Skylands Capital, LLC

Skylands Capital, LLC reported 166 holdings worth US$814M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Skylands Capital, LLC reported 166 holdings worth US$814M as of Jun 30, 2026. Largest: Union Pacific Corporation, Alphabet Inc (google) Class C and Diebold Nixdorf Incorporated. Filed Jul 24, 2026 (Form 13F).

Holdings
166
Value as reported
US$814M

The filing in full

CompanySharesValue as reported% of portfolio
Union Pacific Corporation205KUS$55.8M6.8%
Alphabet Inc (google) Class C136KUS$48.6M6.0%
Diebold Nixdorf Incorporated469KUS$39.9M4.9%
General Motors Company427KUS$32.9M4.0%
Apple Inc91,740US$26.5M3.3%
Crown Castle Inc.279KUS$21.1M2.6%
Oshkosh Corporation (holding Company)134KUS$20.5M2.5%
Sba Communications Corporation109KUS$19.2M2.4%
Owens Corning Inc114KUS$18.2M2.2%
Core Natural Resources, Inc.226KUS$18.1M2.2%
Norfolk Southern Corporation55,080US$17.3M2.1%
Citigroup, Inc.121KUS$16.9M2.1%
Molson Coors Beverage Company394KUS$15.3M1.9%
Visa Inc.37,735US$12.9M1.6%
Charles Schwab Corporation (the)140KUS$12.9M1.6%
Ge Healthcare Technologies Inc.194KUS$12.4M1.5%
Westinghouse Air Brake Technologies Corporation42,525US$11.5M1.4%
Adeia Inc.335KUS$11M1.4%
Enersys44,365US$10.4M1.3%
Ss&c Technologies Holdings, Inc.165KUS$10.3M1.3%
Adobe Inc.49,085US$10.1M1.2%
American Tower Corporation (reit)61,491US$10.1M1.2%
T-mobile Us, Inc.59,350US$9.95M1.2%
Quidelortho Corporation560KUS$9.82M1.2%
Barrick Mining Corporation261KUS$9.59M1.2%
Churchill Downs, Incorporated103KUS$9.26M1.1%
Williams Companies, Inc. (the)118KUS$8.8M1.1%
Csx Corporation184KUS$8.74M1.1%
Coherent Corp.21,780US$8.59M1.1%
Eagle Materials Inc37,300US$8.39M1.0%
Grand Canyon Education, Inc.57,565US$8.24M1.0%
Bristol-myers Squibb Company139KUS$7.99M0.98%
The Joint Corp.896KUS$7.86M0.97%
Jp Morgan Chase & Co.23,785US$7.79M0.96%
Mitek Systems, Inc.375KUS$7.55M0.93%
Generac Holdings Inc.24,465US$7.16M0.88%
On Semiconductor Corporation68,620US$6.49M0.80%
Lkq Corporation240KUS$6.33M0.78%
Rtx Corporation32,135US$6.1M0.75%
Mp Materials Corp.104KUS$5.85M0.72%
United Parcel Service, Inc.53,375US$5.74M0.70%
Meta Platforms, Inc.9,865US$5.56M0.68%
Warrior Met Coal, Inc.66,500US$5.4M0.66%
The Lovesac Company315KUS$5.25M0.65%
Elanco Animal Health Incorporated209KUS$5.15M0.63%
Hillman Solutions Corp.576KUS$4.86M0.60%
Best Buy Co., Inc.63,000US$4.78M0.59%
Kirby Corporation35,010US$4.76M0.58%
Microsoft Corp.12,350US$4.61M0.57%
Lincoln Electric Holdings, Inc.15,070US$4M0.49%
Perdoceo Education Corporation122KUS$3.89M0.48%
Vontier Corporation133KUS$3.85M0.47%
The Campbell's Company172KUS$3.84M0.47%
Minerals Technologies Inc.51,779US$3.83M0.47%
Agnico Eagle Mines Limited24,050US$3.73M0.46%
Haemonetics Corporation47,625US$3.57M0.44%
Newmont Corporation38,140US$3.56M0.44%
Willscot Holdings Corporation123KUS$3.54M0.43%
Graphic Packaging Holding Company328KUS$3.47M0.43%
Martin Marietta Materials, Inc.5,805US$3.35M0.41%
S&p Global Inc.8,085US$3.29M0.40%
Arista Networks, Inc.19,100US$3.24M0.40%
Amazon.com, Inc.13,585US$3.24M0.40%
Bank Of America Corporation55,280US$3.15M0.39%
U-haul Holding Company53,284US$3.07M0.38%
Metallus Inc.159KUS$2.97M0.36%
Halliburton Company82,100US$2.79M0.34%
Holley Inc.1.07MUS$2.73M0.34%
Photronics, Inc.81,510US$2.65M0.33%
Align Technology, Inc.15,550US$2.62M0.32%
Npk International Inc.164KUS$2.61M0.32%
Dnow Inc.177KUS$2.29M0.28%
Diversified Energy Company156KUS$2.16M0.26%
The Elmet Group Co.108KUS$2.14M0.26%
Bio-rad Laboratories, Inc.7,225US$2.12M0.26%
Thermo Fisher Scientific Inc4,025US$2.02M0.25%
Silgan Holdings Inc.41,250US$1.91M0.24%
Fiserv, Inc.38,950US$1.91M0.23%
Dentsply Sirona Inc.177KUS$1.88M0.23%
Astronics Corporation21,600US$1.76M0.22%
Progressive Corporation (the)7,625US$1.67M0.20%
Domino's Pizza Inc5,500US$1.63M0.20%
Audioeye, Inc.269KUS$1.56M0.19%
The Marzetti Company13,475US$1.54M0.19%
Gibraltar Industries, Inc.33,350US$1.5M0.18%
Costar Group, Inc.52,150US$1.48M0.18%
Zeta Global Holdings Corp.71,200US$1.4M0.17%
Wesco International, Inc.4,015US$1.39M0.17%
Cogent Communications Holdings, Inc.98,425US$1.37M0.17%
Fmc Corporation118KUS$1.36M0.17%
Timken Company (the)9,050US$1.32M0.16%
Zimmer Biomet Holdings, Inc.14,711US$1.27M0.16%
Brunswick Corporation14,650US$1.23M0.15%
Factset Research Systems Inc.5,300US$1.22M0.15%
Johnson Outdoors Inc.25,642US$1.18M0.15%
Matthews International Corporation42,000US$1.13M0.14%
Occidental Petroleum Corporation21,429US$1.04M0.13%
Transdigm Group Inc.770US$1.03M0.13%
Raymond James Financial, Inc.6,725US$1.02M0.13%
Mobileye Global Inc.101KUS$980K0.12%

Every holding of Skylands Capital, LLC

Source

View original at SEC

Related