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Skylands Capital’s Mobileye MBLY Stock Holding History

Skylands Capital’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$980K Sell
101,200
-106,800
-51% -$952K 0.12% 107
2026
Q1 		$1.43M Sell
208,000
-78,900
-28% -$715K 0.19% 92
2025
Q4 		$3M Buy
286,900
+53,850
+23% +$672K 0.41% 68
2025
Q3 		$3.29M Buy
233,050
+208,800
+861% +$3.11M 0.45% 60
2025
Q2 		$436K Sell
24,250
-4,900
-17% -$74.9K 0.06% 120
2025
Q1 		$420K Buy
+29,150
New +$476K 0.06% 122
2024
Q4 		– Sell
-138,500
Closed -$1.9M – 159
2024
Q3 		$1.9M Buy
+138,500
New +$2.43M 0.26% 79

Other funds holding MBLY

IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Skylands Capital's MBLY Position: Q2 2026 in Review

Skylands Capital reduced its Mobileye (MBLY) stake by 51% in Q2 2026, selling an estimated $952K and leaving 101,200 shares worth $980K. The position accounts for 0.12% of the portfolio, ranked #107.

Skylands Capital first reported a position in MBLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.29M in Q3 2025. 294 funds tracked by Wall St. Rank hold MBLY as of Q2 2026.

  • Skylands Capital held 101,200 shares of Mobileye worth $980K as of Q2 2026.
  • Skylands Capital sold 106,800 Mobileye shares in Q2 2026, an estimated $952K.
  • Mobileye made up 0.12% of Skylands Capital's portfolio in Q2 2026, its #107 holding.
  • Skylands Capital first reported a position in Mobileye in Q3 2024 and has held it in 7 quarters since.
  • Skylands Capital's Mobileye position peaked at $3.29M in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Mobileye as of Q2 2026.

Based on Skylands Capital's 13F filing for Q2 2026, filed 24 Jul 2026.