Skylands Capital, LLC Portfolio Holdings

Skylands Capital, LLC

  • $607 Million
  • Q2 2025

Skylands Capital, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $607 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 $52.2M, Alphabet Inc. with a value of $37.7M, General Motors CO with a value of $26.4M, Apple Inc. with a value of $25.7M, and Crown Castle International Corp with a value of $24.4M.

Examining the 13F form we can see an decrease of $11.8M in the current position value, from $619M to 607M.

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

Portfolio value $607 Million
Industrials: $177 Million
Consumer Cyclical: $65 Million
Basic Materials: $59.7 Million
Communication Services: $59.3 Million
Technology: $59.2 Million
Financial Services: $44.1 Million
Real Estate: $44 Million
Healthcare: $43.6 Million
Other: $55.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$212B
$871,000 0.14% of portfolio
7,025
Q2 2025 Reduced 43.23%
$463M
$851,000 0.14% of portfolio
89,000
Q2 2025 New
$159M
$866,000 0.14% of portfolio
88,800
Q2 2025 Reduced 45.76%
$154M
$785,000 0.13% of portfolio
67,450
Q2 2025 Reduced 16.26%
$298M
$743,000 0.12% of portfolio
42,600
Q2 2025 New
$36.6B
$734,000 0.12% of portfolio
4,787
Q4 2024 Reduced 30.99%
$480B
$750,000 0.12% of portfolio
6,966
Q2 2025 Reduced 22.52%
$571B
$651,000 0.11% of portfolio
1,160
Q2 2025 Reduced 0.43%
$171B
$682,000 0.11% of portfolio
650
Q2 2025 Reduced 21.21%
$50.4M
$515,000 0.08% of portfolio
102,842
Q2 2025 Reduced 32.71%
$63.1B
$443,000 0.07% of portfolio
3,300
Q2 2025 Reduced 66.67%
$29.6M
$419,000 0.07% of portfolio
207,427
Q1 2025 Reduced 4.55%
$0
$436,000 0.07% of portfolio
24,250
Q2 2025 Reduced 16.81%
$644B
$437,000 0.07% of portfolio
900
Q2 2025 Reduced 28.0%
$0
$413,000 0.07% of portfolio
750
Q3 2023 Reduced 6.25%
$8.34B
$414,000 0.07% of portfolio
3,950
Q2 2025 New
$3.8T
$345,000 0.06% of portfolio
695
Q4 2024 Reduced 6.71%
$185M
$344,000 0.06% of portfolio
39,004
Q2 2025 Added 31.31%
$5.95B
$383,000 0.06% of portfolio
2,495
Q1 2025 Reduced 23.11%
$35.4B
$289,000 0.05% of portfolio
3,900
Q2 2025 Reduced 81.34%
$271M
$324,000 0.05% of portfolio
54,800
Q1 2025 New
$11.4B
$247,000 0.04% of portfolio
2,400
Q2 2024 Reduced 2.04%
$15.4B
$223,000 0.04% of portfolio
1,550
Q2 2025 Reduced 79.74%
$110M
$233,000 0.04% of portfolio
17,151
Q2 2025 New
$224B
$189,000 0.03% of portfolio
650
Q1 2025 Reduced 7.14%
$1.34T
$209,000 0.03% of portfolio
660
Q2 2025 New
$89.3B
$211,000 0.03% of portfolio
725
Q3 2024 Reduced 3.33%
$377M
$146,000 0.02% of portfolio
40,840
Q2 2025 Added 17.56%
$90.8B
$137,000 0.02% of portfolio
400
Q2 2024 Reduced 11.11%
$12.8B
$121,000 0.02% of portfolio
565
Q1 2025 Reduced 1.74%
$1.1B
$123,000 0.02% of portfolio
2,045
Q4 2024 Reduced 8.91%
$0
$86,000 0.01% of portfolio
400
Q3 2023 Reduced 11.11%
$0
$61,000 0.01% of portfolio
100
Q2 2022 Reduced 50.0%
$27.1B
$46,000 0.01% of portfolio
100
Q2 2025 Reduced 98.12%
$427B
$36,000 0.01% of portfolio
100
Q2 2024 Reduced 33.33%
$40.9B
$39,000 0.01% of portfolio
400
Q4 2024 Reduced 20.0%
$4.43B
$31,000 0.01% of portfolio
275
Q1 2025 Reduced 8.33%
Gauzy LTD
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 62.81%
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.3%
$0
$0 0.0% of portfolio
1,000
Q2 2025 New
Multisensor Ai Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 65.52%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q2 2025 Added 26.13%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 84.38%
Diebold Nixdorf Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.14%
Gen Restaurent Group
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.88%
Core Natural Resources Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.88%
Coherent Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.37%
Qxo Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Npk International Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 19.52%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $607 Million
  • Prior Value $619 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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