Skylands Capital, LLC — 13F Holdings & Portfolio
CIK 1299910 · latest 13F-HR filed 2026-07-24
Skylands Capital, LLC manages $813.9M in 13F-reported U.S. long-equity assets across 166 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are UNP (6.85%), GOOGL (5.55%), DBD (4.90%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 10, added to 77, and trimmed 48.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 250
MILWAUKEE, WI 53226
$813.9M
Long-equity book
166
Distinct positions
2026-06-30
Filed 2026-07-24
+21 / −10 / ↑77 / ↓48
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SILICON MOTION TECHNOLOGY CO$5.9M +106.6%
- DIEBOLD NIXDORF INC$5.3M +15.2%
- QUIDELORTHO CORP$4.2M +75.0%
- OWENS CORNING NEW$4.0M +28.6%
- ADOBE INC$4.0M +65.0%
Top Trims
- COHERENT CORP-$4.4M -33.6%
- CORE NATURAL RESOURCES INC-$4.3M -19.0%
- CROWN CASTLE INC-$2.2M -9.3%
- UNITEDHEALTH GROUP INC-$1.9M -73.1%
- SPDR GOLD TR-$1.6M -14.9%
New Positions
- ARISTA NETWORKS INC$3.2M
- ELMET GROUP CO (THE)$2.1M
- DOMINOS PIZZA INC$1.6M
- GIBRALTAR INDS INC$1.5M
- LULULEMON ATHLETICA INC$753.6K
Exited Positions
- ICON PLC$2.1M
- ARCHER DANIELS MIDLAND CO$1.1M
- SANFILIPPO JOHN B & SON INC$1.1M
- WATERS CORP$372.2K
- SALESFORCE INC$186.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | UNION PAC CORP | UNP | 907818108 | $55.8M | 6.85% | 204,970 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $45.2M | 5.55% | 126,475 | SH |
| 3 | DIEBOLD NIXDORF INC | DBD | 253651202 | $39.9M | 4.90% | 469,185 | SH |
| 4 | GENERAL MTRS CO | GM | 37045V100 | $32.9M | 4.04% | 427,035 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $26.5M | 3.26% | 91,740 | SH |
| 6 | CROWN CASTLE INC | CCI | 22822V101 | $21.1M | 2.60% | 279,035 | SH |
| 7 | OSHKOSH CORP | OSK | 688239201 | $20.5M | 2.52% | 133,579 | SH |
| 8 | SBA COMMUNICATIONS CORP | SBAC | 78410G104 | $19.2M | 2.36% | 108,880 | SH |
| 9 | OWENS CORNING NEW | OC | 690742101 | $18.2M | 2.23% | 114,440 | SH |
| 10 | CORE NATURAL RESOURCES INC | CNR | 218937100 | $18.1M | 2.22% | 226,302 | SH |
| 11 | NORFOLK SOUTHN CORP | NSC | 655844108 | $17.3M | 2.13% | 55,080 | SH |
| 12 | CITIGROUP INC | C | 172967424 | $16.9M | 2.07% | 120,565 | SH |
| 13 | MOLSON COORS BEVERAGE CO | TAP | 60871R209 | $15.3M | 1.88% | 393,750 | SH |
| 14 | VISA INC | V | 92826C839 | $12.9M | 1.59% | 37,735 | SH |
| 15 | SCHWAB CHARLES CORP | SCHW | 808513105 | $12.9M | 1.59% | 139,835 | SH |
| 16 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 36266G107 | $12.4M | 1.53% | 194,040 | SH |
| 17 | WABTEC | WAB | 929740108 | $11.5M | 1.41% | 42,525 | SH |
| 18 | SILICON MOTION TECHNOLOGY CO | SIMO | 82706C108 | $11.4M | 1.40% | 34,214 | SH |
| 19 | ADEIA INC | ADEA | 00676P107 | $11.0M | 1.36% | 334,950 | SH |
| 20 | ENERSYS | ENS | 29275Y102 | $10.4M | 1.27% | 44,365 | SH |
| 21 | SS&C TECH HLDGS | SSNC | 78467J100 | $10.3M | 1.26% | 165,275 | SH |
| 22 | ADOBE INC | ADBE | 00724F101 | $10.1M | 1.24% | 49,085 | SH |
| 23 | AMERICAN TOWER CORP | AMT | 03027X100 | $10.1M | 1.24% | 61,491 | SH |
| 24 | T-MOBILE US INC | TMUS | 872590104 | $10.0M | 1.22% | 59,350 | SH |
| 25 | QUIDELORTHO CORP | QDEL | 219798105 | $9.8M | 1.21% | 560,414 | SH |
| 26 | BARRICK MNG CORP | B | 06849F108 | $9.6M | 1.18% | 261,175 | SH |
| 27 | CHURCHILL DOWNS INC | CHDN | 171484108 | $9.3M | 1.14% | 103,250 | SH |
| 28 | SPDR GOLD TR | GLD | 78463V107 | $9.1M | 1.11% | 24,590 | SH |
| 29 | WILLIAMS COS INC | WMB | 969457100 | $8.8M | 1.08% | 118,425 | SH |
| 30 | CSX CORP | CSX | 126408103 | $8.7M | 1.07% | 183,875 | SH |
| 31 | COHERENT CORP | COHR | 19247G107 | $8.6M | 1.06% | 21,780 | SH |
| 32 | EAGLE MATLS INC | EXP | 26969P108 | $8.4M | 1.03% | 37,300 | SH |
| 33 | GRAND CANYON ED INC | LOPE | 38526M106 | $8.2M | 1.01% | 57,565 | SH |
| 34 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $8.0M | 0.98% | 138,725 | SH |
| 35 | JOINT CORP | JYNT | 47973J102 | $7.9M | 0.97% | 895,572 | SH |
| 36 | JPMORGAN CHASE & CO | JPM | 46625H100 | $7.8M | 0.96% | 23,785 | SH |
| 37 | MITEK SYS INC | MITK | 606710200 | $7.6M | 0.93% | 375,300 | SH |
| 38 | GENERAC HLDGS INC | GNRC | 368736104 | $7.2M | 0.88% | 24,465 | SH |
| 39 | SPDR SERIES TRUST | XOP | 78468R556 | $6.8M | 0.83% | 43,885 | SH |
| 40 | ON SEMICONDUCTOR CORP | ON | 682189105 | $6.5M | 0.80% | 68,620 | SH |
| 41 | LKQ CORP | LKQ | 501889208 | $6.3M | 0.78% | 240,450 | SH |
| 42 | RTX CORPORATION | RTX | 75513E101 | $6.1M | 0.75% | 32,135 | SH |
| 43 | MP MATERIALS CORP | MP | 553368101 | $5.9M | 0.72% | 104,495 | SH |
| 44 | UNITED PARCEL SVCS INC | UPS | 911312106 | $5.7M | 0.70% | 53,375 | SH |
| 45 | META PLATFORMS INC | META | 30303M102 | $5.6M | 0.68% | 9,865 | SH |
| 46 | WARRIOR MET COAL INC | HCC | 93627C101 | $5.4M | 0.66% | 66,500 | SH |
| 47 | LOVESAC CO | LOVE | 54738L109 | $5.3M | 0.65% | 314,647 | SH |
| 48 | ELANCO ANIMAL HEALTH INC | ELAN | 28414H103 | $5.1M | 0.63% | 209,225 | SH |
| 49 | HILLMAN SOLUTIONS CORP | HLMN | 431636109 | $4.9M | 0.60% | 575,800 | SH |
| 50 | BEST BUY INC | BBY | 086516101 | $4.8M | 0.59% | 63,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $813.9M | 166 | 0001821268-26-000097 |
| 2026-03-31 | 2026-04-22 | $763.0M | 155 | 0001821268-26-000073 |
| 2025-12-31 | 2026-01-30 | $737.1M | 150 | 0001821268-26-000016 |