Skylands Capital - Q4 2025 13F Filings

SK

Skylands Capital, LLC

CIK: 0001299910
Address: Wisconsin Milwaukee 1200 North Mayfair Road Suite 250
$737.11 M
Portfolio Value
150
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+1.88%
$737.11 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Skylands Capital Q4 2025 Filing Summary

Skylands Capital, LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 737.11 M reflecting a +1.88% change from the prior quarter, spanning 150 assets. The top 10 holdings comprised 39.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 14 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Skylands Capital’s Q4 2025 Filing

Skylands Capital submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Skylands Capital reported a managed portfolio value of 737.11 M, consisting of 150 individual positions.

This page displays the raw filing documents. To see which stocks Skylands Capital bought or sold during Q4 2025, please visit Skylands Capital's Portfolio Analysis page.