Skylands Capital, LLC Portfolio Holdings
Skylands Capital, LLC
- $684 Million
- Q3 2024
Skylands Capital, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $684 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Union Pacific Corp with a value of $52.6M, Apple Inc. with a value of $35.6M, Arch Resources, Inc. with a value of $31.8M, Crown Castle International Corp with a value of $27.8M, and Alphabet Inc. with a value of $27.8M.
Examining the 13F form we can see an increase of $23.3M in the current position value, from $661M to 684M.
Below you can find more details about Skylands Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$684 Million
Industrials: $198 Million
Technology: $67.9 Million
Consumer Cyclical: $66.4 Million
Communication Services: $64.4 Million
Basic Materials: $63.9 Million
Energy: $61.3 Million
Real Estate: $46.9 Million
Financial Services: $42.6 Million
Other: $70.7 Million