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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$9.34 Million 1.47% of portfolio
26,275
Q3 2025 Reduced 6.91%
$0
$5.47 Million 0.86% of portfolio
41,380
Q3 2025 Reduced 5.56%
$0
$2.97 Million 0.47% of portfolio
33,200
Q3 2025 Reduced 9.54%
$0
$1.87 Million 0.29% of portfolio
79,500
Q3 2025 Added 53.18%
$0
$450,000 0.07% of portfolio
750
Q3 2023 Reduced 6.25%
$0
$96,000 0.02% of portfolio
400
Q3 2023 Reduced 11.11%
$0
$66,000 0.01% of portfolio
100
Q2 2022 Reduced 50.0%

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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