SC

Skylands Capital, LLC

13F
Skylands Capital, LLC
Last update 2024-11-01 154 Stocks (8 new)
Value $737.00 Mil Turnover 6 %
Countries:
Top Holdings: UNP(7.15%)AAPL(4.84%)ARCH(4.32%)CCI(3.78%)GOOGL(3.77%)
Portfolio Report
Summary Stock Picks Current Portfolio
Skylands Capital, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UNP 		Union Pacific Corp
213,800
52697.420
-2.13%
7.150
-0.15%
0.040
-5.94%
+0.59%
139063.145
Transportation
AAPL 		Apple Inc
153,055
35661.820
-12.30%
4.840
-0.64%
0.000
+0.97%
-6.84%
3508035.247
Hardware
ARCH 		Arch Resources Inc
230,290
31816.870
-1.31%
4.320
-0.07%
1.270
-7.42%
-4.52%
2441.618
Steel
CCI 		Crown Castle Inc
234,700
27842.460
-5.44%
3.780
-0.19%
0.050
-21.39%
-4.51%
37666.627
REITs
GOOGL 		Alphabet Inc
167,400
27763.290
+2.90%
3.770
+0.11%
0.000
+15.11%
+0.19%
2329320.320
Interactive Media
GM 		General Motors Co
589,700
26442.150
+0.12%
3.590
0%
0.050
+4.99%
-4.37%
56013.412
Vehicles & Parts
BECN 		Beacon Roofing Supply Inc
237,517
20528.590
+3.97%
2.790
+0.11%
0.380
+16.59%
+7.16%
6736.507
Industrial Distribution
FMC 		FMC Corp
254,825
16803.160
-0.07%
2.280
0%
0.200
-13.66%
+10.08%
6679.952
Agriculture
OSK 		Oshkosh Corp
160,675
16101.240
+0.97%
2.180
+0.02%
0.250
-10.67%
-2.16%
6052.346
Farm & Heavy Construction Machinery
OC 		Owens-Corning Inc
88,895
15691.750
-0.17%
2.130
0%
0.100
-6.19%
+2.93%
14977.942
Construction

Skylands Capital, LLC's Historical Top Holdings Breakdowns

Skylands Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HIBB 		Hibbett Inc2024-06-30Reduce
-1.27%
●
70.07 ($82.79) 87.21
$87.49
5.68%
Reduce -71.16%
48,775
-120,325
AAPL 		Apple Inc2023-06-30Reduce
-1.15%
●
160.1 ($174.1) 193.97
$233.28
33.99%
Reduce -16.79%
235,875
-47,600
UNP 		Union Pacific Corp2023-09-30Reduce
-1.12%
●
202.4 ($217.79) 238
$229.38
5.32%
Reduce -12.96%
256,550
-38,215
UNP 		Union Pacific Corp2023-12-31Reduce
-1.12%
●
200.64 ($219.86) 246.02
$229.38
4.33%
Reduce -14.1%
220,375
-36,175
OC 		Owens-Corning Inc2023-06-30Reduce
-1.11%
●
93.27 ($109.37) 130.72
$174.60
59.64%
Reduce -35.51%
143,065
-78,785
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-0.93%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-25,750
XOM 		Exxon Mobil Corp2024-06-30New Buy
+0.88%
●
108.36 ($116.47) 122.2
$109.72
-5.80%
New holding
53,948
53,948
NEX NexTier Oilfield Solutions Inc2023-09-30Sold Out
-0.87%
●
9.05 ($10.92) 11.92
$10.61
-2.84%
Sold Out
0
-675,100
PTEN 		Patterson-UTI Energy Inc2023-09-30New Buy
+0.82%
●
11.99 ($14.63) 15.84
$8.95
-38.82%
New holding
389,723
389,723
GEHC 		GE HealthCare Technologies Inc2023-09-30Add
+0.81%
●
63.89 ($72.76) 82.63
$84.13
15.63%
Add 610.7%
91,325
78,475

Skylands Capital, LLC Total Holding History ($B)

To

Skylands Capital, LLC's Asset Allocation

To

Skylands Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Skylands Capital, LLC's Hypothetical Growth since 2024-09-30

Skylands Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Skylands Capital, LLC's Holdings Heat Map

Size field:

Skylands Capital, LLC's Holdings Bubble Chart

Skylands Capital, LLC News

  • 1

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