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Skylands Capital, LLC
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $762,060,332
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- UNION PAC CORP · COM · 907818108 · shares: $55,302,259
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $43,784,180
- GENERAL MTRS CO · COM · 37045V100 · shares: $32,571,770
- DIEBOLD NIXDORF INC · COM SHS · 253651202 · shares: $32,539,042
- APPLE INC · COM · 037833100 · shares: $29,244,151
- CROWN CASTLE INC · COM · 22822V101 · shares: $21,128,717
- CORE NATURAL RESOURCES INC · COM SHS · 218937100 · shares: $19,476,838
- NORFOLK SOUTHN CORP · COM · 655844108 · shares: $17,838,570
- OSHKOSH CORP · COM · 688239201 · shares: $16,882,376
- SBA COMMUNICATIONS CORP · CL A · 78410G104 · shares: $16,425,110
Filing totals differ
The filing summary reports $762,060,332, while the holdings entries total $762,060,339.
Reported holdings
164 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| UNION PAC CORP | COM | 907818108 | — | 203,220 shares | $55,302,259 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 127,250 shares | $43,784,180 |
| GENERAL MTRS CO | COM | 37045V100 | — | 423,010 shares | $32,571,770 |
| DIEBOLD NIXDORF INC | COM SHS | 253651202 | — | 531,510 shares | $32,539,042 |
| APPLE INC | COM | 037833100 | — | 87,815 shares | $29,244,151 |
| CROWN CASTLE INC | COM | 22822V101 | — | 317,010 shares | $21,128,717 |
| CORE NATURAL RESOURCES INC | COM SHS | 218937100 | — | 226,897 shares | $19,476,838 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 57,730 shares | $17,838,570 |
| OSHKOSH CORP | COM | 688239201 | — | 131,054 shares | $16,882,376 |
| SBA COMMUNICATIONS CORP | CL A | 78410G104 | — | 102,580 shares | $16,425,110 |
| CITIGROUP INC | COM NEW | 172967424 | — | 120,015 shares | $15,539,542 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | — | 386,050 shares | $14,079,244 |
| VISA INC | COM CL A | 92826C839 | — | 35,935 shares | $12,912,524 |
| CHURCHILL DOWNS INC | COM | 171484108 | — | 167,256 shares | $12,657,934 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 191,065 shares | $12,489,919 |
| OWENS CORNING NEW | COM | 690742101 | — | 106,915 shares | $12,481,257 |
| WABTEC | COM | 929740108 | — | 42,305 shares | $12,149,150 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 260,275 shares | $10,585,384 |
| GRAND CANYON ED INC | COM | 38526M106 | — | 66,715 shares | $10,113,327 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 60,041 shares | $9,828,111 |
| T-MOBILE US INC | COM | 872590104 | — | 58,300 shares | $9,507,564 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 24,590 shares | $9,364,856 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 119,375 shares | $9,200,231 |
| ENERSYS | COM | 29275Y102 | — | 47,590 shares | $8,734,193 |
| ADEIA INC | COM | 00676P107 | — | 334,150 shares | $8,554,240 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 131,000 shares | $8,174,400 |
| WILLIAMS COS INC | COM | 969457100 | — | 118,225 shares | $8,035,753 |
| CSX CORP | COM | 126408103 | — | 172,425 shares | $8,019,487 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 23,645 shares | $7,822,475 |
| SPDR SERIES TRUST | SP O&G EXPL PRO | 78468R556 | — | 41,435 shares | $7,430,539 |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | — | 26,314 shares | $7,367,920 |
| EAGLE MATLS INC | COM | 26969P108 | — | 41,900 shares | $7,165,738 |
| ADOBE INC | COM | 00724F101 | — | 29,805 shares | $7,151,412 |
| JOINT CORP | COM | 47973J102 | — | 946,045 shares | $7,000,733 |
| COHERENT CORP | COM | 19247G107 | — | 21,680 shares | $6,239,721 |
| QUIDELORTHO CORP | COM | 219798105 | — | 582,464 shares | $6,139,171 |
| WARRIOR MET COAL INC | COM | 93627C101 | — | 68,707 shares | $6,051,025 |
| RTX CORPORATION | COM | 75513E101 | — | 32,090 shares | $5,957,509 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 117,245 shares | $5,544,516 |
| MITEK SYS INC | COM NEW | 606710200 | — | 324,600 shares | $5,534,430 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 56,050 shares | $5,478,327 |
| GENERAC HLDGS INC | COM | 368736104 | — | 26,440 shares | $5,471,758 |
| LKQ CORP | COM | 501889208 | — | 237,800 shares | $5,428,974 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 67,075 shares | $5,241,241 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 66,720 shares | $5,128,766 |
| META PLATFORMS INC | CL A | 30303M102 | — | 7,035 shares | $5,101,641 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | — | 211,525 shares | $4,736,045 |
| HILLMAN SOLUTIONS CORP | COM | 431636109 | — | 664,200 shares | $4,642,758 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 24,050 shares | $4,407,644 |
| NEWMONT CORP | COM | 651639106 | — | 38,090 shares | $4,393,301 |
| LOVESAC CO | COM | 54738L109 | — | 283,475 shares | $4,266,299 |
| PERDOCEO ED CORP | COM | 71363P106 | — | 133,575 shares | $4,132,811 |
| MICROSOFT CORP | COM | 594918104 | — | 7,950 shares | $4,077,555 |
| KIRBY CORP | COM | 497266106 | — | 30,885 shares | $4,053,656 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 15,070 shares | $3,987,221 |
| BEST BUY INC | COM | 086516101 | — | 44,725 shares | $3,946,534 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 19,000 shares | $3,868,210 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 40,475 shares | $3,781,984 |
| VONTIER CORPORATION | COM | 928881101 | — | 109,525 shares | $3,439,085 |
| SLB LIMITED | COM STK | 806857108 | — | 70,350 shares | $3,427,452 |
| MINERALS TECHNOLOGIES INC | COM | 603158106 | — | 51,779 shares | $3,386,347 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 9,500 shares | $3,237,030 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 52,316 shares | $3,217,434 |
| AMAZON COM INC | COM | 023135106 | — | 12,085 shares | $3,010,978 |
| BANK OF AMER CORP | COM | 060505104 | — | 55,080 shares | $2,998,004 |
| METALLUS INC | COM | 887399103 | — | 157,800 shares | $2,996,622 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | — | 19,900 shares | $2,892,465 |
| SILGAN HLDGS INC | COM | 827048109 | — | 81,500 shares | $2,832,125 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 5,805 shares | $2,785,297 |
| THE CAMPBELLS COMPANY | COM | 134429109 | — | 135,701 shares | $2,690,951 |
| ELMET GROUP CO (THE) | COMMON STOCK | 289395105 | — | 133,036 shares | $2,655,399 |
| HALLIBURTON CO | COM | 406216101 | — | 81,900 shares | $2,604,420 |
| HOLLEY INC | COM | 43538H103 | — | 1,092,212 shares | $2,577,620 |
| GIBRALTAR INDS INC | COM | 374689107 | — | 64,400 shares | $2,550,240 |
| DNOW INC | COM | 67011P100 | — | 163,600 shares | $2,535,800 |
| S&P GLOBAL INC | COM | 78409V104 | — | 6,410 shares | $2,528,553 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | — | 270,750 shares | $2,450,288 |
| PHOTRONICS INC | COM | 719405102 | — | 78,510 shares | $2,416,538 |
| MCDONALDS CORP | COM | 580135101 | — | 10,450 shares | $2,413,323 |
| HAEMONETICS CORP MASS | COM | 405024100 | — | 21,700 shares | $2,285,010 |
| NATURES SUNSHINE PRODS INC | COM | 639027101 | — | 179,509 shares | $2,277,969 |
| DIVERSIFIED ENERGY CO | COMMON STOCK | 25520W107 | — | 164,500 shares | $2,199,365 |
| NPK INTERNATIONAL INC | COM SHS | 651718504 | — | 181,200 shares | $2,069,304 |
| MARZETTI COMPANY | COM | 513847103 | — | 20,675 shares | $2,050,753 |
| NIKE INC | CL B | 654106103 | — | 57,600 shares | $2,039,040 |
| ASTRONICS CORP | COM | 046433108 | — | 29,100 shares | $1,961,922 |
| WILLSCOT HLDGS CORP | COM CL A | 971378104 | — | 109,950 shares | $1,888,941 |
| BOSTON BEER INC | CL A | 100557107 | — | 11,216 shares | $1,839,648 |
| BOWMAN CONSULTING GROUP LTD | COM | 103002101 | — | 42,900 shares | $1,829,256 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 13,400 shares | $1,799,486 |
| MIDDLEBY CORP | COM | 596278101 | — | 17,350 shares | $1,797,113 |
| DENTSPLY SIRONA INC | COM | 24906P109 | — | 199,150 shares | $1,764,469 |
| LIMBACH HLDGS INC | COM | 53263P105 | — | 34,135 shares | $1,670,226 |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 33733E807 | — | 56,850 shares | $1,621,362 |
| AUDIOEYE INC | COM NEW | 050734201 | — | 212,279 shares | $1,426,515 |
| WESCO INTL INC | COM | 95082P105 | — | 3,965 shares | $1,425,774 |
| QXO INC | COM NEW | 82846H405 | — | 114,875 shares | $1,342,889 |
| FISERV INC | COM | 337738108 | — | 28,800 shares | $1,301,184 |
| POOL CORP | COM | 73278L105 | — | 7,325 shares | $1,185,698 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 21,279 shares | $1,177,154 |