Skylands Capital, LLC Portfolio Holdings

Skylands Capital, LLC

  • $633 Million
  • Q3 2025

Skylands Capital, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $633 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Union Pacific Corp with a value of $53M, Alphabet Inc. with a value of $44.7M, General Motors CO with a value of $29.3M, Apple Inc. with a value of $27.4M, and Crown Castle International Corp with a value of $23.8M.

Examining the 13F form we can see an increase of $25.9M in the current position value, from $607M to 633M.

Below you can find more details about Skylands Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $633 Million
Industrials: $180 Million
Consumer Cyclical: $70.3 Million
Communication Services: $63.6 Million
Technology: $60.6 Million
Basic Materials: $53.6 Million
Healthcare: $48.2 Million
Real Estate: $48.1 Million
Financial Services: $45.4 Million
Other: $60.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.1B
$3.76 Million 0.59% of portfolio
44,625
Q3 2025 Reduced 11.37%
$37.2B
$3.75 Million 0.59% of portfolio
5,945
Q3 2025 Reduced 21.98%
$2.87B
$3.66 Million 0.58% of portfolio
38,594
Q3 2025 Reduced 25.78%
$13.1B
$3.58 Million 0.57% of portfolio
15,180
Q3 2025 Reduced 11.02%
$0
$3.29 Million 0.52% of portfolio
233,050
Q3 2025 Added 861.03%
$52.4B
$3.27 Million 0.52% of portfolio
95,250
Q3 2025 Added 6.31%
$185M
$3.22 Million 0.51% of portfolio
189,950
Q3 2025 Reduced 0.39%
$1.3B
$3.19 Million 0.5% of portfolio
139,175
Q3 2025 Reduced 26.26%
$413B
$3.14 Million 0.5% of portfolio
60,825
Q3 2025 Reduced 3.95%
$1.43B
$3.09 Million 0.49% of portfolio
104,825
Q3 2025 Added 26.6%
$0
$2.97 Million 0.47% of portfolio
33,200
Q3 2025 Reduced 9.54%
$773M
$2.89 Million 0.46% of portfolio
118,884
Q3 2025 Reduced 8.47%
$24.8B
$2.94 Million 0.46% of portfolio
119,600
Q3 2025 Added 3.1%
$1.63B
$2.74 Million 0.43% of portfolio
298,300
Q3 2025 Reduced 3.94%
$167B
$2.63 Million 0.42% of portfolio
27,550
Q3 2025 Added 87.41%
$2.39T
$2.61 Million 0.41% of portfolio
11,875
Q3 2025 Reduced 18.24%
$1.74T
$2.31 Million 0.37% of portfolio
9,500
Q3 2022 Added 1,900.0%
$401M
$2.2 Million 0.35% of portfolio
225,296
Q3 2025 Added 140.0%
$30.5M
$1.98 Million 0.31% of portfolio
2,127,265
Q3 2025 Reduced 18.7%
$1.4B
$1.99 Million 0.31% of portfolio
37,375
Q3 2025 New
$159B
$1.89 Million 0.3% of portfolio
3,880
Q3 2025 Added 100.52%
$32.2B
$1.91 Million 0.3% of portfolio
32,040
Q3 2025 Reduced 33.63%
$68.9B
$1.85 Million 0.29% of portfolio
7,825
Q3 2025 Reduced 5.44%
$0
$1.87 Million 0.29% of portfolio
79,500
Q3 2025 Added 53.18%
$5.56B
$1.82 Million 0.29% of portfolio
24,150
Q3 2025 Added 1.05%
$605M
$1.77 Million 0.28% of portfolio
63,380
Q3 2025 Added 50.55%
$5.67B
$1.8 Million 0.28% of portfolio
42,800
Q3 2025 Reduced 32.49%
$1.28B
$1.8 Million 0.28% of portfolio
39,400
Q3 2025 Reduced 21.83%
$11.9B
$1.76 Million 0.28% of portfolio
32,175
Q3 2025 Added 54.13%
$605M
$1.65 Million 0.26% of portfolio
230,350
Q3 2025 Added 31.07%
$4.19B
$1.64 Million 0.26% of portfolio
38,150
Q3 2025 New
$202M
$1.66 Million 0.26% of portfolio
138,000
Q3 2025 Added 23.27%
$2.04B
$1.39 Million 0.22% of portfolio
79,500
Q3 2025 Added 8.31%
$137M
$1.27 Million 0.2% of portfolio
92,774
Q3 2025 Added 37.54%
$13B
$1.22 Million 0.19% of portfolio
5,760
Q3 2025 Reduced 38.79%
$17B
$1.18 Million 0.19% of portfolio
15,575
Q3 2025 Reduced 2.96%
$13.2B
$1.17 Million 0.19% of portfolio
6,700
Q3 2025 Reduced 31.98%
$1.41B
$1.18 Million 0.19% of portfolio
25,565
Q3 2025 Reduced 1.54%
$4.78B
$1.2 Million 0.19% of portfolio
19,025
Q3 2025 Reduced 12.83%
$74.3B
$1.16 Million 0.18% of portfolio
2,065
Q3 2025 New
$4.16B
$1.14 Million 0.18% of portfolio
11,600
Q3 2025 New
$164M
$1.12 Million 0.18% of portfolio
144,400
Q3 2025 Reduced 18.37%
$77.7M
$1.09 Million 0.17% of portfolio
393,000
Q3 2025 Added 19.45%
$72.7B
$1.01 Million 0.16% of portfolio
770
Q3 2025 Reduced 16.76%
$222B
$994,000 0.16% of portfolio
2,050
Q3 2025 Reduced 38.81%
$27.4B
$981,000 0.15% of portfolio
4,000
Q3 2025 Reduced 3.61%
$7.71B
$855,000 0.14% of portfolio
3,050
Q3 2025 Reduced 23.75%
$822M
$749,000 0.12% of portfolio
43,350
Q3 2025 Added 79.88%
$34.1B
$765,000 0.12% of portfolio
4,437
Q3 2025 Reduced 7.31%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $633 Million
  • Prior Value $607 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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