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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U-Haul Holding Co /NV/

UHAL|023586100

Shares:2.0K

Value:$133.7K

% of Portfolio:0.0% ($133.7K/$692.7M)

MODINE MANUFACTURING CO

MOD|607828100

Shares:1.7K

Value:$130.5K

% of Portfolio:0.0% ($130.5K/$692.7M)

Smurfit Westrock plc

SW|G8267P108

Shares:2.9K

Value:$129.2K

% of Portfolio:0.0% ($129.2K/$692.7M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:3.0K

Value:$124.9K

% of Portfolio:0.0% ($124.9K/$692.7M)

BIO-RAD LABORATORIES, INC.

BIO|090572207

Shares:500

Value:$121.8K

% of Portfolio:0.0% ($121.8K/$692.7M)

NORDSON CORP

NDSN|655663102

Shares:565

Value:$114.0K

% of Portfolio:0.0% ($114.0K/$692.7M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:200

Value:$109.3K

% of Portfolio:0.0% ($109.3K/$692.7M)

464287655

IWM|464287655

Shares:400

Value:$79.8K

% of Portfolio:0.0% ($79.8K/$692.7M)

MultiSensor AI Holdings, Inc.

MSAI|456948108

Shares:82.2K

Value:$76.5K

% of Portfolio:0.0% ($76.5K/$692.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:100

Value:$55.9K

% of Portfolio:0.0% ($55.9K/$692.7M)

TARGET CORP

TGT|87612E106

Shares:400

Value:$41.7K

% of Portfolio:0.0% ($41.7K/$692.7M)

HOME DEPOT, INC.

HD|437076102

Shares:100

Value:$36.6K

% of Portfolio:0.0% ($36.6K/$692.7M)

CASELLA WASTE SYSTEMS INC

CWST|147448104

Shares:275

Value:$30.7K

% of Portfolio:0.0% ($30.7K/$692.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
U-Haul Holding Co /NV/(UHALcusip023586100)	2.0K	QoQ 0.00% (-0) YoY -12.79% (-300)	All Managers (Combined)	$133.7K	0.0% ($133.7K/$692.7M)	QoQ -5.39% (-$7.6K) YoY -15.60% (-$24.7K)
MODINE MANUFACTURING CO(MODcusip607828100)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$130.5K	0.0% ($130.5K/$692.7M)	QoQ NEW(+$130.5K) YoY NEW(+$130.5K)
Smurfit Westrock plc(SWcusipG8267P108)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$129.2K	0.0% ($129.2K/$692.7M)	QoQ -16.33% (-$25.2K) YoY NEW(+$129.2K)
Robinhood Markets, Inc.(HOODcusip770700102)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$124.9K	0.0% ($124.9K/$692.7M)	QoQ NEW(+$124.9K) YoY NEW(+$124.9K)
BIO-RAD LABORATORIES, INC.(BIOcusip090572207)	500	QoQ NEW(+500) YoY -44.44% (-400)	All Managers (Combined)	$121.8K	0.0% ($121.8K/$692.7M)	QoQ NEW(+$121.8K) YoY -60.87% (-$189.5K)
NORDSON CORP(NDSNcusip655663102)	565	QoQ -1.73% (-10) YoY -5.83% (-35)	All Managers (Combined)	$114.0K	0.0% ($114.0K/$692.7M)	QoQ -4.91% (-$5.9K) YoY -30.81% (-$50.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	200	QoQ NEW(+200) YoY NEW(+200)	All Managers (Combined)	$109.3K	0.0% ($109.3K/$692.7M)	QoQ NEW(+$109.3K) YoY NEW(+$109.3K)
(IWMcusip464287655)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$79.8K	0.0% ($79.8K/$692.7M)	QoQ -9.71% (-$8.6K) YoY -5.14% (-$4.3K)
MultiSensor AI Holdings, Inc.(MSAIcusip456948108)	82.2K	QoQ -37.03% (-48.4K) YoY NEW(+82.2K)	All Managers (Combined)	$76.5K	0.0% ($76.5K/$692.7M)	QoQ -68.17% (-$163.8K) YoY NEW(+$76.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$55.9K	0.0% ($55.9K/$692.7M)	QoQ -4.55% (-$2.7K) YoY +6.94% (+$3.6K)
TARGET CORP(TGTcusip87612E106)	400	QoQ 0.00% (-0) YoY -33.33% (-200)	All Managers (Combined)	$41.7K	0.0% ($41.7K/$692.7M)	QoQ -22.79% (-$12.3K) YoY -60.73% (-$64.6K)
HOME DEPOT, INC.(HDcusip437076102)	100	QoQ 0.00% (-0) YoY -33.33% (-50)	All Managers (Combined)	$36.6K	0.0% ($36.6K/$692.7M)	QoQ -5.78% (-$2.3K) YoY -36.30% (-$20.9K)
CASELLA WASTE SYSTEMS INC(CWSTcusip147448104)	275	QoQ -8.33% (-25) YoY -38.88% (-175)	All Managers (Combined)	$30.7K	0.0% ($30.7K/$692.7M)	QoQ -3.39% (-$1.1K) YoY -31.07% (-$13.8K)