HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 UNION PAC CORP |
220,375 | -36,175 | $54,129 |
| UNP | 220,375 | -36,175 | $54,129 |
| ARCH RESOURCES INC |
254,080 | -26,235 | $42,162 |
| ARCH | 254,080 | -26,235 | $42,162 |
| APPLE INC |
204,860 | -17,410 | $39,442 |
| AAPL | 204,860 | -17,410 | $39,442 |
| CROWN CASTLE INTL CORP NEW |
262,525 | -35,235 | $30,240 |
| CCI | 262,525 | -35,235 | $30,240 |
| GENERAL MTRS CO |
740,525 | -31,850 | $26,600 |
| GM | 740,525 | -31,850 | $26,600 |
| ALPHABET INC |
166,825 | +26,025 | $23,304 |
| GOOGL | 166,825 | +26,025 | $23,304 |
| BEACON ROOFING SUPPLY INC |
234,514 | -18,025 | $20,407 |
| BECN | 234,514 | -18,025 | $20,407 |
| OSHKOSH CORP |
157,150 | -19,125 | $17,037 |
| OSK | 157,150 | -19,125 | $17,037 |
| OWENS CORNING NEW |
101,290 | -9,960 | $15,014 |
| OC | 101,290 | -9,960 | $15,014 |
| HIBBETT INC |
184,150 | -39,700 | $13,262 |
| HIBB | 184,150 | -39,700 | $13,262 |
| T MOBILE US INC |
79,400 | -36,550 | $12,730 |
| TMUS | 79,400 | -36,550 | $12,730 |
| VISA INC |
48,530 | -1,125 | $12,635 |
| V | 48,530 | -1,125 | $12,635 |
| FMC CORP |
182,575 | -77,145 | $11,511 |
| FMC | 182,575 | -77,145 | $11,511 |
| NORFOLK SOUTHN CORP |
48,265 | -8,260 | $11,409 |
| NSC | 48,265 | -8,260 | $11,409 |
| WABTEC |
79,325 | -8,725 | $10,066 |
| WAB | 79,325 | -8,725 | $10,066 |
| JPMORGAN CHASE & CO |
56,450 | -5,275 | $9,602 |
| JPM | 56,450 | -5,275 | $9,602 |
| COLUMBUS MCKINNON CORP N Y |
243,596 | +8,107 | $9,505 |
| CMCO | 243,596 | +8,107 | $9,505 |
| BRISTOL MYERS SQUIBB CO |
179,025 | -17,875 | $9,186 |
| BMY | 179,025 | -17,875 | $9,186 |
| EAGLE MATERIALS INC |
44,955 | +1,120 | $9,119 |
| EXP | 44,955 | +1,120 | $9,119 |
| GE HEALTHCARE TECHNOLOGIES I |
112,050 | +20,725 | $8,664 |
| GEHC | 112,050 | +20,725 | $8,664 |
| ENERSYS |
84,505 | +3,125 | $8,532 |
| ENS | 84,505 | +3,125 | $8,532 |
| RTX CORPORATION |
100,533 | +3,009 | $8,459 |
| RTX | 100,533 | +3,009 | $8,459 |
| GRAND CANYON ED INC |
63,227 | -30,150 | $8,348 |
| LOPE | 63,227 | -30,150 | $8,348 |
| COHERENT CORP |
190,964 | +7,314 | $8,313 |
| COHR | 190,964 | +7,314 | $8,313 |
| SPDR GOLD TRUST (GLD) |
40,975 | -1,775 | $7,833 |
| GLD | 40,975 | -1,775 | $7,833 |
| WILLIAMS COS INC |
211,700 | -1,850 | $7,374 |
| WMB | 211,700 | -1,850 | $7,374 |
| AMERICAN TOWER CORP NEW |
33,050 | -17,975 | $7,135 |
| AMT | 33,050 | -17,975 | $7,135 |
| QUIDELORTHO CORP |
92,450 | +11,150 | $6,814 |
| QDEL | 92,450 | +11,150 | $6,814 |
| CSX CORP |
196,450 | +64,500 | $6,811 |
| CSX | 196,450 | +64,500 | $6,811 |
| SELECT SECTOR SPDR TR (XLE) |
80,500 | +37,550 | $6,749 |
| XLE | 80,500 | +37,550 | $6,749 |
| CITIGROUP INC |
128,150 | +11,775 | $6,592 |
| C | 128,150 | +11,775 | $6,592 |
| PIONEER NAT RES CO |
29,075 | -2,925 | $6,538 |
| PXD | 29,075 | -2,925 | $6,538 |
| ON SEMICONDUCTOR CORP |
76,745 | -1,700 | $6,411 |
| ON | 76,745 | -1,700 | $6,411 |
| META PLATFORMS INC |
17,515 | -695 | $6,200 |
| META | 17,515 | -695 | $6,200 |
| COGENT COMMUNICATIONS HLDGS |
79,850 | -25,175 | $6,073 |
| CCOI | 79,850 | -25,175 | $6,073 |
| GRAPHIC PACKAGING HLDG CO |
238,300 | -21,400 | $5,874 |
| GPK | 238,300 | -21,400 | $5,874 |
| JOINT CORP |
603,640 | +101,850 | $5,801 |
| JYNT | 603,640 | +101,850 | $5,801 |
| MP MATERIALS CORP |
281,250 | -50,600 | $5,583 |
| MP | 281,250 | -50,600 | $5,583 |
| WILLSCOT MOBIL MINI HLDNG CO |
119,275 | +1,200 | $5,308 |
| WSC | 119,275 | +1,200 | $5,308 |
| ELANCO ANIMAL HEALTH INC |
353,950 | -63,500 | $5,274 |
| ELAN | 353,950 | -63,500 | $5,274 |
| JOHNSON OUTDOORS INC |
95,400 | +26,742 | $5,096 |
| JOUT | 95,400 | +26,742 | $5,096 |
| LOVESAC COMPANY |
178,965 | +2,525 | $4,573 |
| LOVE | 178,965 | +2,525 | $4,573 |
| DISNEY WALT CO |
47,750 | -9,175 | $4,311 |
| DIS | 47,750 | -9,175 | $4,311 |
| BARRICK GOLD CORP |
236,450 | -3,700 | $4,277 |
| GOLD | 236,450 | -3,700 | $4,277 |
| SS&C TECHNOLOGIES HLDGS INC |
69,900 | -9,050 | $4,272 |
| SSNC | 69,900 | -9,050 | $4,272 |
| LINCOLN ELEC HLDGS INC |
19,630 | -3,340 | $4,269 |
| LECO | 19,630 | -3,340 | $4,269 |
 GREENBRIER COS INC |
$3,975 | ||
| GBX | 56,350 | -10,300 | $2,490 |
| NOTE 2 | 1,500,000 | -25,000 | $1,485 |
| DIEBOLD NIXDORF INC |
136,900 | +20,200 | $3,963 |
| DBD | 136,900 | +20,200 | $3,963 |
| PATTERSON UTI ENERGY INC |
361,685 | -28,038 | $3,906 |
| PTEN | 361,685 | -28,038 | $3,906 |
| MARTIN MARIETTA MATLS INC |
7,810 | -120 | $3,896 |
| MLM | 7,810 | -120 | $3,896 |
See Full List: All Stocks Held By Skylands Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Skylands Capital LLC
|
Size ($ in 1000's)
At 12/31/2023: $679,315 At 09/30/2023: $661,542 Skylands Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Skylands Capital LLC 13F filings. Link to 13F filings: SEC filings |
