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:

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COGENT COMMUNICATIONS HOLDINGS, INC.

CCOI|19239V302

Shares:81.4K

Value:$5.0M

% of Portfolio:0.7% ($5.0M/$692.7M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:10.4K

Value:$5.0M

% of Portfolio:0.7% ($5.0M/$692.7M)

Meta Platforms, Inc.

META|30303M102

Shares:8.5K

Value:$4.9M

% of Portfolio:0.7% ($4.9M/$692.7M)

JOHNSON OUTDOORS INC

JOUT|479167108

Shares:195.9K

Value:$4.9M

% of Portfolio:0.7% ($4.9M/$692.7M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:36.9K

Value:$4.7M

% of Portfolio:0.7% ($4.7M/$692.7M)

T-Mobile US, Inc.

TMUS|872590104

Shares:17.0K

Value:$4.5M

% of Portfolio:0.7% ($4.5M/$692.7M)

WillScot Holdings Corp

WSC|971378104

Shares:158.7K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$692.7M)

Archer-Daniels-Midland Co

ADM|039483102

Shares:90.9K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$692.7M)

MP Materials Corp. / DE

MP|553368101

Shares:177.5K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$692.7M)

Adeia Inc.

ADEA|00676P107

Shares:307.4K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$692.7M)

HALLIBURTON CO

HAL|406216101

Shares:158.4K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$692.7M)

PHOTRONICS INC

PLAB|719405102

Shares:189.8K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$692.7M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:36.0K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$692.7M)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:19.3K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$692.7M)

Silicon Motion Technology CORP

SIMO|82706C108

Shares:72.0K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$692.7M)

COLUMBUS MCKINNON CORP

CMCO|199333105

Shares:211.0K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$692.7M)

HAEMONETICS CORP

HAE|405024100

Shares:55.8K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$692.7M)

Lovesac Co

LOVE|54738L109

Shares:190.4K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$692.7M)

ON SEMICONDUCTOR CORP

ON|682189105

Shares:84.7K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$692.7M)

OSI SYSTEMS INC

OSIS|671044105

Shares:15.9K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$692.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COGENT COMMUNICATIONS HOLDINGS, INC.(CCOIcusip19239V302)	81.4K	QoQ +16.12% (-11.3K) YoY -1.83% (-1.5K)	All Managers (Combined)	$5.0M	0.7% ($5.0M/$692.7M)	QoQ -7.62% (-$411.6K) YoY -7.87% (-$426.8K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	10.4K	QoQ -0.57% (-60) YoY +39.87% (+3.0K)	All Managers (Combined)	$5.0M	0.7% ($5.0M/$692.7M)	QoQ -7.96% (-$428.7K) YoY +8.93% (+$406.5K)
Meta Platforms, Inc.(METAcusip30303M102)	8.5K	QoQ -22.66% (-2.5K) YoY -29.88% (-3.6K)	All Managers (Combined)	$4.9M	0.7% ($4.9M/$692.7M)	QoQ -23.87% (-$1.5M) YoY -16.77% (-$986.6K)
JOHNSON OUTDOORS INC(JOUTcusip479167108)	195.9K	QoQ +20.80% (-33.8K) YoY +73.86% (-83.3K)	All Managers (Combined)	$4.9M	0.7% ($4.9M/$692.7M)	QoQ -9.06% (-$485.2K) YoY -6.33% (-$329.2K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	36.9K	QoQ +1.16% (-425) YoY +16.13% (+5.1K)	All Managers (Combined)	$4.7M	0.7% ($4.7M/$692.7M)	QoQ -17.36% (-$982.8K) YoY +16.60% (+$665.9K)
T-Mobile US, Inc.(TMUScusip872590104)	17.0K	QoQ -36.88% (-9.9K) YoY -75.00% (-50.9K)	All Managers (Combined)	$4.5M	0.7% ($4.5M/$692.7M)	QoQ -23.73% (-$1.4M) YoY -59.15% (-$6.6M)
WillScot Holdings Corp(WSCcusip971378104)	158.7K	QoQ +15.20% (-20.9K) YoY +57.94% (-58.2K)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$692.7M)	QoQ -4.25% (-$195.9K) YoY -5.56% (-$260.2K)
Archer-Daniels-Midland Co(ADMcusip039483102)	90.9K	QoQ +16.32% (+12.8K) YoY +85.27% (+41.8K)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$692.7M)	QoQ +10.54% (+$416.0K) YoY +41.61% (+$1.3M)
MP Materials Corp. / DE(MPcusip553368101)	177.5K	QoQ -15.07% (-31.5K) YoY -22.62% (-51.9K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$692.7M)	QoQ +32.89% (-$1.1M) YoY +32.07% (-$1.1M)
Adeia Inc.(ADEAcusip00676P107)	307.4K	QoQ +17.32% (+45.4K) YoY +195.19% (+203.3K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$692.7M)	QoQ +10.94% (+$401.1K) YoY +257.37% (+$2.9M)
HALLIBURTON CO(HALcusip406216101)	158.4K	QoQ -4.54% (-7.5K) YoY +59.35% (+59.0K)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$692.7M)	QoQ -10.93% (-$493.6K) YoY +2.55% (+$100.3K)
PHOTRONICS INC(PLABcusip719405102)	189.8K	QoQ +15.37% (+25.3K) YoY +73.96% (+80.7K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$692.7M)	QoQ +1.66% (+$64.6K) YoY +27.52% (+$850.5K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	36.0K	QoQ -20.07% (-9.0K) YoY -39.98% (-24.0K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$692.7M)	QoQ +10.78% (-$379.5K) YoY +9.07% (-$324.4K)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	19.3K	QoQ -0.49% (-95) YoY +3.65% (-680)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$692.7M)	QoQ +0.40% (-$14.7K) YoY -23.23% (-$1.1M)
Silicon Motion Technology CORP(SIMOcusip82706C108)	72.0K	QoQ -5.94% (-4.5K) YoY +85.08% (+33.1K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$692.7M)	QoQ -12.01% (-$497.2K) YoY +21.62% (+$647.4K)
COLUMBUS MCKINNON CORP(CMCOcusip199333105)	211.0K	QoQ +7.07% (-13.9K) YoY -13.29% (-32.4K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$692.7M)	QoQ -51.32% (-$3.8M) YoY -67.11% (-$7.3M)
HAEMONETICS CORP(HAEcusip405024100)	55.8K	QoQ +105.24% (+28.6K) YoY NEW(+55.8K)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$692.7M)	QoQ +67.04% (+$1.4M) YoY NEW(+$3.5M)
Lovesac Co(LOVEcusip54738L109)	190.4K	QoQ +5.39% (-9.8K) YoY -7.36% (-15.1K)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$692.7M)	QoQ -19.01% (-$812.7K) YoY -25.48% (-$1.2M)
ON SEMICONDUCTOR CORP(ONcusip682189105)	84.7K	QoQ +16.18% (-11.8K) YoY +10.39% (-8.0K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$692.7M)	QoQ -25.02% (-$1.2M) YoY -38.92% (-$2.2M)
OSI SYSTEMS INC(OSIScusip671044105)	15.9K	QoQ -24.87% (-5.3K) YoY -31.58% (-7.4K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$692.7M)	QoQ -12.80% (-$454.9K) YoY -6.89% (-$229.6K)