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%	Industrials
GOOGL Alphabet	$45,198,371	$7,106,302 â–¼	-13.6%	126,475	5.6%	Communication Services
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%	Consumer Discretionary
AAPL Apple	$26,545,886	$1,462,715 â–¼	-5.2%	91,740	3.3%	Technology
CCI Crown Castle	$21,131,321	$575,548 â–¼	-2.7%	279,035	2.6%	Real Estate
OSK Oshkosh	$20,501,705	$122,784 â–¼	-0.6%	133,579	2.5%	Industrials
SBAC SBA Communications	$19,212,965	$859,360 â–¼	-4.3%	108,880	2.4%	Real Estate
OC Owens Corning	$18,191,382	$2,591,843 â–¼	-12.5%	114,440	2.2%	Industrials
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%	Industrials
C Citigroup	$16,874,277	$942,631 â–¼	-5.3%	120,565	2.1%	Finance
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%	Finance
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%	Healthcare
WAB Wabtec	$11,464,740	$301,952 â–¼	-2.6%	42,525	1.4%	Industrials
SIMO Silicon Motion Technology	$11,404,553	$4,984,950 â–¼	-30.4%	34,214	1.4%	Technology
ADEA Adeia	$11,029,904	$2,338,030 â–¼	-17.5%	334,950	1.4%	Technology
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%	Industrials
ADBE Adobe	$10,063,407	$4,918,430 â–²	95.6%	49,085	1.2%	Technology
AMT American Tower	$10,058,083	$454,888 â–²	4.7%	61,491	1.2%	Real Estate
TMUS T-Mobile US	$9,954,776	$3,061,073 â–²	44.4%	59,350	1.2%	Communication Services
QDEL QuidelOrtho	$9,818,453	$3,834,427 â–²	64.1%	560,414	1.2%	Healthcare
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%	ETF
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%	Industrials
COHR Coherent	$8,591,557	$12,842,760 â–¼	-59.9%	21,780	1.1%	Technology
EXP Eagle Materials	$8,392,500	$2,250 â–¼	0.0%	37,300	1.0%	Materials
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%	Healthcare
JYNT Joint	$7,863,122	$20,870 â–²	0.3%	895,572	1.0%	Healthcare
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%	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%	Technology
LKQ LKQ	$6,331,049	$1,128,241 â–²	21.7%	240,450	0.8%	Consumer Discretionary
RTX RTX	$6,096,974		0.0%	32,135	0.7%	Industrials
MP MP Materials	$5,852,765	$5,601 â–²	0.1%	104,495	0.7%	Materials
UPS United Parcel Service	$5,737,813	$153,188 â–²	2.7%	53,375	0.7%	Industrials
META Meta Platforms	$5,556,856	$661,866 â–²	13.5%	9,865	0.7%	Communication Services
HCC Warrior Met Coal	$5,397,140	$3,538,576 â–²	190.4%	66,500	0.7%	Materials
LOVE Lovesac	$5,251,458	$305,427 â–¼	-5.5%	314,647	0.6%	Consumer Discretionary
ELAN Elanco Animal Health	$5,149,027		0.0%	209,225	0.6%	Healthcare
HLMN Hillman Solutions	$4,859,752	$313,968 â–²	6.9%	575,800	0.6%	Industrials
BBY Best Buy	$4,780,440	$79,674 â–²	1.7%	63,000	0.6%	Consumer Discretionary
KEX Kirby	$4,760,310	$1,484,792 â–¼	-23.8%	35,010	0.6%	Industrials
MSFT Microsoft	$4,606,797	$445,759 â–²	10.7%	12,350	0.6%	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%	Technology
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%	Materials
AEM Agnico Eagle Mines	$3,730,877	$31,802 â–¼	-0.8%	24,050	0.5%	Materials
HAE Haemonetics	$3,571,875	$1,365,000 â–¼	-27.6%	47,625	0.4%	Healthcare
NEM Newmont	$3,562,276	$45,299 â–¼	-1.3%	38,140	0.4%	Materials
WSC WillScot	$3,536,793	$1,526,694 â–¼	-30.2%	122,550	0.4%	Industrials
GPK Graphic Packaging	$3,471,188	$111,006 â–¼	-3.1%	328,400	0.4%	Materials
GOOG Alphabet	$3,356,635		0.0%	9,500	0.4%	Communication Services
MLM Martin Marietta Materials	$3,347,744	$2,884 â–¼	-0.1%	5,805	0.4%	Materials
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%	Consumer Discretionary
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%	Consumer Discretionary
PLAB Photronics	$2,651,520	$17,566 â–¼	-0.7%	81,510	0.3%	Technology
ALGN Align Technology	$2,622,663	$42,165 â–²	1.6%	15,550	0.3%	Healthcare
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%	Healthcare
TMO Thermo Fisher Scientific	$2,017,974	$100,272 â–²	5.2%	4,025	0.2%	Healthcare
SLGN Silgan	$1,913,588	$95,100 â–¼	-4.7%	41,250	0.2%	Materials
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%	Healthcare
ATRO Astronics	$1,755,216	$585,072 â–¼	-25.0%	21,600	0.2%	Industrials
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%	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%	Industrials
CSGP CoStar Group	$1,476,888	$569,232 â–²	62.7%	52,150	0.2%	Real Estate
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%	Industrials
CCOI Cogent Communications	$1,366,139	$413,277 â–²	43.4%	98,425	0.2%	Communication Services
FMC FMC	$1,361,600	$485,588 â–¼	-26.3%	118,400	0.2%	Materials
TKR Timken	$1,315,146	$1,242,486 â–¼	-48.6%	9,050	0.2%	Industrials
ZBH Zimmer Biomet	$1,266,470	$153,240 â–²	13.8%	14,711	0.2%	Healthcare
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