Skylands Capital, LLC 13F holdings
Skylands Capital, LLC reported 164 positions with a total reported value of $813.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-24. Top holdings by reported value: UNP UNION PAC CORP (6.8%), GOOGL ALPHABET INC (6.0%), DBD DIEBOLD NIXDORF INC (4.9%), GENERAL MTRS CO (4.0%), AAPL APPLE INC (3.3%). Against 2026-03-31 it opened 21 new positions and exited 10. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Skylands Capital, LLC files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 164 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| UNP UNION PAC CORP | 204,970 | $55.8M | 6.8% |
| GOOGL ALPHABET INC | 135,975 | $48.6M | 6.0% |
| DBD DIEBOLD NIXDORF INC | 469,185 | $39.9M | 4.9% |
| GENERAL MTRS CO | 427,035 | $32.9M | 4.0% |
| AAPL APPLE INC | 91,740 | $26.5M | 3.3% |
| CCI CROWN CASTLE INC | 279,035 | $21.1M | 2.6% |
| OSK OSHKOSH CORP | 133,579 | $20.5M | 2.5% |
| SBAC SBA COMMUNICATIONS CORP | 108,880 | $19.2M | 2.4% |
| OC OWENS CORNING NEW | 114,440 | $18.2M | 2.2% |
| CNR CORE NATURAL RESOURCES INC | 226,302 | $18.1M | 2.2% |
| NORFOLK SOUTHN CORP | 55,080 | $17.3M | 2.1% |
| C CITIGROUP INC | 120,565 | $16.9M | 2.1% |
| TAP MOLSON COORS BEVERAGE CO | 393,750 | $15.3M | 1.9% |
| V VISA INC | 37,735 | $12.9M | 1.6% |
| SCHW SCHWAB CHARLES CORP | 139,835 | $12.9M | 1.6% |
| GEHC GE HEALTHCARE TECHNOLOGIES I | 194,040 | $12.4M | 1.5% |
| WABTEC | 42,525 | $11.5M | 1.4% |
| SIMO SILICON MOTION TECHNOLOGY CO | 34,214 | $11.4M | 1.4% |
| ADEA ADEIA INC | 334,950 | $11.0M | 1.4% |
| ENS ENERSYS | 44,365 | $10.4M | 1.3% |
| SS&C TECH HLDGS | 165,275 | $10.3M | 1.3% |
| ADBE ADOBE INC | 49,085 | $10.1M | 1.2% |
| AMT AMERICAN TOWER CORP | 61,491 | $10.1M | 1.2% |
| TMUS T-MOBILE US INC | 59,350 | $10.0M | 1.2% |
| QDEL QUIDELORTHO CORP | 560,414 | $9.8M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 21 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ANET ARISTA NETWORKS INC | 19,100 | $3.2M | 0.4% |
| ELMT ELMET GROUP CO (THE) | 108,217 | $2.1M | 0.3% |
| DPZ DOMINOS PIZZA INC | 5,500 | $1.6M | 0.2% |
| GIBRALTAR INDS INC | 33,350 | $1.5M | 0.2% |
| LULU LULULEMON ATHLETICA INC | 6,600 | $753.6K | <0.1% |
| CME CME GROUP INC | 3,150 | $695.6K | <0.1% |
| BWMN BOWMAN CONSULTING GROUP LTD | 17,865 | $521.7K | <0.1% |
| OSIS OSI SYSTEMS INC | 2,075 | $453.8K | <0.1% |
| JKHY HENRY JACK & ASSOC INC | 3,150 | $433.9K | <0.1% |
| FTK FLOTEK INDUSTRIES INC | 16,700 | $392.8K | <0.1% |
| SAM BOSTON BEER INC | 2,100 | $371.8K | <0.1% |
| GNTX GENTEX CORP | 13,550 | $342.4K | <0.1% |
| ICE INTERCONTINENTAL EXCHANGE IN | 2,150 | $264.7K | <0.1% |
| COST COSTCO WHOLESALE CORPORATION | 200 | $187.1K | <0.1% |
| HPE HEWLETT PACKARD ENTERPRISE C | 1,950 | $88.0K | <0.1% |
| MSTR STRATEGY INC | 1,000 | $86.9K | <0.1% |
| FEDEX FGHT HLDG CO INC | 361 | $54.5K | <0.1% |
| VZ VERIZON COMMUNICATIONS INC | 700 | $29.6K | <0.1% |
| CAR AVIS BUDGET GROUP INC | 100 | $14.8K | <0.1% |
| HPQ HP INC | 650 | $14.3K | <0.1% |
| DXC DXC TECHNOLOGY CO | 600 | $5.3K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 10 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ICLR ICON PLC | 19,300 | $2.1M | 0.3% |
| ADM ARCHER DANIELS MIDLAND CO | 15,000 | $1.1M | 0.1% |
| JBSS SANFILIPPO JOHN B & SON INC | 13,500 | $1.1M | 0.1% |
| WAT WATERS CORP | 1,250 | $372.2K | <0.1% |
| CRM SALESFORCE INC | 1,000 | $186.7K | <0.1% |
| CENT CENTRAL GARDEN & PET CO | 4,400 | $142.6K | <0.1% |
| SLV ISHARES SILVER TR | 2,000 | $136.3K | <0.1% |
| CZR CAESARS ENTERTAINMENT INC NE | 4,000 | $105.7K | <0.1% |
| MU MICRON TECHNOLOGY INC | 300 | $101.4K | <0.1% |
| COIN COINBASE GLOBAL INC | 400 | $69.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ADBE ADOBE INC | 25,095 | 49,085 | +95.6% | $10.1M |
| QDEL QUIDELORTHO CORP | 341,554 | 560,414 | +64.1% | $9.8M |
| SCHW SCHWAB CHARLES CORP | 99,650 | 139,835 | +40.3% | $12.9M |
| HCC WARRIOR MET COAL INC | 22,900 | 66,500 | +190.4% | $5.4M |
| TMUS T-MOBILE US INC | 41,100 | 59,350 | +44.4% | $10.0M |
| CHDN CHURCHILL DOWNS INC | 73,400 | 103,250 | +40.7% | $9.3M |
| VNT VONTIER CORPORATION | 59,150 | 132,600 | +124.2% | $3.8M |
| GEHC GE HEALTHCARE TECHNOLOGIES I | 161,090 | 194,040 | +20.5% | $12.4M |
| CPB THE CAMPBELLS COMPANY | 79,450 | 172,300 | +116.9% | $3.8M |
| TAP MOLSON COORS BEVERAGE CO | 342,800 | 393,750 | +14.9% | $15.3M |
| FISV FISERV INC | 1,600 | 38,950 | +2,334.4% | $1.9M |
| DEC DIVERSIFIED ENERGY CO | 31,550 | 155,500 | +392.9% | $2.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| COHR COHERENT CORP | 54,337 | 21,780 | -59.9% | $8.6M |
| GOOGL ALPHABET INC | 155,860 | 135,975 | -12.8% | $48.6M |
| SIMO SILICON MOTION TECHNOLOGY CO | 49,169 | 34,214 | -30.4% | $11.4M |
| UNP UNION PAC CORP | 217,255 | 204,970 | -5.7% | $55.8M |
| UNH UNITEDHEALTH GROUP INC | 9,695 | 1,700 | -82.5% | $706.6K |
| CSX CSX CORP | 245,300 | 183,875 | -25.0% | $8.7M |
| OC OWENS CORNING NEW | 130,745 | 114,440 | -12.5% | $18.2M |
| ADEA ADEIA INC | 405,950 | 334,950 | -17.5% | $11.0M |
| UHAL U HAUL HOLDING COMPANY | 87,410 | 53,010 | -39.4% | $3.1M |
| ENS ENERSYS | 51,200 | 44,365 | -13.3% | $10.4M |
| JOUT JOHNSON OUTDOORS INC | 59,484 | 25,642 | -56.9% | $1.2M |
| WSC WILLSCOT HLDGS CORP | 175,450 | 122,550 | -30.2% | $3.5M |
CIK 1299910 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
