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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.15B
$18.9 Million 2.98% of portfolio
145,750
Q3 2025 Reduced 11.85%
$9.52B
$13.9 Million 2.2% of portfolio
98,585
Q3 2025 Added 0.11%
$7.44B
$9.46 Million 1.49% of portfolio
40,615
Q3 2025 Reduced 14.95%
$6.51B
$8.77 Million 1.39% of portfolio
105,150
Q3 2025 Added 80.05%
$5.23B
$8.81 Million 1.39% of portfolio
40,120
Q3 2025 Reduced 6.55%
$9.3B
$8.17 Million 1.29% of portfolio
180,650
Q3 2025 Added 63.91%
$5.59B
$7.77 Million 1.23% of portfolio
68,805
Q3 2025 Reduced 16.39%
$10B
$5.95 Million 0.94% of portfolio
295,200
Q3 2025 Reduced 31.93%
$8.25B
$5.44 Million 0.86% of portfolio
178,150
Q3 2025 Added 80.27%
$3.75B
$5.09 Million 0.8% of portfolio
241,150
Q3 2025 Added 19.48%
$4.93B
$4.7 Million 0.74% of portfolio
240,050
Q3 2025 Added 21.99%
$9.65B
$4.04 Million 0.64% of portfolio
24,160
Q3 2025 Reduced 38.97%
$3.77B
$3.97 Million 0.63% of portfolio
81,369
Q3 2025 Added 195.35%
$2.87B
$3.66 Million 0.58% of portfolio
38,594
Q3 2025 Reduced 25.78%
$4.07B
$2.49 Million 0.39% of portfolio
39,200
Q3 2025 Added 3.16%
$5.56B
$1.82 Million 0.29% of portfolio
24,150
Q3 2025 Added 1.05%
$4.19B
$1.64 Million 0.26% of portfolio
38,150
Q3 2025 New
$2.04B
$1.39 Million 0.22% of portfolio
79,500
Q3 2025 Added 8.31%
$4.78B
$1.2 Million 0.19% of portfolio
19,025
Q3 2025 Reduced 12.83%
$4.16B
$1.14 Million 0.18% of portfolio
11,600
Q3 2025 New
$7.71B
$855,000 0.14% of portfolio
3,050
Q3 2025 Reduced 23.75%
$3.16B
$617,000 0.1% of portfolio
31,100
Q3 2025 Reduced 51.25%
$5.16B
$598,000 0.09% of portfolio
3,614
Q3 2025 Reduced 66.14%
$5.54B
$453,000 0.07% of portfolio
2,595
Q3 2025 Added 4.01%
$3.71B
$426,000 0.07% of portfolio
4,400
Q3 2025 Reduced 60.36%
$4.61B
$411,000 0.06% of portfolio
1,650
Q3 2025 Reduced 85.33%
$3.61B
$172,000 0.03% of portfolio
6,200
Q3 2025 Reduced 89.23%
$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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