Skylands Capital, LLC Top Holdings and 13F Report (2026)

About Skylands Capital, LLC

Investment Activity

Skylands Capital, LLC has $813.94 million in total holdings as of June 30, 2026.
Skylands Capital, LLC owns shares of 166 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 7.75% of the portfolio was purchased this quarter.
About 9.72% of the portfolio was sold this quarter.
This quarter, Skylands Capital, LLC has purchased 155 new stocks and bought additional shares in 46 stocks.
Skylands Capital, LLC sold shares of 70 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Union Pacific: $55,751,840
Alphabet: $45,198,371
DIEBOLD NIXDORF INC: $39,890,109
General Motors: $32,915,858
Apple: $26,545,886

Largest New Holdings this Quarter

040413205 - ARISTA NETWORKS INC: $3,244,708 Holding
289395105 - ELMET GROUP CO (THE): $2,136,204 Holding
25754A201 - DOMINOS PIZZA INC: $1,628,220 Holding
374689107 - Gibraltar Industries: $1,504,085 Holding
550021109 - lululemon athletica: $753,588 Holding

Largest Purchases this Quarter

Adobe: 23,990 shares (about $4.92M)
QuidelOrtho: 218,860 shares (about $3.83M)
Charles Schwab: 40,185 shares (about $3.71M)
Warrior Met Coal: 43,600 shares (about $3.54M)
ARISTA NETWORKS INC: 19,100 shares (about $3.24M)

Largest Sales this Quarter

Coherent: 32,557 shares (about $12.84M)
Alphabet: 19,885 shares (about $7.11M)
Silicon Motion Technology: 14,955 shares (about $4.98M)
Union Pacific: 12,285 shares (about $3.34M)
UnitedHealth Group: 7,995 shares (about $3.32M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
UNP Union Pacific	$55,751,840	$3,341,520 â–¼	-5.7%	204,970	6.8%	Transportation
GOOGL Alphabet	$45,198,371	$7,106,302 â–¼	-13.6%	126,475	5.6%	Computer and Technology
DIEBOLD NIXDORF INC	$39,890,109	$857,427 â–²	2.2%	469,185	4.9%	COM SHS
GM General Motors	$32,915,858	$7,708 â–¼	0.0%	427,035	4.0%	Auto/Tires/Trucks
AAPL Apple	$26,545,886	$1,462,715 â–¼	-5.2%	91,740	3.3%	Computer and Technology
CCI Crown Castle	$21,131,321	$575,548 â–¼	-2.7%	279,035	2.6%	Finance
OSK Oshkosh	$20,501,705	$122,784 â–¼	-0.6%	133,579	2.5%	Auto/Tires/Trucks
SBAC SBA Communications	$19,212,965	$859,360 â–¼	-4.3%	108,880	2.4%	Finance
OC Owens Corning	$18,191,382	$2,591,843 â–¼	-12.5%	114,440	2.2%	Construction
CORE NATURAL RESOURCES INC	$18,108,686	$1,018,254 â–²	6.0%	226,302	2.2%	COM SHS
NSC Norfolk Southern	$17,327,617	$66,064 â–¼	-0.4%	55,080	2.1%	Transportation
C Citigroup	$16,874,277	$942,631 â–¼	-5.3%	120,565	2.1%	Financial Services
TAP Molson Coors Beverage	$15,340,500	$1,985,012 â–²	14.9%	393,750	1.9%	Consumer Staples
V Visa	$12,946,501	$291,626 â–²	2.3%	37,735	1.6%	Business Services
SCHW Charles Schwab	$12,902,575	$3,707,870 â–²	40.3%	139,835	1.6%	Finance
GEHC GE HealthCare Technologies	$12,420,500	$2,109,129 â–²	20.5%	194,040	1.5%	Medical
WAB Wabtec	$11,464,740	$301,952 â–¼	-2.6%	42,525	1.4%	Transportation
SIMO Silicon Motion Technology	$11,404,553	$4,984,950 â–¼	-30.4%	34,214	1.4%	Computer and Technology
ADEA Adeia	$11,029,904	$2,338,030 â–¼	-17.5%	334,950	1.4%	Business Services
ENS Enersys	$10,373,424	$1,598,160 â–¼	-13.3%	44,365	1.3%	Industrials
SSNC SS&C Technologies	$10,255,314	$1,662,940 â–²	19.4%	165,275	1.3%	Computer and Technology
ADBE Adobe	$10,063,407	$4,918,430 â–²	95.6%	49,085	1.2%	Computer and Technology
AMT American Tower	$10,058,083	$454,888 â–²	4.7%	61,491	1.2%	Finance
TMUS T-Mobile US	$9,954,776	$3,061,073 â–²	44.4%	59,350	1.2%	Computer and Technology
QDEL QuidelOrtho	$9,818,453	$3,834,427 â–²	64.1%	560,414	1.2%	Medical
BARRICK MNG CORP	$9,592,958	$36,730 â–¼	-0.4%	261,175	1.2%	COM SHS
CHDN Churchill Downs	$9,255,330	$2,675,754 â–²	40.7%	103,250	1.1%	Consumer Discretionary
GLD SPDR Gold Shares	$9,058,464	$55,257 â–¼	-0.6%	24,590	1.1%	Finance
WMB Williams Companies	$8,803,715	$646,758 â–¼	-6.8%	118,425	1.1%	Energy
CSX CSX	$8,739,579	$2,919,530 â–¼	-25.0%	183,875	1.1%	Transportation
COHR Coherent	$8,591,557	$12,842,760 â–¼	-59.9%	21,780	1.1%	Business Services
EXP Eagle Materials	$8,392,500	$2,250 â–¼	0.0%	37,300	1.0%	Construction
LOPE Grand Canyon Education	$8,238,127	$1,595,676 â–²	24.0%	57,565	1.0%	Consumer Discretionary
BMY Bristol Myers Squibb	$7,993,335	$154,134 â–¼	-1.9%	138,725	1.0%	Medical
JYNT Joint	$7,863,122	$20,870 â–²	0.3%	895,572	1.0%	Medical
JPM JPMorgan Chase & Co.	$7,785,544	$523,728 â–¼	-6.3%	23,785	1.0%	Finance
MITK Mitek Systems	$7,554,789	$364,353 â–¼	-4.6%	375,300	0.9%	Computer and Technology
GNRC Generac	$7,163,597	$900,391 â–¼	-11.2%	24,465	0.9%	Industrials
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$6,769,700	$262,242 â–¼	-3.7%	43,885	0.8%	ETF
ON onsemi	$6,487,335	$453,792 â–¼	-6.5%	68,620	0.8%	Computer and Technology
LKQ LKQ	$6,331,049	$1,128,241 â–²	21.7%	240,450	0.8%	Auto/Tires/Trucks
RTX RTX	$6,096,974		0.0%	32,135	0.7%	Aerospace
MP MP Materials	$5,852,765	$5,601 â–²	0.1%	104,495	0.7%	Basic Materials
UPS United Parcel Service	$5,737,813	$153,188 â–²	2.7%	53,375	0.7%	Transportation
META Meta Platforms	$5,556,856	$661,866 â–²	13.5%	9,865	0.7%	Computer and Technology
HCC Warrior Met Coal	$5,397,140	$3,538,576 â–²	190.4%	66,500	0.7%	Energy
LOVE Lovesac	$5,251,458	$305,427 â–¼	-5.5%	314,647	0.6%	Retail/Wholesale
ELAN Elanco Animal Health	$5,149,027		0.0%	209,225	0.6%	Medical
HLMN Hillman Solutions	$4,859,752	$313,968 â–²	6.9%	575,800	0.6%	Construction
BBY Best Buy	$4,780,440	$79,674 â–²	1.7%	63,000	0.6%	Retail/Wholesale
KEX Kirby	$4,760,310	$1,484,792 â–¼	-23.8%	35,010	0.6%	Transportation
MSFT Microsoft	$4,606,797	$445,759 â–²	10.7%	12,350	0.6%	Computer and Technology
LECO Lincoln Electric	$4,001,236		0.0%	15,070	0.5%	Industrials
PRDO Perdoceo Education	$3,894,400	$1,286,400 â–²	49.3%	121,700	0.5%	Consumer Discretionary
VNT Vontier	$3,845,400	$2,130,050 â–²	124.2%	132,600	0.5%	Business Services
THE CAMPBELLS COMPANY	$3,837,121	$2,067,770 â–²	116.9%	172,300	0.5%	COM
MTX Minerals Technologies	$3,830,093	$1,000,518 â–¼	-20.7%	51,779	0.5%	Basic Materials
AEM Agnico Eagle Mines	$3,730,877	$31,802 â–¼	-0.8%	24,050	0.5%	Basic Materials
HAE Haemonetics	$3,571,875	$1,365,000 â–¼	-27.6%	47,625	0.4%	Medical
NEM Newmont	$3,562,276	$45,299 â–¼	-1.3%	38,140	0.4%	Basic Materials
WSC WillScot	$3,536,793	$1,526,694 â–¼	-30.2%	122,550	0.4%	Finance
GPK Graphic Packaging	$3,471,188	$111,006 â–¼	-3.1%	328,400	0.4%	Industrials
GOOG Alphabet	$3,356,635		0.0%	9,500	0.4%	Computer and Technology
MLM Martin Marietta Materials	$3,347,744	$2,884 â–¼	-0.1%	5,805	0.4%	Construction
SPGI S&P Global	$3,292,697	$440,655 â–²	15.5%	8,085	0.4%	Finance
XLE Energy Select Sector SPDR Fund	$3,274,232	$127,464 â–¼	-3.7%	61,650	0.4%	ETF
SLB SLB	$3,258,949	$223,152 â–¼	-6.4%	70,100	0.4%	Energy
ARISTA NETWORKS INC	$3,244,708	$3,244,708 â–²	New Holding	19,100	0.4%	COM SHS
AMZN Amazon.com	$3,237,849	$1,239,368 â–¼	-27.7%	13,585	0.4%	Retail/Wholesale
BAC Bank of America	$3,149,854	$177,778 â–¼	-5.3%	55,280	0.4%	Finance
METALLUS INC	$2,967,972	$1,153,173 â–¼	-28.0%	158,800	0.4%	COM
U HAUL HOLDING COMPANY	$2,940,681	$1,984,880 â–¼	-40.3%	50,965	0.4%	COM SER N
HAL Halliburton	$2,787,295	$339,500 â–¼	-10.9%	82,100	0.3%	Energy
HLLY Holley	$2,728,064	$193,746 â–²	7.6%	1,069,829	0.3%	Auto/Tires/Trucks
PLAB Photronics	$2,651,520	$17,566 â–¼	-0.7%	81,510	0.3%	Computer and Technology
ALGN Align Technology	$2,622,663	$42,165 â–²	1.6%	15,550	0.3%	Medical
NPK INTERNATIONAL INC	$2,614,013		0.0%	164,300	0.3%	COM SHS
DNOW DNOW	$2,291,799	$1,103,099 â–²	92.8%	176,700	0.3%	Industrials
DIVERSIFIED ENERGY CO	$2,155,230	$1,717,947 â–²	392.9%	155,500	0.3%	COMMON STOCK
ELMET GROUP CO (THE)	$2,136,204	$2,136,204 â–²	New Holding	108,217	0.3%	COMMON STOCK
BIO Bio-Rad Laboratories	$2,121,332	$462,436 â–²	27.9%	7,225	0.3%	Medical
TMO Thermo Fisher Scientific	$2,017,974	$100,272 â–²	5.2%	4,025	0.2%	Medical
SLGN Silgan	$1,913,588	$95,100 â–¼	-4.7%	41,250	0.2%	Industrials
FISERV INC	$1,910,498	$1,832,018 â–²	2,334.4%	38,950	0.2%	COM
XRAY DENTSPLY SIRONA	$1,876,379	$425,992 â–²	29.4%	176,850	0.2%	Medical
ATRO Astronics	$1,755,216	$585,072 â–¼	-25.0%	21,600	0.2%	Aerospace
PGR Progressive	$1,665,681	$611,660 â–¼	-26.9%	7,625	0.2%	Finance
DOMINOS PIZZA INC	$1,628,220	$1,628,220 â–²	New Holding	5,500	0.2%	COM
FCG First Trust Natural Gas ETF	$1,597,931		0.0%	60,050	0.2%	ETF
AEYE Audioeye	$1,561,438	$266,679 â–²	20.6%	268,750	0.2%	Computer and Technology
MARZETTI COMPANY	$1,538,306	$1,070,250 â–²	228.7%	13,475	0.2%	COM
ROCK Gibraltar Industries	$1,504,085	$1,504,085 â–²	New Holding	33,350	0.2%	Construction
CSGP CoStar Group	$1,476,888	$569,232 â–²	62.7%	52,150	0.2%	Computer and Technology
ZETA GLOBAL HOLDINGS CORP	$1,401,216	$152,520 â–¼	-9.8%	71,200	0.2%	CL A
WCC WESCO International	$1,386,901	$552,688 â–¼	-28.5%	4,015	0.2%	Computer and Technology
CCOI Cogent Communications	$1,366,139	$413,277 â–²	43.4%	98,425	0.2%	Computer and Technology
FMC FMC	$1,361,600	$485,588 â–¼	-26.3%	118,400	0.2%	Consumer Staples
TKR Timken	$1,315,146	$1,242,486 â–¼	-48.6%	9,050	0.2%	Computer and Technology
ZBH Zimmer Biomet	$1,266,470	$153,240 â–²	13.8%	14,711	0.2%	Medical
BC Brunswick	$1,234,116	$315,900 â–¼	-20.4%	14,650	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Skylands Capital, LLC Top Holdings and 13F Report (2026)

About Skylands Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Skylands Capital, LLC Top Holdings and 13F Report (2026)

About Skylands Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSkylands Capital, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools