Institutions / Skylands Capital, LLC / Holdings

Skylands Capital, LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Hillman Solutions Corp.	—	$4.48M	538,600	0.6%
Newmont Corp	—	$4.18M	38,625	0.5%
MICROSOFT CORP	—	$4.13M	11,155	0.5%
BEST BUY CO INC	—	$3.98M	61,950	0.5%
SELECT SECTOR SPDR TR	—	$3.92M	64,050	0.5%
Amazon.com Inc	—	$3.91M	18,785	0.5%
SLB LIMITED/NV	—	$3.85M	74,900	0.5%
U-Haul Holding Co	—	$3.81M	85,365	0.5%
LINCOLN ELECTRIC HOLDINGS INC	—	$3.75M	15,070	0.5%
Haemonetics Corporation	—	$3.71M	65,825	0.5%
Metallus Inc.	—	$3.60M	220,500	0.5%
HALLIBURTON CO	—	$3.59M	92,100	0.5%
MARTIN MARIETTA MATERIALS INC	—	$3.42M	5,810	0.4%
GRAPHIC PACKAGING HOLDING CO	—	$3.37M	338,902	0.4%
PHOTRONICS INC	—	$3.32M	82,050	0.4%
Holley Inc.HLLY	Common Stock	$3.05M	993,850	0.4%
WillScot Holdings Corp	—	$3.05M	175,450	0.4%
Perdoceo Education Corp	—	$3.03M	81,500	0.4%
S&P Global Inc.	—	$2.98M	7,003	0.4%
BANK OF AMERICA CORP /DE	—	$2.85M	58,400	0.4%
JOHNSON OUTDOORS INCJOUT	Common Stock	$2.77M	59,484	0.4%
FMC CORP	—	$2.77M	160,625	0.4%
Alphabet Inc.	—	$2.73M	9,500	0.4%
UNITEDHEALTH GROUP INC	—	$2.62M	9,695	0.3%
Align Technology, Inc.	—	$2.62M	15,300	0.3%
NPK International Inc.	—	$2.38M	164,300	0.3%
MATTHEWS INTERNATIONAL CORP	—	$2.29M	88,800	0.3%
ICON plc	—	$2.14M	19,300	0.3%
WARRIOR MET COAL, INC.	—	$2.13M	22,900	0.3%
VONTIER CORP	—	$2.10M	59,150	0.3%
PROGRESSIVE CORP/OH	—	$2.07M	10,425	0.3%
Vital Farms, Inc.	—	$1.94M	137,600	0.3%
ASTRONICS CORP	—	$1.92M	28,800	0.3%
FIRST TR EXCHANGE-TRADED FD	—	$1.90M	60,050	0.2%
THERMO FISHER SCIENTIFIC INC.	—	$1.88M	3,825	0.2%
TIMKEN CO	—	$1.77M	17,600	0.2%
CAMPBELL'S Co	—	$1.77M	79,450	0.2%
SILGAN HOLDINGS INC	—	$1.68M	43,300	0.2%
DENTSPLY SIRONA Inc.	—	$1.59M	136,700	0.2%
BIO-RAD LABORATORIES, INC.	—	$1.57M	5,650	0.2%
WESCO INTERNATIONAL INC	—	$1.54M	5,615	0.2%
Mobileye Global Inc.	—	$1.43M	208,000	0.2%
AUDIOEYE INC	—	$1.42M	222,850	0.2%
OCCIDENTAL PETROLEUM CORP /DE	—	$1.42M	21,800	0.2%
BRUNSWICK CORP	—	$1.34M	18,400	0.2%
COGENT COMMUNICATIONS HOLDINGS, INC.	—	$1.29M	68,650	0.2%
CoStar Group Inc	—	$1.29M	32,050	0.2%
NATURES SUNSHINE PRODUCTS INCNATR	Common Stock	$1.26M	52,650	0.2%
Zeta Global Holdings Corp.	—	$1.26M	78,950	0.2%
Zimmer Biomet Holdings Inc	—	$1.17M	12,931	0.2%