Skylands Capital, LLC Purchases and Sells in Q2 2025

Skylands Capital, LLC

$607 Million
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	27.8K + 14.98%	$144.7 - $178.6 $4.03M - $4.97M	214K $37.7M
OSK	6.13K + 3.85%	$79.17 - $113.62 $485K - $696K	165K $18.8M
TAP	72.6K + 192.92%	$47.24 - $62.46 $3.43M - $4.53M	110K $5.3M
ADEA	116K + 37.68%	$11.23 - $14.24 $1.3M - $1.65M	423K $5.98M
LKQ	45.3K + 84.72%	$36.86 - $43.38 $1.67M - $1.97M	98.8K $3.66M
ZBH	15.3K + 179.53%	$90.21 - $112.66 $1.38M - $1.73M	23.9K $2.18M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TMST	146K New	N/A	146K $3.14M
UNH	7.72K New	$274.35 - $599.47 $2.12M - $4.62M	7.72K $2.41M
ICLR	9.85K New	$126.62 - $168.7 $1.25M - $1.66M	9.85K $1.43M
TMO	3.35K New	$390.26 - $489.06 $1.31M - $1.64M	3.35K $1.36M
NEOG	235K New	$4.39 - $8.59 $1.03M - $2.02M	235K $1.12M
ZETA	63.8K New	$11.02 - $16.81 $703K - $1.07M	63.8K $988K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMT	-15.1K - 29.27%	$203.96 - $228.19 $3.08M - $3.45M	36.5K $8.07M
AAPL	-4.4K - 3.39%	$172.42 - $223.89 $758K - $984K	125K $25.7M
XLE	-22.6K - 38.11%	$76.44 - $94.13 $1.73M - $2.13M	36.7K $3.11M
ULTA	-5.23K - 98.12%	$328.01 - $475.68 $1.71M - $2.49M	100 $46K
ADM	-42.6K - 46.88%	$41.79 - $54.16 $1.78M - $2.31M	48.3K $2.55M
HAL	-42.4K - 26.77%	$19.26 - $25.7 $817K - $1.09M	116K $2.36M

Activity Summary All Purchases 60 New Holdings 15 Increased Positions 45 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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