SC

Skylands Capital, LLC

13F
Skylands Capital, LLC
Last update 2022-11-01 156 Stocks (12 new)
Value $705.00 Mil Turnover 9 %
Countries:
Top Holdings: UNP(7.01%)AAPL(5.21%)ARCH(5.04%)GOOGL(4.20%)GM(3.88%)
Portfolio Report
Summary Stock Picks Current Portfolio
Skylands Capital, LLC Top Holdings of 2024-06-30 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
218,450
49426.500
+0.88%
7.010
+0.06%
0.040
+1.31%
-0.14%
147029.848
Transportation
AAPL 		Apple Inc
174,525
36758.460
-13.23%
5.210
-0.63%
0.000
+2.67%
+20.31%
3508506.654
Hardware
ARCH 		Arch Resources Inc
233,340
35521.350
-7.77%
5.040
-0.44%
1.290
-5.03%
-13.91%
2539.709
Steel
GOOGL 		Alphabet Inc
162,675
29631.250
-10.04%
4.200
-0.38%
0.000
-10.34%
+16.82%
2013316.300
Interactive Media
GM 		General Motors Co
589,000
27364.940
-15.81%
3.880
-0.69%
0.050
+14.39%
+48.52%
58190.612
Vehicles & Parts
CCI 		Crown Castle Inc
248,200
24249.140
+0.68%
3.440
+0.02%
0.060
+7.54%
+0.34%
48097.909
REITs
BECN 		Beacon Roofing Supply Inc
228,442
20674.000
-2.03%
2.930
-0.06%
0.360
-7.35%
+6.16%
5715.678
Industrial Distribution
OSK 		Oshkosh Corp
159,125
17217.330
-0.61%
2.440
-0.02%
0.240
-7.20%
-3.37%
6733.124
Farm & Heavy Construction Machinery
OC 		Owens-Corning Inc
89,045
15468.900
-10.86%
2.190
-0.25%
0.100
+1.12%
+24.14%
15765.477
Construction
FMC 		FMC Corp
255,000
14675.250
+24.30%
2.080
+0.41%
0.200
+9.01%
+1.34%
7752.841
Agriculture

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
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
$120.27
3.26%
New holding
53,948
53,948
SBAC 		SBA Communications Corp2024-06-30Add
+0.74%
●
186.12 ($197.81) 218.6
$243.69
23.19%
Add 99.81%
53,050
26,500
GM 		General Motors Co2024-06-30Reduce
-0.69%
●
42.37 ($45.15) 48.86
$52.92
17.21%
Reduce -15.81%
589,000
-110,600
AAPL 		Apple Inc2024-06-30Reduce
-0.63%
●
165 ($186.49) 216.67
$230.76
23.74%
Reduce -13.23%
174,525
-26,600
NATR 		Natures Sunshine Products Inc2024-06-30Add
+0.62%
●
14.81 ($17.08) 20.87
$12.70
-25.64%
Add 722.07%
333,101
292,581
ARCH 		Arch Resources Inc2024-06-30Reduce
-0.44%
●
146.82 ($160.69) 179.9
$140.29
-12.70%
Reduce -7.77%
233,340
-19,665
NSC 		Norfolk Southern Corp2024-06-30Add
+0.42%
●
209.9 ($232.04) 253.39
$256.98
10.75%
Add 29.88%
59,980
13,800
FMC 		FMC Corp2024-06-30Add
+0.41%
●
54.38 ($59.78) 67.53
$62.11
3.90%
Add 24.3%
255,000
49,850

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 2024-06-30

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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