Institutions / Skylands Capital, LLC / Activity
Activity — Skylands Capital, LLC
152 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Norfolk Southern Corp Common stock | $-743.3K | -3K -4.47% | 55,290 2.08% of portfolio | low |
| Q1 2026 as of | Trim | Oshkosh Corp Common stock | $-695.0K | -5K -3.39% | 134,379 2.59% of portfolio | low |
| Q1 2026 as of | Trim | Slb LIMITED/NV Common stock | $-688.6K | -13K -15.18% | 74,900 0.50% of portfolio | low |
| Q1 2026 as of | Add | Grand Canyon Education, Inc. Common stock | $669.9K | +4K +9.28% | 46,415 1.03% of portfolio | low |
| Q1 2026 as of | Trim | 33733E807 Common stock | $-660.7K | -21K -25.77% | 60,050 0.25% of portfolio | low |
| Q1 2026 as of | Trim | Central Garden & Pet Co Common stock | $-654.9K | -20K -82.11% | 4,400 0.02% of portfolio | low |
| Q1 2026 as of | Add | Casella Waste Systems Inc Common stock | $642.7K | +8K +2945.45% | 8,375 0.09% of portfolio | low |
| Q1 2026 as of | Add | Lovesac Co Common stock | $613.7K | +42K +14.26% | 332,947 0.64% of portfolio | low |
| Q1 2026 as of | Add | CoStar Group Inc Common stock | $605.1K | +15K +87.98% | 32,050 0.17% of portfolio | low |
| Q1 2026 as of | Add | Zeta Global Holdings Corp. Common stock | $604.2K | +38K +92.56% | 78,950 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Occidental Petroleum Corp /De Common stock | $-592.1K | -9K -29.47% | 21,800 0.19% of portfolio | low |
| Q1 2026 as of | Trim | Eagle Materials Inc Common stock | $-588.2K | -3K -7.68% | 37,310 0.93% of portfolio | low |
| Q1 2026 as of | Add | Bio-Rad Laboratories, Inc. Common stock | $571.4K | +2K +56.94% | 5,650 0.21% of portfolio | low |
| Q1 2026 as of | Add | Audioeye Inc Common stock | $570.8K | +90K +67.24% | 222,850 0.19% of portfolio | low |
| Q1 2026 as of | New | Marzetti Company/The Common stock | $567.2K | +4K | 4,100 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Halliburton Co Common stock | $-565.4K | -15K -13.60% | 92,100 0.47% of portfolio | low |
| Q1 2026 as of | Trim | LKQ Corp Common stock | $-563.9K | -19K -8.86% | 197,600 0.76% of portfolio | low |
| Q1 2026 as of | Trim | TMUS T-Mobile US, Inc. Common Stock | $-562.9K | -3K -6.12% | 41,100 1.13% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-557.9K | -2K -1.31% | 146,360 5.52% of portfolio | low |
| Q1 2026 as of | Trim | Mobileye Global Inc. Common stock | $-542.0K | -79K -27.50% | 208,000 0.19% of portfolio | low |
| Q1 2026 as of | Add | DNOW Inc. Common stock | $500.4K | +42K +84.66% | 91,650 0.14% of portfolio | low |
| Q1 2026 as of | Add | DENTSPLY SIRONA Inc. Common stock | $490.7K | +42K +44.81% | 136,700 0.21% of portfolio | low |
| Q1 2026 as of | Trim | Fmc Corp Common stock | $-468.8K | -27K -14.49% | 160,625 0.36% of portfolio | low |
| Q1 2026 as of | Exit | Iridium Communications Inc. Common stock | $-465.8K | -27K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Graphic Packaging Holding Co Common stock | $-457.2K | -46K -11.95% | 338,902 0.44% of portfolio | low |
| Q1 2026 as of | Trim | SIMO Silicon Motion Technology CORP ADR | $-454.8K | -4K -7.61% | 49,169 0.72% of portfolio | low |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $453.2K | +2K +20.89% | 9,695 0.34% of portfolio | low |
| Q1 2026 as of | Trim | Core Natural Resources, Inc. Common stock | $-433.2K | -4K -1.90% | 213,577 2.93% of portfolio | low |
| Q1 2026 as of | Trim | Williams Cos Inc/The Common stock | $-414.8K | -6K -4.29% | 127,125 1.21% of portfolio | low |
| Q1 2026 as of | Trim | Photronics Inc Common stock | $-382.9K | -9K -10.35% | 82,050 0.43% of portfolio | low |
| Q1 2026 as of | Trim | 06849F108 Common stock | $-373.2K | -9K -3.37% | 262,175 1.40% of portfolio | low |
| Q1 2026 as of | New | Waters Corp Common stock | $372.3K | +1K | 1,250 0.05% of portfolio | low |
| Q1 2026 as of | New | ANTERO RESOURCES Corp Common stock | $352.3K | +8K | 8,300 0.05% of portfolio | low |
| Q1 2026 as of | Add | Sanfilippo John B & Son Inc Common stock | $349.1K | +4K +48.35% | 13,500 0.14% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-332.8K | -2K -5.09% | 32,135 0.81% of portfolio | low |
| Q1 2026 as of | Add | Raymond James Financial Inc Common stock | $330.0K | +2K +51.57% | 6,725 0.13% of portfolio | low |
| Q1 2026 as of | Add | Tennant Co Common stock | $328.7K | +5K +65.13% | 12,550 0.11% of portfolio | low |
| Q1 2026 as of | Exit | Harley-Davidson, Inc. Common stock | $-327.8K | -16K -100.00% | 0 | low |
| Q1 2026 as of | Exit | XPOF Xponential Fitness, Inc. Common Stock | $-304.5K | -37K -100.00% | 0 | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $277.5K | +485 +5.91% | 8,690 0.65% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-254.5K | -2K -39.31% | 2,316 0.05% of portfolio | low |
| Q1 2026 as of | Add | Zimmer Biomet Holdings Inc Common stock | $254.1K | +3K +27.76% | 12,931 0.15% of portfolio | low |
| Q1 2026 as of | Add | Metallus Inc. Common stock | $244.3K | +15K +7.27% | 220,500 0.47% of portfolio | low |
| Q1 2026 as of | Trim | WillScot Holdings Corp Common stock | $-237.0K | -14K -7.22% | 175,450 0.40% of portfolio | low |
| Q1 2026 as of | Trim | Vontier Corp Common stock | $-215.5K | -6K -9.31% | 59,150 0.27% of portfolio | low |
| Q1 2026 as of | Add | Manitowoc Co Inc Common stock | $211.4K | +18K +35.94% | 68,655 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Timken Co Common stock | $-196.1K | -2K -9.97% | 17,600 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Westinghouse Air Brake Technologies Corp Common stock | $-192.4K | -770 -1.73% | 43,645 1.43% of portfolio | low |
| Q1 2026 as of | New | Salesforce Inc Common stock | $186.7K | +1K | 1,000 0.02% of portfolio | low |
| Q1 2026 as of | Trim | DEC Diversified Energy Co Common Stock | $-184.0K | -11K -25.06% | 31,550 0.07% of portfolio | low |