What happenedAccording to a filing with the U.S. Securities and Exchange Commission dated November 6, 2025, Skylands Capital, LLC increased its position in Kirby Corporation (KEX +1.30%) by 46,750 shares. The stake was valued at $8.77 million, with an estimated change of $2.15 million based on quarterly average prices.What else to knowThis was a buy; the position now represents 1.21% of Skylands Capital’s 13F assets under managementTop holdings after the filing:UNP: $53.03 million (7.3% of AUM)GOOGL: $46.97 ...