SH	Increased-21,215 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$377K	0.0%	2,316 SH	New
FEDEX CORP	COM	$207K	0.0%Prev: 0.3%	725 SH	Decreased-7,100 SH
FEDEX FGHT HLDG CO INC	COMMON STOCK	$39K	0.0%	361 SH	New
FIRST TR EXCHANGE-TRADED FD	NAT GAS ETF	$1.6M	0.2%Prev: 0.3%	56,850 SH	Decreased-22,650 SH
FISERV INC	COM	$1.3M	0.2%	28,800 SH	New
FMC CORP	COM NEW	$498K	0.1%Prev: 1.5%	55,800 SH	Decreased-274,875 SH
GATX CORP	COM	$622K	0.1%Prev: 0.1%	3,660 SH	Increased+1,065 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$12.5M	1.6%Prev: 1.5%	191,065 SH	Increased+46,675 SH
GEN RESTAURENT GROUP	CL A COM	$326K	0.0%Prev: 0.1%	202,733 SH	Decreased-50,734 SH
GENERAC HLDGS INC	COM	$5.5M	0.7%Prev: 0.6%	26,440 SH	Increased+2,280 SH
GENERAL DYNAMICS CORP	COM	$207K	0.0%Prev: 0.0%	625 SH	Decreased-100 SH
GENERAL MTRS CO	COM	$32.6M	4.3%Prev: 4.1%	423,010 SH	Increased-57,705 SH
GENTEX CORP	COM	$974K	0.1%	44,800 SH	New
GIBRALTAR INDS INC	COM	$2.6M	0.3%	64,400 SH	New
GLOO HOLDINGS INC	CL A	$539K	0.1%	126,000 SH	New
GRAND CANYON ED INC	COM	$10.1M	1.3%Prev: 1.2%	66,715 SH	Increased+26,595 SH
GRAPHIC PACKAGING HLDG CO	COM	$2.5M	0.3%Prev: 0.6%	270,750 SH	Decreased+30,700 SH
GREENBRIER COS INC	COM	$763K	0.1%Prev: 0.2%	19,040 SH	Decreased-6,525 SH
HAEMONETICS CORP MASS	COM	$2.3M	0.3%Prev: 0.5%	21,700 SH	Decreased-59,669 SH
HALLIBURTON CO	COM	$2.6M	0.3%Prev: 0.4%	81,900 SH	Decreased-37,700 SH
HEWLETT PACKARD ENTERPRISE C	COM	$121K	0.0%	1,900 SH	New
HILLMAN SOLUTIONS CORP	COM	$4.6M	0.6%Prev: 0.4%	664,200 SH	Increased+365,900 SH
HOLLEY INC	COM	$2.6M	0.3%Prev: 0.6%	1,092,212 SH	Decreased-257,238 SH
HOME DEPOT INC	COM	$28K	0.0%Prev: 0.0%	100 SH	Decreased
HP INC	COM	$19K	0.0%	600 SH	New
INVESCO QQQ TR	UNIT SER 1	$555K	0.1%Prev: 0.1%	750 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$111K	0.0%Prev: 0.0%	400 SH	Increased
JOHNSON OUTDOORS INC	CL A	$622K	0.1%Prev: 0.6%	14,239 SH	Decreased-98,897 SH
JOINT CORP	COM	$7.0M	0.9%Prev: 1.1%	946,045 SH	Decreased+113,767 SH
JPMORGAN CHASE & CO	COM	$7.8M	1.0%Prev: 1.1%	23,645 SH	Decreased-1,860 SH
KIRBY CORP	COM	$4.1M	0.5%Prev: 1.2%	30,885 SH	Decreased-74,265 SH
KOPPERS HOLDINGS INC	COM	$8K	0.0%Prev: 0.2%	175 SH	Decreased-63,205 SH
LIMBACH HLDGS INC	COM	$1.7M	0.2%	34,135 SH	New
LINCOLN ELEC HLDGS INC	COM	$4.0M	0.5%Prev: 0.5%	15,070 SH	Increased-110 SH
LKQ CORP	COM	$5.4M	0.7%Prev: 0.8%	237,800 SH	Decreased+59,650 SH
LOVESAC CO	COM	$4.3M	0.6%	283,475 SH	New
LULULEMON ATHLETICA INC	COM	$548K	0.1%	5,700 SH	New
MARTIN MARIETTA MATLS INC	COM	$2.8M	0.4%Prev: 0.5%	5,805 SH	Decreased-140 SH
MARZETTI COMPANY	COM	$2.1M	0.3%	20,675 SH	New
MASTERCARD INCORPORATED	CL A	$290K	0.0%	525 SH	New
MATTHEWS INTL CORP	CL A	$127K	0.0%Prev: 0.4%	6,600 SH	Decreased-112,284 SH
MCDONALDS CORP	COM	$2.4M	0.3%	10,450 SH	New
META PLATFORMS INC	CL A	$5.1M	0.7%Prev: 0.7%	7,035 SH	Increased+530 SH
METALLUS INC	COM	$3.0M	0.4%Prev: 0.4%	157,800 SH	Decreased-26,500 SH
MICROSOFT CORP	COM	$4.1M	0.5%Prev: 0.0%	7,950 SH	Increased+7,330 SH
MIDDLEBY CORP	COM	$1.8M	0.2%	17,350 SH	New
MINERALS TECHNOLOGIES INC	COM	$3.4M	0.4%Prev: 0.8%	51,779 SH	Decreased-41,001 SH
MITEK SYS INC	COM NEW	$5.5M	0.7%Prev: 0.3%	324,600 SH	Increased+99,304 SH
MOBILITY GLOBAL INC	COM SHS	$146K	0.0%	8,535 SH	New
MOHAWK INDS INC	COM	$948K	0.1%	7,600 SH	New
MOLSON COORS BEVERAGE CO	CL B	$14.1M	1.8%Prev: 1.1%	386,050 SH	Increased+205,400 SH
MP MATERIALS CORP	COM CL A	$5.5M	0.7%Prev: 1.0%	117,245 SH	Decreased+11,895 SH
NATIONAL VISION HLDGS INC	COM	$681K	0.1%	41,545 SH	New
NATURES SUNSHINE PRODS INC	COM	$2.3M	0.3%Prev: 0.7%	179,509 SH	Decreased-143,841 SH
NEWMONT CORP	COM	$4.4M	0.6%Prev: 0.5%	38,090 SH	Increased-6,535 SH
NIKE INC	CL B	$2.0M	0.3%	57,600 SH	New
NORDSON CORP	COM	$85K	0.0%Prev: 0.0%	260 SH	Increased-5 SH
NORFOLK SOUTHN CORP	COM	$17.8M	2.3%Prev: 2.5%	57,730 SH	Decreased-1,950 SH
NPK INTERNATIONAL INC	COM SHS	$2.1M	0.3%Prev: 0.3%	181,200 SH	Decreased-2,800 SH
OCCIDENTAL PETE CORP	COM	$1.2M	0.2%Prev: 0.7%	21,279 SH	Decreased-86,881 SH
ON SEMICONDUCTOR CORP	COM	$5.1M	0.7%Prev: 0.5%	66,720 SH	Increased-8,650 SH
ORION GROUP HLDGS INC	COM	$90K	0.0%	10,515 SH	New
OSHKOSH CORP	COM	$16.9M	2.2%Prev: 2.6%	131,054 SH	Decreased-14,696 SH
OSI SYSTEMS INC	COM	$714K	0.1%Prev: 0.1%	3,675 SH	Increased+2,025 SH
OWENS CORNING NEW	COM	$12.5M	1.6%Prev: 1.9%	106,915 SH	Decreased+8,330 SH
PAPA JOHNS INTL INC	COM	$39K	0.0%	2,000 SH	New
PERDOCEO ED CORP	COM	$4.1M	0.5%	133,575 SH	New
PHOTRONICS INC	COM	$2.4M	0.3%Prev: 0.4%	78,510 SH	Decreased-60,665 SH
POOL CORP	COM	$1.2M	0.2%	7,325 SH	New
PROGRESSIVE CORP	COM	$912K	0.1%	4,400 SH	New
QUIDELORTHO CORP	COM	$6.1M	0.8%Prev: 0.4%	582,464 SH	Increased+477,639 SH
QXO INC	COM NEW	$1.3M	0.2%	114,875 SH	New
RAYMOND JAMES FINL INC	COM	$854K	0.1%Prev: 0.1%	5,425 SH	Increased+988 SH
REFORMATION INC	COM	$1.1M	0.1%	91,000 SH	New
RTX CORPORATION	COM	$6.0M	0.8%Prev: 0.8%	32,090 SH	Increased-2,070 SH
S&P GLOBAL INC	COM	$2.5M	0.3%Prev: 0.3%	6,410 SH	Increased+2,530 SH
SBA COMMUNICATIONS CORP	CL A	$16.4M	2.2%	102,580 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$3.2M	0.4%	52,316 SH	New
SHERWIN WILLIAMS CO	COM	$48K	0.0%Prev: 0.0%	150 SH	Decreased
SILGAN HLDGS INC	COM	$2.8M	0.4%Prev: 0.2%	81,500 SH	Increased+43,350 SH
SILICON MOTION TECHNOLOGY CO	SPONSORED ADR	$7.4M	1.0%Prev: 0.5%	26,314 SH	Increased-12,280 SH
SLB LIMITED	COM STK	$3.4M	0.4%	70,350 SH	New
SMURFIT WESTROCK PLC	SHS	$115K	0.0%Prev: 0.0%	2,617 SH	Decreased-200 SH
SPDR GOLD TR	GOLD SHS	$9.4M	1.2%	24,590 SH	New
SPDR SERIES TRUST	SP O&G EXPL PRO	$7.4M	1.0%	41,435 SH	New
SPORTSMANS WHSE HLDGS INC	COM	$681K	0.1%Prev: 0.2%	602,550 SH	Decreased+209,550 SH
SS&C TECH HLDGS	COM	$9.2M	1.2%	119,375 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$76K	0.0%	100 SH	New
STRYKER CORPORATION	COM	$840K	0.1%	3,050 SH	New
T-MOBILE US INC	COM	$9.5M	1.2%Prev: 0.6%	58,300 SH	Increased+40,420 SH
TARGET CORP	COM	$16K	0.0%Prev: 0.0%	100 SH	Increased
TENNANT CO	COM	$948K	0.1%	14,100 SH	New
THE CAMPBELLS COMPANY	COM	$2.7M	0.4%	135,701 SH	New
TIMKEN CO	COM	$1.1M	0.1%Prev: 0.3%	9,050 SH	Decreased-15,100 SH
TRANSDIGM GROUP INC	COM	$834K	0.1%Prev: 0.1%	770 SH	Decreased
U HAUL HOLDING COMPANY	COM	$123K	0.0%Prev: 0.0%	2,045 SH	Increased
U HAUL HOLDING COMPANY	COM SER N	$1.0M	0.1%Prev: 0.3%	19,715 SH	Decreased-18,500 SH
ULTA BEAUTY INC	COM	$25K	0.0%Prev: 0.0%	45 SH	Decreased-5 SH
UNION PAC CORP	COM	$55.3M	7.3%Prev: 7.3%	203,220 SH	Increased-21,130 SH
UNITED PARCEL SVCS INC	CL B	$3.8M	0.5%	40,475 SH	New
VERIZON COMMUNICATIONS INC	COM	$32K	0.0%	700 SH	New
VISA INC	COM CL A	$12.9M	1.7%Prev: 1.9%	35,935 SH	Decreased-3,575 SH
VITAL FARMS INC	COM	$441K	0.1%	47,500 SH	New
VONTIER CORPORATION	COM	$3.4M	0.5%Prev: 0.2%	109,525 SH	Increased+66,725 SH
WABTEC	COM	$12.1M	1.6%Prev: 1.2%	42,305 SH	Increased-2,710 SH
WARRIOR MET COAL INC	COM	$6.1M	0.8%Prev: 0.3%	68,707 SH	Increased+29,507 SH
WESCO INTL INC	COM	$1.4M	0.2%Prev: 0.2%	3,965 SH	Increased-1,795 SH
WILLIAMS COS INC	COM	$8.0M	1.1%Prev: 1.2%	118,225 SH	Decreased-15,450 SH
WILLSCOT HLDGS CORP	COM CL A	$1.9M	0.2%	109,950 SH	New
ZETA GLOBAL HOLDINGS CORP	CL A	$837K	0.1%Prev: 0.1%	26,525 SH	Increased-4,575 SH
ZIMMER BIOMET HOLDINGS INC	COM	$854K	0.1%Prev: 0.1%	9,611 SH	Increased+5,850 SH

Sold (vs prior filing)

ACCO BRANDS CORP — $72K
ALBANY INTL CORP — $2.0M
AMERICAN TOWER CORP NEW — $8.0M
ARCHER DANIELS MIDLAND CO — $1.9M
BANK AMERICA CORP — $3.1M
BIO RAD LABS INC — $855K
CLEARFIELD INC — $615K
COGENT COMMUNICATIONS HLDGS — $4.1M
COOPER COS INC — $315K
CROWN CASTLE INTL CORP NEW — $23.8M
CROWN CRAFTS INC — $45K
CYTOSORBENTS CORP — $2.0M
DENNYS CORP — $4.9M
DISNEY WALT CO — $424K
EAGLE MATERIALS INC — $9.5M
EXACT SCIENCES CORP — $1.8M
EXXON MOBIL CORP — $628K
GAUZY LTD — $90K
GE VERNOVA INC — $46K
HARLEY DAVIDSON INC — $173K
… and 31 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