Virginia E. Shaffar
@Skylands Capital, Llc
Latest period2024 - Q3ReportedManaged Assets$737.094MTotal holdings154
Assets growth rate4.5%Assets growth rate (2-Q avg)0.97%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Skylands Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 154 positions.
Assets under management
The assets under management (AUM) of Skylands Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 737.094M in assets, with a quarterly growth rate of 4.5% and a 2-quarter average growth rate of 0.97%. The portfolio is managed by Virginia E. Shaffar, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
UNPUnion Pac Corp
| 7.15% | $52.697M 213,800 shares@ $246.48 avg price | Decreased -2.12% |
AAPLApple Inc
| 4.84% | $35.662M 153,055 shares@ $233.0 avg price | Decreased -12.3% |
ARCHArch Resources Inc
| 4.32% | $31.817M 230,290 shares@ $138.16 avg price | Decreased -1.3% |
CCICrown Castle Intl Corp New
| 3.78% | $27.842M 234,700 shares@ $118.63 avg price | Decreased -5.43% |
FMCFmc Corp
| 2.28% | $16.803M 254,825 shares@ $65.95 avg price | Decreased -0.06% |
OCOwens Corning New
| 2.13% | $15.692M 88,895 shares@ $176.52 avg price | Decreased -0.16% |
NSCNorfolk Southn Corp
| 1.95% | $14.356M 57,770 shares@ $248.5 avg price | Decreased -3.68% |
WABWabtec
| 1.89% | $13.931M 76,640 shares@ $181.78 avg price | Decreased -3.17% |
COHRCoherent Corp
| 1.83% | $13.417M 150,900 shares@ $88.91 avg price | Decreased -5.79% |
GEHCGe Healthcare Technologies I
| 1.67% | $12.292M 130,975 shares@ $93.86 avg price | Decreased -1.9% |