Skylands Capital
MP icon

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
Q3 		$5.54M Buy
117,245
+12,750
+12% +$647K 0.73% 39
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 		$9.9M 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

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Sicart Associates
Sicart Associates New York $413M AUM 28.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Bernzott Capital Advisors
Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
SWS Partners
SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Skylands Capital's MP Position: Q3 2026 in Review

Skylands Capital increased its MP Materials (MP) stake by 12% in Q3 2026, buying an estimated $647K and bringing the position to 117,245 shares worth $5.54M. The position accounts for 0.73% of the portfolio, ranked #39.

Skylands Capital first reported a position in MP in Q3 2020 and has held it in 25 quarters since. The position peaked at $17.6M in Q1 2022. 228 funds tracked by Wall St. Rank hold MP as of Q3 2026.

  • Skylands Capital held 117,245 shares of MP Materials worth $5.54M as of Q3 2026.
  • Skylands Capital bought 12,750 MP Materials shares in Q3 2026, an estimated $647K.
  • MP Materials made up 0.73% of Skylands Capital's portfolio in Q3 2026, its #39 holding.
  • Skylands Capital first reported a position in MP Materials in Q3 2020 and has held it in 25 quarters since.
  • Skylands Capital's MP Materials position peaked at $17.6M in Q1 2022.
  • 228 funds tracked by Wall St. Rank held MP Materials as of Q3 2026.

Based on Skylands Capital's 13F filing for Q3 2026, filed 21 Oct 2026.