Skylands Capital, LLC Reduced Holdings in Q4 2025

Skylands Capital, LLC

  • $616 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FMC
Fmc Corp

Basic Materials
-143K
- 43.19%
$12.97 - $32.24 $1.85M - $4.6M
188K $2.61M
OXY
Occidental Petroleum Corp

Energy
-77.3K
- 71.42%
$39.75 - $47.72 $3.07M - $3.69M
30.9K $1.32M
UNP
Union Pacific Corp

Industrials
-1.46K
- 0.65%
$216.37 - $237.41 $315K - $345K
223K $49.3M
GOOGL
Alphabet Inc.

Communication Services
-35.4K
- 19.26%
$236.57 - $291.31 $8.37M - $10.3M
148K $41M
ALGN
Align Technology Inc

Healthcare
-27.8K
- 57.68%
$125.79 - $144.49 $3.5M - $4.02M
20.4K $2.8M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-44.8K
- 42.09%
$16.68 - $45.1 $746K - $2.02M
61.6K $1.08M
UNH
Unitedhealth Group Inc

Healthcare
-6.41K
- 44.42%
$320.52 - $369.92 $2.05M - $2.37M
8.02K $2.57M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-52.1K
- 21.58%
$17.25 - $22.76 $898K - $1.18M
189K $3.32M
EXAS
Exact Sciences Corp

Healthcare
-31K
- 96.19%
$56.19 - $69.63 $1.74M - $2.16M
1.23K $82K
FDX
Fedex Corp

Industrials
-7.1K
- 90.73%
$224.63 - $268.67 $1.59M - $1.91M
725 $191K
NSC
Norfolk Southern Corp

Industrials
-1.8K
- 3.02%
$279.53 - $300.15 $503K - $540K
57.9K $16.4M
HCC
Warrior Met Coal, Inc.

Basic Materials
-26K
- 66.2%
$62.37 - $84.05 $1.62M - $2.18M
13.3K $1.04M
V
Visa Inc.

Financial Services
-2.54K
- 6.42%
$325.75 - $352.42 $826K - $893K
37K $12M
ELAN
Elanco Animal Health Inc

Healthcare
-81.6K
- 27.64%
$19.76 - $22.86 $1.61M - $1.87M
214K $4.5M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
-29.6K
- 26.2%
$38.07 - $43.89 $1.13M - $1.3M
83.5K $3.18M
AAPL
Apple Inc.

Technology
-10.3K
- 9.59%
$245.27 - $275.25 $2.53M - $2.84M
97.3K $26M
MTX
Minerals Technologies Inc

Basic Materials
-15.8K
- 17.0%
$55.09 - $62.73 $869K - $990K
77K $4.41M
EXP
Eagle Materials Inc

Basic Materials
-200
- 0.49%
$202.06 - $241.84 $40.4K - $48.4K
40.4K $8.17M
DENN
Denny'S Corp

Consumer Cyclical
-349K
- 37.43%
$3.89 - $6.18 $1.36M - $2.16M
583K $3.58M
HAE
Haemonetics Corp

Healthcare
-44.9K
- 55.17%
$48.58 - $73.91 $2.18M - $3.32M
36.5K $2.68M
PLAB
Photronics Inc

Technology
-47.7K
- 34.24%
$21.12 - $25.05 $1.01M - $1.19M
91.5K $1.93M
SPGI
S&P Global Inc.

Financial Services
-2.1K
- 54.12%
$472.05 - $502.96 $991K - $1.06M
1.78K $870K
IRDM
Iridium Communications Inc.

Communication Services
-52.7K
- 66.29%
$16.27 - $20.02 $857K - $1.06M
26.8K $436K
MP
Mp Materials Corp.

Basic Materials
-770
- 0.73%
$51.95 - $98.65 $40K - $76K
105K $6.13M
THRY
Thryv Holdings, Inc.

Communication Services
-8.4K
- 6.09%
$5.88 - $12.46 $49.4K - $105K
130K $762K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
-107K
- 74.38%
$6.02 - $8.04 $647K - $863K
37K $222K
ENS
Ener Sys

Industrials
-17.6K
- 25.54%
$109.34 - $138.83 $1.92M - $2.44M
51.2K $7.05M
CTSO
Cytosorbents Corp

Healthcare
-273K
- 12.82%
$0.64 - $0.98 $175K - $267K
1.85M $1.3M
CSX
Csx Corp

Industrials
-12.4K
- 4.48%
$34.88 - $36.67 $431K - $453K
263K $9.19M
BMY
Bristol Myers Squibb CO

Healthcare
-18.4K
- 11.44%
$42.6 - $49.08 $784K - $903K
142K $6.67M
MATW
Matthews International Corp

Industrials
-27.4K
- 23.05%
$22.07 - $25.63 $605K - $702K
91.5K $2.31M
C
Citigroup Inc

Financial Services
-525
- 0.42%
$93.93 - $102.87 $49.3K - $54K
126K $12.4M
JPM
Jpmorgan Chase & CO

Financial Services
-55
- 0.22%
$294.11 - $320.41 $16.2K - $17.6K
25.5K $7.64M
ADM
Archer Daniels Midland CO

Consumer Defensive
-5.87K
- 18.31%
$56.0 - $63.38 $328K - $372K
26.2K $1.53M
WMB
Williams Companies, Inc.

Energy
-850
- 0.64%
$56.51 - $64.48 $48K - $54.8K
133K $8.1M
ATRO
Astronics Corp

Industrials
-10.6K
- 26.9%
$44.98 - $50.75 $477K - $538K
28.8K $1.43M
NEM
Newmont Corp

Basic Materials
-5.5K
- 12.32%
$78.63 - $98.27 $432K - $540K
39.1K $3.41M
DIS
Walt Disney CO

Communication Services
-3.03K
- 81.76%
$105.69 - $116.65 $320K - $353K
675 $71K
TKR
Timken CO

Industrials
-4.6K
- 19.05%
$70.79 - $79.25 $326K - $365K
19.6K $1.49M
ASUR
Asure Software Inc

Technology
-36.3K
- 56.94%
$8.02 - $8.7 $291K - $316K
27.4K $221K
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.54K
- 5.92%
$155.17 - $185.52 $238K - $285K
24.4K $4.1M
ON
On Semiconductor Corp

Technology
-1.7K
- 2.26%
$45.74 - $55.08 $77.8K - $93.6K
73.7K $3.46M
HLLY
Holley Inc.

Consumer Cyclical
-314K
- 23.24%
$2.73 - $3.9 $856K - $1.22M
1.04M $3.98M
ICLR
Icon PLC

Healthcare
-1.05K
- 15.67%
$157.68 - $193.89 $166K - $204K
5.65K $916K
VLO
Valero Energy Corp

Energy
-1.5K
- 52.63%
$156.39 - $181.76 $235K - $273K
1.35K $245K
XOM
Exxon Mobil Corp

Energy
-1.75K
- 31.44%
$110.64 - $119.78 $194K - $210K
3.82K $449K
LECO
Lincoln Electric Holdings Inc

Industrials
-100
- 0.66%
$225.07 - $242.95 $22.5K - $24.3K
15.1K $3.41M
BAC
Bank Of America Corp

Financial Services
-2.2K
- 3.62%
$48.65 - $54.11 $107K - $119K
58.6K $3.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 25.0%
$475.68 - $513.11 $95.1K - $103K
600 $305K
Activity Summary
Buys All Purchases 59 New Holdings 12 Increased Positions 47 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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