Skylands Capital, LLC Incresed Positions in Q2 2025

Skylands Capital, LLC

  • $607 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
27.8K
+ 14.98%
$144.7 - $178.6 $4.03M - $4.97M
214K $37.7M
OSK
Oshkosh Corp

Industrials
6.13K
+ 3.85%
$79.17 - $113.62 $485K - $696K
165K $18.8M
TAP
Molson Coors Beverage CO

Consumer Defensive
72.6K
+ 192.92%
$47.24 - $62.46 $3.43M - $4.53M
110K $5.3M
ADEA
Adeia Inc.

Technology
116K
+ 37.68%
$11.23 - $14.24 $1.3M - $1.65M
423K $5.98M
LKQ
Lkq Corp

Consumer Cyclical
45.3K
+ 84.72%
$36.86 - $43.38 $1.67M - $1.97M
98.8K $3.66M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
15.3K
+ 179.53%
$90.21 - $112.66 $1.38M - $1.73M
23.9K $2.18M
HLMN
Hillman Solutions Corp.

Industrials
187K
+ 150.44%
$6.66 - $8.99 $1.24M - $1.68M
311K $2.22M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
43.1K
+ 27.17%
$22.25 - $30.3 $960K - $1.31M
202K $5.53M
ON
On Semiconductor Corp

Technology
1.8K
+ 2.12%
$31.95 - $54.21 $57.5K - $97.6K
86.5K $4.53M
GNRC
Generac Holdings Inc.

Industrials
2.66K
+ 7.2%
$101.92 - $143.21 $271K - $381K
39.6K $5.67M
SLB
Schlumberger Limited

Energy
36.5K
+ 68.74%
$31.95 - $42.2 $1.17M - $1.54M
89.6K $3.03M
ENS
Ener Sys

Industrials
13.2K
+ 19.17%
$78.52 - $100.4 $1.04M - $1.33M
82.3K $7.06M
SSNC
Ss&C Technologies Holdings Inc

Technology
9.48K
+ 13.14%
$71.96 - $83.42 $682K - $790K
81.6K $6.76M
DENN
Denny'S Corp

Consumer Cyclical
84K
+ 11.26%
$2.91 - $4.64 $244K - $390K
830K $3.4M
OC
Owens Corning

Industrials
8K
+ 8.84%
$126.32 - $147.75 $1.01M - $1.18M
98.5K $13.5M
FMC
Fmc Corp

Basic Materials
16.4K
+ 4.95%
$33.98 - $44.06 $557K - $723K
348K $14.5M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
30.8K
+ 21.21%
$6.26 - $9.51 $192K - $292K
176K $1.51M
CHDN
Churchill Downs Inc

Consumer Cyclical
5.05K
+ 83.47%
$87.99 - $111.79 $444K - $565K
11.1K $1.12M
HCC
Warrior Met Coal, Inc.

Basic Materials
10.5K
+ 38.18%
$40.66 - $50.18 $427K - $527K
38K $1.74M
THRY
Thryv Holdings, Inc.

Communication Services
36K
+ 47.4%
$10.25 - $14.92 $369K - $537K
112K $1.36M
VNT
Vontier Corp

Technology
3.4K
+ 5.67%
$28.04 - $37.3 $95.3K - $127K
63.4K $2.34M
KOP
Koppers Holdings Inc.

Basic Materials
5.7K
+ 15.66%
$23.5 - $33.32 $134K - $190K
42.1K $1.35M
TMUS
T Mobile Us, Inc.

Communication Services
3.43K
+ 20.19%
$220.99 - $268.54 $757K - $920K
20.4K $4.86M
MATW
Matthews International Corp

Industrials
4.45K
+ 3.55%
$18.8 - $24.36 $83.7K - $108K
130K $3.11M
EXAS
Exact Sciences Corp

Healthcare
1.45K
+ 7.46%
$40.31 - $58.08 $58.4K - $84.2K
20.9K $1.11M
HOG
Harley Davidson, Inc.

Consumer Cyclical
14.4K
+ 33.22%
$20.82 - $25.94 $299K - $372K
57.6K $1.36M
BBY
Best Buy CO Inc

Consumer Cyclical
3.4K
+ 26.88%
$56.17 - $75.73 $191K - $257K
16.1K $1.08M
TWIN
Twin Disc Inc

Industrials
9.3K
+ 31.31%
$6.27 - $9.34 $58.3K - $86.9K
39K $344K
BC
Brunswick Corp

Consumer Cyclical
250
+ 1.16%
$41.93 - $58.37 $10.5K - $14.6K
21.8K $1.21M
FCG
First Tr Exchange Traded Fd

ETFs
4.2K
+ 8.81%
$19.37 - $25.23 $81.4K - $106K
51.9K $1.2M
LOVE
Lovesac CO

Consumer Cyclical
300
+ 0.16%
$12.47 - $21.34 $3.74K - $6.4K
191K $3.47M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
22.3K
+ 27.37%
$45.71 - $61.66 $1.02M - $1.37M
104K $5M
ACCO
Acco Brands Corp

Industrials
6.1K
+ 17.56%
$3.37 - $4.28 $20.6K - $26.1K
40.8K $146K
Natures Sunshine Prods Inc
54.6K
+ 12.64%
N/A
486K $0
Coherent Corp
3.35K
+ 2.37%
N/A
145K $0
Ge Healthcare Technologies I
31.9K
+ 26.13%
N/A
154K $0
Gen Restaurent Group
18.3K
+ 6.88%
N/A
285K $0
UHALB
Amerco Com Ser N
950
+ 3.3%
N/A
29.7K $0
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
12.4K
+ 7.54%
$7.11 - $9.83 $88.2K - $122K
177K $1.32M
HLLY
Holley Inc.

Consumer Cyclical
180K
+ 15.37%
$1.77 - $2.57 $319K - $463K
1.35M $2.7M
JYNT
Joint Corp

Healthcare
27K
+ 3.58%
$9.7 - $12.51 $262K - $337K
779K $8.99M
UNP
Union Pacific Corp

Industrials
2.43K
+ 1.08%
$208.27 - $238.46 $505K - $578K
227K $52.2M
EXP
Eagle Materials Inc

Basic Materials
300
+ 0.63%
$193.68 - $241.95 $58.1K - $72.6K
47.8K $9.65M
BMY
Bristol Myers Squibb CO

Healthcare
23.9K
+ 16.79%
$44.12 - $59.6 $1.06M - $1.43M
166K $7.7M
Activity Summary
Buys All Purchases 60 New Holdings 15 Increased Positions 45 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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