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 | Kirby Corp Common stock | $-7.77M | -59K -56.02% | 45,930 0.80% of portfolio | medium |
| Q1 2026 as of | New | Churchill Downs Inc Common stock | $6.59M | +73K | 73,400 0.86% of portfolio | medium |
| Q1 2026 as of | New | Adobe Inc. Common stock | $6.10M | +25K | 25,095 0.80% of portfolio | medium |
| Q1 2026 as of | Add | Schwab Charles Corp Common stock | $4.95M | +53K +112.02% | 99,650 1.23% of portfolio | low |
| Q1 2026 as of | Add | Molson Coors Beverage Co Common stock | $4.07M | +94K +38.04% | 342,800 1.93% of portfolio | low |
| Q1 2026 as of | Trim | Adeia Inc. Common stock | $-4.00M | -166K -29.06% | 405,950 1.28% of portfolio | low |
| Q1 2026 as of | Add | SS&C Technologies Holdings, Inc. Common stock | $3.90M | +58K +71.59% | 138,475 1.23% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $3.89M | +11K +1629.46% | 11,155 0.54% of portfolio | low |
| Q1 2026 as of | Exit | 24869P104 Common stock | $-3.63M | -583K -100.00% | 0 | low |
| Q1 2026 as of | Add | QuidelOrtho Corp Common stock | $3.40M | +207K +153.56% | 341,554 0.74% of portfolio | low |
| Q1 2026 as of | Exit | Albany International Corp /De Common stock | $-3.15M | -62K -100.00% | 0 | low |
| Q1 2026 as of | Trim | NATR Natures Sunshine Products Inc Common Stock | $-3.07M | -128K -70.87% | 52,650 0.17% of portfolio | low |
| Q1 2026 as of | New | Perdoceo Education Corp Common stock | $3.03M | +82K | 81,500 0.40% of portfolio | low |
| Q1 2026 as of | Add | SBA Communications Corp Common stock | $2.93M | +17K +17.61% | 113,750 2.57% of portfolio | low |
| Q1 2026 as of | Trim | State Street SPDR S&P Oil & Gas Exploration & Production ETF Common stock | $-2.92M | -16K -26.03% | 45,585 1.09% of portfolio | low |
| Q1 2026 as of | Add | GE HealthCare Technologies Inc. Common stock | $2.53M | +36K +28.32% | 161,090 1.50% of portfolio | low |
| Q1 2026 as of | Exit | Targa Resources Corp Common stock | $-2.44M | -13K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Koppers Holdings Inc Common stock | $-2.31M | -60K -73.93% | 21,050 0.11% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $2.22M | +5K +293.43% | 7,003 0.39% of portfolio | low |
| Q1 2026 as of | Trim | Coherent Corp Common stock | $-2.10M | -9K -13.98% | 54,337 1.70% of portfolio | low |
| Q1 2026 as of | Add | Crown Castle Inc Common stock | $2.00M | +25K +9.38% | 286,635 3.05% of portfolio | low |
| Q1 2026 as of | New | Vital Farms, Inc. Common stock | $1.94M | +138K | 137,600 0.25% of portfolio | low |
| Q1 2026 as of | Exit | Matson, Inc. Common stock | $-1.94M | -16K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 81369Y506 Common stock | $-1.92M | -31K -32.86% | 64,050 0.51% of portfolio | low |
| Q1 2026 as of | New | Thermo Fisher Scientific Inc. Common stock | $1.88M | +4K | 3,825 0.25% of portfolio | low |
| Q1 2026 as of | New | CAMPBELL'S Co Common stock | $1.77M | +79K | 79,450 0.23% of portfolio | low |
| Q1 2026 as of | Add | Haemonetics Corporation Common stock | $1.65M | +29K +80.47% | 65,825 0.49% of portfolio | low |
| Q1 2026 as of | Add | ICON plc Common stock | $1.51M | +14K +241.59% | 19,300 0.28% of portfolio | low |
| Q1 2026 as of | Trim | Union Pacific Corp Common stock | $-1.37M | -6K -2.53% | 217,255 6.91% of portfolio | low |
| Q1 2026 as of | Add | Hillman Solutions Corp. Common stock | $1.33M | +160K +42.13% | 538,600 0.59% of portfolio | low |
| Q1 2026 as of | Trim | General Motors Co Common stock | $-1.25M | -17K -3.79% | 427,135 4.17% of portfolio | low |
| Q1 2026 as of | Add | Mitek Systems Inc Common stock | $1.23M | +91K +30.00% | 393,400 0.70% of portfolio | low |
| Q1 2026 as of | Add | Best Buy Co Inc Common stock | $1.19M | +19K +42.66% | 61,950 0.52% of portfolio | low |
| Q1 2026 as of | Exit | Boston Beer Co Inc Common stock | $-1.18M | -6K -100.00% | 0 | low |
| Q1 2026 as of | Trim | DIEBOLD NIXDORF, Inc Common stock | $-1.13M | -15K -3.16% | 459,100 4.54% of portfolio | low |
| Q1 2026 as of | Trim | JOUT Johnson Outdoors Inc Common Stock | $-1.12M | -24K -28.76% | 59,484 0.36% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $1.02M | +5K +35.39% | 18,785 0.51% of portfolio | low |
| Q1 2026 as of | New | FactSet Research Systems Inc Common stock | $1.02M | +5K | 4,700 0.13% of portfolio | low |
| Q1 2026 as of | Add | Warrior Met Coal, Inc. Common stock | $898.9K | +10K +72.83% | 22,900 0.28% of portfolio | low |
| Q1 2026 as of | Trim | Align Technology, Inc. Common stock | $-874.3K | -5K -25.00% | 15,300 0.34% of portfolio | low |
| Q1 2026 as of | Add | Progressive CORP/OH Common stock | $872.3K | +4K +73.03% | 10,425 0.27% of portfolio | low |
| Q1 2026 as of | Trim | American Tower Corp Common stock | $-866.4K | -5K -7.88% | 58,710 1.33% of portfolio | low |
| Q1 2026 as of | Trim | Cboe Global Markets Inc Common stock | $-843.2K | -3K -75.00% | 1,000 0.04% of portfolio | low |
| Q1 2026 as of | Add | U-Haul Holding Co Common stock | $835.3K | +19K +28.05% | 85,365 0.50% of portfolio | low |
| Q1 2026 as of | Trim | Minerals Technologies Inc Common stock | $-829.8K | -12K -15.19% | 65,305 0.61% of portfolio | low |
| Q1 2026 as of | Trim | Bloomin' Brands, Inc. Common stock | $-824.6K | -153K -61.66% | 94,950 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Archer-Daniels-Midland Co Common stock | $-812.3K | -11K -42.69% | 15,000 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Owens Corning Common stock | $-787.3K | -7K -5.27% | 130,745 1.85% of portfolio | low |
| Q1 2026 as of | Exit | Thryv Holdings, Inc. Common stock | $-784.1K | -130K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Csx Corp Common stock | $-744.0K | -18K -6.88% | 245,300 1.32% of portfolio | low |