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CIK: 0001299910
Total reported value
$762.1M
$762.1M
156 檔
23.4%
According to the latest 13F quarterly dataset, Skylands Capital, LLC managed an equity portfolio of $762.1M at the end of Q2 2024, spanning 156 distinct U.S. exchange-listed positions.
During Q2 2024, Skylands Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | Stock-Industrials | 7.01% | +0.41% | +0.88% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.21% | +0.58% | -13.23% | |
| 3 | ARCH1USD | Arch Resources Inc | Stock-Other | 5.04% | — | -7.77% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.20% | +0.20% | -10.04% | |
| 5 | GM | General Motors Co | Stock-Consumer Disc | 3.88% | +0.23% | -15.81% | |
| 6 | CCI | Crown Castle Inc | Stock-Real Estate | 3.44% | +0.17% | +0.68% | |
| 7 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 2.93% | — | -2.03% | |
| 8 | OSK | Oshkosh CORP | Stock-Industrials | 2.44% | -0.30% | -0.61% | |
| 9 | OC | Owens Corning | Stock-Industrials | 2.19% | -0.60% | -10.86% | |
| 10 | FMC | Fmc CORP | Stock-Materials | 2.08% | -0.10% | +24.30% | |
| 11 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.83% | +0.21% | +29.88% | |
| 12 | WAB | Wabtec CORP | Stock-Industrials | 1.77% | +0.18% | -0.06% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | +0.10% | -0.33% | |
| 14 | COHR | Coherent CORP | Stock-Tech | 1.65% | -0.24% | -10.20% | |
| 15 | SBAC | Sba Communications CORP | Stock-Real Estate | 1.48% | -0.20% | +99.81% | |
| 16 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.47% | +0.11% | +24.70% | |
| 17 | DBD | Diebold Nixdorf Inc | Stock-Other | 1.38% | -0.63% | +24.13% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.37% | +0.03% | -18.90% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.07% | -4.99% | |
| 20 | EXP | Eagle Materials Inc | Stock-Materials | 1.33% | -0.09% | -0.17% | |
| 21 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.30% | +0.09% | +17.04% | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.28% | +0.05% | +11.14% | |
| 23 | JYNT | Joint Corp/the | Stock-Other | 1.26% | -0.05% | -8.17% | |
| 24 | LOPE | Grand Canyon Education Inc | Stock-Consumer Staples | 1.24% | +0.32% | -0.95% | |
| 25 | CMCO | Columbus Mckinnon Corp/ny | Stock-Other | 1.17% | — | -1.84% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.15% | +0.03% | -18.20% | |
| 27 | ENS | Enersys | Stock-Industrials | 1.14% | -0.12% | -11.15% | |
| 28 | C | Citigroup Inc | Stock-Financials | 1.06% | -0.03% | +0.08% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 1.01% | -0.02% | +20.03% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 1.01% | +0.02% | -9.51% | |
| 31 | ABX | Barrick Gold CORP | Stock-Financials | 1.00% | — | +55.30% | |
| 32 | WMB | Williams Cos Inc | Stock-Energy | 0.96% | -0.03% | -22.05% | |
| 33 | CCOI | Cogent Communications Holdin | Stock-Other | 0.94% | -0.11% | +41.01% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.91% | +0.12% | -5.10% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.04% | EXIT | |
| 36 | IRDM | Iridium Communications Inc | Stock-Comm Services | 0.81% | — | +10.56% | |
| 37 | JOUT | Johnson Outdoors Inc-a | Stock-Other | 0.80% | -0.06% | +43.66% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.01% | -7.39% | |
| 39 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.77% | -0.11% | — | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | — | +18.59% | |
| 41 | ON | On Semiconductor | Stock-Tech | 0.74% | -0.13% | -0.20% | |
| 42 | NATR | Natures Sunshine Prods Inc | Stock-Other | 0.71% | +0.26% | +722.07% | |
| 43 | LOVE | Lovesac Co/the | Stock-Other | 0.70% | -0.09% | +6.31% | |
| 44 | MLM | Martin Marietta Materials | Stock-Materials | 0.69% | -0.04% | +21.46% | |
| 45 | QDEL | Quidelortho CORP | Stock-Other | 0.66% | -0.40% | +4.58% | |
| 46 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.64% | -0.05% | +7.01% | |
| 47 | HB6 | Hibbett Inc | Stock-Other | 0.60% | — | -71.16% | |
| 48 | MTX | Minerals Technologies Inc | Stock-Other | 0.59% | -0.03% | +18.91% | |
| 49 | HAL | Halliburton Co | Stock-Energy | 0.59% | — | +23.44% | |
| 50 | HLLY | Holley Inc | Stock-Other | 0.57% | — | +37.56% |
According to official SEC Form 13F filings, Skylands Capital, LLC reported a total U.S. public equity portfolio value of $762.1M across 156 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UNP, AAPL, ARCH1USD) accounted for 23.4% of total reported equity market value during Q2 2024.
During Q2 2024, Skylands Capital, LLC's top holdings by market value included UNP (7.0%)、AAPL (5.2%)、ARCH1USD (5.0%). The largest single position, UNP, represented 7.0% of total portfolio value.
In Q2 2024, Skylands Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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