Skylands-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "JOUT",
  "OSK",
  "RJF",
  "EXAS",
  "MP",
  "GATX",
  "ASPN",
  "MU",
  "PLAB",
  "GOOGL",
  "BOOT",
  null,
  "QDEL",
  "CCI",
  "ECG",
  "SIMO",
  "MATW",
  "ADEA",
  "GD",
  "IRDM",
  "HD",
  "MCD",
  "UNP",
  "GBCI",
  null,
  "META",
  "MSAI",
  "NATR",
  "THRY",
  "TTI",
  "TWIN",
  "UHAL",
  null,
  "MA",
  "ACCO",
  "MSFT",
  "CNR",
  "TMUS",
  "FMC",
  "OXY",
  "ADM",
  "AAPL",
  "SPY",
  "GS",
  "GEHC",
  "SPGI",
  "SHW",
  "SLB",
  null,
  "RTX",
  "GLD",
  null,
  "AMT",
  "SSNC",
  "TGT",
  "TDG",
  "UPS",
  "NEM",
  "XPOF",
  "UHAL-B",
  "EYE",
  "MBLY",
  "SCHW",
  "OSIS",
  "LOVE",
  "LKQ",
  "SBAC",
  "EXP",
  "QRHC",
  "TRGP",
  "ATRO",
  "MOD",
  "ULTA",
  "GPK",
  "LOPE",
  "GBX",
  "HAE",
  "LECO",
  "ALGN",
  "VNT",
  "GM",
  "HAL",
  "TKR",
  "WAB",
  "TAP",
  "GNRC",
  "CRWS",
  "CTSO",
  "GENK",
  "JYNT",
  "KOP",
  "PCYO",
  "AMZN",
  "HOG",
  "MTX",
  null,
  "VLO",
  "V",
  "HCC",
  "WCC",
  "WMB",
  "WSC",
  "ENS",
  "ELAN",
  "OC",
  "HLLY",
  "AEM",
  "KEX",
  "NSC",
  "NDSN",
  "HLMN",
  "ON",
  "SW",
  "PTEN",
  "GEV",
  "ZBH",
  "FDX",
  "SPWH",
  "ASUR",
  "AEYE",
  "BAC",
  null,
  "BRK-B",
  "BTMD",
  "BIO",
  "BLK",
  "BBY",
  "BLMN",
  "BMY",
  "BC",
  "BWXT",
  "CCJ",
  "CWST",
  "CBOE",
  "CHDN",
  "C",
  "CLFD",
  "CCOI",
  "COHR",
  "CMCO",
  "CMP",
  "CSX",
  "CCK",
  "DENN",
  "DBD",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "MLM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 153
Total Value: 692716470
Accession Number: 0001821268-25-000096
Form Type: 13F-HR
CIK: skylands-capital
Manager Name: Skylands-Capital

Data Enrichment

95% identified

146 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

153 positions • $692.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

Sort by:

UNION PACIFIC CORP

UNP|907818108

Shares:224.6K

Value:$53.1M

% of Portfolio:7.7% ($53.1M/$692.7M)

Apple Inc.

AAPL|037833100

Shares:129.5K

Value:$28.8M

% of Portfolio:4.2% ($28.8M/$692.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:185.9K

Value:$28.7M

% of Portfolio:4.1% ($28.7M/$692.7M)

General Motors Co

GM|37045V100

Shares:552.2K

Value:$26.0M

% of Portfolio:3.7% ($26.0M/$692.7M)

CROWN CASTLE INC.

CCI|22822V101

Shares:243.8K

Value:$25.4M

% of Portfolio:3.7% ($25.4M/$692.7M)

073685109

Shares:197.8K

Value:$24.5M

% of Portfolio:3.5% ($24.5M/$692.7M)

DIEBOLD NIXDORF, Inc

DBD|253651202

Shares:550.6K

Value:$24.1M

% of Portfolio:3.5% ($24.1M/$692.7M)

Core Natural Resources, Inc.

CNR|218937100

Shares:241.9K

Value:$18.7M

% of Portfolio:2.7% ($18.7M/$692.7M)

OSHKOSH CORP

OSK|688239201

Shares:159.2K

Value:$15.0M

% of Portfolio:2.2% ($15.0M/$692.7M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:61.3K

Value:$14.5M

% of Portfolio:2.1% ($14.5M/$692.7M)

VISA INC.

V|92826C839

Shares:40.7K

Value:$14.3M

% of Portfolio:2.1% ($14.3M/$692.7M)

FMC CORP

FMC|302491303

Shares:331.1K

Value:$14.0M

% of Portfolio:2.0% ($14.0M/$692.7M)

Owens Corning

OC|690742101

Shares:90.5K

Value:$12.9M

% of Portfolio:1.9% ($12.9M/$692.7M)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:57.6K

Value:$12.7M

% of Portfolio:1.8% ($12.7M/$692.7M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:51.6K

Value:$11.2M

% of Portfolio:1.6% ($11.2M/$692.7M)

EAGLE MATERIALS INC

EXP|26969P108

Shares:47.5K

Value:$10.5M

% of Portfolio:1.5% ($10.5M/$692.7M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:56.6K

Value:$10.3M

% of Portfolio:1.5% ($10.3M/$692.7M)

CITIGROUP INC

C|172967424

Shares:141.2K

Value:$10.0M

% of Portfolio:1.4% ($10.0M/$692.7M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:122.2K

Value:$9.9M

% of Portfolio:1.4% ($9.9M/$692.7M)

CSX CORP

CSX|126408103

Shares:322.1K

Value:$9.5M

% of Portfolio:1.4% ($9.5M/$692.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	224.6K	QoQ -1.97% (-4.5K) YoY +3.72% (-8.1K)	All Managers (Combined)	$53.1M	7.7% ($53.1M/$692.7M)	QoQ +1.55% (-$810.0K) YoY -0.35% (-$190.7K)
Apple Inc.(AAPLcusip037833100)	129.5K	QoQ -4.09% (-5.5K) YoY -35.59% (-71.6K)	All Managers (Combined)	$28.8M	4.2% ($28.8M/$692.7M)	QoQ -14.92% (-$5.0M) YoY -16.57% (-$5.7M)
Alphabet Inc.(GOOGLcusip02079K305)	185.9K	QoQ +19.59% (-30.5K) YoY +2.79% (+5.1K)	All Managers (Combined)	$28.7M	4.1% ($28.7M/$692.7M)	QoQ -2.29% (-$676.7K) YoY +5.32% (+$1.5M)
General Motors Co(GMcusip37045V100)	552.2K	QoQ +3.00% (-16.1K) YoY -21.07% (-147.4K)	All Managers (Combined)	$26.0M	3.7% ($26.0M/$692.7M)	QoQ -9.05% (-$2.6M) YoY -18.14% (-$5.8M)
CROWN CASTLE INC.(CCIcusip22822V101)	243.8K	QoQ -0.55% (-1.4K) YoY -1.12% (-2.8K)	All Managers (Combined)	$25.4M	3.7% ($25.4M/$692.7M)	QoQ +14.20% (-$3.2M) YoY -2.61% (-$683.2K)
(cusip073685109)✕	197.8K	QoQ -9.37% (-20.4K) YoY -15.18% (-35.4K)	All Managers (Combined)	$24.5M	3.5% ($24.5M/$692.7M)	QoQ +10.36% (-$2.3M) YoY +7.02% (-$1.6M)
DIEBOLD NIXDORF, Inc(DBDcusip253651202)	550.6K	QoQ +23.28% (+104.0K) YoY +171.09% (+347.5K)	All Managers (Combined)	$24.1M	3.5% ($24.1M/$692.7M)	QoQ +25.22% (+$4.8M) YoY +244.14% (+$17.1M)
Core Natural Resources, Inc.(CNRcusip218937100)	241.9K	QoQ NEW(+241.9K) YoY NEW(+241.9K)	All Managers (Combined)	$18.7M	2.7% ($18.7M/$692.7M)	QoQ NEW(+$18.7M) YoY NEW(+$18.7M)
OSHKOSH CORP(OSKcusip688239201)	159.2K	QoQ -3.34% (-5.5K) YoY -0.54% (-875)	All Managers (Combined)	$15.0M	2.2% ($15.0M/$692.7M)	QoQ -4.35% (-$681.5K) YoY -24.97% (-$5.0M)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	61.3K	QoQ -3.74% (-2.4K) YoY +32.70% (+15.1K)	All Managers (Combined)	$14.5M	2.1% ($14.5M/$692.7M)	QoQ -2.86% (-$428.0K) YoY +23.32% (+$2.7M)
VISA INC.(Vcusip92826C839)	40.7K	QoQ -0.87% (-360) YoY -9.85% (-4.5K)	All Managers (Combined)	$14.3M	2.1% ($14.3M/$692.7M)	QoQ +9.91% (-$1.3M) YoY +13.20% (-$1.7M)
FMC CORP(FMCcusip302491303)	331.1K	QoQ -2.82% (-9.6K) YoY +61.41% (+126.0K)	All Managers (Combined)	$14.0M	2.0% ($14.0M/$692.7M)	QoQ -15.65% (-$2.6M) YoY +6.91% (+$903.2K)
Owens Corning(OCcusip690742101)	90.5K	QoQ +2.55% (-2.3K) YoY -9.42% (-9.4K)	All Managers (Combined)	$12.9M	1.9% ($12.9M/$692.7M)	QoQ -14.00% (-$2.1M) YoY -22.45% (-$3.7M)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	57.6K	QoQ -16.82% (-11.6K) YoY +116.85% (+31.0K)	All Managers (Combined)	$12.7M	1.8% ($12.7M/$692.7M)	QoQ -10.20% (-$1.4M) YoY +120.16% (+$6.9M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	51.6K	QoQ -8.38% (-4.7K) YoY +23.60% (+9.9K)	All Managers (Combined)	$11.2M	1.6% ($11.2M/$692.7M)	QoQ +8.69% (-$898.5K) YoY +36.12% (+$3.0M)
EAGLE MATERIALS INC(EXPcusip26969P108)	47.5K	QoQ +13.71% (+5.7K) YoY +10.09% (-4.3K)	All Managers (Combined)	$10.5M	1.5% ($10.5M/$692.7M)	QoQ +2.27% (+$234.4K) YoY -10.09% (-$1.2M)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	56.6K	QoQ -10.20% (-6.4K) YoY -28.47% (-22.6K)	All Managers (Combined)	$10.3M	1.5% ($10.3M/$692.7M)	QoQ -14.11% (-$1.7M) YoY -10.95% (-$1.3M)
CITIGROUP INC(Ccusip172967424)	141.2K	QoQ +3.23% (+4.4K) YoY +19.40% (+22.9K)	All Managers (Combined)	$10.0M	1.4% ($10.0M/$692.7M)	QoQ +4.11% (+$396.2K) YoY +34.04% (+$2.5M)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	122.2K	QoQ -22.08% (-34.6K) YoY +14.09% (+15.1K)	All Managers (Combined)	$9.9M	1.4% ($9.9M/$692.7M)	QoQ -19.56% (-$2.4M) YoY +1.29% (+$125.7K)
CSX CORP(CSXcusip126408103)	322.1K	QoQ +1.64% (-5.2K) YoY +80.68% (+143.8K)	All Managers (Combined)	$9.5M	1.4% ($9.5M/$692.7M)	QoQ -7.29% (-$746.1K) YoY +43.44% (+$2.9M)