Skylands Capital, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Skylands Capital, LLC disclosed 155 US equity positions worth $763.0m in its Q1 2026 13F filing. The largest position was UNP at 6.9% of the reported book, followed by GOOGL and DBD.
What did Skylands Capital, LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UNP UNION PAC CORP | Industrials | 6.9% | $52.7m | 217,255 | – | |
| 2 | GOOGL ALPHABET INC | Communication Services | 5.5% | $42.1m | 146,360 | – | |
| 3 | DBD DIEBOLD NIXDORF INC | Technology | 4.5% | $34.6m | 459,100 | – | |
| 4 | GM GENERAL MTRS CO | Consumer Cyclical | 4.2% | $31.8m | 427,135 | – | |
| 5 | AAPL APPLE INC | Technology | 3.2% | $24.6m | 96,795 | – | |
| 6 | CCI CROWN CASTLE INC | Real Estate | 3.1% | $23.3m | 286,635 | – | |
| 7 | CNR CORE NATURAL RESOURCES INC | Energy | 2.9% | $22.4m | 213,577 | – | |
| 8 | OSK OSHKOSH CORP | Industrials | 2.6% | $19.8m | 134,379 | – | |
| 9 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 2.6% | $19.6m | 113,750 | – | |
| 10 | NSC NORFOLK SOUTHN CORP | Industrials | 2.1% | $15.9m | 55,290 | – | |
| 11 | TAP MOLSON COORS BEVERAGE CO | Consumer Defensive | 1.9% | $14.8m | 342,800 | – | |
| 12 | C CITIGROUP INC | Financial Services | 1.9% | $14.4m | 127,300 | – | |
| 13 | OC OWENS CORNING NEW | Industrials | 1.9% | $14.1m | 130,745 | – | |
| 14 | COHR COHERENT CORP | Technology | 1.7% | $12.9m | 54,337 | – | |
| 15 | GEHC GE HEALTHCARE TECHNOLOGIES I | Healthcare | 1.5% | $11.5m | 161,090 | – | |
| 16 | V VISA INC | Financial Services | 1.5% | $11.1m | 36,885 | – | |
| 17 | WAB WABTEC | Industrials | 1.4% | $10.9m | 43,645 | – | |
| 18 | B BARRICK MNG CORP | Basic Materials | 1.4% | $10.7m | 262,175 | – | |
| 19 | GLD SPDR GOLD TR | 1.4% | $10.6m | 24,740 | – | ||
| 20 | AMT AMERICAN TOWER CORP | Real Estate | 1.3% | $10.1m | 58,710 | – | |
| 21 | CSX CSX CORP | Industrials | 1.3% | $10.1m | 245,300 | – | |
| 22 | ADEA ADEIA INC | Technology | 1.3% | $9.8m | 405,950 | – | |
| 23 | SCHW SCHWAB CHARLES CORP | Financial Services | 1.2% | $9.4m | 99,650 | – | |
| 24 | SSNC SS&C TECH HLDGS | Technology | 1.2% | $9.4m | 138,475 | – | |
| 25 | WMB WILLIAMS COS INC | Energy | 1.2% | $9.3m | 127,125 | – | |
| 26 | ENS ENERSYS | Industrials | 1.2% | $8.9m | 51,200 | – | |
| 27 | TMUS T-MOBILE US INC | Communication Services | 1.1% | $8.6m | 41,100 | – | |
| 28 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 1.1% | $8.6m | 141,400 | – | |
| 29 | XOP SPDR SERIES TRUST | 1.1% | $8.3m | 45,585 | – | ||
| 30 | JYNT JOINT CORP | Healthcare | 1.0% | $7.9m | 893,195 | – | |
| 31 | LOPE GRAND CANYON ED INC | Consumer Defensive | 1.0% | $7.9m | 46,415 | – | |
| 32 | JPM JPMORGAN CHASE & CO | Financial Services | 1.0% | $7.5m | 25,385 | – | |
| 33 | EXP EAGLE MATLS INC | Basic Materials | 0.9% | $7.1m | 37,310 | – | |
| 34 | CHDN CHURCHILL DOWNS INC | Consumer Cyclical | 0.9% | $6.6m | 73,400 | – | |
| 35 | RTX RTX CORPORATION | Industrials | 0.8% | $6.2m | 32,135 | – | |
| 36 | KEX KIRBY CORP | Industrials | 0.8% | $6.1m | 45,930 | – | |
| 37 | ADBE ADOBE INC | Technology | 0.8% | $6.1m | 25,095 | – | |
| 38 | LKQ LKQ CORP | Consumer Cyclical | 0.8% | $5.8m | 197,600 | – | |
| 39 | QDEL QUIDELORTHO CORP | Healthcare | 0.7% | $5.6m | 341,554 | – | |
| 40 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 0.7% | $5.5m | 49,169 | – | |
| 41 | GNRC GENERAC HLDGS INC | Industrials | 0.7% | $5.4m | 27,540 | – | |
| 42 | MITK MITEK SYS INC | Technology | 0.7% | $5.3m | 393,400 | – | |
| 43 | UPS UNITED PARCEL SVCS INC | Industrials | 0.7% | $5.1m | 51,950 | – | |
| 44 | MP MP MATERIALS CORP | Basic Materials | 0.7% | $5.0m | 104,395 | – | |
| 45 | ELAN ELANCO ANIMAL HEALTH INC | Healthcare | 0.7% | $5.0m | 209,225 | – | |
| 46 | META META PLATFORMS INC | Communication Services | 0.7% | $5.0m | 8,690 | – | |
| 47 | AEM AGNICO EAGLE MINES LTD | Basic Materials | 0.6% | $4.9m | 24,255 | – | |
| 48 | LOVE LOVESAC COMPANY | 0.6% | $4.9m | 332,947 | – | ||
| 49 | MTX MINERALS TECHNOLOGIES INC | Basic Materials | 0.6% | $4.6m | 65,305 | – | |
| 50 | ON ON SEMICONDUCTOR CORP | Technology | 0.6% | $4.5m | 73,420 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.