Skylands Capital, LLC Purchases and Sells in Q4 2024

Skylands Capital, LLC

$660 Million
Q4 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBAC	27.5K + 65.96%	$198.24 - $249.31 $5.45M - $6.86M	69.2K $14.1M
CSX	81.9K + 34.86%	$31.58 - $36.88 $2.59M - $3.02M	317K $10.2M
AMT	17.7K + 45.74%	$179.4 - $232.01 $3.17M - $4.1M	56.3K $10.3M
C	3.15K + 2.36%	$61.31 - $72.5 $193K - $228K	137K $9.63M
LKQ	37.3K + 107.04%	$36.0 - $39.99 $1.34M - $1.49M	72.1K $2.65M
PLAB	55.5K + 50.92%	$22.8 - $28.06 $1.27M - $1.56M	165K $3.88M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KEX	34K New	$104.14 - $130.55 $3.54M - $4.43M	34K $3.59M
SLB	76.9K New	$36.83 - $45.59 $2.83M - $3.5M	76.9K $2.95M
TKR	30.6K New	$70.76 - $87.24 $2.17M - $2.67M	30.6K $2.18M
VLO	17.6K New	$118.59 - $144.02 $2.08M - $2.53M	17.6K $2.15M
ATRO	102K New	$15.66 - $21.04 $1.59M - $2.14M	102K $1.62M
BLMN	115K New	$11.46 - $17.04 $1.32M - $1.96M	115K $1.41M

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARCH	-65.4K - 28.39%	$134.17 - $175.55 $8.77M - $11.5M	165K $23.3M
DIS	-45.9K - 75.47%	$92.39 - $117.6 $4.24M - $5.4M	14.9K $1.66M
EXP	-2.78K - 6.24%	$246.48 - $315.29 $684K - $875K	41.7K $10.3M
IRDM	-77.7K - 46.0%	$27.32 - $33.54 $2.12M - $2.61M	91.2K $2.65M
WAB	-13.6K - 17.68%	$180.39 - $205.43 $2.44M - $2.78M	63.1K $12M
ULTA	-5.3K - 60.3%	$338.38 - $446.21 $1.79M - $2.36M	3.49K $1.52M

Activity Summary All Purchases 57 New Holdings 11 Increased Positions 46 All Sells 76 Reductions 76 Sold out 0 Calls 0 Puts 0

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