Skylands Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$763.0M
Q ending 2026-03-31
Prior quarter
$737.1M
Q ending 2025-12-31
Change
+3.5% QoQ · +10.2% YoY
Positions
155
reported holdings
Largest positions
Top 100 of 155 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Union Pac Corp | UNP | Shares | $52.7M | 217K |
| Alphabet Inc | GOOGL | Shares | $42.1M | 146K |
| Diebold Nixdorf Inc | DBD | Shares | $34.6M | 459K |
| General Mtrs Co | GM | Shares | $31.8M | 427K |
| Apple Inc | AAPL | Shares | $24.6M | 97K |
| Crown Castle Inc | CCI | Shares | $23.3M | 287K |
| Core Natural Resources Inc | CNR | Shares | $22.4M | 214K |
| Oshkosh Corp | OSK | Shares | $19.8M | 134K |
| Sba Communications Corp | SBAC | Shares | $19.6M | 114K |
| Norfolk Southn Corp | NSC | Shares | $15.9M | 55K |
| Molson Coors Beverage Co | TAP | Shares | $14.8M | 343K |
| Citigroup Inc | C | Shares | $14.4M | 127K |
| Owens Corning New | OC | Shares | $14.1M | 131K |
| Coherent Corp | COHR | Shares | $12.9M | 54K |
| Ge Healthcare Technologies I | GEHC | Shares | $11.5M | 161K |
| Visa Inc | V | Shares | $11.1M | 37K |
| Wabtec | WAB | Shares | $10.9M | 44K |
| Barrick Mng Corp | B | Shares | $10.7M | 262K |
| Spdr Gold Tr | GLD | Shares | $10.6M | 25K |
| American Tower Corp | AMT | Shares | $10.1M | 59K |
| Csx Corp | CSX | Shares | $10.1M | 245K |
| Adeia Inc | ADEA | Shares | $9.8M | 406K |
| Schwab Charles Corp | SCHW | Shares | $9.4M | 100K |
| Ss&C Tech Hldgs | SSNC | Shares | $9.4M | 138K |
| Williams Cos Inc | WMB | Shares | $9.3M | 127K |
| Enersys | ENS | Shares | $8.9M | 51K |
| T-Mobile Us Inc | TMUS | Shares | $8.6M | 41K |
| Bristol-Myers Squibb Co | BMY | Shares | $8.6M | 141K |
| Spdr Series Trust | XOP | Shares | $8.3M | 46K |
| Joint Corp | JYNT | Shares | $7.9M | 893K |
| Grand Canyon Ed Inc | LOPE | Shares | $7.9M | 46K |
| Jpmorgan Chase & Co | JPM | Shares | $7.5M | 25K |
| Eagle Matls Inc | EXP | Shares | $7.1M | 37K |
| Churchill Downs Inc | CHDN | Shares | $6.6M | 73K |
| Rtx Corporation | RTX | Shares | $6.2M | 32K |
| Kirby Corp | KEX | Shares | $6.1M | 46K |
| Adobe Inc | ADBE | Shares | $6.1M | 25K |
| Lkq Corp | LKQ | Shares | $5.8M | 198K |
| Quidelortho Corp | QDEL | Shares | $5.6M | 342K |
| Silicon Motion Technology Co | SIMO | Shares | $5.5M | 49K |
| Generac Hldgs Inc | GNRC | Shares | $5.4M | 28K |
| Mitek Sys Inc | MITK | Shares | $5.3M | 393K |
| United Parcel Svcs Inc | UPS | Shares | $5.1M | 52K |
| Mp Materials Corp | MP | Shares | $5.0M | 104K |
| Elanco Animal Health Inc | ELAN | Shares | $5.0M | 209K |
| Meta Platforms Inc | META | Shares | $5.0M | 9K |
| Agnico Eagle Mines Ltd | AEM | Shares | $4.9M | 24K |
| Lovesac Company | LOVE | Shares | $4.9M | 333K |
| Minerals Technologies Inc | MTX | Shares | $4.6M | 65K |
| On Semiconductor Corp | ON | Shares | $4.5M | 73K |
| Hillman Solutions Corp | HLMN | Shares | $4.5M | 539K |
| Newmont Corp | NEM | Shares | $4.2M | 39K |
| Microsoft Corp | MSFT | Shares | $4.1M | 11K |
| Best Buy Inc | BBY | Shares | $4.0M | 62K |
| Select Sector Spdr Tr | XLE | Shares | $3.9M | 64K |
| Amazon Com Inc | AMZN | Shares | $3.9M | 19K |
| Slb Limited | SLB | Shares | $3.8M | 75K |
| U Haul Holding Company | UHAL/B | Shares | $3.8M | 85K |
| Lincoln Elec Hldgs Inc | LECO | Shares | $3.8M | 15K |
| Haemonetics Corp Mass | HAE | Shares | $3.7M | 66K |
| Metallus Inc | MTUS | Shares | $3.6M | 221K |
| Halliburton Co | HAL | Shares | $3.6M | 92K |
| Martin Marietta Matls Inc | MLM | Shares | $3.4M | 6K |
| Graphic Packaging Hldg Co | GPK | Shares | $3.4M | 339K |
| Photronics Inc | PLAB | Shares | $3.3M | 82K |
| Holley Inc | HLLY | Shares | $3.1M | 994K |
| Willscot Hldgs Corp | WSC | Shares | $3.0M | 175K |
| Perdoceo Ed Corp | PRDO | Shares | $3.0M | 82K |
| S&P Global Inc | SPGI | Shares | $3.0M | 7K |
| Bank America Corp | BAC | Shares | $2.8M | 58K |
| Johnson Outdoors Inc | JOUT | Shares | $2.8M | 59K |
| Fmc Corp | FMC | Shares | $2.8M | 161K |
| Alphabet Inc | GOOG | Shares | $2.7M | 10K |
| Unitedhealth Group Inc | UNH | Shares | $2.6M | 10K |
| Align Technology Inc | ALGN | Shares | $2.6M | 15K |
| Npk International Inc | NPKI | Shares | $2.4M | 164K |
| Matthews Intl Corp | MATW | Shares | $2.3M | 89K |
| Icon Plc | Shares | $2.1M | 19K | |
| Warrior Met Coal Inc | HCC | Shares | $2.1M | 23K |
| Vontier Corporation | VNT | Shares | $2.1M | 59K |
| Progressive Corp | PGR | Shares | $2.1M | 10K |
| Vital Farms Inc | VITL | Shares | $1.9M | 138K |
| Astronics Corp | ATRO | Shares | $1.9M | 29K |
| First Tr Exchange-Traded Fd | FCG | Shares | $1.9M | 60K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.9M | 4K |
| Timken Co | TKR | Shares | $1.8M | 18K |
| The Campbells Company | CPB | Shares | $1.8M | 79K |
| Silgan Hldgs Inc | SLGN | Shares | $1.7M | 43K |
| Dentsply Sirona Inc | XRAY | Shares | $1.6M | 137K |
| Bio Rad Labs Inc | BIO | Shares | $1.6M | 6K |
| Wesco Intl Inc | WCC | Shares | $1.5M | 6K |
| Mobileye Global Inc | MBLY | Shares | $1.4M | 208K |
| Audioeye Inc | AEYE | Shares | $1.4M | 223K |
| Occidental Pete Corp | OXY | Shares | $1.4M | 22K |
| Brunswick Corp | BC | Shares | $1.3M | 18K |
| Cogent Comm Holdings Inc | CCOI | Shares | $1.3M | 69K |
| Costar Group Inc | CSGP | Shares | $1.3M | 32K |
| Natures Sunshine Prods Inc | NATR | Shares | $1.3M | 53K |
| Zeta Global Holdings Corp | ZETA | Shares | $1.3M | 79K |
| Zimmer Biomet Holdings Inc | ZBH | Shares | $1.2M | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.