Skylands Capital, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $619 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Union Pacific Corp with a value of $53.1M, Apple Inc. with a value of $28.8M, Alphabet Inc. with a value of $28.7M, General Motors CO with a value of $26M, and Crown Castle International Corp with a value of $25.4M.
Examining the 13F form we can see an decrease of $40.3M in the current position value, from $660M to 619M.
Below you can find more details about Skylands Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$619 Million
Industrials: $197 Million
Consumer Cyclical: $62.9 Million
Basic Materials: $59.3 Million
Technology: $58.9 Million
Real Estate: $49.3 Million
Communication Services: $48.8 Million
Financial Services: $43.5 Million
Healthcare: $37.1 Million
Other: $62.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
