Skylands Capital, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $660 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Union Pacific Corp with a value of $52.3M, Apple Inc. with a value of $33.8M, Alphabet Inc. with a value of $29.4M, General Motors CO with a value of $28.6M, and Arch Resources, Inc. with a value of $23.3M.
Examining the 13F form we can see an decrease of $24.8M in the current position value, from $684M to 660M.
Below you can find more details about Skylands Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$660 Million
Industrials: $203 Million
Consumer Cyclical: $67 Million
Technology: $64.4 Million
Basic Materials: $56.9 Million
Energy: $55.5 Million
Communication Services: $55.4 Million
Real Estate: $46.7 Million
Financial Services: $43 Million
Other: $67.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions