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Skylands Capital’s MP Materials MP Stock Holding History

Skylands Capital’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.85M Buy
104,495
+100
+0.1% +$6.08K 0.72% 43
2026
Q1 		$5.04M Sell
104,395
-185
-0.2% -$11.1K 0.66% 44
2025
Q4 		$5.28M Sell
104,580
-770
-0.7% -$48.8K 0.72% 38
2025
Q3 		$7.07M Sell
105,350
-33,150
-24% -$2.09M 0.98% 32
2025
Q2 		$4.61M Sell
138,500
-39,000
-22% -$995K 0.67% 46
2025
Q1 		$4.33M Sell
177,500
-31,500
-15% -$732K 0.63% 49
2024
Q4 		$3.26M Sell
209,000
-22,000
-10% -$408K 0.46% 64
2024
Q3 		$4.08M Buy
231,000
+24,400
+12% +$331K 0.55% 55
2024
Q2 		$2.63M Sell
206,600
-22,800
-10% -$358K 0.37% 74
2024
Q1 		$3.28M Sell
229,400
-51,850
-18% -$820K 0.45% 58
2023
Q4 		$5.58M Sell
281,250
-50,600
-15% -$863K 0.82% 38
2023
Q3 		$6.34M Sell
331,850
-9,000
-3% -$200K 0.96% 29
2023
Q2 		$7.8M Buy
340,850
+8,500
+3% +$195K 1.12% 25
2023
Q1 		$9.37M Sell
332,350
-775
-0.2% -$23.4K 1.37% 18
2022
Q4 		$8.09M Buy
333,125
+15,300
+5% +$464K 1.28% 21
2022
Q3 		$8.68M Sell
317,825
-2,750
-0.9% -$89.9K 1.43% 18
2022
Q2 		$10.3M Buy
320,575
+13,400
+4% +$541K 1.51% 17
2022
Q1 		$17.6M Buy
307,175
+6,375
+2% +$281K 2.13% 11
2021
Q4 		$13.7M Sell
300,800
-5,300
-2% -$209K 1.58% 16
2021
Q3 		$9.87M Hold
306,100
– – 1.22% 22
2021
Q2 		$11.3M Buy
306,100
+51,300
+20% +$1.59M 1.34% 20
2021
Q1 		$9.16M Buy
254,800
+1,100
+0.4% +$40.7K 1.17% 25
2020
Q4 		$8.16M Buy
253,700
+93,200
+58% +$1.8M 1.18% 24
2020
Q3 		$2.18M Buy
+160,500
New +$2.03M 0.36% 59

Other funds holding MP

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Skylands Capital's MP Position: Q2 2026 in Review

Skylands Capital increased its MP Materials (MP) stake by 0.1% in Q2 2026, buying an estimated $6.08K and bringing the position to 104,495 shares worth $5.85M. The position accounts for 0.72% of the portfolio, ranked #43.

Skylands Capital first reported a position in MP in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.6M in Q1 2022. 189 funds tracked by Wall St. Rank hold MP as of Q2 2026.

  • Skylands Capital held 104,495 shares of MP Materials worth $5.85M as of Q2 2026.
  • Skylands Capital bought 100 MP Materials shares in Q2 2026, an estimated $6.08K.
  • MP Materials made up 0.72% of Skylands Capital's portfolio in Q2 2026, its #43 holding.
  • Skylands Capital first reported a position in MP Materials in Q3 2020 and has held it in 24 quarters since.
  • Skylands Capital's MP Materials position peaked at $17.6M in Q1 2022.
  • 189 funds tracked by Wall St. Rank held MP Materials as of Q2 2026.

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