Skylands Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Skylands Capital, Llc disclosed 165 stock positions valued at approximately $813.94M as of quarter-end June 30, 2026. The largest holdings include UNION PAC CORP, ALPHABET INC, and DIEBOLD NIXDORF INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 165
- Portfolio Value
- $813.94M
Holdings by Sector
Skylands Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNION PAC CORP | UNP | Industrials | 6.85% | 204,970 | -12,285 | -5.65% | $55,751,840 |
| ALPHABET INC | GOOGL | Communication Services | 5.55% | 126,475 | -19,885 | -13.59% | $45,198,371 |
| DIEBOLD NIXDORF INC | DBD | Technology | 4.90% | 469,185 | +10,085 | +2.20% | $39,890,109 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 4.04% | 427,035 | -100 | -0.02% | $32,915,858 |
| APPLE INC | AAPL | Technology | 3.26% | 91,740 | -5,055 | -5.22% | $26,545,886 |
| CROWN CASTLE INC | CCI | Real Estate | 2.60% | 279,035 | -7,600 | -2.65% | $21,131,321 |
| OSHKOSH CORP | OSK | Industrials | 2.52% | 133,579 | -800 | -0.60% | $20,501,705 |
| SBA COMMUNICATIONS CORP | SBAC | Real Estate | 2.36% | 108,880 | -4,870 | -4.28% | $19,212,965 |
| OWENS CORNING NEW | OC | Industrials | 2.23% | 114,440 | -16,305 | -12.47% | $18,191,382 |
| CORE NATURAL RESOURCES INC | CEIX | Other | 2.22% | 226,302 | +12,725 | +5.96% | $18,108,686 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 2.13% | 55,080 | -210 | -0.38% | $17,327,617 |
| CITIGROUP INC | C | Financial Services | 2.07% | 120,565 | -6,735 | -5.29% | $16,874,277 |
| MOLSON COORS BEVERAGE CO | TAP | Consumer Defensive | 1.88% | 393,750 | +50,950 | +14.86% | $15,340,500 |
| VISA INC | V | Financial Services | 1.59% | 37,735 | +850 | +2.30% | $12,946,501 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.59% | 139,835 | +40,185 | +40.33% | $12,902,575 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 1.53% | 194,040 | +32,950 | +20.45% | $12,420,500 |
| WABTEC | WAB | Industrials | 1.41% | 42,525 | -1,120 | -2.57% | $11,464,740 |
| SILICON MOTION TECHNOLOGY CO | SIMO | Technology | 1.40% | 34,214 | -14,955 | -30.42% | $11,404,553 |
| ADEIA INC | ADEA | Technology | 1.36% | 334,950 | -71,000 | -17.49% | $11,029,904 |
| ENERSYS | ENS | Industrials | 1.27% | 44,365 | -6,835 | -13.35% | $10,373,424 |
| SS&C TECH HLDGS | SSNC | Technology | 1.26% | 165,275 | +26,800 | +19.35% | $10,255,314 |
| ADOBE INC | ADBE | Technology | 1.24% | 49,085 | +23,990 | +95.60% | $10,063,407 |
| AMERICAN TOWER CORP | AMT | Real Estate | 1.24% | 61,491 | +2,781 | +4.74% | $10,058,083 |
| T-MOBILE US INC | TMUS | Communication Services | 1.22% | 59,350 | +18,250 | +44.40% | $9,954,776 |
| QUIDELORTHO CORP | QDEL | Healthcare | 1.21% | 560,414 | +218,860 | +64.08% | $9,818,453 |
| BARRICK MNG CORP | B | Other | 1.18% | 261,175 | -1,000 | -0.38% | $9,592,958 |
| CHURCHILL DOWNS INC | CHDN | Consumer Cyclical | 1.14% | 103,250 | +29,850 | +40.67% | $9,255,330 |
| SPDR GOLD TR | GLD | Other | 1.11% | 24,590 | -150 | -0.61% | $9,058,464 |
| WILLIAMS COS INC | WMB | Energy | 1.08% | 118,425 | -8,700 | -6.84% | $8,803,715 |
| CSX CORP | CSX | Industrials | 1.07% | 183,875 | -61,425 | -25.04% | $8,739,579 |
Showing 30 of 165 holdings in the latest reporting period.