Investor Details
| Filer Name: | SKYLANDS CAPITAL, LLC |
|---|---|
| CIK: | 1299910 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-04 |
| Number of Holdings: | 150 |
| Portfolio Value: | $0.72B |
Skylands Capital, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| UNP | US | UNION PACIFIC CORP | 229,150 | $52M | 7.30% | 7.2% | - |
| AAPL | US | APPLE INC | 135,055 | $34M | 4.72% | -11.8% | - |
| GOOGL | US | ALPHABET INC-CL A | 155,425 | $29M | 4.11% | -7.2% | - |
| GM | US | GENERAL MOTORS CO | 536,050 | $29M | 3.99% | -9.1% | - |
| ARCH | US | ARCH RESOURCES INC | 164,905 | $23M | 3.25% | -28.4% | - |
| CCI | US | CROWN CASTLE INC | 245,105 | $22M | 3.11% | 4.4% | - |
| BECN | US | BEACON ROOFING SUPPLY INC | 218,200 | $22M | 3.10% | -8.1% | - |
| DBD | US | DIEBOLD NIXDORF INC | 446,625 | $19M | 2.69% | 57.5% | - |
| FMC | US | FMC CORP | 340,775 | $17M | 2.31% | 33.7% | - |
| OSK | US | OSHKOSH CORP | 164,735 | $16M | 2.19% | 2.5% | - |
| OC | US | OWENS CORNING | 88,225 | $15M | 2.10% | -0.8% | - |
| NSC | US | NORFOLK SOUTHERN CORP | 63,670 | $15M | 2.09% | 10.2% | - |
| SBAC | US | SBA COMMUNICATIONS CORP | 69,220 | $14M | 1.97% | 66.0% | - |
| V | US | VISA INC-CLASS A SHARES | 41,065 | $13M | 1.81% | -11.9% | - |
| COHR | US | COHERENT CORP | 131,815 | $12M | 1.74% | -12.6% | - |
| GEHC | US | GE HEALTHCARE TECHNOLOGY | 156,790 | $12M | 1.71% | 19.7% | - |
| WAB | US | WABTEC CORP | 63,090 | $12M | 1.67% | -17.7% | - |
| EXP | US | EAGLE MATERIALS INC | 41,730 | $10M | 1.44% | -6.2% | - |
| AMT | US | AMERICAN TOWER CORP | 56,320 | $10M | 1.44% | 45.7% | - |
| CSX | US | CSX CORP | 316,850 | $10M | 1.43% | 34.9% | - |