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Portfolio (Quarterly) Guide ↗

Skylands Capital, LLC

· CIK 0001299910
13F Portfolio $814M AUM 166 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 32 New 41 Added 76 Reduced 16 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ASUR ASURE SOFTWARE INC Technology 48,638.0 $386K 0.05% +21K +77.3% $7.94 +10.1%
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 25.9%
Technology 15.1%
Consumer Cyclical 10.6%
Financial Services 9.7%
Communication Services 8.3%
Healthcare 7.8%
Real Estate 6.9%
Energy 5.7%
Basic Materials 5.3%
Consumer Defensive 4.6%