Skylands Capital, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| GENERAL MTRS CO | 480,715 | 443,965 | -36,750 | 29,309,194 | 36,103,234 | +6,794,040 |
| T-MOBILE US INC | 0 | 43,780 | +43,780 | 0 | 8,889,091 | +8,889,091 |
| DIEBOLD NIXDORF INC | 486,520 | 474,060 | -12,460 | 27,746,236 | 32,183,933 | +4,437,697 |
| MOLSON COORS BEVERAGE CO | 180,650 | 248,325 | +67,675 | 8,174,413 | 11,591,811 | +3,417,398 |
| AMERICAN TOWER CORP NEW | 41,720 | 63,730 | +22,010 | 8,023,590 | 11,189,076 | +3,165,486 |
| KIRBY CORP | 105,150 | 104,433 | -717 | 8,774,768 | 11,506,428 | +2,731,660 |
| SBA COMMUNICATIONS CORP NEW | 0 | 96,715 | +96,715 | 0 | 18,707,582 | +18,707,582 |
| TARGA RES CORP | 0 | 13,200 | +13,200 | 0 | 2,435,400 | +2,435,400 |
| SPDR SER TR | 0 | 61,630 | +61,630 | 0 | 7,781,404 | +7,781,404 |
| SCHWAB CHARLES CORP | 0 | 47,000 | +47,000 | 0 | 4,695,770 | +4,695,770 |
| CITIGROUP INC | 126,325 | 125,800 | -525 | 12,821,988 | 14,679,602 | +1,857,614 |
| ALPHABET INC | 183,685 | 148,300 | -35,385 | 44,653,824 | 46,417,900 | +1,764,076 |
| BEST BUY INC | 15,575 | 43,425 | +27,850 | 1,177,782 | 2,906,435 | +1,728,653 |
| BARRICK MNG CORP | 309,175 | 271,325 | -37,850 | 10,131,665 | 11,816,204 | +1,684,539 |
| ADEIA INC | 497,300 | 572,243 | +74,943 | 8,354,640 | 9,871,192 | +1,516,552 |
| OWENS CORNING NEW | 0 | 138,020 | +138,020 | 0 | 15,445,818 | +15,445,818 |
| PROGRESSIVE CORP | 0 | 6,025 | +6,025 | 0 | 1,372,013 | +1,372,013 |
| SELECT SECTOR SPDR TR | 0 | 95,400 | +95,400 | 0 | 4,265,334 | +4,265,334 |
| SILICON MOTION TECHNOLOGY CO | 0 | 53,219 | +53,219 | 0 | 4,933,401 | +4,933,401 |
| BOSTON BEER INC | 0 | 6,050 | +6,050 | 0 | 1,180,537 | +1,180,537 |
| U HAUL HOLDING COMPANY | 0 | 66,665 | +66,665 | 0 | 3,115,922 | +3,115,922 |
| ALBANY INTL CORP | 37,375 | 62,050 | +24,675 | 1,992,088 | 3,145,935 | +1,153,847 |
| COSTAR GROUP INC | 0 | 17,050 | +17,050 | 0 | 1,146,442 | +1,146,442 |
| LKQ CORP | 178,150 | 216,800 | +38,650 | 5,440,701 | 6,547,360 | +1,106,659 |
| GRAPHIC PACKAGING HLDG CO | 240,050 | 384,900 | +144,850 | 4,697,779 | 5,796,594 | +1,098,815 |
| LOVESAC COMPANY | 189,950 | 291,397 | +101,447 | 3,215,854 | 4,298,106 | +1,082,252 |
| DENTSPLY SIRONA INC | 0 | 94,400 | +94,400 | 0 | 1,078,992 | +1,078,992 |
| MITEK SYS INC | 225,296 | 302,616 | +77,320 | 2,201,142 | 3,192,599 | +991,457 |
| UNITED PARCEL SERVICE INC | 0 | 51,545 | +51,545 | 0 | 5,112,749 | +5,112,749 |
| MOHAWK INDS INC | 0 | 7,900 | +7,900 | 0 | 863,470 | +863,470 |
| MATSON INC | 11,600 | 15,700 | +4,100 | 1,143,644 | 1,939,735 | +796,091 |
| QUIDELORTHO CORP | 0 | 134,704 | +134,704 | 0 | 3,847,146 | +3,847,146 |
| CORE NATURAL RESOURCES INC | 222,022 | 217,713 | -4,309 | 18,534,397 | 19,269,778 | +735,381 |
| CENTRAL GARDEN & PET CO | 0 | 24,600 | +24,600 | 0 | 718,074 | +718,074 |
| ALPHABET INC | 9,500 | 9,500 | 0 | 2,313,725 | 2,981,100 | +667,375 |
| DNOW INC | 0 | 49,633 | +49,633 | 0 | 657,637 | +657,637 |
| META PLATFORMS INC | 6,505 | 8,205 | +1,700 | 4,777,142 | 5,416,038 | +638,896 |
| VONTIER CORPORATION | 0 | 65,225 | +65,225 | 0 | 2,425,066 | +2,425,066 |
| DIVERSIFIED ENERGY CO | 0 | 42,100 | +42,100 | 0 | 609,608 | +609,608 |
| AMAZON COM INC | 11,875 | 13,875 | +2,000 | 2,607,394 | 3,202,628 | +595,234 |
| SPDR GOLD TRUST | 0 | 25,040 | +25,040 | 0 | 9,923,602 | +9,923,602 |
| TENNANT CO | 0 | 7,600 | +7,600 | 0 | 560,120 | +560,120 |
| HILLMAN SOLUTIONS CORP | 298,300 | 378,950 | +80,650 | 2,738,394 | 3,281,707 | +543,313 |
| ZIMMER BIOMET HOLDINGS INC | 0 | 10,121 | +10,121 | 0 | 910,080 | +910,080 |
| GLOO HOLDINGS INC | 0 | 89,770 | +89,770 | 0 | 510,791 | +510,791 |
| SS&C TECHNOLOGIES HLDGS INC | 0 | 80,700 | +80,700 | 0 | 7,054,794 | +7,054,794 |
| RTX CORPORATION | 0 | 33,860 | +33,860 | 0 | 6,209,924 | +6,209,924 |
| METALLUS INC | 184,300 | 205,550 | +21,250 | 3,046,479 | 3,527,238 | +480,759 |
| WABTEC | 0 | 44,415 | +44,415 | 0 | 9,480,382 | +9,480,382 |
| KOPPERS HOLDINGS INC | 63,380 | 80,750 | +17,370 | 1,774,640 | 2,186,710 | +412,070 |
| BRISTOL-MYERS SQUIBB CO | 160,880 | 142,480 | -18,400 | 7,255,688 | 7,595,609 | +339,921 |
| ON SEMICONDUCTOR CORP | 0 | 73,670 | +73,670 | 0 | 3,989,231 | +3,989,231 |
| BIO RAD LABS INC | 3,050 | 3,600 | +550 | 855,190 | 1,090,764 | +235,574 |
| BRUNSWICK CORP | 19,025 | 19,125 | +100 | 1,203,141 | 1,419,840 | +216,699 |
| ZETA GLOBAL HOLDINGS CORP | 0 | 41,000 | +41,000 | 0 | 834,350 | +834,350 |
| SANFILIPPO JOHN B & SON INC | 0 | 9,100 | +9,100 | 0 | 642,460 | +642,460 |
| MANITOWOC CO INC | 43,115 | 50,505 | +7,390 | 431,581 | 605,555 | +173,974 |
| WESCO INTL INC | 0 | 5,630 | +5,630 | 0 | 1,377,323 | +1,377,323 |
| JPMORGAN CHASE & CO | 25,505 | 25,450 | -55 | 8,045,042 | 8,200,499 | +155,457 |
| HARLEY DAVIDSON INC | 6,200 | 16,000 | +9,800 | 172,980 | 327,840 | +154,860 |
| TWIN DISC INC | 0 | 44,200 | +44,200 | 0 | 737,256 | +737,256 |
| BLACKROCK INC | 0 | 140 | +140 | 0 | 149,848 | +149,848 |
| NEWMONT CORP | 44,625 | 39,125 | -5,500 | 3,762,334 | 3,906,631 | +144,297 |
| SCHLUMBERGER LTD | 0 | 88,300 | +88,300 | 0 | 3,388,954 | +3,388,954 |
| GATX CORP | 2,595 | 3,220 | +625 | 453,606 | 546,112 | +92,506 |
| SILGAN HLDGS INC | 0 | 42,900 | +42,900 | 0 | 1,731,873 | +1,731,873 |
| BANK AMERICA CORP | 60,825 | 58,625 | -2,200 | 3,137,962 | 3,224,375 | +86,413 |
| HALLIBURTON CO | 119,600 | 106,600 | -13,000 | 2,942,160 | 3,012,516 | +70,356 |
| QUEST RESOURCE HLDG CORP | 0 | 196,950 | +196,950 | 0 | 366,327 | +366,327 |
| AUDIOEYE INC | 92,774 | 133,250 | +40,476 | 1,285,848 | 1,331,168 | +45,320 |
| HOLLEY INC | 1,349,450 | 1,035,800 | -313,650 | 4,237,273 | 4,277,854 | +40,581 |
| LINCOLN ELEC HLDGS INC | 15,180 | 15,080 | -100 | 3,579,899 | 3,613,771 | +33,872 |
| FIRST TR EXCHANGE-TRADED FD | 79,500 | 80,900 | +1,400 | 1,867,455 | 1,893,869 | +26,414 |
| CBOE GLOBAL MKTS INC | 4,000 | 4,000 | 0 | 981,000 | 1,004,000 | +23,000 |
| CROWN HLDGS INC | 1,800 | 1,800 | 0 | 173,862 | 185,346 | +11,484 |
| INVESCO QQQ TR | 750 | 750 | 0 | 450,278 | 460,733 | +10,455 |
| TRANSDIGM GROUP INC | 0 | 770 | +770 | 0 | 1,023,985 | +1,023,985 |
| GREENBRIER COS INC | 25,565 | 25,415 | -150 | 1,180,336 | 1,187,897 | +7,561 |
| CAMECO CORP | 700 | 700 | 0 | 58,702 | 64,043 | +5,341 |
| NORDSON CORP | 265 | 265 | 0 | 60,142 | 63,714 | +3,572 |
| ULTA BEAUTY INC | 0 | 50 | +50 | 0 | 30,251 | +30,251 |
| GE VERNOVA INC | 75 | 75 | 0 | 46,118 | 49,018 | +2,900 |
| ISHARES TR | 400 | 400 | 0 | 96,784 | 98,464 | +1,680 |
| SPDR S&P 500 ETF TR | 0 | 100 | +100 | 0 | 68,192 | +68,192 |
| MASTERCARD INC | 530 | 530 | 0 | 301,469 | 302,566 | +1,097 |
| CASELLA WASTE SYS INC | 275 | 275 | 0 | 26,092 | 26,934 | +842 |
| TARGET CORP | 0 | 100 | +100 | 0 | 9,775 | +9,775 |
| GENERAL DYNAMICS CORP | 725 | 725 | 0 | 247,225 | 244,079 | -3,146 |
| SHERWIN WILLIAMS CO | 0 | 150 | +150 | 0 | 48,605 | +48,605 |
| ACCO BRANDS CORP | 18,000 | 18,000 | 0 | 71,820 | 67,140 | -4,680 |
| HOME DEPOT INC | 100 | 100 | 0 | 40,519 | 34,410 | -6,109 |
| MICROSOFT CORP | 620 | 645 | +25 | 321,129 | 311,935 | -9,194 |
| U HAUL HOLDING COMPANY | 0 | 2,045 | +2,045 | 0 | 103,088 | +103,088 |
| SMURFIT WESTROCK PLC | 0 | 2,617 | +2,617 | 0 | 101,199 | +101,199 |
| MARTIN MARIETTA MATLS INC | 5,945 | 5,945 | 0 | 3,747,015 | 3,701,714 | -45,301 |
| RAYMOND JAMES FINL INC | 0 | 4,437 | +4,437 | 0 | 710,142 | +710,142 |
| NPK INTERNATIONAL INC | 184,000 | 169,700 | -14,300 | 2,081,040 | 2,022,824 | -58,216 |
| BOOT BARN HLDGS INC | 3,614 | 2,909 | -705 | 598,912 | 513,351 | -85,561 |
| BERKSHIRE HATHAWAY INC DEL | 800 | 600 | -200 | 402,192 | 301,590 | -100,602 |
| BLOOMIN BRANDS INC | 230,350 | 247,650 | +17,300 | 1,651,610 | 1,528,001 | -123,609 |