Skylands Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Skylands Capital, Llc disclosed 162 stock positions valued at approximately $762.06M as of quarter-end September 30, 2026. The largest holdings include UNION PAC CORP, ALPHABET INC, and GENERAL MTRS CO.
- Report Period
- September 30, 2026
- No. of Stocks
- 162
- Portfolio Value
- $762.06M
Holdings by Sector
Skylands Capital, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNION PAC CORP | UNP | Industrials | 7.26% | 203,220 | -1,750 | -0.85% | $55,302,259 |
| ALPHABET INC | GOOGL | Communication Services | 5.75% | 127,250 | +775 | +0.61% | $43,784,180 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 4.27% | 423,010 | -4,025 | -0.94% | $32,571,770 |
| DIEBOLD NIXDORF INC | DBD | Technology | 4.27% | 531,510 | +62,325 | +13.28% | $32,539,042 |
| APPLE INC | AAPL | Technology | 3.84% | 87,815 | -3,925 | -4.28% | $29,244,151 |
| CROWN CASTLE INC | CCI | Real Estate | 2.77% | 317,010 | +37,975 | +13.61% | $21,128,717 |
| CORE NATURAL RESOURCES INC | CEIX | Other | 2.56% | 226,897 | +595 | +0.26% | $19,476,838 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 2.34% | 57,730 | +2,650 | +4.81% | $17,838,570 |
| OSHKOSH CORP | OSK | Industrials | 2.22% | 131,054 | -2,525 | -1.89% | $16,882,376 |
| SBA COMMUNICATIONS CORP | SBAC | Real Estate | 2.16% | 102,580 | -6,300 | -5.79% | $16,425,110 |
| CITIGROUP INC | C | Financial Services | 2.04% | 120,015 | -550 | -0.46% | $15,539,542 |
| MOLSON COORS BEVERAGE CO | TAP | Consumer Defensive | 1.85% | 386,050 | -7,700 | -1.96% | $14,079,244 |
| VISA INC | V | Financial Services | 1.69% | 35,935 | -1,800 | -4.77% | $12,912,524 |
| CHURCHILL DOWNS INC | CHDN | Consumer Cyclical | 1.66% | 167,256 | +64,006 | +61.99% | $12,657,934 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 1.64% | 191,065 | -2,975 | -1.53% | $12,489,919 |
| OWENS CORNING NEW | OC | Industrials | 1.64% | 106,915 | -7,525 | -6.58% | $12,481,257 |
| WABTEC | WAB | Industrials | 1.59% | 42,305 | -220 | -0.52% | $12,149,150 |
| BARRICK MNG CORP | B | Basic Materials | 1.39% | 260,275 | -900 | -0.34% | $10,585,384 |
| GRAND CANYON ED INC | LOPE | Consumer Defensive | 1.33% | 66,715 | +9,150 | +15.90% | $10,113,327 |
| AMERICAN TOWER CORP | AMT | Real Estate | 1.29% | 60,041 | -1,450 | -2.36% | $9,828,111 |
| T-MOBILE US INC | TMUS | Communication Services | 1.25% | 58,300 | -1,050 | -1.77% | $9,507,564 |
| SPDR GOLD TR | GLD | Other | 1.23% | 24,590 | - | - | $9,364,856 |
| SS&C TECH HLDGS | SSNC | Technology | 1.21% | 119,375 | -45,900 | -27.77% | $9,200,231 |
| ENERSYS | ENS | Industrials | 1.15% | 47,590 | +3,225 | +7.27% | $8,734,193 |
| ADEIA INC | ADEA | Technology | 1.12% | 334,150 | -800 | -0.24% | $8,554,240 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 1.07% | 131,000 | -7,725 | -5.57% | $8,174,400 |
| WILLIAMS COS INC | WMB | Energy | 1.05% | 118,225 | -200 | -0.17% | $8,035,753 |
| CSX CORP | CSX | Industrials | 1.05% | 172,425 | -11,450 | -6.23% | $8,019,487 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.03% | 23,645 | -140 | -0.59% | $7,822,475 |
| SPDR SERIES TRUST | XOP | Other | 0.98% | 41,435 | -2,450 | -5.58% | $7,430,539 |
Showing 30 of 162 holdings in the latest reporting period.