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
$490B
$627,000 0.1% of portfolio
5,566
Q3 2025 Reduced 20.1%
$3.16B
$617,000 0.1% of portfolio
31,100
Q3 2025 Reduced 51.25%
$423M
$614,000 0.1% of portfolio
17,882
Q3 2025 New
$5.16B
$598,000 0.09% of portfolio
3,614
Q3 2025 Reduced 66.14%
$212M
$592,000 0.09% of portfolio
42,054
Q3 2025 Added 7.82%
$70.1B
$485,000 0.08% of portfolio
2,850
Q3 2025 Reduced 13.64%
$162M
$519,000 0.08% of portfolio
63,700
Q3 2025 Reduced 28.27%
$5.54B
$453,000 0.07% of portfolio
2,595
Q3 2025 Added 4.01%
$193B
$423,000 0.07% of portfolio
3,700
Q3 2025 Reduced 47.33%
$0
$450,000 0.07% of portfolio
750
Q3 2023 Reduced 6.25%
$351M
$471,000 0.07% of portfolio
31,300
Q3 2025 Reduced 26.53%
$391M
$431,000 0.07% of portfolio
43,115
Q3 2025 New
$3.71B
$426,000 0.07% of portfolio
4,400
Q3 2025 Reduced 60.36%
$612M
$457,000 0.07% of portfolio
7,123
Q3 2025 New
$18.9B
$370,000 0.06% of portfolio
3,761
Q3 2025 Reduced 84.24%
$662B
$402,000 0.06% of portfolio
800
Q3 2025 Reduced 11.11%
$3.78T
$321,000 0.05% of portfolio
620
Q3 2025 Reduced 10.79%
$512B
$301,000 0.05% of portfolio
530
Q3 2025 Reduced 54.31%
$30.8M
$323,000 0.05% of portfolio
204,827
Q3 2025 Reduced 1.25%
$94.5B
$247,000 0.04% of portfolio
725
Q3 2024 Reduced 3.33%
$3.61B
$172,000 0.03% of portfolio
6,200
Q3 2025 Reduced 89.23%
$154B
$163,000 0.03% of portfolio
140
Q3 2025 Reduced 78.46%
$11.4B
$173,000 0.03% of portfolio
1,800
Q3 2025 Reduced 25.0%
$1.01B
$116,000 0.02% of portfolio
2,045
Q4 2024 Reduced 8.91%
$0
$96,000 0.02% of portfolio
400
Q3 2023 Reduced 11.11%
$367B
$40,000 0.01% of portfolio
100
Q2 2024 Reduced 33.33%
$0
$66,000 0.01% of portfolio
100
Q2 2022 Reduced 50.0%
$322M
$71,000 0.01% of portfolio
18,000
Q3 2025 Reduced 55.93%
$13.2B
$60,000 0.01% of portfolio
265
Q3 2025 Reduced 53.1%
$50.4M
$77,000 0.01% of portfolio
15,503
Q3 2025 Reduced 84.93%
$36.7B
$58,000 0.01% of portfolio
700
Q3 2025 Reduced 82.05%
$86.1B
$51,000 0.01% of portfolio
150
Q3 2025 Reduced 62.5%
Klarna Group PLC
-
$0 0.0% of portfolio
-
Q3 2025 New
Smurfit Westrock PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.74%
Gauzy LTD
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 62.81%
Infinity Nat Res Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Cooper Cos Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Coherent Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 18.78%
$0
$0 0.0% of portfolio
2,631
Q3 2025 Added 163.1%
Core Natural Resources Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.48%
-
$0 0.0% of portfolio
-
Q3 2025 Added 28.69%
$41.4B
$8,000 0.0% of portfolio
100
Q3 2025 Reduced 75.0%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 85.0%
Npk International Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 15.78%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.3%
Diebold Nixdorf Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.77%
Natures Sunshine Prods Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 33.52%
$27.1B
$27,000 0.0% of portfolio
50
Q3 2025 Reduced 50.0%
$4.52B
$26,000 0.0% of portfolio
275
Q1 2025 Reduced 8.33%

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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