Skylands Capital, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Skylands Capital, LLC disclosed 166 US equity positions worth $813.9m in its Q2 2026 13F filing. The largest position was UNP at 6.8% of the reported book, followed by GOOGL and DBD. Against the Q1 2026 filing, it opened 0 new positions, added to 19 and reduced 23 among the top 50 holdings.
What did Skylands Capital, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | UNP UNION PAC CORP | Industrials | 6.8% | $55.8m | 204,970 | -6% | reduced |
| 2 | GOOGL ALPHABET INC | Communication Services | 5.6% | $45.2m | 126,475 | -14% | reduced |
| 3 | DBD DIEBOLD NIXDORF INC | Technology | 4.9% | $39.9m | 469,185 | 2% | added |
| 4 | GM GENERAL MTRS CO | Consumer Cyclical | 4.0% | $32.9m | 427,035 | -0% | held |
| 5 | AAPL APPLE INC | Technology | 3.3% | $26.5m | 91,740 | -5% | reduced |
| 6 | CCI CROWN CASTLE INC | Real Estate | 2.6% | $21.1m | 279,035 | -3% | reduced |
| 7 | OSK OSHKOSH CORP | Industrials | 2.5% | $20.5m | 133,579 | -1% | reduced |
| 8 | SBAC SBA COMMUNICATIONS CORP | Real Estate | 2.4% | $19.2m | 108,880 | -4% | reduced |
| 9 | OC OWENS CORNING NEW | Industrials | 2.2% | $18.2m | 114,440 | -12% | reduced |
| 10 | CNR CORE NATURAL RESOURCES INC | Energy | 2.2% | $18.1m | 226,302 | 6% | added |
| 11 | NSC NORFOLK SOUTHN CORP | Industrials | 2.1% | $17.3m | 55,080 | -0% | held |
| 12 | C CITIGROUP INC | Financial Services | 2.1% | $16.9m | 120,565 | -5% | reduced |
| 13 | TAP MOLSON COORS BEVERAGE CO | Consumer Defensive | 1.9% | $15.3m | 393,750 | 15% | added |
| 14 | V VISA INC | Financial Services | 1.6% | $12.9m | 37,735 | 2% | added |
| 15 | SCHW SCHWAB CHARLES CORP | Financial Services | 1.6% | $12.9m | 139,835 | 40% | added |
| 16 | GEHC GE HEALTHCARE TECHNOLOGIES I | Healthcare | 1.5% | $12.4m | 194,040 | 20% | added |
| 17 | WAB WABTEC | Industrials | 1.4% | $11.5m | 42,525 | -3% | reduced |
| 18 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 1.4% | $11.4m | 34,214 | -30% | reduced |
| 19 | ADEA ADEIA INC | Technology | 1.4% | $11.0m | 334,950 | -17% | reduced |
| 20 | ENS ENERSYS | Industrials | 1.3% | $10.4m | 44,365 | -13% | reduced |
| 21 | SSNC SS&C TECH HLDGS | Technology | 1.3% | $10.3m | 165,275 | 19% | added |
| 22 | ADBE ADOBE INC | Technology | 1.2% | $10.1m | 49,085 | 96% | added |
| 23 | AMT AMERICAN TOWER CORP | Real Estate | 1.2% | $10.1m | 61,491 | 5% | added |
| 24 | TMUS T-MOBILE US INC | Communication Services | 1.2% | $10.0m | 59,350 | 44% | added |
| 25 | QDEL QUIDELORTHO CORP | Healthcare | 1.2% | $9.8m | 560,414 | 64% | added |
| 26 | B BARRICK MNG CORP | Basic Materials | 1.2% | $9.6m | 261,175 | -0% | held |
| 27 | CHDN CHURCHILL DOWNS INC | Consumer Cyclical | 1.1% | $9.3m | 103,250 | 41% | added |
| 28 | GLD SPDR GOLD TR | 1.1% | $9.1m | 24,590 | -1% | reduced | |
| 29 | WMB WILLIAMS COS INC | Energy | 1.1% | $8.8m | 118,425 | -7% | reduced |
| 30 | CSX CSX CORP | Industrials | 1.1% | $8.7m | 183,875 | -25% | reduced |
| 31 | COHR COHERENT CORP | Technology | 1.1% | $8.6m | 21,780 | -60% | reduced |
| 32 | EXP EAGLE MATLS INC | Basic Materials | 1.0% | $8.4m | 37,300 | -0% | held |
| 33 | LOPE GRAND CANYON ED INC | Consumer Defensive | 1.0% | $8.2m | 57,565 | 24% | added |
| 34 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 1.0% | $8.0m | 138,725 | -2% | reduced |
| 35 | JYNT JOINT CORP | Healthcare | 1.0% | $7.9m | 895,572 | 0% | held |
| 36 | JPM JPMORGAN CHASE & CO | Financial Services | 1.0% | $7.8m | 23,785 | -6% | reduced |
| 37 | MITK MITEK SYS INC | Technology | 0.9% | $7.6m | 375,300 | -5% | reduced |
| 38 | GNRC GENERAC HLDGS INC | Industrials | 0.9% | $7.2m | 24,465 | -11% | reduced |
| 39 | XOP SPDR SERIES TRUST | 0.8% | $6.8m | 43,885 | -4% | reduced | |
| 40 | ON ON SEMICONDUCTOR CORP | Technology | 0.8% | $6.5m | 68,620 | -7% | reduced |
| 41 | LKQ LKQ CORP | Consumer Cyclical | 0.8% | $6.3m | 240,450 | 22% | added |
| 42 | RTX RTX CORPORATION | Industrials | 0.7% | $6.1m | 32,135 | 0% | held |
| 43 | MP MP MATERIALS CORP | Basic Materials | 0.7% | $5.9m | 104,495 | 0% | held |
| 44 | UPS UNITED PARCEL SVCS INC | Industrials | 0.7% | $5.7m | 53,375 | 3% | added |
| 45 | META META PLATFORMS INC | Communication Services | 0.7% | $5.6m | 9,865 | 14% | added |
| 46 | HCC WARRIOR MET COAL INC | Basic Materials | 0.7% | $5.4m | 66,500 | 190% | added |
| 47 | LOVE LOVESAC CO | 0.6% | $5.3m | 314,647 | -5% | reduced | |
| 48 | ELAN ELANCO ANIMAL HEALTH INC | Healthcare | 0.6% | $5.1m | 209,225 | 0% | held |
| 49 | HLMN HILLMAN SOLUTIONS CORP | Industrials | 0.6% | $4.9m | 575,800 | 7% | added |
| 50 | BBY BEST BUY INC | Consumer Cyclical | 0.6% | $4.8m | 63,000 | 2% | added |
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.