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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) |
|---|---|---|---|---|---|
| BRUNSWICK CORP | COM | 117043109 | — | 17,850 shares | $1,146,684 |
| REFORMATION INC | COM | 75867H106 | — | 91,000 shares | $1,095,640 |
| DOMINOS PIZZA INC | COM | 25754A201 | — | 3,600 shares | $1,078,596 |
| TIMKEN CO | COM | 887389104 | — | 9,050 shares | $1,056,588 |
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | — | 19,715 shares | $1,041,938 |
| GENTEX CORP | COM | 371901109 | — | 44,800 shares | $973,952 |
| MOHAWK INDS INC | COM | 608190104 | — | 7,600 shares | $947,872 |
| TENNANT CO | COM | 880345103 | — | 14,100 shares | $947,802 |
| PROGRESSIVE CORP | COM | 743315103 | — | 4,400 shares | $912,164 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 5,425 shares | $854,329 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 9,611 shares | $853,745 |
| STRYKER CORPORATION | COM | 863667101 | — | 3,050 shares | $839,940 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 26,525 shares | $837,394 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 770 shares | $833,602 |
| GREENBRIER COS INC | COM | 393657101 | — | 19,040 shares | $762,933 |
| OSI SYSTEMS INC | COM | 671044105 | — | 3,675 shares | $714,310 |
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | — | 602,550 shares | $680,882 |
| NATIONAL VISION HLDGS INC | COM | 63845R107 | — | 41,545 shares | $680,507 |
| GATX CORP | COM | 361448103 | — | 3,660 shares | $622,273 |
| JOHNSON OUTDOORS INC | CL A | 479167108 | — | 14,239 shares | $621,532 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 750 shares | $554,828 |
| LULULEMON ATHLETICA INC | COM | 550021109 | — | 5,700 shares | $548,283 |
| GLOO HOLDINGS INC | CL A | 379598105 | — | 126,000 shares | $539,280 |
| FMC CORP | COM NEW | 302491303 | — | 55,800 shares | $497,736 |
| BLOOMIN BRANDS INC | COM | 094235108 | — | 62,250 shares | $482,438 |
| VITAL FARMS INC | COM | 92847W103 | — | 47,500 shares | $440,800 |
| ANTERO RESOURCES CORP | COM | 03674X106 | — | 13,100 shares | $437,409 |
| COGENT COMM HOLDINGS INC | COM NEW | 19239V302 | — | 56,125 shares | $437,214 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 2,316 shares | $376,929 |
| ASURE SOFTWARE INC | COM | 04649U102 | — | 47,874 shares | $362,406 |
| BOOT BARN HLDGS INC | COM | 099406100 | — | 2,899 shares | $349,243 |
| GEN RESTAURENT GROUP | CL A COM | 36870C104 | — | 202,733 shares | $326,400 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 600 shares | $298,770 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 525 shares | $289,522 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 1,000 shares | $275,290 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 625 shares | $207,394 |
| FEDEX CORP | COM | 31428X106 | — | 725 shares | $206,690 |
| CROWN HLDGS INC | COM | 228368106 | — | 1,800 shares | $189,738 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 1,000 shares | $186,410 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 200 shares | $182,068 |
| CYTOSORBENTS CORP | COMMON STOCK | 23283X305 | — | 39,526 shares | $154,151 |
| MOBILITY GLOBAL INC | COM SHS | 60744M106 | — | 8,535 shares | $146,375 |
| MATTHEWS INTL CORP | CL A | 577128101 | — | 6,600 shares | $126,654 |
| U HAUL HOLDING COMPANY | COM | 023586100 | — | 2,045 shares | $123,048 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 1,900 shares | $121,391 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 2,617 shares | $115,410 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 400 shares | $111,156 |
| BLACKROCK INC | COM | 09290D101 | — | 90 shares | $95,246 |
| ORION GROUP HLDGS INC | COM | 68628V308 | — | 10,515 shares | $89,903 |
| NORDSON CORP | COM | 655663102 | — | 260 shares | $85,241 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 100 shares | $76,263 |
| CAMECO CORP | COM | 13321L108 | — | 700 shares | $60,669 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 150 shares | $48,491 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 361 shares | $39,486 |
| PAPA JOHNS INTL INC | COM | 698813102 | — | 2,000 shares | $39,420 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 700 shares | $32,109 |
| HOME DEPOT INC | COM | 437076102 | — | 100 shares | $28,449 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 45 shares | $24,578 |
| CASELLA WASTE SYS INC | CL A | 147448104 | — | 275 shares | $22,096 |
| HP INC | COM | 40434L105 | — | 600 shares | $18,768 |
| TARGET CORP | COM | 87612E106 | — | 100 shares | $15,669 |
| AVIS BUDGET GROUP INC | COM | 053774105 | — | 100 shares | $10,667 |
| KOPPERS HOLDINGS INC | COM | 50060P106 | — | 175 shares | $7,978 |
| DXC TECHNOLOGY CO | COM | 23355L106 | — | 600 shares | $6,498 |